EZM vs QDTE
Comparison between WISDOMTREE U.S. MIDCAP FUND (EZM, ETF) and ROUNDHILL INNOVATION-100 0DTE COVERED CALL STRATEGY ETF (QDTE, ETF).
EZM vs QDTE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EZM
$939M
QDTE
$937M
Expense Ratio
Winner
EZM
0.38%
QDTE
0.96%
Max Drawdown
EZM
60.61%
Winner
QDTE
42.33%
Sharpe Ratio
EZM
1.13
Winner
QDTE
1.24
5Y Beta
Winner
EZM
0.94
QDTE
1.06
P/E Ratio
EZM
19.67
QDTE
N/A
Forward P/E
EZM
13.74
QDTE
N/A
5Y Dividends CAGR
EZM
13.51%
QDTE
N/A
5Y EPS CAGR
EZM
15.91%
QDTE
N/A
Debt to Equity
EZM
34.48%
QDTE
N/A
P/S Ratio
EZM
1.20
QDTE
N/A
P/B Ratio
EZM
2.27
QDTE
N/A
EZM vs QDTE - Holdings Comparison
EZM and QDTE have 0 common holdings. Overlap is 0.00%
EZM's top 25 holdings weight is 15.69%. QDTE's top 25 holdings weight is 8.57%.
| Rank | EZM | QDTE |
|---|---|---|
| #1 | VIATRIS INC (VTRS) - 1.42% | ROUNDHILL WEEKLY T-BILL ETF (WEEK) - 5.10% |
| #2 | CF INDUSTRIES HOLDINGS INC (CF) - 0.91% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.47% |
| #3 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.76% | N/A |
| #4 | TD SYNNEX CORP (SNX) - 0.73% | N/A |
| #5 | APA CORP (APA) - 0.73% | N/A |
| #6 | OVINTIV INC (OVV) - 0.71% | N/A |
| #7 | THE AES CORP (AES) - 0.68% | N/A |
| #8 | DAVITA INC (DVA) - 0.65% | N/A |
| #9 | BORGWARNER INC (BWA) - 0.63% | N/A |
| #10 | JACKSON FINANCIAL INC (JXN) - 0.62% | N/A |
| #11 | FRANKLIN RESOURCES INC (BEN) - 0.62% | N/A |
| #12 | SIRIUS XM HOLDINGS INC (SIRI) - 0.62% | N/A |
| #13 | GLOBE LIFE INC (GL) - 0.61% | N/A |
| #14 | STERLING INFRASTRUCTURE INC (STRL) - 0.59% | N/A |
| #15 | ENTEGRIS INC (ENTG) - 0.55% | N/A |
| #16 | LINCOLN NATIONAL CORP (LNC) - 0.55% | N/A |
| #17 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.54% | N/A |
| #18 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.51% | N/A |
| #19 | MKS INC (MKSI) - 0.49% | N/A |
| #20 | PENSKE AUTOMOTIVE GROUP INC (PAG) - 0.49% | N/A |
| #21 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.48% | N/A |
| #22 | SITIME CORP ORDINARY SHARES (SITM) - 0.46% | N/A |
| #23 | CROCS INC (CROX) - 0.45% | N/A |
| #24 | JM SMUCKER CO (SJM) - 0.45% | N/A |
| #25 | ASSURANT INC (AIZ) - 0.44% | N/A |
| Total Holdings | 507 | 2 |
EZM vs QDTE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EZM
+1.26%
QDTE
-2.83%
3M
EZM
+4.61%
Winner
QDTE
+9.56%
6M
EZM
+7.86%
Winner
QDTE
+12.82%
1Y
EZM
+21.99%
Winner
QDTE
+26.30%
5Y(CAGR)
EZM
+9.36%
QDTE
N/A
10Y(CAGR)
EZM
+10.75%
QDTE
N/A
Max(CAGR)
EZM
+9.61%
Winner
QDTE
+20.91%
EZM vs QDTE - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EZM | QDTE |
|---|---|---|
| 2026 | +12.87% | +13.43% |
| 2025 | +9.06% | +19.64% |
| 2024 | +10.82% | +16.09% |
| 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 QDTE Drawdown Comparison
The maximum drawdown for EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.
The maximum drawdown for QDTE was -22.75%, occurring on Apr 21, 2025. Recovery took 102 trading sessions.
The current EZM drawdown is -0.28%. The current QDTE drawdown is -3.16%.
| Rank | EZM | QDTE |
|---|---|---|
| #1 | -59.57% Jun 4, 2007 - Nov 4, 2010 | -22.75% Feb 19, 2025 - Jul 17, 2025 |
| #2 | -47.26% Jan 16, 2020 - Nov 24, 2020 | -10.69% Jul 10, 2024 - Sep 19, 2024 |
| #3 | -25.67% Jul 7, 2011 - Feb 3, 2012 | -10.16% Jan 28, 2026 - Apr 17, 2026 |
| #4 | -23.53% Nov 25, 2024 - Dec 5, 2025 | -6.69% Mar 7, 2024 - May 14, 2024 |
| #5 | -23.14% Aug 29, 2018 - Nov 27, 2019 | -6.44% Oct 29, 2025 - Dec 5, 2025 |
| #6 | -22.42% Jan 4, 2022 - Dec 14, 2023 | -6.27% Jun 2, 2026 - Jun 10, 2026 |
| #7 | -21.08% Jun 23, 2015 - Aug 23, 2016 | -5.67% Dec 16, 2024 - Feb 14, 2025 |
| #8 | -14.98% Mar 19, 2012 - Sep 14, 2012 | -4.21% Dec 10, 2025 - Jan 6, 2026 |
| #9 | -11.29% Jul 3, 2014 - Nov 24, 2014 | -3.50% Oct 8, 2025 - Oct 20, 2025 |
| #10 | -9.53% Jan 26, 2018 - Jul 19, 2018 | -2.91% Oct 29, 2024 - Nov 6, 2024 |
| #11 | -8.78% Jul 31, 2024 - Sep 30, 2024 | -2.78% Nov 12, 2024 - Dec 2, 2024 |
| #12 | -8.70% Feb 10, 2026 - Apr 17, 2026 | -2.73% Jan 12, 2026 - Jan 26, 2026 |
| #13 | -8.33% May 7, 2021 - Oct 14, 2021 | -2.39% Jul 30, 2025 - Aug 8, 2025 |
| #14 | -7.83% Apr 29, 2011 - Jul 7, 2011 | -2.35% Aug 14, 2025 - Sep 8, 2025 |
| #15 | -7.73% Nov 16, 2021 - Jan 4, 2022 | -2.18% May 14, 2026 - May 26, 2026 |
Correlation
Correlation between EZM and QDTE is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2026)
EZM vs QDTE dividend yield comparison.
| Year | EZM | QDTE |
|---|---|---|
| 2026 | 0.56% | 16.11% |
| 2025 | 1.39% | 49.48% |
| 2024 | 1.22% | 32.09% |
| 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% |
Select Stocks to Compare
Popular: EZM vs SPYQDTE vs SPY
More Comparisons
Compare with similar stocks