EZM vs PAUG

Comparison between WISDOMTREE U.S. MIDCAP FUND (EZM, ETF) and Innovator U.S. Equity Power Buffer ETF - August (PAUG, ETF).

5-Year PerformancePAUG has outperformed EZM, delivering a return of +9.1% compared to +7.8%

EZM vs PAUG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EZM(ETF)	PAUG(ETF)
Net Assets	$886M	$885M
Expense Ratio	0.38%	0.79%
Max Drawdown	60.61%	17.88%
Sharpe Ratio	1.21	1.84
5Y Beta	0.95	0.49
P/E Ratio	19.24	N/A
Forward P/E	13.41	N/A
5Y Dividends CAGR	13.63%	N/A
5Y EPS CAGR	16.02%	N/A
Debt to Equity	35.92%	N/A
P/S Ratio	1.19	N/A
P/B Ratio	2.22	N/A

Net Assets

Winner

EZM

$886M

PAUG

$885M

Expense Ratio

Winner

EZM

0.38%

PAUG

0.79%

Max Drawdown

EZM

60.61%

Winner

PAUG

17.88%

Sharpe Ratio

EZM

1.21

Winner

PAUG

1.84

5Y Beta

EZM

0.95

Winner

PAUG

0.49

P/E Ratio

EZM

19.24

PAUG

N/A

Forward P/E

EZM

13.41

PAUG

N/A

5Y Dividends CAGR

EZM

13.63%

PAUG

N/A

5Y EPS CAGR

EZM

16.02%

PAUG

N/A

Debt to Equity

EZM

35.92%

PAUG

N/A

P/S Ratio

EZM

1.19

PAUG

N/A

P/B Ratio

EZM

2.22

PAUG

N/A

EZM vs PAUG - Historical Returns

Returns include dividend reinvestment.

Period	EZM	PAUG
1 month	+0.66%	+1.00%
3 months	+5.65%	+4.07%
6 months	+8.94%	+5.04%
1 year	+23.06%	+14.91%
5 years(CAGR)	+7.77%	+9.09%
10 years(CAGR)	+10.44%	N/A
Max(CAGR)	+9.46%	+9.24%

EZM

+0.66%

Winner

PAUG

+1.00%

Winner

EZM

+5.65%

PAUG

+4.07%

Winner

EZM

+8.94%

PAUG

+5.04%

Winner

EZM

+23.06%

PAUG

+14.91%

5Y(CAGR)

EZM

+7.77%

Winner

PAUG

+9.09%

10Y(CAGR)

EZM

+10.44%

PAUG

N/A

Max(CAGR)

Winner

EZM

+9.46%

PAUG

+9.24%

EZM vs PAUG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	EZM	PAUG
2026	+8.69%	+4.45%
2025	+9.06%	+12.48%
2024	+10.82%	+15.89%
2023	+20.20%	+17.96%
2022	-12.73%	-6.96%
2021	+33.04%	+8.00%
2020	+5.41%	+9.32%
2019	+23.94%	+4.30%
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 PAUG Drawdown Comparison

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

The maximum drawdown for PAUG was -17.88%, occurring on Mar 16, 2020. Recovery took 101 trading sessions.

The current EZM drawdown is -1.53%. The current PAUG drawdown is -0.42%.

Rank	EZM	PAUG
#1	-59.57% Jun 4, 2007 - Nov 4, 2010	-17.88% Feb 20, 2020 - Jul 15, 2020
#2	-47.26% Jan 16, 2020 - Nov 24, 2020	-11.76% Jan 4, 2022 - Jun 12, 2023
#3	-25.67% Jul 7, 2011 - Feb 3, 2012	-10.45% Feb 19, 2025 - Jun 3, 2025
#4	-23.53% Nov 25, 2024 - Dec 5, 2025	-5.71% Jul 31, 2023 - Nov 20, 2023
#5	-23.14% Aug 29, 2018 - Nov 27, 2019	-3.96% Feb 25, 2026 - Apr 9, 2026
#6	-22.42% Jan 4, 2022 - Dec 14, 2023	-3.41% Jul 30, 2024 - Aug 15, 2024
#7	-21.08% Jun 23, 2015 - Aug 23, 2016	-3.32% Oct 12, 2020 - Nov 5, 2020
#8	-14.98% Mar 19, 2012 - Sep 14, 2012	-3.20% Aug 28, 2020 - Oct 12, 2020
#9	-11.29% Jul 3, 2014 - Nov 24, 2014	-2.77% Mar 28, 2024 - May 6, 2024
#10	-9.53% Jan 26, 2018 - Jul 19, 2018	-2.14% Aug 30, 2024 - Sep 16, 2024
#11	-8.78% Jul 31, 2024 - Sep 30, 2024	-2.05% Oct 27, 2025 - Nov 28, 2025
#12	-8.70% Feb 10, 2026 - Apr 17, 2026	-2.03% Jun 15, 2023 - Jun 30, 2023
#13	-8.33% May 7, 2021 - Oct 14, 2021	-2.03% Aug 1, 2019 - Sep 5, 2019
#14	-7.83% Apr 29, 2011 - Jul 7, 2011	-2.02% Sep 20, 2019 - Oct 16, 2019
#15	-7.73% Nov 16, 2021 - Jan 4, 2022	-1.88% Sep 3, 2021 - Oct 19, 2021

Correlation

Correlation between EZM and PAUG is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2007 - 2026)

EZM vs PAUG dividend yield comparison.

Year	EZM	PAUG
2026	0.25%	0.00%
2025	1.39%	0.00%
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%	1.33%
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%