EZM vs DMXF

Comparison between WISDOMTREE U.S. MIDCAP FUND (EZM, ETF) and ISHARES ESG ADVANCED MSCI EAFE ETF (DMXF, ETF).

5-Year PerformanceEZM has outperformed DMXF, delivering a return of +9.4% compared to +7.7%

EZM vs DMXF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EZM(ETF)	DMXF(ETF)
Net Assets	$939M	$931M
Expense Ratio	0.38%	0.12%
Max Drawdown	60.61%	36.29%
Sharpe Ratio	1.11	0.96
5Y Beta	0.92	0.83
P/E Ratio	19.34	N/A
Forward P/E	14.31	N/A
5Y Dividends CAGR	13.51%	41.55%
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

DMXF

$931M

Expense Ratio

EZM

0.38%

Winner

DMXF

0.12%

Max Drawdown

EZM

60.61%

Winner

DMXF

36.29%

Sharpe Ratio

Winner

EZM

1.11

DMXF

0.96

5Y Beta

EZM

0.92

Winner

DMXF

0.83

P/E Ratio

EZM

19.34

DMXF

N/A

Forward P/E

EZM

14.31

DMXF

N/A

5Y Dividends CAGR

EZM

13.51%

Winner

DMXF

41.55%

5Y EPS CAGR

EZM

14.47%

DMXF

N/A

Debt to Equity

EZM

23.19%

DMXF

N/A

P/S Ratio

EZM

1.37

DMXF

N/A

P/B Ratio

EZM

2.39

DMXF

N/A

EZM vs DMXF - Holdings Comparison

EZM and DMXF have 1 common holdings. Overlap is 0.00%

EZM's top 25 holdings weight is 14.99%. DMXF's top 25 holdings weight is 35.03%.

Rank	EZM	DMXF
#1	VIATRIS INC (VTRS) - 1.39%	ASML HOLDING NV (n/a) - 6.27%
#2	CF INDUSTRIES HOLDINGS INC (CF) - 0.88%	NOVARTIS AG REGISTERED SHARES (n/a) - 2.50%
#3	APA CORP (APA) - 0.84%	MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 2.16%
#4	OVINTIV INC (OVV) - 0.78%	SAP SE (n/a) - 1.89%
#5	RENAISSANCERE HOLDINGS LTD (RNR) - 0.74%	COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.82%
#6	TD SYNNEX CORP (SNX) - 0.72%	SCHNEIDER ELECTRIC SE (n/a) - 1.76%
#7	BORGWARNER INC (BWA) - 0.68%	ALLIANZ SE (n/a) - 1.72%
#8	THE AES CORP (AES) - 0.66%	TOKYO ELECTRON LTD (n/a) - 1.46%
#9	JACKSON FINANCIAL INC (JXN) - 0.65%	ABB LTD (n/a) - 1.44%
#10	FRANKLIN RESOURCES INC (BEN) - 0.61%	ADVANTEST CORP (n/a) - 1.42%
#11	GLOBE LIFE INC (GL) - 0.61%	SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.40%
#12	ENTEGRIS INC (ENTG) - 0.57%	RECRUIT HOLDINGS CO LTD (n/a) - 1.24%
#13	LINCOLN NATIONAL CORP (LNC) - 0.57%	SOFTBANK GROUP CORP (n/a) - 1.15%
#14	SIRIUS XM HOLDINGS INC (SIRI) - 0.57%	MIZUHO FINANCIAL GROUP INC (n/a) - 1.13%
#15	PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.53%	AIR LIQUIDE SA (n/a) - 1.12%
#16	PENSKE AUTOMOTIVE GROUP INC (PAG) - 0.53%	DBS GROUP HOLDINGS LTD (n/a) - 1.09%
#17	PERMIAN RESOURCES CORP CLASS A (PR) - 0.51%	ZURICH INSURANCE GROUP AG (n/a) - 0.97%
#18	LATTICE SEMICONDUCTOR CORP (LSCC) - 0.49%	ING GROEP NV (n/a) - 0.93%
#19	DAVITA INC (DVA) - 0.49%	KEYENCE CORP (n/a) - 0.92%
#20	ALCOA CORP (AA) - 0.48%	AIA GROUP LTD (n/a) - 0.87%
#21	REGAL REXNORD CORP (RRX) - 0.34%	GALDERMA GROUP AG REGISTERED SHARES (n/a) - 0.36%
#22	SONOCO PRODUCTS CO (SON) - 0.34%	DAIICHI LIFE GROUP INC (n/a) - 0.36%
#23	RYDER SYSTEM INC (R) - 0.34%	UNITED OVERSEAS BANK LTD (n/a) - 0.35%
#24	ARAMARK (ARMK) - 0.34%	FANUC CORP (n/a) - 0.35%
#25	MGM RESORTS INTERNATIONAL (MGM) - 0.33%	KOMATSU LTD (n/a) - 0.35%
Total Holdings	469	380

EZM vs DMXF - Historical Returns

Returns include dividend reinvestment.

