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

ETF | Mid-Cap Blend |

Last Closing

USD 61.09

Change

-0.43 (-0.70)%

Market Cap

N/A

Volume

0.01M

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: 2025-05-14 )

Largest Industry Peers for Mid-Cap Blend

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

-0.19 (-0.31%)

USD 83.09B
IWR iShares Russell Mid-Cap ETF

-0.29 (-0.32%)

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

-1.78 (-0.32%)

USD 20.27B
VXF Vanguard Extended Market Index..

-0.57 (-0.31%)

USD 18.55B
SPMD SPDR Russell Small Cap Complet..

-0.18 (-0.34%)

USD 11.19B
XMHQ Invesco S&P MidCap Quality ETF

-0.38 (-0.38%)

USD 4.90B
JHMM John Hancock Multifactor Mid C..

-0.30 (-0.50%)

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

-0.29 (-0.28%)

USD 2.34B
FSMD Fidelity Small-Mid Factor

-0.18 (-0.44%)

USD 1.24B
EQAL Invesco Russell 1000 Equal Wei..

-0.30 (-0.62%)

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 -2.27% 11% F 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.27% 11% F 37% F
Trailing 12 Months  
Capital Gain 1.09% 33% F 52% F
Dividend Return 1.25% 72% C 27% F
Total Return 2.35% 33% F 43% F
Trailing 5 Years  
Capital Gain 115.87% 100% F 77% C+
Dividend Return 12.65% 89% A- 30% F
Total Return 128.52% 95% A 74% 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.