This ETF offers exposure to mid cap stocks that are generating positive earnings, filtering out companies that are losing money. This makes EZM a potentially useful tool for investors seeking exposure to mid caps while at the same time only holding the more stable companies in the segment. This can allow investors looking to fine tune their domestic equity exposure or implement a tilt towards a specific investment style. Investors constructing a long-term portfolio would be better off with a fund such as MDY or IJH that includes greater depth of holdings and a mix of various styles. Earnings-focused strategies often come with biases towards specific sectors such as industrials and consumer staples, and may outperform more broadly-based indexes in certain economic environments such as recessions. Nevertheless, EZM has a wide diversity of holdings, containing more than 620 securities in total. Furthermore, the fund does a great job of spreading out assets among the holdings; the top ten make up just 8.5% of the fund's total assets and no one firm makes up more than 1.5% of assets. However, the fund does charge a little more than most in the category, suggesting that cost conscious investors may be better served by a product such as VOT which charges roughly half of the expenses as this WisdomTree fund. EZM is a fine ETF, but there are a number of alternatives out there that offer more compelling methodologies, or potentially better execution at a cheaper price. However, if investors are dead set on looking at only mid caps that have earnings in this space, this is a quality fund that will likely satisfy the dual objectives of safety and capital appreciation.
The adjacent table gives investors an individual Realtime Rating for EZM on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Mid Cap Value Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.View the Category Report
The following tables and charts contain in-depth metrics for this ETF and compare it to similar peer ETFs within its ETFdb.com Category.
This section compares how balanced and deep this ETF is relative to the peer group ETFdb.com Category.
|Developed Markets (ex-US)||1.79%|
This ETF is currently available for commission free trading on the following platforms: (E*TRADE)
There are 0 other ETFs in the Mid Cap Value Equities ETFdb.com Category that are also eligible for commission free trading:
This section shows how this ETF has performed relative to its peer group ETFdb.com Category.
This section compares the fund flows of this ETF to peers in the same ETFdb.com Category.
The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.
The following chart also includes the option to compare the performance of EZM relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.
This section shows how the volatility of this ETF compares to the peer group ETFdb.com Category.
Source: LSEG Information Services (US), Inc. (“LSEG”) © LSEG 2016. All rights in the XTF data, ratings and / or underlying data contained in this communication (“the XTF information”) vest in LSEG and/or its licensors. Neither LSEG nor its licensors accept any liability arising out of the use of, reliance on or any errors or omissions in the XTF information. No further distribution of the XTF information is permitted without LSEG’s express written consent. LSEG does not promote, sponsor or endorse the content of this communication.