EZM vs. VTI
Compare and contrast key facts about WisdomTree U.S. MidCap Fund (EZM) and Vanguard Total Stock Market ETF (VTI).
EZM and VTI 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. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001. Both EZM and VTI 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 VTI.
Key characteristics
| EZM | VTI | |
|---|---|---|
| YTD Return | 2.62% | 13.11% |
| 1Y Return | 13.45% | 22.28% |
| 3Y Return (Ann) | 4.68% | 6.15% |
| 5Y Return (Ann) | 10.31% | 13.75% |
| 10Y Return (Ann) | 8.32% | 11.93% |
| Sharpe Ratio | 0.65 | 1.68 |
| Daily Std Dev | 18.41% | 13.00% |
| Max Drawdown | -59.58% | -55.45% |
| Current Drawdown | -6.26% | -4.54% |
Correlation
The correlation between EZM and VTI is 0.85, 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. VTI - Performance Comparison
In the year-to-date period, EZM achieves a 2.62% return, which is significantly lower than VTI's 13.11% return. Over the past 10 years, EZM has underperformed VTI with an annualized return of 8.32%, while VTI has yielded a comparatively higher 11.93% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EZM vs. VTI - Expense Ratio Comparison
EZM has a 0.38% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
EZM vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. MidCap Fund (EZM) and Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
EZM's dividend yield for the trailing twelve months is around 1.32%, less than VTI's 1.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EZM WisdomTree U.S. MidCap Fund | 1.32% | 1.25% | 1.57% | 1.08% | 1.67% | 1.34% | 1.57% | 1.14% | 1.55% | 1.30% | 1.16% | 0.99% |
VTI Vanguard Total Stock Market ETF | 1.37% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
EZM vs. VTI - Drawdown Comparison
The maximum EZM drawdown since its inception was -59.58%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for EZM and VTI. For additional features, visit the drawdowns tool.
Volatility
EZM vs. VTI - Volatility Comparison
WisdomTree U.S. MidCap Fund (EZM) has a higher volatility of 5.65% compared to Vanguard Total Stock Market ETF (VTI) at 4.93%. This indicates that EZM's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.