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

ETF | Mid-Cap Blend |

Last Closing

USD 62.7

Change

-0.02 (-0.02)%

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: 2025-02-25 )

Largest Industry Peers for Mid-Cap Blend

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

-0.01 (-0.02%)

USD 98.63B
IWR iShares Russell Mid-Cap ETF

-0.26 (-0.29%)

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

-0.21 (-0.04%)

USD 24.43B
VXF Vanguard Extended Market Index..

-1.63 (-0.86%)

USD 22.40B
SPMD SPDR Russell Small Cap Complet..

-0.01 (-0.02%)

USD 12.79B
XMHQ Invesco S&P MidCap Quality ETF

+0.36 (+0.38%)

USD 6.19B
JHMM John Hancock Multifactor Mid C..

+0.05 (+0.08%)

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

-0.04 (-0.04%)

USD 2.52B
FSMD Fidelity Small-Mid Factor

-0.02 (-0.05%)

USD 0.81B
EQAL Invesco Russell 1000 Equal Wei..

-0.18 (-0.36%)

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% 44% F 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.30% 44% F 35% F
Trailing 12 Months  
Capital Gain 8.33% 39% F 60% D-
Dividend Return 1.61% 83% B 28% F
Total Return 9.94% 33% F 54% F
Trailing 5 Years  
Capital Gain 69.92% 84% B 74% C
Dividend Return 10.17% 63% D 28% F
Total Return 80.08% 84% B 73% C
Average Annual (5 Year Horizon)  
Capital Gain 13.97% 84% B 73% C
Dividend Return 15.45% 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 52.61% 32% F 65% 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.