ducovest

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

ETF | Mid-Cap Blend |

Last Closing

USD 58.11

Change

-0.76 (-1.29)%

Market Cap

N/A

Volume

0.08M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-13 )

Largest Industry Peers for Mid-Cap Blend

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

-0.90 (-1.55%)

 USD 91.19B
IWR iShares Russell Mid-Cap ETF

-1.26 (-1.50%)

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

-8.37 (-1.58%)

 USD 22.70B
VXF Vanguard Extended Market Index..

-3.45 (-1.98%)

 USD 20.41B
SPMD SPDR Russell Small Cap Complet..

-0.81 (-1.59%)

 USD 12.20B
XMHQ Invesco S&P MidCap Quality ETF

-1.89 (-2.08%)

 USD 5.64B
JHMM John Hancock Multifactor Mid C..

-0.85 (-1.50%)

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

-1.62 (-1.65%)

 USD 2.52B
FSMD Fidelity Small-Mid Factor

-0.56 (-1.45%)

 USD 0.86B
EQAL Invesco Russell 1000 Equal Wei..

-0.54 (-1.15%)

 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 -7.04% 50% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -7.04% 50% F 29% F
Trailing 12 Months  
Capital Gain -0.17% 39% F 43% F
Dividend Return 1.60% 83% B 29% F
Total Return 1.43% 50% F 38% F
Trailing 5 Years  
Capital Gain 97.45% 89% A- 74% C
Dividend Return 12.75% 74% C 30% F
Total Return 110.20% 89% A- 72% C
Average Annual (5 Year Horizon)  
Capital Gain 13.67% 79% B- 73% C
Dividend Return 15.16% 84% B 71% C-
Total Return 1.48% 89% A- 36% F
Risk Return Profile  
Volatility (Standard Deviation) 29.27% 11% F 36% F
Risk Adjusted Return 51.78% 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.