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EZM vs GGN

Comparison between WISDOMTREE U.S. MIDCAP FUND (EZM, ETF) and GAMCO Global Gold Natural Resources & Income Trust (GGN, ETF).

5-Year PerformanceGGN has outperformed EZM, delivering a return of +13.0% compared to +8.5%

EZM vs GGN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
EZM
$897M
GGN
$897M
Expense Ratio
EZM
0.38%
GGN
N/A
Max Drawdown
Winner
EZM
60.61%
GGN
93.33%
Sharpe Ratio
Winner
EZM
1.31
GGN
0.72
5Y Beta
EZM
0.95
Winner
GGN
0.40
P/E Ratio
EZM
19.02
GGN
N/A
Forward P/E
EZM
13.84
GGN
N/A
5Y Dividends CAGR
Winner
EZM
13.63%
GGN
-2.57%
5Y EPS CAGR
EZM
15.80%
GGN
N/A
Debt to Equity
EZM
31.64%
GGN
N/A
P/S Ratio
EZM
1.39
GGN
N/A
P/B Ratio
EZM
2.32
GGN
N/A

EZM vs GGN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EZM
+5.74%
GGN
-3.26%
3M
Winner
EZM
+13.04%
GGN
-3.85%
6M
Winner
EZM
+10.98%
GGN
+0.61%
1Y
Winner
EZM
+25.19%
GGN
+20.02%
5Y(CAGR)
EZM
+8.54%
Winner
GGN
+13.00%
10Y(CAGR)
Winner
EZM
+11.10%
GGN
+8.68%
Max(CAGR)
Winner
EZM
+9.62%
GGN
+4.10%

EZM vs GGN - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearEZMGGN
2026+11.90%+0.41%
2025+9.06%+43.98%
2024+10.82%+9.58%
2023+20.20%+14.66%
2022-12.73%+6.29%
2021+33.04%+14.49%
2020+5.41%-9.04%
2019+23.94%+30.26%
2018-13.00%-22.19%
2017+16.60%+11.90%
2016+21.22%+23.23%
2015-4.54%-21.71%
2014+9.77%-14.32%
2013+36.84%-22.79%
2012+16.52%-3.38%
2011+0.01%-19.27%
2010+24.31%+28.13%
2009+46.06%+26.65%
2008-34.76%-51.76%
2007-6.95%+29.19%
2006N/A+20.24%
2005N/A+15.17%

EZM vs GGN Drawdown Comparison

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

The maximum drawdown for GGN was -73.03%, occurring on Nov 20, 2008. Recovery took 4287 trading sessions.

The current EZM drawdown is -0.19%. The current GGN drawdown is -12.40%.

RankEZMGGN
#1-59.57%
Jun 4, 2007 - Nov 4, 2010
-73.03%
May 20, 2008 - Jun 4, 2025
#2-47.26%
Jan 16, 2020 - Nov 24, 2020
-22.71%
Jul 13, 2007 - Sep 20, 2007
#3-25.67%
Jul 7, 2011 - Feb 3, 2012
-16.97%
May 9, 2006 - Oct 26, 2006
#4-23.53%
Nov 25, 2024 - Dec 5, 2025
-16.80%
Mar 2, 2026 - Mar 20, 2026
#5-23.14%
Aug 29, 2018 - Nov 27, 2019
-15.70%
Feb 28, 2008 - May 20, 2008
#6-22.42%
Jan 4, 2022 - Dec 14, 2023
-12.12%
Oct 18, 2007 - Jan 2, 2008
#7-21.08%
Jun 23, 2015 - Aug 23, 2016
-10.97%
Jan 10, 2008 - Feb 27, 2008
#8-14.98%
Mar 19, 2012 - Sep 14, 2012
-10.91%
Oct 8, 2025 - Dec 11, 2025
#9-11.29%
Jul 3, 2014 - Nov 24, 2014
-10.07%
Apr 11, 2005 - Jul 6, 2005
#10-9.53%
Jan 26, 2018 - Jul 19, 2018
-9.70%
Feb 1, 2006 - May 2, 2006
#11-8.78%
Jul 31, 2024 - Sep 30, 2024
-8.44%
Jan 28, 2026 - Feb 11, 2026
#12-8.70%
Feb 10, 2026 - Apr 17, 2026
-8.43%
Apr 9, 2007 - Jul 5, 2007
#13-8.33%
May 7, 2021 - Oct 14, 2021
-8.09%
Feb 22, 2007 - Mar 21, 2007
#14-7.83%
Apr 29, 2011 - Jul 7, 2011
-7.47%
Dec 28, 2006 - Jan 31, 2007
#15-7.73%
Nov 16, 2021 - Jan 4, 2022
-7.19%
Sep 29, 2005 - Nov 25, 2005

Correlation

Correlation between EZM and GGN is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.37
-101

Dividend Comparison (2005 - 2026)

EZM vs GGN dividend yield comparison.

YearEZMGGN
20260.24%3.59%
20251.39%6.98%
20241.22%9.55%
20231.25%10.37%
20221.57%9.92%
20211.08%9.60%
20201.67%13.68%
20191.34%13.64%
20181.57%16.22%
20171.14%11.52%
20161.55%15.85%
20151.30%17.68%
20141.16%15.43%
20130.99%15.96%
20121.73%12.66%
20110.99%11.91%
20101.40%8.72%
20091.04%10.29%
20082.30%12.82%
20070.93%6.61%
20060.00%7.07%
20050.00%5.32%

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