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

ETF | Mid-Cap Blend |

Last Closing

USD 61.52

Change

+0.35 (+0.57)%

Market Cap

N/A

Volume

8.30K

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: 2025-05-13 )

Largest Industry Peers for Mid-Cap Blend

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

+0.20 (+0.33%)

USD 83.09B
IWR iShares Russell Mid-Cap ETF

+0.56 (+0.63%)

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

+1.74 (+0.31%)

USD 20.27B
VXF Vanguard Extended Market Index..

+1.59 (+0.86%)

USD 18.55B
SPMD SPDR Russell Small Cap Complet..

+0.17 (+0.32%)

USD 11.19B
XMHQ Invesco S&P MidCap Quality ETF

+0.38 (+0.39%)

USD 4.90B
JHMM John Hancock Multifactor Mid C..

+0.28 (+0.47%)

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

+0.31 (+0.30%)

USD 2.34B
FSMD Fidelity Small-Mid Factor

+0.21 (+0.52%)

USD 1.24B
EQAL Invesco Russell 1000 Equal Wei..

+0.24 (+0.50%)

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 -1.58% 33% F 41% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.58% 28% F 38% F
Trailing 12 Months  
Capital Gain 2.28% 33% F 53% F
Dividend Return 1.26% 72% C 26% F
Total Return 3.54% 33% F 44% F
Trailing 5 Years  
Capital Gain 119.40% 100% F 77% C+
Dividend Return 12.77% 89% A- 31% F
Total Return 132.17% 95% A 75% C
Average Annual (5 Year Horizon)  
Capital Gain 9.69% 53% F 69% C-
Dividend Return 11.14% 58% F 67% D+
Total Return 1.45% 89% A- 35% F
Risk Return Profile  
Volatility (Standard Deviation) 24.21% 21% F 40% F
Risk Adjusted Return 46.04% 32% F 62% 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.