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%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Portfolio S&P 400 Mid Cap ETF | 0.03% | 18.07B | Nov 2005 | EZM vs SPMD | |
| Vanguard Mid-Cap ETF | 0.03% | 218.80B | Jan 2004 | EZM vs VO | |
| Schwab US Mid-Cap ETF | 0.04% | 14.96B | Jan 2011 | EZM vs SCHM | |
| iShares Morningstar Mid-Cap ETF | 0.04% | 1.81B | Jun 2004 | EZM vs IMCB | |
| Vanguard Extended Market ETF | 0.05% | 93.70B | Dec 2001 | EZM vs VXF |
Best Risk-Adjusted Alternatives to EZM
EZM has a PortfoliosLab risk / return rank of 54. There are 31 ETFs in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Castellan Targeted Equity ETF | 94 | — | Jun 2025 | EZM vs CTEF | |
| Optimize Strategy Index ETF | 92 | 239.89M | Apr 2024 | EZM vs OPTZ | |
| Invesco S&P Spin-Off ETF | 91 | 214.80M | Dec 2006 | EZM vs CSD | |
| Pacer US Export Leaders ETF | 79 | 51.51M | Jul 2018 | EZM vs PEXL | |
| iShares MSCI Peru ETF | 76 | 548.10M | Jun 2009 | EZM vs EPU |
Top Performing EZM Alternatives (YTD)
EZM is at 11.89% YTD. There are 46 ETFs in the Mid Cap Blend Equities category with higher YTD returns, going as high as 44.05%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Spin-Off ETF | 44.05% | 214.80M | Dec 2006 | EZM vs CSD | |
| Castellan Targeted Equity ETF | 40.36% | — | Jun 2025 | EZM vs CTEF | |
| Optimize Strategy Index ETF | 32.54% | 239.89M | Apr 2024 | EZM vs OPTZ | |
| Vanguard U.S. Momentum Factor ETF | 25.84% | 1.70B | Feb 2018 | EZM vs VFMO | |
| Counterpoint Quantitative Equity ETF | 25.79% | 337.34M | Nov 2023 | EZM vs CPAI |
Lowest Volatility Alternatives to EZM
EZM has 15.06% 1-year volatility. There are 38 ETFs in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 8.89%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | 8.89% | 426.50M | Feb 2018 | EZM vs VFMV | |
| Invesco Bloomberg MVP Multi-factor ETF | 9.86% | 99.32M | May 2003 | EZM vs BMVP | |
| Invesco Dynamic Market ETF | 9.86% | 95.10M | May 2003 | EZM vs PWC | |
| ETC 6 Meridian Low Beta Equity Strategy ETF | 9.88% | 185.97M | May 2020 | EZM vs SIXL | |
| Indexperts Quality Earnings Focused ETF | 11.17% | 34.97M | Dec 2024 | EZM vs QIDX |
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%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | -6.00% | 426.50M | Feb 2018 | EZM vs VFMV | |
| RiverNorth Patriot ETF | -6.25% | 4.01M | Feb 2022 | EZM vs FLDZ | |
| SRH U.S. Quality ETF | -6.31% | 170.62M | Oct 2022 | EZM vs SRHQ | |
| Invesco Bloomberg MVP Multi-factor ETF | -6.45% | 99.32M | May 2003 | EZM vs BMVP | |
| Invesco Dynamic Market ETF | -6.45% | 95.10M | May 2003 | EZM vs PWC |
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.
Compare EZM with Any Fund or Stock
Compare EZM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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