EZM vs JDVL

Comparison between WISDOMTREE U.S. MIDCAP FUND (EZM, ETF) and JOHN HANCOCK DISCIPLINED VALUE SELECT ETF (JDVL, ETF).

EZM vs JDVL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EZM(ETF)	JDVL(ETF)
Net Assets	$897M	$896M
Expense Ratio	0.38%	0.56%
Max Drawdown	60.61%	9.17%
Sharpe Ratio	1.31	1.76
5Y Beta	0.95	0.97
P/E Ratio	19.02	23.50
Forward P/E	13.84	15.93
PEG Ratio	N/A	0.49
5Y Dividends CAGR	13.63%	N/A
5Y EPS CAGR	15.80%	19.42%
Debt to Equity	31.64%	58.52%
P/S Ratio	1.39	1.86
P/B Ratio	2.32	4.11

Net Assets

Winner

EZM

$897M

JDVL

$896M

Expense Ratio

Winner

EZM

0.38%

JDVL

0.56%

Max Drawdown

EZM

60.61%

Winner

JDVL

9.17%

Sharpe Ratio

EZM

1.31

Winner

JDVL

1.76

5Y Beta

Winner

EZM

0.95

JDVL

0.97

P/E Ratio

Winner

EZM

19.02

JDVL

23.50

Forward P/E

Winner

EZM

13.84

JDVL

15.93

PEG Ratio

EZM

N/A

JDVL

0.49

5Y Dividends CAGR

EZM

13.63%

JDVL

N/A

5Y EPS CAGR

EZM

15.80%

Winner

JDVL

19.42%

Debt to Equity

Winner

EZM

31.64%

JDVL

58.52%

P/S Ratio

Winner

EZM

1.39

JDVL

1.86

P/B Ratio

Winner

EZM

2.32

JDVL

4.11

EZM vs JDVL - Holdings Comparison

EZM and JDVL have 0 common holdings. Overlap is 0.00%

EZM's top 25 holdings weight is 15.63%. JDVL's top 25 holdings weight is 73.69%.

Rank	EZM	JDVL
#1	VIATRIS INC (VTRS) - 1.38%	MICRON TECHNOLOGY INC (MU) - 6.92%
#2	CF INDUSTRIES HOLDINGS INC (CF) - 0.88%	NXP SEMICONDUCTORS NV (NXPI) - 4.36%
#3	TD SYNNEX CORP (SNX) - 0.82%	AMAZON.COM INC (AMZN) - 4.30%
#4	APA CORP (APA) - 0.80%	MARVELL TECHNOLOGY INC (MRVL) - 4.00%
#5	STERLING INFRASTRUCTURE INC (STRL) - 0.77%	MORGAN STANLEY (MS) - 3.79%
#6	ALCOA CORP (AA) - 0.77%	JPMORGAN CHASE & CO (JPM) - 3.70%
#7	OVINTIV INC (OVV) - 0.77%	APPLIED MATERIALS INC (AMAT) - 3.39%
#8	BORGWARNER INC (BWA) - 0.75%	PHILIP MORRIS INTERNATIONAL INC (PM) - 3.16%
#9	THE AES CORP (AES) - 0.69%	WELLS FARGO & CO (WFC) - 2.91%
#10	RENAISSANCERE HOLDINGS LTD (RNR) - 0.67%	MARATHON PETROLEUM CORP (MPC) - 2.90%
#11	LATTICE SEMICONDUCTOR CORP (LSCC) - 0.62%	US FOODS HOLDING CORP (USFD) - 2.84%
#12	RAMBUS INC (RMBS) - 0.60%	THE WALT DISNEY CO (DIS) - 2.51%
#13	SIRIUS XM HOLDINGS INC (SIRI) - 0.60%	KINROSS GOLD CORP (n/a) - 2.47%
#14	FRANKLIN RESOURCES INC (BEN) - 0.59%	CRH PLC (CRH) - 2.47%
#15	ENTEGRIS INC (ENTG) - 0.57%	HUBBELL INC (HUBB) - 2.34%
#16	JACKSON FINANCIAL INC (JXN) - 0.55%	META PLATFORMS INC CLASS A (META) - 2.30%
#17	SITIME CORP ORDINARY SHARES (SITM) - 0.53%	GILEAD SCIENCES INC (GILD) - 2.27%
#18	DAVITA INC (DVA) - 0.53%	UBER TECHNOLOGIES INC (UBER) - 2.25%
#19	GLOBE LIFE INC (GL) - 0.52%	DIAMONDBACK ENERGY INC (FANG) - 2.23%
#20	PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.50%	CENOVUS ENERGY INC (CVE) - 2.18%
#21	POPULAR INC (BPOP) - 0.35%	L3HARRIS TECHNOLOGIES INC (LHX) - 2.17%
#22	RYDER SYSTEM INC (R) - 0.35%	ORACLE CORP (ORCL) - 2.12%
#23	VOYA FINANCIAL INC (VOYA) - 0.34%	FIRSTENERGY CORP (FE) - 2.12%
#24	HF SINCLAIR CORP (DINO) - 0.34%	HONEYWELL INTERNATIONAL INC (HON) - 2.11%
#25	DROPBOX INC CLASS A (DBX) - 0.34%	THE GOLDMAN SACHS GROUP INC (GS) - 1.88%
Total Holdings	469	42

