EZM vs HTD
Comparison between WISDOMTREE U.S. MIDCAP FUND (EZM, ETF) and John Hancock Tax- Advantaged Dividend Income (HTD, ETF).
5-Year PerformanceEZM has outperformed HTD, delivering a return of +9.4% compared to +8.3%
EZM vs HTD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EZM vs HTD - Historical Returns
Returns include dividend reinvestment.
EZM vs HTD - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | EZM | HTD |
|---|---|---|
| 2026 | +14.51% | +10.95% |
| 2025 | +9.06% | +14.53% |
| 2024 | +10.82% | +24.58% |
| 2023 | +20.20% | -10.96% |
| 2022 | -12.73% | -5.72% |
| 2021 | +33.04% | +33.51% |
| 2020 | +5.41% | -16.36% |
| 2019 | +23.94% | +40.16% |
| 2018 | -13.00% | -5.89% |
| 2017 | +16.60% | +12.78% |
| 2016 | +21.22% | +21.54% |
| 2015 | -4.54% | +0.25% |
| 2014 | +9.77% | +32.13% |
| 2013 | +36.84% | +5.76% |
| 2012 | +16.52% | +10.05% |
| 2011 | +0.01% | +23.72% |
| 2010 | +24.31% | +23.14% |
| 2009 | +46.06% | +37.35% |
| 2008 | -34.76% | -35.41% |
| 2007 | -6.95% | -2.38% |
| 2006 | N/A | +29.67% |
| 2005 | N/A | +0.65% |
| 2004 | N/A | -5.40% |
EZM vs HTD Drawdown Comparison
The maximum drawdown for EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.
The maximum drawdown for HTD was -69.69%, occurring on Mar 9, 2009. Recovery took 826 trading sessions.
The current EZM drawdown is -1.49%. The current HTD drawdown is -3.05%.
| Rank | EZM | HTD |
|---|---|---|
| #1 | -59.57% Jun 4, 2007 - Nov 4, 2010 | -69.69% May 9, 2007 - Aug 18, 2010 |
| #2 | -47.26% Jan 16, 2020 - Nov 24, 2020 | -56.55% Feb 18, 2020 - Jun 9, 2021 |
| #3 | -25.67% Jul 7, 2011 - Feb 3, 2012 | -31.59% Aug 18, 2022 - Sep 4, 2024 |
| #4 | -23.53% Nov 25, 2024 - Dec 5, 2025 | -20.83% Mar 10, 2004 - Jul 1, 2005 |
| #5 | -23.14% Aug 29, 2018 - Nov 27, 2019 | -19.60% Apr 20, 2022 - Aug 15, 2022 |
| #6 | -22.42% Jan 4, 2022 - Dec 14, 2023 | -18.37% May 21, 2013 - Apr 16, 2014 |
| #7 | -21.08% Jun 23, 2015 - Aug 23, 2016 | -16.47% Dec 18, 2017 - Jan 31, 2019 |
| #8 | -14.98% Mar 19, 2012 - Sep 14, 2012 | -16.45% Jul 7, 2011 - Aug 29, 2011 |
| #9 | -11.29% Jul 3, 2014 - Nov 24, 2014 | -15.34% Sep 7, 2016 - Jan 10, 2017 |
| #10 | -9.53% Jan 26, 2018 - Jul 19, 2018 | -13.91% Jan 22, 2015 - Feb 25, 2016 |
| #11 | -8.78% Jul 31, 2024 - Sep 30, 2024 | -13.27% Apr 2, 2025 - Jul 2, 2025 |
| #12 | -8.70% Feb 10, 2026 - Apr 17, 2026 | -12.48% Oct 8, 2012 - Feb 7, 2013 |
| #13 | -8.33% May 7, 2021 - Oct 14, 2021 | -12.37% Aug 4, 2005 - Jul 19, 2006 |
| #14 | -7.83% Apr 29, 2011 - Jul 7, 2011 | -10.99% Aug 11, 2021 - Dec 27, 2021 |
| #15 | -7.73% Nov 16, 2021 - Jan 4, 2022 | -10.72% Jan 14, 2022 - Apr 1, 2022 |
Correlation
Correlation between EZM and HTD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
EZM vs HTD dividend yield comparison.
| Year | EZM | HTD |
|---|---|---|
| 2026 | 0.55% | 5.03% |
| 2025 | 1.39% | 7.51% |
| 2024 | 1.22% | 7.52% |
| 2023 | 1.25% | 8.73% |
| 2022 | 1.57% | 7.36% |
| 2021 | 1.08% | 5.80% |
| 2020 | 1.67% | 7.97% |
| 2019 | 1.34% | 6.06% |
| 2018 | 1.57% | 10.09% |
| 2017 | 1.14% | 8.85% |
| 2016 | 1.55% | 7.30% |
| 2015 | 1.30% | 7.06% |
| 2014 | 1.16% | 6.27% |
| 2013 | 0.99% | 7.16% |
| 2012 | 1.73% | 6.55% |
| 2011 | 0.99% | 6.56% |
| 2010 | 1.40% | 7.32% |
| 2009 | 1.04% | 10.13% |
| 2008 | 2.30% | 15.29% |
| 2007 | 0.93% | 10.49% |
| 2006 | 0.00% | 8.33% |
| 2005 | 0.00% | 8.03% |
| 2004 | 0.00% | 4.84% |
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