(EZM) WisdomTree U.S. MidCap - Performance 1.9% in 12m
Compare EZM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
68.60%
#10 in Group
Rel. Strength
44.53%
#4426 in Universe
Total Return 12m
1.88%
#16 in Group
Total Return 5y
111.26%
#10 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: EZM (1.9%) vs SPY (13%)
5y Drawdown (Underwater) Chart
Top Performers in Small Value
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| REGL BATS ProShares S&P MidCap 400 |
-3.04% | 7.01% | 85.8% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-4.26% | 5.34% | 110% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.85% | 3.69% | 127% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-4.36% | 5.16% | 109% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-4.31% | 5.23% | 109% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-4.72% | -4.06% | 154% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-4.46% | -0.73% | 161% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-3.09% | 1.21% | 131% | - | - | - | - | - |
Performance Comparison: EZM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for EZM
| Total Return (including Dividends) | EZM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.70% | -0.45% | -0.45% |
| 3 Months | -9.40% | -6.29% | -6.29% |
| 12 Months | 1.88% | 13.04% | 13.04% |
| 5 Years | 111.26% | 111.82% | 111.82% |
| Trend Score (consistency of price movement) | EZM | SPY | S&P 500 |
| 1 Month | 49.0% | 47.5% | 47.5% |
| 3 Months | -88.6% | -87.3% | -87.3% |
| 12 Months | 29.9% | 54.3% | 54.3% |
| 5 Years | 79.8% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #18 | -3.27% | -3.27% |
| 3 Month | #18 | -3.31% | -3.31% |
| 12 Month | #23 | -9.87% | -9.87% |
| 5 Years | #19 | -0.26% | -0.26% |
FAQs
Does EZM WisdomTree U.S. MidCap outperforms the market?
No,
over the last 12 months EZM made 1.88%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.04%.
Over the last 3 months EZM made -9.40%, while SPY made -6.29%.
Over the last 3 months EZM made -9.40%, while SPY made -6.29%.
Performance Comparison EZM vs Indeces and Sectors
EZM vs. Indices EZM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.41% | -3.25% | -4.62% | -11.2% |
| US NASDAQ 100 | QQQ | -2.33% | -5.60% | -5.33% | -13.1% |
| US Dow Jones Industrial 30 | DIA | -0.87% | -0.85% | -3.86% | -7.39% |
| German DAX 40 | DAX | -1.05% | -3.48% | -22.7% | -23.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.24% | -0.49% | -0.92% | -3.09% |
| Hongkong Hang Seng | HSI | -1.01% | -2.18% | -5.15% | -11.1% |
| India NIFTY 50 | INDA | 1.11% | -8.58% | -4.50% | -1.02% |
| Brasil Bovespa | EWZ | 0.22% | -6.53% | -10.3% | 8.62% |
EZM vs. Sectors EZM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.56% | -3.10% | -10.6% | -21.6% |
| Consumer Discretionary | XLY | -1.44% | -3.11% | -5.79% | -12.8% |
| Consumer Staples | XLP | 0.65% | -2.88% | -8.72% | -9.06% |
| Energy | XLE | 2.85% | 10.3% | 0.52% | 11.2% |
| Financial | XLF | -0.30% | -1.69% | -11.6% | -20.8% |
| Health Care | XLV | 1.29% | 0.97% | 0.54% | 3.11% |
| Industrial | XLI | -1.73% | -4.0% | -5.66% | -8.81% |
| Materials | XLB | 0.40% | -0.48% | 3.22% | 6.32% |
| Real Estate | XLRE | -1.30% | -2.60% | -4.78% | -16.5% |
| Technology | XLK | -2.97% | -6.13% | -1.67% | -8.56% |
| Utilities | XLU | -0.13% | -3.80% | -9.04% | -18.9% |
| Aerospace & Defense | XAR | -2.44% | -10.7% | -18.5% | -25.6% |
| Biotech | XBI | -1.25% | -9.25% | 10.7% | 7.27% |
| Homebuilder | XHB | -0.14% | -1.62% | 10.3% | 8.05% |
| Retail | XRT | -0.17% | -2.54% | 1.34% | 3.39% |