EZM vs DJP

Comparison between WISDOMTREE U.S. MIDCAP FUND (EZM, ETF) and iPath Bloomberg Commodity Index Total Return ETN (DJP, ETF).

5-Year PerformanceDJP has outperformed EZM, delivering a return of +14.2% compared to +9.4%

EZM vs DJP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EZM(ETF)	DJP(ETF)
Net Assets	$939M	$935M
Expense Ratio	0.38%	0.70%
Max Drawdown	60.61%	78.35%
Sharpe Ratio	1.11	1.96
5Y Beta	0.92	0.13
P/E Ratio	19.34	N/A
Forward P/E	14.31	N/A
5Y Dividends CAGR	13.51%	N/A
5Y EPS CAGR	14.47%	N/A
Debt to Equity	23.19%	N/A
P/S Ratio	1.37	N/A
P/B Ratio	2.39	N/A

Net Assets

Winner

EZM

$939M

DJP

$935M

Expense Ratio

Winner

EZM

0.38%

DJP

0.70%

Max Drawdown

Winner

EZM

60.61%

DJP

78.35%

Sharpe Ratio

EZM

1.11

Winner

DJP

1.96

5Y Beta

EZM

0.92

Winner

DJP

0.13

P/E Ratio

EZM

19.34

DJP

N/A

Forward P/E

EZM

14.31

DJP

N/A

5Y Dividends CAGR

EZM

13.51%

DJP

N/A

5Y EPS CAGR

EZM

14.47%

DJP

N/A

Debt to Equity

EZM

23.19%

DJP

N/A

P/S Ratio

EZM

1.37

DJP

N/A

P/B Ratio

EZM

2.39

DJP

N/A

EZM vs DJP - Historical Returns

Returns include dividend reinvestment.

Period	EZM	DJP
1 month	+1.45%	+5.68%
3 months	+6.83%	+1.57%
6 months	+7.64%	+20.84%
1 year	+20.98%	+49.54%
5 years(CAGR)	+9.42%	+14.25%
10 years(CAGR)	+10.73%	+7.93%
Max(CAGR)	+9.65%	+0.21%

EZM

+1.45%

Winner

DJP

+5.68%

Winner

EZM

+6.83%

DJP

+1.57%

EZM

+7.64%

Winner

DJP

+20.84%

EZM

+20.98%

Winner

DJP

+49.54%

5Y(CAGR)

EZM

+9.42%

Winner

DJP

+14.25%

10Y(CAGR)

Winner

EZM

+10.73%

DJP

+7.93%

Max(CAGR)

Winner

EZM

+9.65%

DJP

+0.21%

EZM vs DJP - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	EZM	DJP
2026	+14.51%	+34.38%
2025	+9.06%	+16.15%
2024	+10.82%	+6.33%
2023	+20.20%	-7.71%
2022	-12.73%	+16.89%
2021	+33.04%	+29.92%
2020	+5.41%	-4.33%
2019	+23.94%	+7.53%
2018	-13.00%	-13.67%
2017	+16.60%	+2.61%
2016	+21.22%	+13.81%
2015	-4.54%	-27.59%
2014	+9.77%	-18.30%
2013	+36.84%	-11.27%
2012	+16.52%	-4.42%
2011	+0.01%	-14.13%
2010	+24.31%	+13.97%
2009	+46.06%	+16.26%
2008	-34.76%	-39.03%
2007	-6.95%	+18.96%
2006	N/A	+0.80%

EZM vs DJP Drawdown Comparison

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

The maximum drawdown for DJP was -78.35%, occurring on Apr 21, 2020. This drawdown has not yet recovered.

The current EZM drawdown is -1.49%. The current DJP drawdown is -30.78%.

Rank	EZM	DJP
#1	-59.57% Jun 4, 2007 - Nov 4, 2010	-78.35% Jul 2, 2008 - Apr 21, 2020
#2	-47.26% Jan 16, 2020 - Nov 24, 2020	-10.49% Mar 13, 2008 - May 21, 2008
#3	-25.67% Jul 7, 2011 - Feb 3, 2012	-10.48% Nov 30, 2006 - Feb 26, 2007
#4	-23.53% Nov 25, 2024 - Dec 5, 2025	-8.29% Jun 15, 2007 - Sep 18, 2007
#5	-23.14% Aug 29, 2018 - Nov 27, 2019	-6.22% Jan 14, 2008 - Feb 8, 2008
#6	-22.42% Jan 4, 2022 - Dec 14, 2023	-4.79% Feb 26, 2007 - Apr 10, 2007
#7	-21.08% Jun 23, 2015 - Aug 23, 2016	-4.53% Nov 6, 2007 - Dec 26, 2007
#8	-14.98% Mar 19, 2012 - Sep 14, 2012	-4.42% May 21, 2008 - Jun 6, 2008
#9	-11.29% Jul 3, 2014 - Nov 24, 2014	-4.18% Sep 27, 2007 - Oct 18, 2007
#10	-9.53% Jan 26, 2018 - Jul 19, 2018	-3.41% Mar 5, 2008 - Mar 13, 2008
#11	-8.78% Jul 31, 2024 - Sep 30, 2024	-3.38% Nov 9, 2006 - Nov 24, 2006
#12	-8.70% Feb 10, 2026 - Apr 17, 2026	-3.22% Jun 4, 2007 - Jun 15, 2007
#13	-8.33% May 7, 2021 - Oct 14, 2021	-2.67% May 21, 2007 - Jun 4, 2007
#14	-7.83% Apr 29, 2011 - Jul 7, 2011	-2.17% Jun 6, 2008 - Jun 11, 2008
#15	-7.73% Nov 16, 2021 - Jan 4, 2022	-2.08% Mar 3, 2008 - Mar 5, 2008

Correlation

Correlation between EZM and DJP is -0.32 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.32

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