EZM vs APCB

Comparison between WISDOMTREE U.S. MIDCAP FUND (EZM, ETF) and ACTIVEPASSIVE CORE BOND ETF (APCB, ETF).

EZM vs APCB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EZM(ETF)	APCB(ETF)
Net Assets	$939M	$940M
Expense Ratio	0.38%	0.36%
Max Drawdown	60.61%	7.72%
Sharpe Ratio	1.03	-0.32
5Y Beta	0.94	0.03
P/E Ratio	20.10	N/A
Forward P/E	13.78	N/A
5Y Dividends CAGR	13.51%	N/A
5Y EPS CAGR	16.04%	N/A
Debt to Equity	34.41%	N/A
P/S Ratio	1.22	N/A
P/B Ratio	2.30	N/A

Net Assets

EZM

$939M

Winner

APCB

$940M

Expense Ratio

EZM

0.38%

Winner

APCB

0.36%

Max Drawdown

EZM

60.61%

Winner

APCB

7.72%

Sharpe Ratio

Winner

EZM

1.03

APCB

-0.32

5Y Beta

EZM

0.94

Winner

APCB

0.03

P/E Ratio

EZM

20.10

APCB

N/A

Forward P/E

EZM

13.78

APCB

N/A

5Y Dividends CAGR

EZM

13.51%

APCB

N/A

5Y EPS CAGR

EZM

16.04%

APCB

N/A

Debt to Equity

EZM

34.41%

APCB

N/A

P/S Ratio

EZM

1.22

APCB

N/A

P/B Ratio

EZM

2.30

APCB

N/A

EZM vs APCB - Holdings Comparison

EZM and APCB have 0 common holdings. Overlap is 0.00%

EZM's top 25 holdings weight is 15.69%. APCB's top 25 holdings weight is 46.45%.

Rank	EZM	APCB
#1	VIATRIS INC (VTRS) - 1.42%	ISHARES MBS ETF (MBB) - 13.87%
#2	CF INDUSTRIES HOLDINGS INC (CF) - 0.91%	VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) - 9.73%
#3	RENAISSANCERE HOLDINGS LTD (RNR) - 0.76%	ISHARES CORE US AGGREGATE BOND ETF (AGG) - 2.69%
#4	TD SYNNEX CORP (SNX) - 0.73%	UNITED STATES TREASURY NOTES 4.25% (n/a) - 2.45%
#5	APA CORP (APA) - 0.73%	UNITED STATES TREASURY NOTES 4.38% (n/a) - 1.95%
#6	OVINTIV INC (OVV) - 0.71%	UNITED STATES TREASURY NOTES 3.88% (n/a) - 1.37%
#7	THE AES CORP (AES) - 0.68%	UNITED STATES TREASURY NOTES 4.13% (n/a) - 1.37%
#8	DAVITA INC (DVA) - 0.65%	UNITED STATES TREASURY NOTES 3.75% (n/a) - 1.28%
#9	BORGWARNER INC (BWA) - 0.63%	UNITED STATES TREASURY NOTES 4.5% (n/a) - 1.24%
#10	JACKSON FINANCIAL INC (JXN) - 0.62%	FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 1.20%
#11	FRANKLIN RESOURCES INC (BEN) - 0.62%	FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 1.08%
#12	SIRIUS XM HOLDINGS INC (SIRI) - 0.62%	UNITED STATES TREASURY NOTES 4.63% (n/a) - 1.00%
#13	GLOBE LIFE INC (GL) - 0.61%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.95%
#14	STERLING INFRASTRUCTURE INC (STRL) - 0.59%	UNITED STATES TREASURY NOTES 0.63% (n/a) - 0.79%
#15	ENTEGRIS INC (ENTG) - 0.55%	OTHER ASSETS AND LIABILITIES (n/a) - 0.61%
#16	LINCOLN NATIONAL CORP (LNC) - 0.55%	UNITED STATES TREASURY BONDS 1.63% (n/a) - 0.60%
#17	LATTICE SEMICONDUCTOR CORP (LSCC) - 0.54%	UNITED STATES TREASURY NOTES 3.63% (n/a) - 0.58%
#18	PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.51%	FEDERAL HOME LOAN MORTGAGE CORP. 4% (n/a) - 0.57%
#19	MKS INC (MKSI) - 0.49%	UNITED STATES TREASURY NOTES 4% (n/a) - 0.52%
#20	PENSKE AUTOMOTIVE GROUP INC (PAG) - 0.49%	UNITED STATES TREASURY NOTES 1.25% (n/a) - 0.48%
#21	PERMIAN RESOURCES CORP CLASS A (PR) - 0.48%	FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 0.47%
#22	SITIME CORP ORDINARY SHARES (SITM) - 0.46%	UNITED STATES TREASURY NOTES 0.88% (n/a) - 0.44%
#23	CROCS INC (CROX) - 0.45%	FEDERAL HOME LOAN MORTGAGE CORP. 3.5% (n/a) - 0.43%
#24	JM SMUCKER CO (SJM) - 0.45%	FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.40%
#25	ASSURANT INC (AIZ) - 0.44%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.38%
Total Holdings	507	1286

EZM vs APCB - Historical Returns

Returns include dividend reinvestment.

