EZM vs IDHQ
Comparison between WISDOMTREE U.S. MIDCAP FUND (EZM, ETF) and INVESCO S&P INTERNATIONAL DEVELOPED QUALITY ETF (IDHQ, ETF).
5-Year PerformanceIDHQ has outperformed EZM, delivering a return of +10.6% compared to +9.4%
EZM vs IDHQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EZM
$939M
Winner
IDHQ
$939M
Expense Ratio
EZM
0.38%
Winner
IDHQ
0.29%
Max Drawdown
Winner
EZM
60.61%
IDHQ
74.48%
Sharpe Ratio
EZM
1.11
Winner
IDHQ
1.62
5Y Beta
EZM
0.92
Winner
IDHQ
0.80
P/E Ratio
EZM
19.34
IDHQ
N/A
Forward P/E
EZM
14.31
IDHQ
N/A
5Y Dividends CAGR
Winner
EZM
13.51%
IDHQ
10.26%
5Y EPS CAGR
EZM
14.47%
IDHQ
N/A
Debt to Equity
EZM
23.19%
IDHQ
N/A
P/S Ratio
EZM
1.37
IDHQ
N/A
P/B Ratio
EZM
2.39
IDHQ
N/A
EZM vs IDHQ - Holdings Comparison
EZM and IDHQ have 1 common holdings. Overlap is -0.12%
EZM's top 25 holdings weight is 14.99%. IDHQ's top 25 holdings weight is 56.44%.
| Rank | EZM | IDHQ |
|---|---|---|
| #1 | VIATRIS INC (VTRS) - 1.39% | ASML HOLDING NV (n/a) - 4.90% |
| #2 | CF INDUSTRIES HOLDINGS INC (CF) - 0.88% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 4.86% |
| #3 | APA CORP (APA) - 0.84% | NOVARTIS AG REGISTERED SHARES (n/a) - 4.62% |
| #4 | OVINTIV INC (OVV) - 0.78% | NESTLE SA (n/a) - 3.70% |
| #5 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.74% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 2.74% |
| #6 | TD SYNNEX CORP (SNX) - 0.72% | ABB LTD (n/a) - 2.62% |
| #7 | BORGWARNER INC (BWA) - 0.68% | SAFRAN SA (n/a) - 2.42% |
| #8 | THE AES CORP (AES) - 0.66% | NOVO NORDISK AS CLASS B (n/a) - 2.39% |
| #9 | JACKSON FINANCIAL INC (JXN) - 0.65% | ALLIANZ SE (n/a) - 2.31% |
| #10 | FRANKLIN RESOURCES INC (BEN) - 0.61% | TOKYO ELECTRON LTD (n/a) - 2.22% |
| #11 | GLOBE LIFE INC (GL) - 0.61% | SAP SE (n/a) - 2.20% |
| #12 | ENTEGRIS INC (ENTG) - 0.57% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 2.14% |
| #13 | LINCOLN NATIONAL CORP (LNC) - 0.57% | ADVANTEST CORP (n/a) - 2.04% |
| #14 | SIRIUS XM HOLDINGS INC (SIRI) - 0.57% | UNILEVER PLC (n/a) - 2.01% |
| #15 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.53% | SONY GROUP CORP (n/a) - 1.80% |
| #16 | PENSKE AUTOMOTIVE GROUP INC (PAG) - 0.53% | TOTALENERGIES SE (TTE) - 1.74% |
| #17 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.51% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 1.65% |
| #18 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.49% | RECRUIT HOLDINGS CO LTD (n/a) - 1.59% |
| #19 | DAVITA INC (DVA) - 0.49% | ZURICH INSURANCE GROUP AG (n/a) - 1.54% |
| #20 | ALCOA CORP (AA) - 0.48% | GSK PLC (n/a) - 1.26% |
| #21 | REGAL REXNORD CORP (RRX) - 0.34% | L'OREAL SA (n/a) - 1.21% |
| #22 | SONOCO PRODUCTS CO (SON) - 0.34% | AGNICO EAGLE MINES LTD (AEM) - 1.19% |
| #23 | RYDER SYSTEM INC (R) - 0.34% | TOKIO MARINE HOLDINGS INC (n/a) - 1.15% |
| #24 | ARAMARK (ARMK) - 0.34% | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 1.10% |
| #25 | MGM RESORTS INTERNATIONAL (MGM) - 0.33% | BARRICK MINING CORP (n/a) - 1.04% |
| Total Holdings | 469 | 215 |
EZM vs IDHQ - Historical Returns
Returns include dividend reinvestment.
