ducovest

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

ETF | Mid-Cap Blend |

Last Closing

USD 63.28

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-25 )

Largest Industry Peers for Mid-Cap Blend

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

N/A

 USD 94.51B
IWR iShares Russell Mid-Cap ETF

N/A

 USD 39.00B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

N/A

 USD 24.18B
VXF Vanguard Extended Market Index..

N/A

 USD 23.21B
SPMD SPDR Russell Small Cap Complet..

N/A

 USD 12.48B
XMHQ Invesco S&P MidCap Quality ETF

N/A

 USD 6.03B
JHMM John Hancock Multifactor Mid C..

N/A

 USD 4.06B
IVOO Vanguard S&P Mid-Cap 400 Index..

N/A

 USD 2.42B
FSMD Fidelity Small-Mid Factor

N/A

 USD 0.63B
EQAL Invesco Russell 1000 Equal Wei..

N/A

 USD 0.62B

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 10.26% 6% D- 62% D
Dividend Return 1.26% 44% F 21% F
Total Return 11.53% 6% D- 57% F
Trailing 12 Months  
Capital Gain 9.39% 5% F 62% D
Dividend Return 1.25% 44% F 20% F
Total Return 10.64% 5% F 57% F
Trailing 5 Years  
Capital Gain 50.31% 37% F 74% C
Dividend Return 8.42% 37% F 25% F
Total Return 58.72% 32% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 13.85% 84% B 73% C
Dividend Return 15.32% 84% B 72% C
Total Return 1.47% 89% A- 36% F
Risk Return Profile  
Volatility (Standard Deviation) 29.39% 11% F 37% F
Risk Adjusted Return 52.11% 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.