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

ETF | Mid-Cap Blend |

Last Closing

USD 64.78

Change

+0.02 (+0.03)%

Market Cap

N/A

Volume

0.02M

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: 2025-01-29 )

Largest Industry Peers for Mid-Cap Blend

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

-0.25 (-0.39%)

USD 94.17B
IWR iShares Russell Mid-Cap ETF

-0.28 (-0.30%)

USD 38.83B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

-2.35 (-0.40%)

USD 23.87B
VXF Vanguard Extended Market Index..

-0.32 (-0.16%)

USD 21.17B
SPMD SPDR Russell Small Cap Complet..

-0.23 (-0.40%)

USD 12.15B
XMHQ Invesco S&P MidCap Quality ETF

-1.45 (-1.41%)

USD 5.93B
JHMM John Hancock Multifactor Mid C..

-0.08 (-0.13%)

USD 4.23B
IVOO Vanguard S&P Mid-Cap 400 Index..

-0.41 (-0.37%)

USD 2.51B
FSMD Fidelity Small-Mid Factor

-0.17 (-0.40%)

USD 0.66B
EQAL Invesco Russell 1000 Equal Wei..

-0.18 (-0.36%)

USD 0.63B

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 3.63% 61% D- 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.63% 61% D- 68% D+
Trailing 12 Months  
Capital Gain 15.64% 22% F 67% D+
Dividend Return 1.67% 83% B 27% F
Total Return 17.30% 33% F 64% D
Trailing 5 Years  
Capital Gain 59.83% 58% F 75% C
Dividend Return 9.25% 63% D 28% F
Total Return 69.09% 68% D+ 73% C
Average Annual (5 Year Horizon)  
Capital Gain 13.97% 84% B 73% C
Dividend Return 15.44% 84% B 72% C
Total Return 1.48% 89% A- 36% F
Risk Return Profile  
Volatility (Standard Deviation) 29.37% 11% F 36% F
Risk Adjusted Return 52.59% 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.