1M
EZM
+1.45%
Winner
IDHQ
+6.77%
3M
EZM
+6.83%
Winner
IDHQ
+14.62%
6M
EZM
+7.64%
Winner
IDHQ
+19.42%
1Y
EZM
+20.98%
Winner
IDHQ
+43.09%
5Y(CAGR)
EZM
+9.42%
Winner
IDHQ
+10.56%
10Y(CAGR)
EZM
+10.73%
Winner
IDHQ
+11.14%
Max(CAGR)
Winner
EZM
+9.65%
IDHQ
+5.52%
EZM vs IDHQ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EZM | IDHQ |
|---|---|---|
| 2026 | +14.51% | +30.62% |
| 2025 | +9.06% | +27.58% |
| 2024 | +10.82% | +2.53% |
| 2023 | +20.20% | +18.87% |
| 2022 | -12.73% | -20.24% |
| 2021 | +33.04% | +10.42% |
| 2020 | +5.41% | +14.52% |
| 2019 | +23.94% | +29.03% |
| 2018 | -13.00% | -13.22% |
| 2017 | +16.60% | +28.56% |
| 2016 | +21.22% | +0.03% |
| 2015 | -4.54% | +8.51% |
| 2014 | +9.77% | -0.87% |
| 2013 | +36.84% | +13.37% |
| 2012 | +16.52% | +17.69% |
| 2011 | +0.01% | -16.78% |
| 2010 | +24.31% | +10.45% |
| 2009 | +46.06% | +40.16% |
| 2008 | -34.76% | -50.73% |
| 2007 | -6.95% | -4.34% |
EZM vs IDHQ Drawdown Comparison
The maximum drawdown for EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.
The maximum drawdown for IDHQ was -73.84%, occurring on Mar 9, 2009. Recovery took 2543 trading sessions.
The current EZM drawdown is -1.49%.
| Rank | EZM | IDHQ |
|---|---|---|
| #1 | -59.57% Jun 4, 2007 - Nov 4, 2010 | -73.84% Dec 6, 2007 - Jan 12, 2018 |
| #2 | -47.26% Jan 16, 2020 - Nov 24, 2020 | -33.55% Sep 3, 2021 - Mar 7, 2024 |
| #3 | -25.67% Jul 7, 2011 - Feb 3, 2012 | -30.51% Jan 17, 2020 - Aug 17, 2020 |
| #4 | -23.53% Nov 25, 2024 - Dec 5, 2025 | -19.91% Jan 26, 2018 - Oct 28, 2019 |
| #5 | -23.14% Aug 29, 2018 - Nov 27, 2019 | -15.71% Jul 12, 2007 - Oct 11, 2007 |
| #6 | -22.42% Jan 4, 2022 - Dec 14, 2023 | -14.07% Sep 26, 2024 - May 15, 2025 |
| #7 | -21.08% Jun 23, 2015 - Aug 23, 2016 | -13.70% Oct 31, 2007 - Dec 6, 2007 |
| #8 | -14.98% Mar 19, 2012 - Sep 14, 2012 | -13.46% Feb 25, 2026 - May 6, 2026 |
| #9 | -11.29% Jul 3, 2014 - Nov 24, 2014 | -7.37% Jan 25, 2021 - Apr 15, 2021 |
| #10 | -9.53% Jan 26, 2018 - Jul 19, 2018 | -7.11% Jul 12, 2024 - Aug 21, 2024 |
| #11 | -8.78% Jul 31, 2024 - Sep 30, 2024 | -7.09% Oct 12, 2020 - Nov 5, 2020 |
| #12 | -8.70% Feb 10, 2026 - Apr 17, 2026 | -5.70% May 28, 2026 - Jun 11, 2026 |
| #13 | -8.33% May 7, 2021 - Oct 14, 2021 | -5.40% Mar 7, 2024 - May 14, 2024 |
| #14 | -7.83% Apr 29, 2011 - Jul 7, 2011 | -5.00% Jul 23, 2025 - Sep 8, 2025 |
| #15 | -7.73% Nov 16, 2021 - Jan 4, 2022 | -4.98% Nov 12, 2025 - Dec 10, 2025 |
Correlation
Correlation between EZM and IDHQ is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2007 - 2026)
EZM vs IDHQ dividend yield comparison.
| Year | EZM | IDHQ |
|---|---|---|
| 2026 | 0.55% | 1.15% |
| 2025 | 1.39% | 2.46% |
| 2024 | 1.22% | 2.41% |
| 2023 | 1.25% | 2.52% |
| 2022 | 1.57% | 3.33% |
| 2021 | 1.08% | 2.10% |
| 2020 | 1.67% | 1.60% |
| 2019 | 1.34% | 2.10% |
| 2018 | 1.57% | 2.67% |
| 2017 | 1.14% | 1.68% |
| 2016 | 1.55% | 2.36% |
| 2015 | 1.30% | 1.71% |
| 2014 | 1.16% | 1.75% |
| 2013 | 0.99% | 1.70% |
| 2012 | 1.73% | 1.92% |
| 2011 | 0.99% | 0.89% |
| 2010 | 1.40% | 3.23% |
| 2009 | 1.04% | 2.21% |
| 2008 | 2.30% | 3.71% |
| 2007 | 0.93% | 0.53% |
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