EZM vs IHAK
Comparison between WISDOMTREE U.S. MIDCAP FUND (EZM, ETF) and ISHARES CYBERSECURITY AND TECH ETF (IHAK, ETF).
5-Year PerformanceEZM has outperformed IHAK, delivering a return of +8.5% compared to +5.9%
EZM vs IHAK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EZM
$897M
Winner
IHAK
$899M
Expense Ratio
Winner
EZM
0.38%
IHAK
0.47%
Max Drawdown
EZM
60.61%
Winner
IHAK
34.85%
Sharpe Ratio
Winner
EZM
1.31
IHAK
0.28
5Y Beta
EZM
0.95
Winner
IHAK
0.91
P/E Ratio
Winner
EZM
19.02
IHAK
32.48
Forward P/E
Winner
EZM
13.84
IHAK
22.86
5Y Dividends CAGR
Winner
EZM
13.63%
IHAK
-22.53%
5Y EPS CAGR
Winner
EZM
15.80%
IHAK
9.63%
Debt to Equity
Winner
EZM
31.64%
IHAK
40.02%
P/S Ratio
Winner
EZM
1.39
IHAK
2.99
P/B Ratio
Winner
EZM
2.32
IHAK
4.87
EZM vs IHAK - Holdings Comparison
EZM and IHAK have 5 common holdings. Overlap is 0.78%
EZM's top 25 holdings weight is 15.63%. IHAK's top 25 holdings weight is 93.11%.
| Rank | EZM | IHAK |
|---|---|---|
| #1 | VIATRIS INC (VTRS) - 1.38% | ACCTON TECHNOLOGY CORP (n/a) - 9.06% |
| #2 | CF INDUSTRIES HOLDINGS INC (CF) - 0.88% | AKAMAI TECHNOLOGIES INC (AKAM) - 6.44% |
| #3 | TD SYNNEX CORP (SNX) - 0.82% | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 6.38% |
| #4 | APA CORP (APA) - 0.80% | FORTINET INC (FTNT) - 5.63% |
| #5 | STERLING INFRASTRUCTURE INC (STRL) - 0.77% | BLACKBERRY LTD (n/a) - 5.55% |
| #6 | ALCOA CORP (AA) - 0.77% | PALO ALTO NETWORKS INC (PANW) - 4.79% |
| #7 | OVINTIV INC (OVV) - 0.77% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 4.73% |
| #8 | BORGWARNER INC (BWA) - 0.75% | SENTINELONE INC CLASS A (S) - 4.71% |
| #9 | THE AES CORP (AES) - 0.69% | OKTA INC CLASS A (OKTA) - 3.92% |
| #10 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.67% | VARONIS SYSTEMS INC (VRNS) - 3.75% |
| #11 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.62% | SCIENCE APPLICATIONS INTERNATIONAL CORP (SAIC) - 3.63% |
| #12 | RAMBUS INC (RMBS) - 0.60% | TENABLE HOLDINGS INC (TENB) - 3.52% |
| #13 | SIRIUS XM HOLDINGS INC (SIRI) - 0.60% | BOOZ ALLEN HAMILTON HOLDING CORP CLASS A (BAH) - 3.26% |
| #14 | FRANKLIN RESOURCES INC (BEN) - 0.59% | TREND MICRO INC (n/a) - 3.08% |
| #15 | ENTEGRIS INC (ENTG) - 0.57% | CACI INTERNATIONAL INC CLASS A (CACI) - 3.07% |
| #16 | JACKSON FINANCIAL INC (JXN) - 0.55% | ZSCALER INC (ZS) - 2.74% |
| #17 | SITIME CORP ORDINARY SHARES (SITM) - 0.53% | CALIX INC (CALX) - 2.64% |
| #18 | DAVITA INC (DVA) - 0.53% | NETCOMPANY GROUP AS (n/a) - 2.59% |
| #19 | GLOBE LIFE INC (GL) - 0.52% | QUALYS INC (QLYS) - 2.56% |
| #20 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.50% | CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) - 2.53% |
| #21 | POPULAR INC (BPOP) - 0.35% | ALARM.COM HOLDINGS INC (ALRM) - 2.47% |
| #22 | RYDER SYSTEM INC (R) - 0.35% | A10 NETWORKS INC (ATEN) - 2.42% |
| #23 | VOYA FINANCIAL INC (VOYA) - 0.34% | ZETRIX AI BHD (n/a) - 1.25% |
| #24 | HF SINCLAIR CORP (DINO) - 0.34% | RADWARE LTD (RDWR) - 1.21% |
| #25 | DROPBOX INC CLASS A (DBX) - 0.34% | TEAMVIEWER SE BEARER SHARES (n/a) - 1.18% |
| Total Holdings | 469 | 52 |
EZM vs IHAK - Historical Returns
Returns include dividend reinvestment.
