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

ETF | Mid-Cap Blend |

Last Closing

USD 62.72

Change

-0.94 (-1.48)%

Market Cap

N/A

Volume

0.01M

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: 2024-10-21 )

Largest Industry Peers for Mid-Cap Blend

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

-0.75 (-1.17%)

USD 94.13B
IWR iShares Russell Mid-Cap ETF

-0.75 (-0.83%)

USD 37.39B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

-6.74 (-1.15%)

USD 23.63B
VXF Vanguard Extended Market Index..

-2.03 (-1.08%)

USD 20.06B
SPMD SPDR Russell Small Cap Complet..

-0.65 (-1.16%)

USD 11.77B
XMHQ Invesco S&P MidCap Quality ETF

-1.34 (-1.27%)

USD 5.97B
JHMM John Hancock Multifactor Mid C..

-0.55 (-0.90%)

USD 4.10B
IVOO Vanguard S&P Mid-Cap 400 Index..

-1.24 (-1.15%)

USD 2.26B
EQAL Invesco Russell 1000 Equal Wei..

-0.48 (-0.97%)

USD 0.63B
FSMD Fidelity Small-Mid Factor

-0.54 (-1.28%)

USD 0.52B

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 -63.57% 17% F 6% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -63.57% 17% F 10% F
Trailing 12 Months  
Capital Gain -56.27% 16% F 6% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -56.27% 16% F 10% F
Trailing 5 Years  
Capital Gain -47.73% 16% F 15% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -47.73% 16% F 21% F
Average Annual (5 Year Horizon)  
Capital Gain 14.01% 95% A 75% C
Dividend Return 15.48% 95% A 74% C
Total Return 1.47% 94% A 34% F
Risk Return Profile  
Volatility (Standard Deviation) 28.15% 11% F 37% F
Risk Adjusted Return 54.98% 37% F 72% 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:
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.