EZM vs BSJQ
Comparison between WISDOMTREE U.S. MIDCAP FUND (EZM, ETF) and INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF (BSJQ, ETF).
5-Year PerformanceEZM has outperformed BSJQ, delivering a return of +9.3% compared to +3.6%
EZM vs BSJQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EZM
$939M
Winner
BSJQ
$942M
Expense Ratio
Winner
EZM
0.38%
BSJQ
0.43%
Max Drawdown
EZM
60.61%
Winner
BSJQ
24.95%
Sharpe Ratio
Winner
EZM
1.17
BSJQ
0.01
5Y Beta
EZM
0.94
Winner
BSJQ
0.12
P/E Ratio
EZM
20.45
BSJQ
N/A
Forward P/E
EZM
13.95
BSJQ
N/A
5Y Dividends CAGR
Winner
EZM
13.51%
BSJQ
3.20%
5Y EPS CAGR
EZM
14.28%
BSJQ
N/A
Debt to Equity
EZM
33.29%
BSJQ
N/A
P/S Ratio
EZM
1.19
BSJQ
N/A
P/B Ratio
EZM
2.23
BSJQ
N/A
EZM vs BSJQ - Holdings Comparison
EZM and BSJQ have 0 common holdings. Overlap is 0.00%
EZM's top 25 holdings weight is 15.69%. BSJQ's top 25 holdings weight is 90.40%.
| Rank | EZM | BSJQ |
|---|---|---|
| #1 | VIATRIS INC (VTRS) - 1.42% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 39.32% |
| #2 | CF INDUSTRIES HOLDINGS INC (CF) - 0.91% | DISH DBS CORPORATION 5.25% (n/a) - 5.24% |
| #3 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.76% | NCR ATLEOS CORP. 9.5% (n/a) - 4.05% |
| #4 | TD SYNNEX CORP (SNX) - 0.73% | ALTICE FRANCE SAS 9.5% (n/a) - 4.00% |
| #5 | APA CORP (APA) - 0.73% | WESCO DISTRIBUTION, INC. 7.25% (n/a) - 3.59% |
| #6 | OVINTIV INC (OVV) - 0.71% | IQVIA INC 5% (n/a) - 2.84% |
| #7 | THE AES CORP (AES) - 0.68% | LIFEPOINT HEALTH, INC 9.875% (n/a) - 2.29% |
| #8 | DAVITA INC (DVA) - 0.65% | EG GLOBAL FINANCE PLC 12% (n/a) - 2.29% |
| #9 | BORGWARNER INC (BWA) - 0.63% | WINDSOR HOLDINGS III LLC 8.5% (n/a) - 2.26% |
| #10 | JACKSON FINANCIAL INC (JXN) - 0.62% | VIKING CRUISES, LTD. 9.125% (n/a) - 2.15% |
| #11 | FRANKLIN RESOURCES INC (BEN) - 0.62% | BOMBARDIER INC. 8.75% (n/a) - 2.15% |
| #12 | SIRIUS XM HOLDINGS INC (SIRI) - 0.62% | ALLWYN ENTERTAINMENT FINANCING (UK) PLC 7.875% (n/a) - 1.85% |
| #13 | GLOBE LIFE INC (GL) - 0.61% | ARETEC ESCROW ISSUER 2 INC. 10% (n/a) - 1.81% |
| #14 | STERLING INFRASTRUCTURE INC (STRL) - 0.59% | UNDER ARMOUR, INC. 3.25% (n/a) - 1.73% |
| #15 | ENTEGRIS INC (ENTG) - 0.55% | BUCKEYE PARTNERS LP 3.95% (n/a) - 1.62% |
| #16 | LINCOLN NATIONAL CORP (LNC) - 0.55% | CALDERYS FINANCING LLC 11.25% (n/a) - 1.60% |
| #17 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.54% | FREEDOM MORTGAGE CORPORATION 12.25% (n/a) - 1.46% |
| #18 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.51% | BATH & BODY WORKS INC 7.5% (n/a) - 1.39% |
| #19 | MKS INC (MKSI) - 0.49% | NAVIENT CORPORATION 6.75% (n/a) - 1.36% |
| #20 | PENSKE AUTOMOTIVE GROUP INC (PAG) - 0.49% | RLJ LODGING TRUST LP 3.75% (n/a) - 1.35% |
| #21 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.48% | SIRIUS XM RADIO LLC 3.125% (n/a) - 1.35% |
| #22 | SITIME CORP ORDINARY SHARES (SITM) - 0.46% | CUSHMAN & WAKEFIELD U S BORROWER LLC 8.875% (n/a) - 1.20% |
| #23 | CROCS INC (CROX) - 0.45% | HUGHES SATELLITE SYSTEMS CORPORATION 5.25% (n/a) - 1.18% |