Period	EZM	DMXF
1 month	+1.45%	+3.85%
3 months	+6.83%	+6.12%
6 months	+7.64%	+7.49%
1 year	+20.98%	+21.73%
5 years(CAGR)	+9.42%	+7.69%
10 years(CAGR)	+10.73%	N/A
Max(CAGR)	+9.65%	+11.65%

EZM

+1.45%

Winner

DMXF

+3.85%

Winner

EZM

+6.83%

DMXF

+6.12%

Winner

EZM

+7.64%

DMXF

+7.49%

EZM

+20.98%

Winner

DMXF

+21.73%

5Y(CAGR)

Winner

EZM

+9.42%

DMXF

+7.69%

10Y(CAGR)

EZM

+10.73%

DMXF

N/A

Max(CAGR)

EZM

+9.65%

Winner

DMXF

+11.65%

EZM vs DMXF - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	EZM	DMXF
2026	+14.51%	+15.61%
2025	+9.06%	+22.82%
2024	+10.82%	+5.40%
2023	+20.20%	+19.48%
2022	-12.73%	-19.36%
2021	+33.04%	+10.50%
2020	+5.41%	+23.13%
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 DMXF Drawdown Comparison

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

The maximum drawdown for DMXF was -34.49%, occurring on Oct 12, 2022. Recovery took 628 trading sessions.

The current EZM drawdown is -1.49%. The current DMXF drawdown is -1.04%.

Rank	EZM	DMXF
#1	-59.57% Jun 4, 2007 - Nov 4, 2010	-34.49% Sep 7, 2021 - Mar 7, 2024
#2	-47.26% Jan 16, 2020 - Nov 24, 2020	-16.53% Sep 26, 2024 - May 13, 2025
#3	-25.67% Jul 7, 2011 - Feb 3, 2012	-11.84% Feb 25, 2026 - May 6, 2026
#4	-23.53% Nov 25, 2024 - Dec 5, 2025	-7.98% Jul 12, 2024 - Aug 23, 2024
#5	-23.14% Aug 29, 2018 - Nov 27, 2019	-6.89% Mar 7, 2024 - May 15, 2024
#6	-22.42% Jan 4, 2022 - Dec 14, 2023	-6.81% Oct 12, 2020 - Nov 5, 2020
#7	-21.08% Jun 23, 2015 - Aug 23, 2016	-6.77% Oct 27, 2025 - Dec 23, 2025
#8	-14.98% Mar 19, 2012 - Sep 14, 2012	-5.39% Feb 16, 2021 - Apr 5, 2021
#9	-11.29% Jul 3, 2014 - Nov 24, 2014	-5.23% Jul 23, 2025 - Aug 22, 2025
#10	-9.53% Jan 26, 2018 - Jul 19, 2018	-4.47% Jun 15, 2021 - Aug 4, 2021
#11	-8.78% Jul 31, 2024 - Sep 30, 2024	-4.23% Jan 14, 2021 - Feb 9, 2021
#12	-8.70% Feb 10, 2026 - Apr 17, 2026	-4.06% May 7, 2021 - May 24, 2021
#13	-8.33% May 7, 2021 - Oct 14, 2021	-3.92% Jun 22, 2026 - Aug 4, 2026
#14	-7.83% Apr 29, 2011 - Jul 7, 2011	-3.86% Aug 27, 2024 - Sep 19, 2024
#15	-7.73% Nov 16, 2021 - Jan 4, 2022	-3.83% Sep 2, 2020 - Oct 9, 2020

Correlation

Correlation between EZM and DMXF is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2007 - 2026)

EZM vs DMXF dividend yield comparison.

Year	EZM	DMXF
2026	0.55%	1.19%
2025	1.39%	4.85%
2024	1.22%	2.92%
2023	1.25%	2.29%
2022	1.57%	2.37%
2021	1.08%	1.91%
2020	1.67%	0.31%
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%