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

ETF | Mid-Cap Blend |

Last Closing

USD 55.21

Change

-0.11 (-0.20)%

Market Cap

N/A

Volume

0.09M

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: 2025-04-15 )

Largest Industry Peers for Mid-Cap Blend

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

-0.09 (-0.16%)

USD 83.09B
IWR iShares Russell Mid-Cap ETF

-0.08 (-0.10%)

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

-0.78 (-0.15%)

USD 20.27B
VXF Vanguard Extended Market Index..

+0.05 (+0.03%)

USD 18.55B
SPMD SPDR Russell Small Cap Complet..

-0.09 (-0.19%)

USD 11.19B
XMHQ Invesco S&P MidCap Quality ETF

-0.15 (-0.17%)

USD 4.90B
JHMM John Hancock Multifactor Mid C..

-0.03 (-0.06%)

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

-0.16 (-0.17%)

USD 2.33B
FSMD Fidelity Small-Mid Factor

-0.02 (-0.05%)

USD 1.24B
EQAL Invesco Russell 1000 Equal Wei..

-0.15 (-0.34%)

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 -11.68% 33% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -11.68% 28% F 28% F
Trailing 12 Months  
Capital Gain -3.16% 39% F 39% F
Dividend Return 1.33% 72% C 26% F
Total Return -1.83% 33% F 33% F
Trailing 5 Years  
Capital Gain 104.10% 95% A 77% C+
Dividend Return 13.24% 89% A- 32% F
Total Return 117.34% 95% A 75% C
Average Annual (5 Year Horizon)  
Capital Gain 11.35% 63% D 71% C-
Dividend Return 12.82% 74% C 69% C-
Total Return 1.46% 89% A- 35% F
Risk Return Profile  
Volatility (Standard Deviation) 26.25% 21% F 38% F
Risk Adjusted Return 48.82% 32% F 64% 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:
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.