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

ETF | Mid-Cap Blend |

Last Closing

USD 62.7

Change

-1.31 (-2.05)%

Market Cap

N/A

Volume

0.05M

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: 2025-02-21 )

Largest Industry Peers for Mid-Cap Blend

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

-1.52 (-2.39%)

USD 98.63B
IWR iShares Russell Mid-Cap ETF

-2.01 (-2.19%)

USD 40.14B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

-13.79 (-2.38%)

USD 24.43B
VXF Vanguard Extended Market Index..

-6.01 (-3.06%)

USD 22.40B
SPMD SPDR Russell Small Cap Complet..

-1.32 (-2.37%)

USD 12.79B
XMHQ Invesco S&P MidCap Quality ETF

-2.73 (-2.76%)

USD 6.19B
JHMM John Hancock Multifactor Mid C..

-1.35 (-2.19%)

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

-2.55 (-2.37%)

USD 2.52B
FSMD Fidelity Small-Mid Factor

-1.03 (-2.45%)

USD 0.81B
EQAL Invesco Russell 1000 Equal Wei..

-0.82 (-1.63%)

USD 0.65B

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 0.30% 39% F 35% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.30% 39% F 34% F
Trailing 12 Months  
Capital Gain 8.95% 39% F 60% D-
Dividend Return 1.62% 83% B 28% F
Total Return 10.57% 39% F 56% F
Trailing 5 Years  
Capital Gain 49.75% 74% C 73% C
Dividend Return 8.96% 63% D 27% F
Total Return 58.71% 79% B- 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 13.99% 84% B 73% C
Dividend Return 15.47% 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 52.68% 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.