EZM:NYE-WisdomTree U.S. MidCap Earnings Fund (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 61.24

Change

+0.07 (+0.11)%

Market Cap

N/A

Volume

0.01M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF

+0.06 (+0.10%)

USD 88.34B
IWR iShares Russell Mid-Cap ETF

-0.14 (-0.16%)

USD 34.75B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+0.29 (+0.05%)

USD 22.15B
VXF Vanguard Extended Market Index..

+0.06 (+0.03%)

USD 20.05B
SPMD SPDR Russell Small Cap Complet..

+0.02 (+0.04%)

USD 10.86B
XMHQ Invesco S&P MidCap Quality ETF

+0.11 (+0.11%)

USD 5.30B
JHMM John Hancock Multifactor Mid C..

-0.08 (-0.14%)

USD 3.79B
IVOO Vanguard S&P Mid-Cap 400 Index..

-0.04 (-0.04%)

USD 2.12B
EQAL Invesco Russell 1000 Equal Wei..

-0.01 (-0.02%)

USD 0.59B
FSMD Fidelity Small-Mid Factor

+0.04 (+0.10%)

USD 0.47B

ETFs Containing EZM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.71% 6% D- 49% F
Dividend Return 0.64% 41% F 14% F
Total Return 7.34% 6% D- 42% F
Trailing 12 Months  
Capital Gain 19.01% 17% F 65% D
Dividend Return 1.50% 67% D+ 23% F
Total Return 20.50% 17% F 61% D-
Trailing 5 Years  
Capital Gain 54.10% 44% F 73% C
Dividend Return 9.39% 100% F 32% F
Total Return 63.49% 50% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 14.08% 94% A 77% C+
Dividend Return 15.56% 94% A 76% C+
Total Return 1.48% 94% A 34% F
Risk Return Profile  
Volatility (Standard Deviation) 27.39% 11% F 38% F
Risk Adjusted Return 56.82% 39% F 75% C
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.