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

ETF | Mid-Cap Blend |

Last Closing

USD 62.35

Change

+1.11 (+1.81)%

Market Cap

N/A

Volume

0.02M

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: 2024-09-19 )

Largest Industry Peers for Mid-Cap Blend

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

+1.06 (+1.72%)

USD 88.34B
IWR iShares Russell Mid-Cap ETF

+1.19 (+1.37%)

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

+9.62 (+1.71%)

USD 22.15B
VXF Vanguard Extended Market Index..

+3.58 (+2.00%)

USD 20.05B
SPMD SPDR Russell Small Cap Complet..

+0.92 (+1.70%)

USD 10.86B
XMHQ Invesco S&P MidCap Quality ETF

+1.83 (+1.82%)

USD 5.30B
JHMM John Hancock Multifactor Mid C..

+0.98 (+1.66%)

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

+1.89 (+1.81%)

USD 2.12B
EQAL Invesco Russell 1000 Equal Wei..

+0.50 (+1.04%)

USD 0.59B
FSMD Fidelity Small-Mid Factor

+0.72 (+1.77%)

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 8.64% 6% D- 52% F
Dividend Return 0.64% 41% F 14% F
Total Return 9.28% 6% D- 45% F
Trailing 12 Months  
Capital Gain 23.03% 22% F 67% D+
Dividend Return 1.52% 72% C 23% F
Total Return 24.55% 22% F 64% D
Trailing 5 Years  
Capital Gain 56.89% 44% F 74% C
Dividend Return 9.39% 100% F 32% F
Total Return 66.29% 61% D- 73% 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.