| #24 | JM SMUCKER CO (SJM) - 0.45% | TEAM HEALTH HOLDINGS INC. 8.375% (n/a) - 1.17% |
| #25 | ASSURANT INC (AIZ) - 0.44% | STARWOOD PROPERTY TRUST, INC. 3.625% (n/a) - 1.15% |
| Total Holdings | 507 | 39 |
EZM vs BSJQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EZM
+1.23%
BSJQ
+0.07%
3M
Winner
EZM
+4.78%
BSJQ
+0.12%
6M
Winner
EZM
+8.52%
BSJQ
+0.83%
1Y
Winner
EZM
+18.58%
BSJQ
+3.86%
5Y(CAGR)
Winner
EZM
+9.28%
BSJQ
+3.64%
10Y(CAGR)
EZM
+10.61%
BSJQ
N/A
Max(CAGR)
Winner
EZM
+9.58%
BSJQ
+4.50%
EZM vs BSJQ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EZM | BSJQ |
|---|---|---|
| 2026 | +12.34% | +1.17% |
| 2025 | +9.06% | +6.40% |
| 2024 | +10.82% | +7.53% |
| 2023 | +20.20% | +9.76% |
| 2022 | -12.73% | -7.27% |
| 2021 | +33.04% | +4.74% |
| 2020 | +5.41% | +2.56% |
| 2019 | +23.94% | +16.91% |
| 2018 | -13.00% | -4.07% |
| 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 BSJQ Drawdown Comparison
The maximum drawdown for EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.
The maximum drawdown for BSJQ was -24.12%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.
The current EZM drawdown is -0.74%. The current BSJQ drawdown is -0.18%.
| Rank | EZM | BSJQ |
|---|---|---|
| #1 | -59.57% Jun 4, 2007 - Nov 4, 2010 | -24.12% Feb 14, 2020 - Nov 19, 2020 |
| #2 | -47.26% Jan 16, 2020 - Nov 24, 2020 | -11.95% Dec 28, 2021 - Dec 1, 2023 |
| #3 | -25.67% Jul 7, 2011 - Feb 3, 2012 | -7.44% Sep 28, 2018 - Feb 4, 2019 |
| #4 | -23.53% Nov 25, 2024 - Dec 5, 2025 | -2.66% Feb 26, 2025 - Apr 25, 2025 |
| #5 | -23.14% Aug 29, 2018 - Nov 27, 2019 | -1.83% Nov 5, 2021 - Dec 22, 2021 |
| #6 | -22.42% Jan 4, 2022 - Dec 14, 2023 | -1.82% May 6, 2019 - Jun 11, 2019 |
| #7 | -21.08% Jun 23, 2015 - Aug 23, 2016 | -1.75% Jul 26, 2019 - Aug 26, 2019 |
| #8 | -14.98% Mar 19, 2012 - Sep 14, 2012 | -1.53% Jan 16, 2020 - Feb 12, 2020 |
| #9 | -11.29% Jul 3, 2014 - Nov 24, 2014 | -1.26% Feb 12, 2021 - Apr 1, 2021 |
| #10 | -9.53% Jan 26, 2018 - Jul 19, 2018 | -1.08% Mar 21, 2024 - Apr 29, 2024 |
| #11 | -8.78% Jul 31, 2024 - Sep 30, 2024 | -1.04% Sep 23, 2019 - Oct 18, 2019 |
| #12 | -8.70% Feb 10, 2026 - Apr 17, 2026 | -0.98% Sep 16, 2021 - Nov 5, 2021 |
| #13 | -8.33% May 7, 2021 - Oct 14, 2021 | -0.93% Jul 3, 2019 - Jul 26, 2019 |
| #14 | -7.83% Apr 29, 2011 - Jul 7, 2011 | -0.92% Dec 27, 2023 - Jan 25, 2024 |
| #15 | -7.73% Nov 16, 2021 - Jan 4, 2022 | -0.92% Jul 6, 2021 - Aug 27, 2021 |
Correlation
Correlation between EZM and BSJQ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2026)
EZM vs BSJQ dividend yield comparison.
| Year | EZM | BSJQ |
|---|---|---|
| 2026 | 0.56% | 3.24% |
| 2025 | 1.39% | 6.10% |
| 2024 | 1.22% | 6.58% |
| 2023 | 1.25% | 6.58% |
| 2022 | 1.57% | 5.58% |
| 2021 | 1.08% | 4.27% |
| 2020 | 1.67% | 4.64% |
| 2019 | 1.34% | 4.59% |
| 2018 | 1.57% | 2.39% |
| 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% |
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