EZM vs SPY
Comparison between WISDOMTREE U.S. MIDCAP FUND (EZM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed EZM, delivering a return of +13.0% compared to +9.4%
EZM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EZM
$939M
Winner
SPY
$781B
Expense Ratio
EZM
0.38%
Winner
SPY
0.09%
Max Drawdown
EZM
60.61%
Winner
SPY
56.47%
Sharpe Ratio
EZM
1.13
Winner
SPY
1.25
5Y Beta
Winner
EZM
0.94
SPY
1.00
P/E Ratio
Winner
EZM
19.67
SPY
28.78
Forward P/E
Winner
EZM
13.74
SPY
21.23
5Y Dividends CAGR
Winner
EZM
13.51%
SPY
6.00%
5Y EPS CAGR
EZM
15.91%
Winner
SPY
25.62%
Debt to Equity
EZM
34.48%
Winner
SPY
31.92%
P/S Ratio
Winner
EZM
1.20
SPY
3.76
P/B Ratio
Winner
EZM
2.27
SPY
5.64
EZM vs SPY - Holdings Comparison
EZM and SPY have 32 common holdings. Overlap is 0.56%
EZM's top 25 holdings weight is 15.69%. SPY's top 25 holdings weight is 51.74%.
| Rank | EZM | SPY |
|---|---|---|
| #1 | VIATRIS INC (VTRS) - 1.42% | NVIDIA CORP (NVDA) - 7.89% |
| #2 | CF INDUSTRIES HOLDINGS INC (CF) - 0.91% | APPLE INC (AAPL) - 7.37% |
| #3 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.76% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | TD SYNNEX CORP (SNX) - 0.73% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | APA CORP (APA) - 0.73% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | OVINTIV INC (OVV) - 0.71% | BROADCOM INC (AVGO) - 2.86% |
| #7 | THE AES CORP (AES) - 0.68% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | DAVITA INC (DVA) - 0.65% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | BORGWARNER INC (BWA) - 0.63% | TESLA INC (TSLA) - 1.70% |
| #10 | JACKSON FINANCIAL INC (JXN) - 0.62% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | FRANKLIN RESOURCES INC (BEN) - 0.62% | JPMORGAN CHASE & CO (JPM) - 1.42% |
| #12 | SIRIUS XM HOLDINGS INC (SIRI) - 0.62% | ELI LILLY AND CO (LLY) - 1.40% |
| #13 | GLOBE LIFE INC (GL) - 0.61% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #14 | STERLING INFRASTRUCTURE INC (STRL) - 0.59% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | ENTEGRIS INC (ENTG) - 0.55% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | LINCOLN NATIONAL CORP (LNC) - 0.55% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #17 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.54% | VISA INC CLASS A (V) - 0.90% |
| #18 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.51% | WALMART INC (WMT) - 0.76% |
| #19 | MKS INC (MKSI) - 0.49% | INTEL CORP (INTC) - 0.75% |
| #20 | PENSKE AUTOMOTIVE GROUP INC (PAG) - 0.49% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #21 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.48% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | SITIME CORP ORDINARY SHARES (SITM) - 0.46% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | CROCS INC (CROX) - 0.45% | ABBVIE INC (ABBV) - 0.66% |
| #24 | JM SMUCKER CO (SJM) - 0.45% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | ASSURANT INC (AIZ) - 0.44% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 507 | 505 |
EZM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EZM
+1.26%
SPY
+0.52%
3M
EZM
+4.61%
Winner
SPY
+6.55%
6M
EZM
+7.86%
Winner
SPY
+9.76%
1Y
Winner
EZM
+21.99%
SPY
+20.32%
5Y(CAGR)
EZM
+9.36%
Winner
SPY
+13.01%
10Y(CAGR)
EZM
+10.75%
Winner
SPY
+15.06%
Max(CAGR)
Winner
EZM
+9.61%
SPY
+8.50%
EZM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EZM | SPY |
|---|---|---|
| 2026 | +12.87% | +10.11% |
| 2025 | +9.06% | +18.00% |
| 2024 | +10.82% | +25.59% |
| 2023 | +20.20% | +26.72% |
| 2022 | -12.73% | -18.64% |
| 2021 | +33.04% | +30.52% |
| 2020 | +5.41% | +17.28% |
| 2019 | +23.94% | +31.09% |
| 2018 | -13.00% | -5.24% |
| 2017 | +16.60% | +20.78% |
| 2016 | +21.22% | +13.59% |
| 2015 | -4.54% | +1.31% |
| 2014 | +9.77% | +14.56% |
| 2013 | +36.84% | +29.00% |
| 2012 | +16.52% | +14.17% |
| 2011 | +0.01% | +0.85% |
| 2010 | +24.31% | +13.14% |
| 2009 | +46.06% | +22.67% |
| 2008 | -34.76% | -36.25% |
| 2007 | -6.95% | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
EZM vs SPY Drawdown Comparison
The maximum drawdown for EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current EZM drawdown is -0.28%. The current SPY drawdown is -1.24%.
| Rank | EZM | SPY |
|---|---|---|
| #1 | -59.57% Jun 4, 2007 - Nov 4, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -47.26% Jan 16, 2020 - Nov 24, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -25.67% Jul 7, 2011 - Feb 3, 2012 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -23.53% Nov 25, 2024 - Dec 5, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -23.14% Aug 29, 2018 - Nov 27, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -22.42% Jan 4, 2022 - Dec 14, 2023 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -21.08% Jun 23, 2015 - Aug 23, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -14.98% Mar 19, 2012 - Sep 14, 2012 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.29% Jul 3, 2014 - Nov 24, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.53% Jan 26, 2018 - Jul 19, 2018 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -8.78% Jul 31, 2024 - Sep 30, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.70% Feb 10, 2026 - Apr 17, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.33% May 7, 2021 - Oct 14, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.83% Apr 29, 2011 - Jul 7, 2011 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.73% Nov 16, 2021 - Jan 4, 2022 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between EZM and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
EZM vs SPY dividend yield comparison.
| Year | EZM | SPY |
|---|---|---|
| 2026 | 0.56% | 0.49% |
| 2025 | 1.39% | 1.07% |
| 2024 | 1.22% | 1.21% |
| 2023 | 1.25% | 1.40% |
| 2022 | 1.57% | 1.65% |
| 2021 | 1.08% | 1.20% |
| 2020 | 1.67% | 1.52% |
| 2019 | 1.34% | 1.75% |
| 2018 | 1.57% | 2.04% |
| 2017 | 1.14% | 1.80% |
| 2016 | 1.55% | 2.03% |
| 2015 | 1.30% | 2.06% |
| 2014 | 1.16% | 1.87% |
| 2013 | 0.99% | 1.81% |
| 2012 | 1.73% | 2.18% |
| 2011 | 0.99% | 2.05% |
| 2010 | 1.40% | 1.80% |
| 2009 | 1.04% | 1.95% |
| 2008 | 2.30% | 3.02% |
| 2007 | 0.93% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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