WisdomTree U.S. MidCap Fund (EZM) Alternatives
WisdomTree U.S. MidCap Fund (EZM) belongs to the Small Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with EZM. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to EZM
EZM charges 0.38% annually. Among ETFs in the Small Cap Blend Equities category, these options have the lowest expense ratios among EZM alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares Morningstar Small-Cap ETF | 0.04% | Jun 28, 2004 | EZM vs ISCB | |
| SPDR Portfolio S&P 600 Small Cap ETF | 0.05% | Jul 8, 2013 | EZM vs SPSM | |
| Vanguard Extended Market ETF | 0.06% | Dec 27, 2001 | EZM vs VXF | |
| iShares Core S&P Small-Cap ETF | 0.06% | May 22, 2000 | EZM vs IJR | |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.09% | Nov 16, 2020 | EZM vs BBSC |
Best Risk-Adjusted Alternatives to EZM
Among ETFs in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| iShares Microcap ETF | 86 | Aug 12, 2005 | EZM vs IWC | |
| Invesco NASDAQ Future Gen 200 ETF | 84 | Oct 13, 2022 | EZM vs QQQS | |
| First Trust Dow Jones Select MicroCap Index Fund | 81 | Sep 27, 2005 | EZM vs FDM | |
| First Trust Small Cap Core AlphaDEX Fund | 78 | May 8, 2007 | EZM vs FYX | |
| Fidelity Enhanced Small Cap ETF | 73 | Dec 20, 2007 | EZM vs FESM |
Top Performing EZM Alternatives (YTD)
EZM alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| WisdomTree U.S. SmallCap Dividend Fund | 8.16% | Jun 16, 2006 | EZM vs DES | |
| Opus Small Cap Value Plus ETF | 6.86% | Jul 18, 2018 | EZM vs OSCV | |
| First Trust Small Cap Core AlphaDEX Fund | 6.25% | May 8, 2007 | EZM vs FYX | |
| VictoryShares US Small Cap High Dividend Volatilit... | 6.24% | Jul 8, 2015 | EZM vs CSB | |
| ProShares Russell 2000 Dividend Growers ETF | 5.41% | Feb 5, 2015 | EZM vs SMDV |
Lowest Volatility Alternatives to EZM
EZM alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Global X Alternative Income ETF | 9.68% | Jul 14, 2015 | EZM vs ALTY | |
| First Trust Horizon Managed Volatility Small/Mid E... | 13.62% | Apr 6, 2020 | EZM vs HSMV | |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF | 16.26% | Feb 5, 2015 | EZM vs REGL | |
| Virtus Private Credit Strategy ETF | 16.61% | Feb 7, 2019 | EZM vs VPC | |
| 6 Meridian Small Cap Equity ETF | 16.64% | May 11, 2020 | EZM vs SIXS |
Lowest Drawdown Alternatives to EZM
EZM alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Global X Alternative Income ETF | -8.52% | Jul 14, 2015 | EZM vs ALTY | |
| Invesco Russell 1000 Dynamic Multifactor ETF | -10.00% | Nov 8, 2017 | EZM vs OMFL | |
| First Trust Horizon Managed Volatility Small/Mid E... | -10.57% | Apr 6, 2020 | EZM vs HSMV | |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF | -10.94% | Feb 5, 2015 | EZM vs REGL | |
| ProShares Russell 2000 Dividend Growers ETF | -10.94% | Feb 5, 2015 | EZM vs SMDV |
Other ETFs from WisdomTree
Most popular WisdomTree ETFs on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| WisdomTree U.S. Dividend Growth Fund | Large Cap Growth Equities, Dividend | 42 | -1.22% | May 22, 2013 | EZM vs DGRW | |
| WisdomTree Bloomberg Floating Rate Treasury Fund | Government Bonds | 100 | 0.93% | Feb 4, 2014 | EZM vs USFR | |
| WisdomTree Efficient Gold Plus Equity Strategy Fun... | Gold | 88 | 3.73% | Mar 15, 2022 | EZM vs GDE | |
| WisdomTree Japan Hedged Equity Fund | Japan Equities | 94 | 12.49% | Jun 16, 2006 | EZM vs DXJ | |
| WisdomTree U.S. Efficient Core Fund | Diversified Portfolio, Actively Managed | 53 | -4.22% | Aug 2, 2018 | EZM vs NTSX | |
| WisdomTree US High Dividend Fund | Large Cap Value Equities, Dividend | 53 | 7.41% | Jun 16, 2006 | EZM vs DHS | |
| WisdomTree India Earnings Fund | Asia Pacific Equities | 5 | -11.92% | Feb 22, 2008 | EZM vs EPI | |
| WisdomTree U.S. Quality Growth Fund | Large Cap Growth Equities | 53 | -7.80% | Dec 15, 2022 | EZM vs QGRW | |
| WisdomTree Efficient Gold Plus Gold Miners Strateg... | Commodities, Gold | 91 | 14.62% | Dec 16, 2021 | EZM vs GDMN | |
| WisdomTree US Value ETF | Large Cap Value Equities | 51 | 1.78% | Feb 23, 2007 | EZM vs WTV |
Often Compared With EZM
What investors most often compare with EZM, based on PortfoliosLab usage data.
Compare EZM with Any Fund or Stock
Compare EZM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.