WisdomTree U.S. MidCap Fund (EZM)
EZM is a passive ETF by WisdomTree tracking the investment results of the WisdomTree U.S Mid Cap Index. EZM launched on Feb 23, 2007 and has a 0.38% expense ratio.
ETF Info
US97717W5702
97717W570
Feb 23, 2007
North America (U.S.)
1x
WisdomTree U.S Mid Cap Index
Small-Cap
Blend
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WisdomTree U.S. MidCap Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
WisdomTree U.S. MidCap Fund had a return of 14.29% year-to-date (YTD) and 27.82% in the last 12 months. Over the past 10 years, WisdomTree U.S. MidCap Fund had an annualized return of 9.36%, while the S&P 500 had an annualized return of 11.13%, indicating that WisdomTree U.S. MidCap Fund did not perform as well as the benchmark.
EZM
14.29%
3.34%
9.98%
27.82%
11.46%
9.36%
^GSPC (Benchmark)
24.05%
1.08%
11.50%
30.38%
13.77%
11.13%
Monthly Returns
The table below presents the monthly returns of EZM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.39% | 3.70% | 5.35% | -6.08% | 3.73% | -2.47% | 8.05% | -1.04% | 1.48% | -1.35% | 14.29% | ||
| 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% |
| 2020 | -3.71% | -10.56% | -26.56% | 15.10% | 5.85% | 1.57% | 3.90% | 4.79% | -3.22% | 3.31% | 16.76% | 6.13% | 5.57% |
| 2019 | 12.37% | 4.41% | -2.01% | 4.27% | -9.43% | 8.01% | 0.40% | -4.88% | 3.72% | 1.85% | 3.09% | 2.07% | 24.48% |
| 2018 | 2.82% | -5.22% | 0.21% | -0.26% | 3.40% | 1.04% | 2.22% | 3.19% | -2.02% | -9.02% | 3.03% | -11.10% | -12.36% |
| 2017 | 1.39% | 1.93% | 0.05% | 1.28% | -1.51% | 2.01% | 0.95% | -1.11% | 4.50% | 1.83% | 4.27% | 0.72% | 17.37% |
| 2016 | -5.90% | 1.83% | 8.16% | 1.42% | 1.72% | -1.33% | 4.21% | 0.90% | 0.16% | -2.98% | 8.74% | 2.20% | 19.80% |
| 2015 | -3.08% | 6.72% | 0.99% | -0.95% | 0.69% | -1.08% | -0.39% | -5.21% | -3.91% | 6.19% | 0.89% | -4.93% | -4.77% |
| 2014 | -3.19% | 5.34% | 0.94% | -1.32% | 1.46% | 4.19% | -4.77% | 4.95% | -4.98% | 4.14% | 1.32% | 0.73% | 8.38% |
| 2013 | 6.85% | 1.53% | 4.44% | -0.42% | 3.96% | -1.04% | 7.42% | -3.73% | 6.07% | 4.33% | 3.00% | 2.48% | 40.23% |
Expense Ratio
EZM features an expense ratio of 0.38%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EZM is 57, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree U.S. MidCap Fund (EZM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
WisdomTree U.S. MidCap Fund provided a 1.47% dividend yield over the last twelve months, with an annual payout of $0.95 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.95 | $0.72 | $0.76 | $0.61 | $0.73 | $0.56 | $0.54 | $0.45 | $0.53 | $0.38 | $0.36 | $0.29 |
Dividend yield | 1.47% | 1.25% | 1.57% | 1.09% | 1.67% | 1.34% | 1.57% | 1.14% | 1.55% | 1.30% | 1.16% | 0.99% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree U.S. MidCap 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.73 | |
| 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 |
| 2020 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.31 | $0.73 |
| 2019 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.56 |
| 2018 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.17 | $0.54 |
| 2017 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.15 | $0.45 |
| 2016 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.53 |
| 2015 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.12 | $0.38 |
| 2014 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.12 | $0.36 |
| 2013 | $0.04 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.09 | $0.29 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree U.S. MidCap 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 Fund was 59.58%, occurring on Mar 6, 2009. Recovery took 419 trading sessions.
The current WisdomTree U.S. MidCap Fund drawdown is 2.76%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.58% | Jun 5, 2007 | 430 | Mar 6, 2009 | 419 | Nov 4, 2010 | 849 |
| -47.26% | Jan 17, 2020 | 45 | Mar 23, 2020 | 172 | Nov 24, 2020 | 217 |
| -25.66% | Jul 8, 2011 | 61 | Oct 3, 2011 | 85 | Feb 3, 2012 | 146 |
| -23.16% | Aug 30, 2018 | 80 | Dec 24, 2018 | 234 | Nov 27, 2019 | 314 |
| -22.41% | Jan 5, 2022 | 182 | Sep 26, 2022 | 306 | Dec 14, 2023 | 488 |
Volatility
Volatility Chart
The current WisdomTree U.S. MidCap Fund volatility is 6.39%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.