EZM vs. REGL
Compare and contrast key facts about WisdomTree U.S. MidCap Fund (EZM) and ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL).
EZM and REGL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EZM is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S Mid Cap Index. It was launched on Feb 23, 2007. REGL is a passively managed fund by ProShares that tracks the performance of the S&P MidCap 400 Dividend Aristocrats Index. It was launched on Feb 5, 2015. Both EZM and REGL are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EZM or REGL.
Correlation
The correlation between EZM and REGL is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
EZM vs. REGL - Performance Comparison
Key characteristics
EZM:
0.55
REGL:
1.08
EZM:
0.91
REGL:
1.64
EZM:
1.11
REGL:
1.19
EZM:
1.02
REGL:
1.36
EZM:
2.14
REGL:
3.59
EZM:
4.36%
REGL:
4.30%
EZM:
16.96%
REGL:
14.36%
EZM:
-59.58%
REGL:
-36.37%
EZM:
-8.01%
REGL:
-5.47%
Returns By Period
In the year-to-date period, EZM achieves a -0.00% return, which is significantly lower than REGL's 3.29% return. Over the past 10 years, EZM has underperformed REGL with an annualized return of 8.51%, while REGL has yielded a comparatively higher 10.03% annualized return.
EZM
-0.00%
-3.50%
1.81%
8.96%
13.25%
8.51%
REGL
3.29%
1.23%
4.22%
14.50%
12.35%
10.03%
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EZM vs. REGL - Expense Ratio Comparison
EZM has a 0.38% expense ratio, which is lower than REGL's 0.40% expense ratio.
Risk-Adjusted Performance
EZM vs. REGL — Risk-Adjusted Performance Rank
EZM
REGL
EZM vs. REGL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. MidCap Fund (EZM) and ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
EZM vs. REGL - Dividend Comparison
EZM's dividend yield for the trailing twelve months is around 1.22%, less than REGL's 2.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EZM WisdomTree U.S. MidCap Fund | 1.22% | 1.22% | 1.25% | 1.57% | 1.09% | 1.67% | 1.34% | 1.57% | 1.14% | 1.55% | 1.30% | 1.16% |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | 2.21% | 2.28% | 2.40% | 2.32% | 2.50% | 2.41% | 1.96% | 2.09% | 1.63% | 1.20% | 1.66% | 0.00% |
Drawdowns
EZM vs. REGL - Drawdown Comparison
The maximum EZM drawdown since its inception was -59.58%, which is greater than REGL's maximum drawdown of -36.37%. Use the drawdown chart below to compare losses from any high point for EZM and REGL. For additional features, visit the drawdowns tool.
Volatility
EZM vs. REGL - Volatility Comparison
WisdomTree U.S. MidCap Fund (EZM) has a higher volatility of 3.93% compared to ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) at 3.73%. This indicates that EZM's price experiences larger fluctuations and is considered to be riskier than REGL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.