EZM:ARCA-WisdomTree MidCap Earnings Fund (USD)

ETF | Mid-Cap Blend | NYSE Arca

Last Closing

USD 62.34

Change

+0.09 (+0.14)%

Market Cap

USD 0.74B

Volume

9.05K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree MidCap Earnings Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the mid-capitalization segment of the U.S. stock market. The fund is non-diversified.

Inception Date: 23/02/2007

Primary Benchmark: WisdomTree U.S. MidCap TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.38%

Management Expense Ratio: 0.38 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-30 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Mer Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF 0.07 %

+0.05 (+0.08%)

USD 91.24B
IWR iShares Russell Mid-Cap ETF 0.19 %

+0.13 (+0.15%)

USD 36.18B
MDY SPDR® S&P MIDCAP 400 ETF Trus.. 0.24 %

+0.48 (+0.08%)

USD 23.21B
VXF Vanguard Extended Market Index.. 0.07 %

+0.22 (+0.12%)

USD 20.35B
SPMD SPDR Russell Small Cap Complet.. 0.06 %

+0.06 (+0.11%)

USD 11.24B
XMHQ Invesco S&P MidCap Quality ETF 0.25 %

+0.18 (+0.18%)

USD 5.67B
JHMM John Hancock Multifactor Mid C.. 0.44 %

+0.13 (+0.22%)

USD 4.01B
IVOO Vanguard S&P Mid-Cap 400 Index.. 0.15 %

+0.21 (+0.20%)

USD 2.25B
EQAL Invesco Russell 1000 Equal Wei.. 0.20 %

-0.01 (-0.02%)

USD 0.62B
FSMD Fidelity Small-Mid Factor 0.00 %

+0.15 (+0.36%)

USD 0.49B

ETFs Containing EZM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.63% 3% F 52% F
Dividend Return 0.95% 26% F 16% F
Total Return 9.57% 3% F 46% F
Trailing 12 Months  
Capital Gain 24.78% 14% F 65% D
Dividend Return 1.54% 42% F 20% F
Total Return 26.32% 14% F 61% D-
Trailing 5 Years  
Capital Gain 63.45% 46% F 74% C
Dividend Return 8.84% 86% B+ 29% F
Total Return 72.29% 46% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 14.39% N/A N/A 77% C+
Dividend Return 15.87% N/A N/A 75% C
Total Return 1.48% N/A N/A 35% F
Risk Return Profile  
Volatility (Standard Deviation) 27.27% N/A N/A 38% F
Risk Adjusted Return 58.21% N/A N/A 75% C
Market Capitalization 0.74B 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:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike