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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 +13.3% compared to +7.8%

EZM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EZM
$886M
Winner
SPY
$735B
Expense Ratio
EZM
0.38%
Winner
SPY
0.09%
Max Drawdown
EZM
60.61%
Winner
SPY
56.47%
Sharpe Ratio
EZM
1.21
Winner
SPY
1.62
5Y Beta
Winner
EZM
0.95
SPY
1.00
P/E Ratio
Winner
EZM
19.24
SPY
28.99
Forward P/E
Winner
EZM
13.41
SPY
22.37
5Y Dividends CAGR
Winner
EZM
13.63%
SPY
5.43%
5Y EPS CAGR
EZM
16.02%
Winner
SPY
26.05%
Debt to Equity
EZM
35.92%
Winner
SPY
32.40%
P/S Ratio
Winner
EZM
1.19
SPY
3.74
P/B Ratio
Winner
EZM
2.22
SPY
5.61

EZM vs SPY - Holdings Comparison

EZM and SPY have 35 common holdings. Overlap is 0.58%

EZM's top 25 holdings weight is 16.18%. SPY's top 25 holdings weight is 52.37%.

RankEZMSPY
#1
VIATRIS INC (VTRS) - 1.44%
NVIDIA CORP (NVDA) - 8.10%
#2
CF INDUSTRIES HOLDINGS INC (CF) - 0.92%
APPLE INC (AAPL) - 7.02%
#3
APA CORP (APA) - 0.80%
MICROSOFT CORP (MSFT) - 4.79%
#4
OVINTIV INC (OVV) - 0.74%
AMAZON.COM INC (AMZN) - 4.02%
#5
TD SYNNEX CORP (SNX) - 0.71%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
RENAISSANCERE HOLDINGS LTD (RNR) - 0.71%
BROADCOM INC (AVGO) - 3.10%
#7
ALCOA CORP (AA) - 0.69%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
THE AES CORP (AES) - 0.69%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
BORGWARNER INC (BWA) - 0.69%
TESLA INC (TSLA) - 1.89%
#10
STERLING INFRASTRUCTURE INC (STRL) - 0.69%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
SIRIUS XM HOLDINGS INC (SIRI) - 0.62%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
LATTICE SEMICONDUCTOR CORP (LSCC) - 0.62%
ELI LILLY AND CO (LLY) - 1.31%
#13
FRANKLIN RESOURCES INC (BEN) - 0.60%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
RAMBUS INC (RMBS) - 0.57%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
ENTEGRIS INC (ENTG) - 0.57%
EXXON MOBIL CORP (XOM) - 0.97%
#16
DAVITA INC (DVA) - 0.56%
INTEL CORP (INTC) - 0.90%
#17
SITIME CORP ORDINARY SHARES (SITM) - 0.56%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
JACKSON FINANCIAL INC (JXN) - 0.55%
VISA INC CLASS A (V) - 0.85%
#19
GLOBE LIFE INC (GL) - 0.54%
WALMART INC (WMT) - 0.81%
#20
PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.51%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
PERMIAN RESOURCES CORP CLASS A (PR) - 0.49%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
SKYWORKS SOLUTIONS INC (SWKS) - 0.49%
CATERPILLAR INC (CAT) - 0.66%
#23
LINCOLN NATIONAL CORP (LNC) - 0.48%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
ALBERTSONS COMPANIES INC CLASS A (ACI) - 0.47%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
MKS INC (MKSI) - 0.47%
ABBVIE INC (ABBV) - 0.58%
Total Holdings509505

EZM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EZM
+0.66%
Winner
SPY
+1.90%
3M
EZM
+5.65%
Winner
SPY
+8.55%
6M
Winner
EZM
+8.94%
SPY
+8.18%
1Y
EZM
+23.06%
Winner
SPY
+25.79%
5Y(CAGR)
EZM
+7.77%
Winner
SPY
+13.32%
10Y(CAGR)
EZM
+10.44%
Winner
SPY
+15.19%
Max(CAGR)
Winner
EZM
+9.46%
SPY
+8.47%

EZM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEZMSPY
2026+8.69%+8.26%
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%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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 -1.53%. The current SPY drawdown is -2.90%.

RankEZMSPY
#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.

YearEZMSPY
20260.25%0.24%
20251.39%1.07%
20241.22%1.21%
20231.25%1.40%
20221.57%1.65%
20211.08%1.20%
20201.67%1.52%
20191.34%1.75%
20181.57%2.04%
20171.14%1.80%
20161.55%2.03%
20151.30%2.06%
20141.16%1.87%
20130.99%1.81%
20121.73%2.18%
20110.99%2.05%
20101.40%1.80%
20091.04%1.95%
20082.30%3.02%
20070.93%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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