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

ETF | Mid-Cap Blend |

Last Closing

USD 53.98

Change

-1.20 (-2.17)%

Market Cap

N/A

Volume

0.04M

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: 2025-04-21 )

Largest Industry Peers for Mid-Cap Blend

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

-1.25 (-2.28%)

USD 83.09B
IWR iShares Russell Mid-Cap ETF

-1.84 (-2.29%)

USD 36.82B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

-11.49 (-2.29%)

USD 20.27B
VXF Vanguard Extended Market Index..

-3.75 (-2.32%)

USD 18.55B
SPMD SPDR Russell Small Cap Complet..

-1.10 (-2.29%)

USD 11.19B
XMHQ Invesco S&P MidCap Quality ETF

-2.34 (-2.65%)

USD 4.90B
JHMM John Hancock Multifactor Mid C..

-1.25 (-2.32%)

USD 3.62B
IVOO Vanguard S&P Mid-Cap 400 Index..

-2.04 (-2.20%)

USD 2.34B
FSMD Fidelity Small-Mid Factor

-0.81 (-2.19%)

USD 1.24B
EQAL Invesco Russell 1000 Equal Wei..

-0.96 (-2.17%)

USD 0.58B

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 -13.65% 33% F 28% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -13.65% 33% F 28% F
Trailing 12 Months  
Capital Gain -6.27% 28% F 35% F
Dividend Return 1.32% 72% C 26% F
Total Return -4.95% 28% F 30% F
Trailing 5 Years  
Capital Gain 98.38% 95% A 77% C+
Dividend Return 13.16% 89% A- 32% F
Total Return 111.54% 95% A 75% C
Average Annual (5 Year Horizon)  
Capital Gain 10.91% 53% F 70% C-
Dividend Return 12.37% 58% F 69% C-
Total Return 1.46% 89% A- 35% F
Risk Return Profile  
Volatility (Standard Deviation) 25.70% 21% F 39% F
Risk Adjusted Return 48.12% 32% F 63% 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.