(EZM) WisdomTree U.S. MidCap - Performance -0.9% in 12m
Compare EZM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
67.79%
#11 in Group
Rel. Strength
43.07%
#4566 in Universe
Total Return 12m
-0.92%
#21 in Group
Total Return 5y
102.21%
#9 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: EZM (-0.9%) vs SPY (9.4%)
5y Drawdown (Underwater) Chart
Top Performers in Small Value
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| REGL BATS ProShares S&P MidCap 400 |
-1.82% | 6.28% | 80.3% | - | - | - | - | - |
| IVOV NYSE ARCA Vanguard S&P Mid-Cap 400 |
-3.88% | 3.59% | 101% | - | - | - | - | - |
| MDYV NYSE ARCA SPDR S&P 400 Mid Cap Value |
-3.91% | 3.44% | 100% | - | - | - | - | - |
| XMVM NYSE ARCA Invesco S&P MidCap Value |
-2.01% | 0.94% | 117% | - | - | - | - | - |
| IJJ NYSE ARCA iShares S&P Mid-Cap 400 |
-3.91% | 3.45% | 99.9% | - | - | - | - | - |
| RWJ NYSE ARCA Invesco S&P SmallCap 600 |
-4.67% | -3.59% | 149% | - | - | - | - | - |
| AVUV NYSE ARCA Avantis U.S. Small Cap |
-4.61% | -6.77% | 140% | - | - | - | - | - |
| SDVY NASDAQ First Trust SMID Cap Rising |
-2.52% | -1.09% | 120% | - | - | - | - | - |
Performance Comparison: EZM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for EZM
| Total Return (including Dividends) | EZM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.46% | -0.87% | -0.87% |
| 3 Months | -11.32% | -8.60% | -8.60% |
| 12 Months | -0.92% | 9.37% | 9.37% |
| 5 Years | 102.21% | 103.96% | 103.96% |
| Trend Score (consistency of price movement) | EZM | SPY | S&P 500 |
| 1 Month | -16.1% | -17.9% | -17.9% |
| 3 Months | -91.1% | -89.7% | -89.7% |
| 12 Months | 34.6% | 57.2% | 57.2% |
| 5 Years | 79.8% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #19 | -2.61% | -2.61% |
| 3 Month | #18 | -2.97% | -2.97% |
| 12 Month | #25 | -9.41% | -9.41% |
| 5 Years | #19 | -0.85% | -0.85% |
FAQs
Does EZM WisdomTree U.S. MidCap outperforms the market?
No,
over the last 12 months EZM made -0.92%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.37%.
Over the last 3 months EZM made -11.32%, while SPY made -8.60%.
Over the last 3 months EZM made -11.32%, while SPY made -8.60%.
Performance Comparison EZM vs Indeces and Sectors
EZM vs. Indices EZM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.11% | -2.59% | -3.43% | -10.3% |
| US NASDAQ 100 | QQQ | -2.99% | -4.20% | -3.65% | -10.8% |
| US Dow Jones Industrial 30 | DIA | 0.67% | -0.30% | -3.59% | -7.43% |
| German DAX 40 | DAX | 1.50% | -2.50% | -21.8% | -23.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.73% | -0.61% | -1.52% | -5.81% |
| Hongkong Hang Seng | HSI | 1.50% | -1.01% | -4.21% | -10.9% |
| India NIFTY 50 | INDA | 5.53% | -7.38% | -5.28% | -3.10% |
| Brasil Bovespa | EWZ | -1.90% | -8.28% | -7.74% | 6.46% |
EZM vs. Sectors EZM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.34% | -2.39% | -12.2% | -21.9% |
| Consumer Discretionary | XLY | -3.46% | -3.78% | -6.65% | -11.7% |
| Consumer Staples | XLP | 6.72% | -3.66% | -8.48% | -9.93% |
| Energy | XLE | 1.54% | 6.77% | -2.52% | 10.2% |
| Financial | XLF | 0.56% | -1.35% | -10.8% | -20.9% |
| Health Care | XLV | 1.53% | 0.64% | -1.91% | -1.21% |
| Industrial | XLI | 0.41% | -2.91% | -4.08% | -7.31% |
| Materials | XLB | 1.99% | -0.78% | 3.77% | 5.61% |
| Real Estate | XLRE | 3.13% | -1.94% | -1.82% | -15.4% |
| Technology | XLK | -4.70% | -4.31% | 1.30% | -5.35% |
| Utilities | XLU | 2.45% | -4.37% | -6.63% | -21.8% |
| Aerospace & Defense | XAR | -1.02% | -8.67% | -15.4% | -25.8% |
| Biotech | XBI | -1.68% | 0.13% | 9.39% | 3.79% |
| Homebuilder | XHB | 0.50% | -1.04% | 12.0% | 8.67% |
| Retail | XRT | 1.43% | -3.65% | 1.31% | 3.74% |