ducovest

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

ETF | Mid-Cap Blend |

Last Closing

USD 61.94

Change

0.00 (0.00)%

Market Cap

N/A

Volume

9.51K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-22 )

Largest Industry Peers for Mid-Cap Blend

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

N/A

 USD 88.34B
IWR iShares Russell Mid-Cap ETF

N/A

 USD 36.20B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

N/A

 USD 22.15B
VXF Vanguard Extended Market Index..

N/A

 USD 20.05B
SPMD SPDR Russell Small Cap Complet..

N/A

 USD 11.13B
XMHQ Invesco S&P MidCap Quality ETF

N/A

 USD 5.30B
JHMM John Hancock Multifactor Mid C..

N/A

 USD 3.97B
IVOO Vanguard S&P Mid-Cap 400 Index..

N/A

 USD 2.28B
EQAL Invesco Russell 1000 Equal Wei..

N/A

 USD 0.61B
FSMD Fidelity Small-Mid Factor

N/A

 USD 0.49B

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 7.93% 6% D- 51% F
Dividend Return 0.64% 35% F 14% F
Total Return 8.56% 6% D- 44% F
Trailing 12 Months  
Capital Gain 22.65% 17% F 67% D+
Dividend Return 1.52% 72% C 26% F
Total Return 24.18% 22% F 63% D
Trailing 5 Years  
Capital Gain 58.25% 50% F 74% C
Dividend Return 8.16% 89% A- 27% F
Total Return 66.41% 56% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 14.23% 94% A 77% C+
Dividend Return 15.71% 94% A 76% C+
Total Return 1.48% 94% A 34% F
Risk Return Profile  
Volatility (Standard Deviation) 27.34% 11% F 37% F
Risk Adjusted Return 57.46% 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.