Period	EZM	APCB
1 month	+1.23%	-1.09%
3 months	+4.78%	-0.95%
6 months	+8.52%	-0.66%
1 year	+18.58%	+2.89%
5 years(CAGR)	+9.28%	N/A
10 years(CAGR)	+10.61%	N/A
Max(CAGR)	+9.58%	+2.88%

Winner

EZM

+1.23%

APCB

-1.09%

Winner

EZM

+4.78%

APCB

-0.95%

Winner

EZM

+8.52%

APCB

-0.66%

Winner

EZM

+18.58%

APCB

+2.89%

5Y(CAGR)

EZM

+9.28%

APCB

N/A

10Y(CAGR)

EZM

+10.61%

APCB

N/A

Max(CAGR)

Winner

EZM

+9.58%

APCB

+2.88%

EZM vs APCB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	EZM	APCB
2026	+12.34%	-0.39%
2025	+9.06%	+6.73%
2024	+10.82%	+1.87%
2023	+20.20%	+1.57%
2022	-12.73%	N/A
2021	+33.04%	N/A
2020	+5.41%	N/A
2019	+23.94%	N/A
2018	-13.00%	N/A
2017	+16.60%	N/A
2016	+21.22%	N/A
2015	-4.54%	N/A
2014	+9.77%	N/A
2013	+36.84%	N/A
2012	+16.52%	N/A
2011	+0.01%	N/A
2010	+24.31%	N/A
2009	+46.06%	N/A
2008	-34.76%	N/A
2007	-6.95%	N/A

EZM vs APCB Drawdown Comparison

The maximum drawdown for EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.

The maximum drawdown for APCB was -6.41%, occurring on Oct 19, 2023. Recovery took 155 trading sessions.

The current EZM drawdown is -0.74%. The current APCB drawdown is -2.18%.

Rank	EZM	APCB
#1	-59.57% Jun 4, 2007 - Nov 4, 2010	-6.41% May 3, 2023 - Dec 13, 2023
#2	-47.26% Jan 16, 2020 - Nov 24, 2020	-4.22% Sep 16, 2024 - Jun 24, 2025
#3	-25.67% Jul 7, 2011 - Feb 3, 2012	-3.51% Dec 27, 2023 - Jul 11, 2024
#4	-23.53% Nov 25, 2024 - Dec 5, 2025	-2.58% Feb 27, 2026 - May 19, 2026
#5	-23.14% Aug 29, 2018 - Nov 27, 2019	-1.10% Jun 30, 2025 - Aug 1, 2025
#6	-22.42% Jan 4, 2022 - Dec 14, 2023	-1.06% Aug 2, 2024 - Aug 20, 2024
#7	-21.08% Jun 23, 2015 - Aug 23, 2016	-0.85% Oct 22, 2025 - Nov 26, 2025
#8	-14.98% Mar 19, 2012 - Sep 14, 2012	-0.73% Nov 26, 2025 - Dec 29, 2025
#9	-11.29% Jul 3, 2014 - Nov 24, 2014	-0.69% Jul 17, 2024 - Jul 29, 2024
#10	-9.53% Jan 26, 2018 - Jul 19, 2018	-0.67% Sep 15, 2025 - Oct 10, 2025
#11	-8.78% Jul 31, 2024 - Sep 30, 2024	-0.57% Jan 14, 2026 - Feb 5, 2026
#12	-8.70% Feb 10, 2026 - Apr 17, 2026	-0.54% Aug 13, 2025 - Aug 26, 2025
#13	-8.33% May 7, 2021 - Oct 14, 2021	-0.38% Aug 23, 2024 - Sep 4, 2024
#14	-7.83% Apr 29, 2011 - Jul 7, 2011	-0.35% Dec 14, 2023 - Dec 20, 2023
#15	-7.73% Nov 16, 2021 - Jan 4, 2022	-0.32% Aug 28, 2025 - Sep 4, 2025

Correlation

Correlation between EZM and APCB is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2007 - 2026)

EZM vs APCB dividend yield comparison.

Year	EZM	APCB
2026	0.56%	1.91%
2025	1.39%	4.35%
2024	1.22%	4.74%
2023	1.25%	2.22%
2022	1.57%	0.00%
2021	1.08%	0.00%
2020	1.67%	0.00%
2019	1.34%	0.00%
2018	1.57%	0.00%
2017	1.14%	0.00%
2016	1.55%	0.00%
2015	1.30%	0.00%
2014	1.16%	0.00%
2013	0.99%	0.00%
2012	1.73%	0.00%
2011	0.99%	0.00%
2010	1.40%	0.00%
2009	1.04%	0.00%
2008	2.30%	0.00%
2007	0.93%	0.00%