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

ETF | Mid-Cap Blend |

Last Closing

USD 64.7985

Change

+0.22 (+0.34)%

Market Cap

N/A

Volume

9.31K

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: 2024-11-18 )

Largest Industry Peers for Mid-Cap Blend

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

+0.12 (+0.19%)

USD 91.59B
IWR iShares Russell Mid-Cap ETF

+0.44 (+0.48%)

USD 39.94B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+1.47 (+0.25%)

USD 24.45B
VXF Vanguard Extended Market Index..

+1.20 (+0.62%)

USD 20.72B
SPMD SPDR Russell Small Cap Complet..

+0.13 (+0.23%)

USD 11.56B
XMHQ Invesco S&P MidCap Quality ETF

+0.20 (+0.20%)

USD 6.10B
JHMM John Hancock Multifactor Mid C..

+0.20 (+0.32%)

USD 4.20B
IVOO Vanguard S&P Mid-Cap 400 Index..

+0.32 (+0.29%)

USD 2.43B
EQAL Invesco Russell 1000 Equal Wei..

+0.24 (+0.48%)

USD 0.64B
FSMD Fidelity Small-Mid Factor

+0.10 (+0.23%)

USD 0.57B

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 12.91% 6% D- 63% D
Dividend Return 1.26% 71% C- 23% F
Total Return 14.17% 6% D- 58% F
Trailing 12 Months  
Capital Gain 24.85% 32% F 70% C-
Dividend Return 1.83% 68% D+ 25% F
Total Return 26.68% 21% F 68% D+
Trailing 5 Years  
Capital Gain 58.32% 47% F 73% C
Dividend Return 9.09% 53% F 25% F
Total Return 67.41% 47% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 13.35% 84% B 73% C
Dividend Return 14.81% 84% B 71% C-
Total Return 1.45% 95% A 36% F
Risk Return Profile  
Volatility (Standard Deviation) 29.40% 11% F 37% F
Risk Adjusted Return 50.36% 32% F 67% D+
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.