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WisdomTree U.S. MidCap Earnings Fund (EZM) belongs to the Mid 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 a closer substitute for your current allocation.

Cheapest Alternatives to EZM

EZM charges 0.38% annually. There are 33 ETFs in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.


Best Risk-Adjusted Alternatives to EZM

EZM has a PortfoliosLab risk / return rank of 55. There are 37 ETFs in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.


Top Performing EZM Alternatives (YTD)

EZM is at 12.38% YTD. There are 46 ETFs in the Mid Cap Blend Equities category with higher YTD returns, going as high as 47.93%.


Lowest Volatility Alternatives to EZM

EZM has 15.08% 1-year volatility. There are 38 ETFs in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 8.90%.


Lowest Drawdown Alternatives to EZM

EZM has a 1-year max drawdown of -8.70%. There are 28 ETFs in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.00%.


Other ETFs from WisdomTree

The 10 most viewed WisdomTree ETFs shown here include USFR, DGRW, GDE and span 13 categories. AUM among these funds goes as high as $17B.


Often Compared With EZM

Investors most often compare EZM with JHQAX, IQDG, REGL. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
JPMorgan Hedged Equity FundOptions Trading
13
-1.67%
Dec 2013EZM vs JHQAX
WisdomTree International Quality Dividend Growth F...Foreign Large Cap Equities, Dividend
28
5.80%
711.73MApr 2016EZM vs IQDG
ProShares S&P MidCap 400 Dividend Aristocrats ETFMid Cap Value Equities, Dividend
32
7.68%
1.71BFeb 2015EZM vs REGL
Invesco S&P MidCap 400® Pure Value ETFSmall Cap Value Equities
36
12.44%
321.20MMar 2006EZM vs RFV
iShares Morningstar Mid-Cap Growth ETFMid Cap Growth Equities
50
22.43%
4.65BJun 2004EZM vs IMCG
Franklin LibertyQ U.S. Mid Cap Equity ETFMid Cap Blend Equities
20
1.19%
1.52BApr 2017EZM vs FLQM
SPDR S&P 400 Mid Cap Value ETFMid Cap Value Equities
43
11.09%
2.60BNov 2005EZM vs MDYV
T. Rowe Price Mid-Cap Value FundMid Cap Value Equities
65
17.90%
Jun 1996EZM vs TRMCX
Vanguard Total Stock Market ETFLarge Cap Blend Equities
68
10.35%
2.30TMay 2001EZM vs VTI
First Trust SMID Cap Rising Dividend Achievers ETFSmall Cap Blend Equities, Dividend
51
10.79%
12.17BNov 2017EZM vs SDVY
Vanguard Small-Cap Value ETFSmall Cap Value Equities
59
13.42%
65.50BJan 2004EZM vs VBR
Invesco S&P MidCap 400 Revenue ETFSmall Cap Blend Equities
50
14.32%
1.38BFeb 2008EZM vs RWK
Avantis US Small Cap Value ETFSmall Cap Value Equities
76
20.76%
26.41BSep 2019EZM vs AVUV
Vanguard Mid-Cap Growth ETFMid Cap Growth Equities
21
10.04%
33.80BAug 2006EZM vs VOT
Fidelity Blue Chip Growth FundLarge Cap Growth Equities
73
19.05%
Dec 1987EZM vs FBGRX
Global X Alternative Income ETFGlobal Allocation, Dividend
82
6.45%
44.46MJul 2015EZM vs ALTY
Pacer US Cash Cows 100 ETFMid Cap Value Equities, Dividend
43
2.67%
18.08BDec 2016EZM vs COWZ
Counterpoint Quantitative Equity ETFMid Cap Blend Equities
76
28.15%
337.34MNov 2023EZM vs CPAI
Vanguard S&P 500 ETFS&P 500
68
9.75%
1.70TSep 2010EZM vs VOO
Invesco S&P SmallCap 600 Revenue ETFSmall Cap Value Equities
66
19.22%
1.95BFeb 2008EZM vs RWJ

Compare EZM with Any Fund or Stock

Compare EZM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair EZM with funds that move differently

WisdomTree U.S. MidCap Earnings Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EZM.

Explore EZM Diversifiers