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

ETF | Mid-Cap Blend |

Last Closing

USD 62.12

Change

0.00 (0.00)%

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: 2024-09-24 )

Largest Industry Peers for Mid-Cap Blend

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

-0.01 (-0.02%)

USD 88.34B
IWR iShares Russell Mid-Cap ETF

+0.15 (+0.17%)

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

-0.15 (-0.03%)

USD 22.15B
VXF Vanguard Extended Market Index..

+0.26 (+0.14%)

USD 20.05B
SPMD SPDR Russell Small Cap Complet..

+0.01 (+0.02%)

USD 11.13B
XMHQ Invesco S&P MidCap Quality ETF

-0.18 (-0.18%)

USD 5.67B
JHMM John Hancock Multifactor Mid C..

+0.14 (+0.23%)

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

-0.05 (-0.05%)

USD 2.28B
EQAL Invesco Russell 1000 Equal Wei..

+0.16 (+0.33%)

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 8.24% 6% D- 50% F
Dividend Return 0.64% 35% F 12% F
Total Return 8.88% 6% D- 44% F
Trailing 12 Months  
Capital Gain 24.54% 17% F 66% D+
Dividend Return 1.18% 33% F 15% F
Total Return 25.72% 17% F 61% D-
Trailing 5 Years  
Capital Gain 57.58% 44% F 73% C
Dividend Return 8.10% 83% B 26% F
Total Return 65.68% 39% F 71% 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.