EZM vs ARKX
Comparison between WISDOMTREE U.S. MIDCAP FUND (EZM, ETF) and ARK SPACE & DEFENSE INNOVATION ETF (ARKX, ETF).
5-Year PerformanceEZM has outperformed ARKX, delivering a return of +9.4% compared to +8.7%
EZM vs ARKX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EZM
$939M
ARKX
$934M
Expense Ratio
Winner
EZM
0.38%
ARKX
0.75%
Max Drawdown
EZM
60.61%
Winner
ARKX
43.61%
Sharpe Ratio
Winner
EZM
1.13
ARKX
0.44
5Y Beta
Winner
EZM
0.94
ARKX
1.44
P/E Ratio
Winner
EZM
19.67
ARKX
316.53
Forward P/E
Winner
EZM
13.74
ARKX
33.99
PEG Ratio
EZM
N/A
ARKX
1.39
5Y Dividends CAGR
EZM
13.51%
ARKX
N/A
5Y EPS CAGR
EZM
15.91%
Winner
ARKX
16.26%
Debt to Equity
EZM
34.48%
ARKX
N/A
P/S Ratio
Winner
EZM
1.20
ARKX
5.31
P/B Ratio
Winner
EZM
2.27
ARKX
4.74
EZM vs ARKX - Holdings Comparison
EZM and ARKX have 0 common holdings. Overlap is 0.00%
EZM's top 25 holdings weight is 15.69%. ARKX's top 25 holdings weight is 90.02%.
| Rank | EZM | ARKX |
|---|---|---|
| #1 | VIATRIS INC (VTRS) - 1.42% | SPACE EXPLORATION TECHNOLOGIES CORP CLASS A (SPCX) - 8.02% |
| #2 | CF INDUSTRIES HOLDINGS INC (CF) - 0.91% | L3HARRIS TECHNOLOGIES INC (LHX) - 6.98% |
| #3 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.76% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 6.08% |
| #4 | TD SYNNEX CORP (SNX) - 0.73% | DEERE & CO (DE) - 5.84% |
| #5 | APA CORP (APA) - 0.73% | ADVANCED MICRO DEVICES INC (AMD) - 5.69% |
| #6 | OVINTIV INC (OVV) - 0.71% | ROCKET LAB CORP (RKLB) - 5.37% |
| #7 | THE AES CORP (AES) - 0.68% | AMAZON.COM INC (AMZN) - 4.30% |
| #8 | DAVITA INC (DVA) - 0.65% | ALPHABET INC CLASS C (GOOG) - 4.21% |
| #9 | BORGWARNER INC (BWA) - 0.63% | AEROVIRONMENT INC (AVAV) - 4.01% |
| #10 | JACKSON FINANCIAL INC (JXN) - 0.62% | TERADYNE INC (TER) - 3.76% |
| #11 | FRANKLIN RESOURCES INC (BEN) - 0.62% | NVIDIA CORP (NVDA) - 3.30% |
| #12 | SIRIUS XM HOLDINGS INC (SIRI) - 0.62% | IRIDIUM COMMUNICATIONS INC (IRDM) - 3.17% |
| #13 | GLOBE LIFE INC (GL) - 0.61% | TESLA INC (TSLA) - 3.13% |
| #14 | STERLING INFRASTRUCTURE INC (STRL) - 0.59% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.08% |
| #15 | ENTEGRIS INC (ENTG) - 0.55% | ARCHER AVIATION INC CLASS A (ACHR) - 3.05% |
| #16 | LINCOLN NATIONAL CORP (LNC) - 0.55% | KOMATSU LTD (n/a) - 2.97% |
| #17 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.54% | TRIMBLE INC (TRMB) - 2.94% |
| #18 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.51% | JOBY AVIATION INC (JOBY) - 2.31% |
| #19 | MKS INC (MKSI) - 0.49% | HEICO CORP (HEI) - 1.89% |
| #20 | PENSKE AUTOMOTIVE GROUP INC (PAG) - 0.49% | THALES (n/a) - 1.81% |
| #21 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.48% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.65% |
