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

ETF | Mid-Cap Blend |

Last Closing

USD 60.09

Change

+0.70 (+1.18)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-17 )

Largest Industry Peers for Mid-Cap Blend

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

+0.88 (+1.50%)

USD 91.19B
IWR iShares Russell Mid-Cap ETF

+1.27 (+1.50%)

USD 36.41B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+7.99 (+1.49%)

USD 22.70B
VXF Vanguard Extended Market Index..

+2.52 (+1.44%)

USD 20.41B
SPMD SPDR Russell Small Cap Complet..

+0.78 (+1.52%)

USD 12.20B
XMHQ Invesco S&P MidCap Quality ETF

+1.35 (+1.47%)

USD 5.64B
JHMM John Hancock Multifactor Mid C..

+0.83 (+1.46%)

USD 3.89B
IVOO Vanguard S&P Mid-Cap 400 Index..

+1.50 (+1.51%)

USD 2.33B
FSMD Fidelity Small-Mid Factor

+0.61 (+1.57%)

USD 0.86B
EQAL Invesco Russell 1000 Equal Wei..

+0.69 (+1.46%)

USD 0.59B

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 -3.87% 44% F 31% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.87% 44% F 30% F
Trailing 12 Months  
Capital Gain 3.12% 39% F 53% F
Dividend Return 1.60% 83% B 29% F
Total Return 4.72% 33% F 44% F
Trailing 5 Years  
Capital Gain 154.19% 95% A 75% C
Dividend Return 15.87% 89% A- 34% F
Total Return 170.05% 95% A 73% 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.