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

ETF | Mid-Cap Blend |

Last Closing

USD 62.46

Change

-0.17 (-0.27)%

Market Cap

N/A

Volume

0.04M

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: 2024-10-29 )

Largest Industry Peers for Mid-Cap Blend

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

+0.07 (+0.11%)

USD 91.45B
IWR iShares Russell Mid-Cap ETF

-0.18 (-0.20%)

USD 36.97B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+0.57 (+0.10%)

USD 22.96B
VXF Vanguard Extended Market Index..

+0.12 (+0.06%)

USD 20.29B
SPMD SPDR Russell Small Cap Complet..

+0.03 (+0.05%)

USD 11.55B
XMHQ Invesco S&P MidCap Quality ETF

+0.23 (+0.23%)

USD 5.74B
JHMM John Hancock Multifactor Mid C..

-0.11 (-0.18%)

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

+0.06 (+0.06%)

USD 2.28B
EQAL Invesco Russell 1000 Equal Wei..

-0.13 (-0.27%)

USD 0.62B
FSMD Fidelity Small-Mid Factor

+0.07 (+0.17%)

USD 0.53B

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 -63.72% 17% F 6% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -63.72% 17% F 12% F
Trailing 12 Months  
Capital Gain -56.30% 16% F 6% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -56.30% 16% F 12% F
Trailing 5 Years  
Capital Gain -48.17% 16% F 15% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -48.17% 16% F 23% F
Average Annual (5 Year Horizon)  
Capital Gain 13.78% 89% A- 74% C
Dividend Return 15.24% 95% A 73% C
Total Return 1.46% 94% A 35% F
Risk Return Profile  
Volatility (Standard Deviation) 28.55% 11% F 37% F
Risk Adjusted Return 53.39% 32% F 70% 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.