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

ETF | Mid-Cap Blend |

Last Closing

USD 61.99

Change

+0.79 (+1.29)%

Market Cap

N/A

Volume

0.03M

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: 2024-09-26 )

Largest Industry Peers for Mid-Cap Blend

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

+0.50 (+0.81%)

USD 91.24B
IWR iShares Russell Mid-Cap ETF

+0.61 (+0.70%)

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

+4.68 (+0.83%)

USD 23.21B
VXF Vanguard Extended Market Index..

+1.15 (+0.64%)

USD 20.35B
SPMD SPDR Russell Small Cap Complet..

+0.44 (+0.81%)

USD 11.13B
XMHQ Invesco S&P MidCap Quality ETF

+0.83 (+0.82%)

USD 5.67B
JHMM John Hancock Multifactor Mid C..

+0.46 (+0.77%)

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

+0.88 (+0.84%)

USD 2.28B
FNX First Trust Mid Cap Core Alpha..

+0.16 (+0.14%)

USD 1.25B
EQAL Invesco Russell 1000 Equal Wei..

+0.35 (+0.73%)

USD 0.61B

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 8.02% 5% F 48% F
Dividend Return 0.95% 33% F 20% F
Total Return 8.96% 5% F 43% F
Trailing 12 Months  
Capital Gain 21.91% 11% F 61% D-
Dividend Return 1.51% 47% F 22% F
Total Return 23.42% 11% F 56% F
Trailing 5 Years  
Capital Gain 57.98% 42% F 73% C
Dividend Return 8.59% 89% A- 29% F
Total Return 66.57% 37% 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.