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

ETF | Mid-Cap Blend |

Last Closing

USD 59.86

Change

-1.63 (-2.65)%

Market Cap

N/A

Volume

0.03M

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: 2025-05-21 )

Largest Industry Peers for Mid-Cap Blend

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

-1.65 (-2.69%)

USD 93.21B
IWR iShares Russell Mid-Cap ETF

-2.11 (-2.34%)

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

-15.01 (-2.67%)

USD 22.68B
VXF Vanguard Extended Market Index..

-4.92 (-2.65%)

USD 22.34B
SPMD SPDR Russell Small Cap Complet..

-1.46 (-2.71%)

USD 12.83B
XMHQ Invesco S&P MidCap Quality ETF

-2.57 (-2.59%)

USD 5.10B
JHMM John Hancock Multifactor Mid C..

-1.47 (-2.44%)

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

-2.78 (-2.68%)

USD 2.34B
FSMD Fidelity Small-Mid Factor

-1.01 (-2.45%)

USD 1.55B
EQAL Invesco Russell 1000 Equal Wei..

-1.13 (-2.32%)

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 -4.24% 11% F 35% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.24% 11% F 33% F
Trailing 12 Months  
Capital Gain 0.66% 33% F 51% F
Dividend Return 1.27% 72% C 27% F
Total Return 1.93% 33% F 41% F
Trailing 5 Years  
Capital Gain 94.98% 89% A- 75% C
Dividend Return 11.66% 84% B 29% F
Total Return 106.65% 89% A- 72% C
Average Annual (5 Year Horizon)  
Capital Gain 9.29% 53% F 68% D+
Dividend Return 10.73% 58% F 66% D+
Total Return 1.45% 84% B 34% F
Risk Return Profile  
Volatility (Standard Deviation) 23.61% 21% F 41% F
Risk Adjusted Return 45.46% 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.