EZM vs JDVL - Historical Returns

Returns include dividend reinvestment.

Period	EZM	JDVL
1 month	+5.74%	+8.06%
3 months	+13.04%	+15.43%
6 months	+10.98%	+17.43%
1 year	+25.19%	+29.07%
5 years(CAGR)	+8.54%	N/A
10 years(CAGR)	+11.10%	N/A
Max(CAGR)	+9.62%	+34.68%

EZM

+5.74%

Winner

JDVL

+8.06%

EZM

+13.04%

Winner

JDVL

+15.43%

EZM

+10.98%

Winner

JDVL

+17.43%

EZM

+25.19%

Winner

JDVL

+29.07%

5Y(CAGR)

EZM

+8.54%

JDVL

N/A

10Y(CAGR)

EZM

+11.10%

JDVL

N/A

Max(CAGR)

EZM

+9.62%

Winner

JDVL

+34.68%

EZM vs JDVL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	EZM	JDVL
2026	+11.90%	+16.08%
2025	+9.06%	+10.05%
2024	+10.82%	N/A
2023	+20.20%	N/A
2022	-12.73%	N/A
2021	+33.04%	N/A
2020	+5.41%	N/A
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 JDVL Drawdown Comparison

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

The maximum drawdown for JDVL was -9.17%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.

The current EZM drawdown is -0.19%.

Rank	EZM	JDVL
#1	-59.57% Jun 4, 2007 - Nov 4, 2010	-9.17% Feb 11, 2026 - Apr 17, 2026
#2	-47.26% Jan 16, 2020 - Nov 24, 2020	-5.28% Nov 12, 2025 - Dec 4, 2025
#3	-25.67% Jul 7, 2011 - Feb 3, 2012	-4.30% Jun 4, 2026 - Jun 15, 2026
#4	-23.53% Nov 25, 2024 - Dec 5, 2025	-3.09% Oct 6, 2025 - Oct 20, 2025
#5	-23.14% Aug 29, 2018 - Nov 27, 2019	-2.61% May 6, 2026 - May 22, 2026
#6	-22.42% Jan 4, 2022 - Dec 14, 2023	-2.16% Jan 29, 2026 - Feb 9, 2026
#7	-21.08% Jun 23, 2015 - Aug 23, 2016	-2.11% Dec 11, 2025 - Dec 22, 2025
#8	-14.98% Mar 19, 2012 - Sep 14, 2012	-1.69% Jan 16, 2026 - Jan 22, 2026
#9	-11.29% Jul 3, 2014 - Nov 24, 2014	-1.50% Dec 24, 2025 - Jan 5, 2026
#10	-9.53% Jan 26, 2018 - Jul 19, 2018	-1.37% Apr 20, 2026 - Apr 30, 2026
#11	-8.78% Jul 31, 2024 - Sep 30, 2024	-1.10% Jan 6, 2026 - Jan 9, 2026
#12	-8.70% Feb 10, 2026 - Apr 17, 2026	-1.08% Aug 28, 2025 - Sep 10, 2025
#13	-8.33% May 7, 2021 - Oct 14, 2021	-1.06% Oct 27, 2025 - Nov 10, 2025
#14	-7.83% Apr 29, 2011 - Jul 7, 2011	-0.99% Aug 13, 2025 - Aug 22, 2025
#15	-7.73% Nov 16, 2021 - Jan 4, 2022	-0.98% Sep 23, 2025 - Oct 6, 2025

Correlation

Correlation between EZM and JDVL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2007 - 2026)

EZM vs JDVL dividend yield comparison.

Year	EZM	JDVL
2026	0.24%	0.00%
2025	1.39%	1.71%
2024	1.22%	0.00%
2023	1.25%	0.00%
2022	1.57%	0.00%
2021	1.08%	0.00%
2020	1.67%	0.00%
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%