1M
EZM
+5.74%
Winner
IHAK
+8.03%
3M
EZM
+13.04%
Winner
IHAK
+26.91%
6M
EZM
+10.98%
Winner
IHAK
+13.60%
1Y
Winner
EZM
+25.19%
IHAK
+8.93%
5Y(CAGR)
Winner
EZM
+8.54%
IHAK
+5.94%
10Y(CAGR)
EZM
+11.10%
IHAK
N/A
Max(CAGR)
EZM
+9.62%
Winner
IHAK
+12.47%
EZM vs IHAK - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EZM | IHAK |
|---|---|---|
| 2026 | +11.90% | +18.98% |
| 2025 | +9.06% | -1.17% |
| 2024 | +10.82% | +10.32% |
| 2023 | +20.20% | +37.61% |
| 2022 | -12.73% | -25.49% |
| 2021 | +33.04% | +13.09% |
| 2020 | +5.41% | +48.97% |
| 2019 | +23.94% | +6.66% |
| 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 IHAK Drawdown Comparison
The maximum drawdown for EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.
The maximum drawdown for IHAK was -34.42%, occurring on Oct 14, 2022. Recovery took 565 trading sessions.
The current EZM drawdown is -0.19%. The current IHAK drawdown is -7.67%.
| Rank | EZM | IHAK |
|---|---|---|
| #1 | -59.57% Jun 4, 2007 - Nov 4, 2010 | -34.42% Nov 9, 2021 - Feb 9, 2024 |
| #2 | -47.26% Jan 16, 2020 - Nov 24, 2020 | -28.67% Feb 19, 2020 - May 7, 2020 |
| #3 | -25.67% Jul 7, 2011 - Feb 3, 2012 | -23.48% Jul 9, 2025 - May 20, 2026 |
| #4 | -23.53% Nov 25, 2024 - Dec 5, 2025 | -18.92% Feb 18, 2025 - Jun 30, 2025 |
| #5 | -23.14% Aug 29, 2018 - Nov 27, 2019 | -14.83% Sep 2, 2020 - Dec 7, 2020 |
| #6 | -22.42% Jan 4, 2022 - Dec 14, 2023 | -13.81% Jan 27, 2021 - Jun 22, 2021 |
| #7 | -21.08% Jun 23, 2015 - Aug 23, 2016 | -12.66% Feb 9, 2024 - Oct 10, 2024 |
| #8 | -14.98% Mar 19, 2012 - Sep 14, 2012 | -10.92% Jul 26, 2019 - Nov 25, 2019 |
| #9 | -11.29% Jul 3, 2014 - Nov 24, 2014 | -9.67% Jun 1, 2026 - Jun 10, 2026 |
| #10 | -9.53% Jan 26, 2018 - Jul 19, 2018 | -8.65% Sep 3, 2021 - Oct 29, 2021 |
| #11 | -8.78% Jul 31, 2024 - Sep 30, 2024 | -6.63% Dec 4, 2024 - Feb 10, 2025 |
| #12 | -8.70% Feb 10, 2026 - Apr 17, 2026 | -6.18% Jun 1, 2020 - Jul 2, 2020 |
| #13 | -8.33% May 7, 2021 - Oct 14, 2021 | -5.83% Nov 11, 2024 - Dec 4, 2024 |
| #14 | -7.83% Apr 29, 2011 - Jul 7, 2011 | -5.31% Aug 5, 2020 - Aug 26, 2020 |
| #15 | -7.73% Nov 16, 2021 - Jan 4, 2022 | -5.03% Dec 22, 2020 - Jan 12, 2021 |
Correlation
Correlation between EZM and IHAK is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2007 - 2026)
EZM vs IHAK dividend yield comparison.
| Year | EZM | IHAK |
|---|---|---|
| 2026 | 0.24% | 0.01% |
| 2025 | 1.39% | 0.08% |
| 2024 | 1.22% | 0.20% |
| 2023 | 1.25% | 0.13% |
| 2022 | 1.57% | 0.25% |
| 2021 | 1.08% | 0.50% |
| 2020 | 1.67% | 0.40% |
| 2019 | 1.34% | 0.50% |
| 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% |
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