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

ETF | Mid-Cap Blend |

Last Closing

USD 64.29

Change

+0.28 (+0.43)%

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: 2025-01-16 )

Largest Industry Peers for Mid-Cap Blend

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

+0.48 (+0.75%)

USD 94.17B
IWR iShares Russell Mid-Cap ETF

+0.85 (+0.94%)

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

+4.36 (+0.75%)

USD 23.87B
VXF Vanguard Extended Market Index..

+1.30 (+0.67%)

USD 21.17B
SPMD SPDR Russell Small Cap Complet..

+0.43 (+0.77%)

USD 12.15B
XMHQ Invesco S&P MidCap Quality ETF

+0.84 (+0.83%)

USD 5.93B
JHMM John Hancock Multifactor Mid C..

+0.54 (+0.88%)

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

+0.80 (+0.74%)

USD 2.42B
FSMD Fidelity Small-Mid Factor

+0.24 (+0.57%)

USD 0.66B
EQAL Invesco Russell 1000 Equal Wei..

+0.42 (+0.85%)

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 2.85% 22% F 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.85% 22% F 73% C
Trailing 12 Months  
Capital Gain 15.53% 17% F 66% D+
Dividend Return 1.68% 83% B 27% F
Total Return 17.20% 11% F 63% D
Trailing 5 Years  
Capital Gain 50.81% 47% F 74% C
Dividend Return 8.80% 58% F 27% F
Total Return 59.61% 58% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 13.93% 84% B 73% C
Dividend Return 15.40% 84% B 72% C
Total Return 1.47% 89% A- 36% F
Risk Return Profile  
Volatility (Standard Deviation) 29.37% 11% F 37% F
Risk Adjusted Return 52.43% 32% F 66% 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.