| #22 | SITIME CORP ORDINARY SHARES (SITM) - 0.46% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.65% |
| #23 | CROCS INC (CROX) - 0.45% | ELBIT SYSTEMS LTD (n/a) - 1.63% |
| #24 | JM SMUCKER CO (SJM) - 0.45% | GARMIN LTD (GRMN) - 1.61% |
| #25 | ASSURANT INC (AIZ) - 0.44% | BWX TECHNOLOGIES INC (BWXT) - 1.57% |
| Total Holdings | 507 | 37 |
EZM vs ARKX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EZM
+1.26%
ARKX
-6.53%
3M
Winner
EZM
+4.61%
ARKX
-6.56%
6M
Winner
EZM
+7.86%
ARKX
-7.61%
1Y
Winner
EZM
+21.99%
ARKX
+16.17%
5Y(CAGR)
Winner
EZM
+9.36%
ARKX
+8.74%
10Y(CAGR)
EZM
+10.75%
ARKX
N/A
Max(CAGR)
Winner
EZM
+9.61%
ARKX
+8.42%
EZM vs ARKX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EZM | ARKX |
|---|---|---|
| 2026 | +12.87% | +3.86% |
| 2025 | +9.06% | +49.15% |
| 2024 | +10.82% | +29.79% |
| 2023 | +20.20% | +24.78% |
| 2022 | -12.73% | -34.62% |
| 2021 | +33.04% | -7.14% |
| 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 ARKX Drawdown Comparison
The maximum drawdown for EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.
The maximum drawdown for ARKX was -43.61%, occurring on Oct 14, 2022. Recovery took 848 trading sessions.
The current EZM drawdown is -0.28%. The current ARKX drawdown is -17.38%.
| Rank | EZM | ARKX |
|---|---|---|
| #1 | -59.57% Jun 4, 2007 - Nov 4, 2010 | -43.61% Sep 2, 2021 - Jan 21, 2025 |
| #2 | -47.26% Jan 16, 2020 - Nov 24, 2020 | -25.47% Jan 24, 2025 - Jun 6, 2025 |
| #3 | -25.67% Jul 7, 2011 - Feb 3, 2012 | -20.42% Jan 16, 2026 - May 22, 2026 |
| #4 | -23.53% Nov 25, 2024 - Dec 5, 2025 | -19.71% May 28, 2026 - Jul 17, 2026 |
| #5 | -23.14% Aug 29, 2018 - Nov 27, 2019 | -19.39% Oct 8, 2025 - Jan 6, 2026 |
| #6 | -22.42% Jan 4, 2022 - Dec 14, 2023 | -9.22% Apr 5, 2021 - Jun 28, 2021 |
| #7 | -21.08% Jun 23, 2015 - Aug 23, 2016 | -7.36% Jun 29, 2021 - Sep 2, 2021 |
| #8 | -14.98% Mar 19, 2012 - Sep 14, 2012 | -7.22% Jul 17, 2025 - Sep 19, 2025 |
| #9 | -11.29% Jul 3, 2014 - Nov 24, 2014 | -3.19% Jun 30, 2025 - Jul 9, 2025 |
| #10 | -9.53% Jan 26, 2018 - Jul 19, 2018 | -3.00% Jun 9, 2025 - Jun 23, 2025 |
| #11 | -8.78% Jul 31, 2024 - Sep 30, 2024 | -2.47% Sep 23, 2025 - Sep 30, 2025 |
| #12 | -8.70% Feb 10, 2026 - Apr 17, 2026 | -1.05% Jan 6, 2026 - Jan 8, 2026 |
| #13 | -8.33% May 7, 2021 - Oct 14, 2021 | -0.44% Jan 12, 2026 - Jan 14, 2026 |
| #14 | -7.83% Apr 29, 2011 - Jul 7, 2011 | -0.35% Oct 6, 2025 - Oct 8, 2025 |
| #15 | -7.73% Nov 16, 2021 - Jan 4, 2022 | -0.33% Jan 21, 2025 - Jan 23, 2025 |
Correlation
Correlation between EZM and ARKX is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
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