- ISIN
- US97717W5702
- CUSIP
- 97717W570
- Issuer
- WisdomTree
- Inception Date
- Feb 23, 2007
- Region
- North America (U.S.)
- Category
- Mid Cap Blend Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- WisdomTree U.S. MidCap Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $918M
Share Price Chart
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Performance
EZM Performance Chart
WisdomTree U.S. MidCap Earnings Fund (EZM) is up 12.4% since the beginning of the year. EZM is currently trading at $75 per share. Investors who bought $1,000 worth of EZM shares 5 years ago would now be looking at an investment worth $1,541.
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Returns By Period
WisdomTree U.S. MidCap Earnings Fund (EZM) has returned 12.38% so far this year and 25.48% over the past 12 months. Over the last ten years, EZM has returned 11.24% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
WisdomTree U.S. MidCap Earnings Fund
- 1D
- 0.21%
- 1M
- 3.10%
- YTD
- 12.38%
- 6M
- 10.19%
- 1Y
- 25.48%
- 3Y*
- 15.48%
- 5Y*
- 9.03%
- 10Y*
- 11.24%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
EZM Monthly Returns History
Based on dividend-adjusted daily data since Feb 23, 2007, EZM's average daily return is +0.05%, while the average monthly return is +0.93%. At this rate, an investment would double in approximately 6.2 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2009 with a return of +21.9%, while the worst month was Mar 2020 at -26.6%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, EZM closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +12.1%, while the worst single day was Mar 16, 2020 at -12.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.43% | 2.40% | -4.74% | 7.66% | 1.17% | 2.25% | 12.38% | ||||||
| 2025 | 3.49% | -3.37% | -4.37% | -3.98% | 4.86% | 3.36% | 1.42% | 5.68% | -0.09% | -1.58% | 3.36% | 0.01% | 8.42% |
| 2024 | -2.39% | 3.70% | 5.35% | -6.08% | 3.73% | -2.47% | 8.05% | -1.04% | 1.18% | -1.35% | 9.98% | -7.27% | 10.29% |
| 2023 | 11.19% | -2.15% | -5.73% | -0.88% | -3.20% | 11.36% | 4.77% | -2.87% | -5.47% | -6.11% | 9.61% | 10.33% | 19.69% |
| 2022 | -5.19% | 1.95% | 0.78% | -6.97% | 2.18% | -11.20% | 9.79% | -2.91% | -9.85% | 11.12% | 6.47% | -6.10% | -12.22% |
| 2021 | 1.40% | 8.78% | 6.30% | 3.99% | 1.45% | -2.21% | 0.50% | 2.36% | -2.97% | 4.36% | -1.84% | 5.91% | 31.00% |
Benchmark Metrics
WisdomTree U.S. MidCap Earnings Fund has an annualized alpha of 1.63%, beta of 0.98, and R2 of 0.70 versus S&P 500 Index. Calculated based on daily prices since February 23, 2007.
- This ETF captured 113.87% of S&P 500 Index gains and 109.59% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 0.98 and R2 of 0.70, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.63%
- Beta
- 0.98
- R²
- 0.70
- Upside Capture
- 113.87%
- Downside Capture
- 109.59%
Expense Ratio
EZM has an expense ratio of 0.38%, placing it in the medium range.
Return for Risk
Risk / Return Rank
EZM ranks 55 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for WisdomTree U.S. MidCap Earnings Fund (EZM) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EZM | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.33 | ||
| Sortino ratioReturn per unit of downside risk | -0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.37 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.94 | 2.78 | +0.16 |
| Martin ratioReturn relative to average drawdown | 9.98 | 12.44 | -2.46 |
Dividends
Dividend History
WisdomTree U.S. MidCap Earnings Fund provided a 1.24% dividend yield over the last twelve months, with an annual payout of $0.93 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.93 | $0.93 | $0.76 | $0.72 | $0.76 | $0.61 | $0.73 | $0.56 | $0.54 | $0.45 | $0.53 | $0.38 |
Dividend yield | 1.24% | 1.39% | 1.22% | 1.25% | 1.57% | 1.08% | 1.67% | 1.34% | 1.57% | 1.14% | 1.55% | 1.30% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree U.S. MidCap Earnings Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.18 | ||||||
| 2025 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.26 | $0.93 |
| 2024 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.21 | $0.76 |
| 2023 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.23 | $0.72 |
| 2022 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.24 | $0.76 |
| 2021 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.15 | $0.61 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree U.S. MidCap Earnings Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the WisdomTree U.S. MidCap Earnings Fund was 59.58%, occurring on Mar 6, 2009. Recovery took 421 trading sessions.
The current WisdomTree U.S. MidCap Earnings Fund drawdown is 0.57%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -59.58%Mar 2009 | 1y 9mo | 1y 8mo | 3y 5moJun 2007 - Nov 2010 |
COVID crash2020 | -47.26%Mar 2020 | 2mo 6d | 8mo 6d | 10mo 12dJan 2020 - Nov 2020 |
2011 bear market2011 | -25.66%Oct 2011 | 2mo 27d | 4mo 3d | 7moJul 2011 - Feb 2012 |
2025 selloff2025 | -23.53%Apr 2025 | 4mo 13d | 8mo 1d | 1y 9dNov 2024 - Dec 2025 |
Rate-hike selloffLate 2018 | -23.15%Dec 2018 | 3mo 26d | 11mo 8d | 1y 2moAug 2018 - Nov 2019 |
Drawdown Indicators
| EZM | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.58% | -56.78% | -2.80% |
Max Drawdown (1Y)Largest decline over 1 year | -8.70% | -9.10% | +0.40% |
Max Drawdown (3Y)Largest decline over 3 years | -23.53% | -18.90% | -4.63% |
Max Drawdown (5Y)Largest decline over 5 years | -23.53% | -25.43% | +1.90% |
Max Drawdown (10Y)Largest decline over 10 years | -47.26% | -33.92% | -13.34% |
Current DrawdownCurrent decline from peak | -0.57% | -1.80% | +1.23% |
Average DrawdownAverage peak-to-trough decline | -8.25% | -10.71% | +2.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 2.03% | +0.53% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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