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

ETF | Mid-Cap Blend |

Last Closing

USD 64.24

Change

+0.10 (+0.16)%

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: 2025-02-14 )

Largest Industry Peers for Mid-Cap Blend

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

-0.04 (-0.06%)

USD 98.63B
IWR iShares Russell Mid-Cap ETF

-0.01 (-0.01%)

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

-0.33 (-0.06%)

USD 24.43B
VXF Vanguard Extended Market Index..

+0.31 (+0.16%)

USD 22.40B
SPMD SPDR Russell Small Cap Complet..

-0.02 (-0.04%)

USD 12.79B
XMHQ Invesco S&P MidCap Quality ETF

-0.26 (-0.26%)

USD 6.19B
JHMM John Hancock Multifactor Mid C..

-0.06 (-0.10%)

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

-0.05 (-0.05%)

USD 2.51B
FSMD Fidelity Small-Mid Factor

-0.09 (-0.21%)

USD 0.81B
EQAL Invesco Russell 1000 Equal Wei..

-0.01 (-0.02%)

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 2.77% 50% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.77% 50% F 51% F
Trailing 12 Months  
Capital Gain 12.29% 22% F 63% D
Dividend Return 1.63% 83% B 28% F
Total Return 13.92% 22% F 60% D-
Trailing 5 Years  
Capital Gain 52.37% 58% F 74% C
Dividend Return 8.90% 63% D 27% F
Total Return 61.27% 74% C 72% C
Average Annual (5 Year Horizon)  
Capital Gain 14.00% 84% B 73% C
Dividend Return 15.48% 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 52.71% 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.