EZM vs SYLD
Comparison between WISDOMTREE U.S. MIDCAP FUND (EZM, ETF) and CAMBRIA SHAREHOLDER YIELD ETF (SYLD, ETF).
5-Year PerformanceEZM has outperformed SYLD, delivering a return of +9.4% compared to +8.7%
EZM vs SYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EZM
$939M
SYLD
$937M
Expense Ratio
Winner
EZM
0.38%
SYLD
0.59%
Max Drawdown
EZM
60.61%
Winner
SYLD
45.80%
Sharpe Ratio
EZM
1.13
Winner
SYLD
1.45
5Y Beta
EZM
0.94
Winner
SYLD
0.81
P/E Ratio
EZM
19.67
Winner
SYLD
18.87
Forward P/E
EZM
13.74
Winner
SYLD
10.99
PEG Ratio
EZM
N/A
SYLD
0.29
5Y Dividends CAGR
Winner
EZM
13.51%
SYLD
10.92%
5Y EPS CAGR
Winner
EZM
15.91%
SYLD
14.16%
Debt to Equity
EZM
34.48%
SYLD
N/A
P/S Ratio
EZM
1.20
Winner
SYLD
0.69
P/B Ratio
EZM
2.27
Winner
SYLD
1.59
EZM vs SYLD - Holdings Comparison
EZM and SYLD have 31 common holdings. Overlap is 11.08%
EZM's top 25 holdings weight is 15.69%. SYLD's top 25 holdings weight is 26.20%.
| Rank | EZM | SYLD |
|---|---|---|
| #1 | VIATRIS INC (VTRS) - 1.42% | VALERO ENERGY CORP (VLO) - 1.09% |
| #2 | CF INDUSTRIES HOLDINGS INC (CF) - 0.91% | MANPOWERGROUP INC (MAN) - 1.09% |
| #3 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.76% | ROBERT HALF INC (RHI) - 1.09% |
| #4 | TD SYNNEX CORP (SNX) - 0.73% | SLM CORP (SLM) - 1.09% |
| #5 | APA CORP (APA) - 0.73% | HF SINCLAIR CORP (DINO) - 1.08% |
| #6 | OVINTIV INC (OVV) - 0.71% | ZIFF DAVIS INC (ZD) - 1.08% |
| #7 | THE AES CORP (AES) - 0.68% | COMCAST CORP CLASS A (CMCSA) - 1.07% |
| #8 | DAVITA INC (DVA) - 0.65% | THE KRAFT HEINZ CO (KHC) - 1.05% |
| #9 | BORGWARNER INC (BWA) - 0.63% | THE WESTERN UNION CO (WU) - 1.05% |
| #10 | JACKSON FINANCIAL INC (JXN) - 0.62% | YELP INC (YELP) - 1.05% |
| #11 | FRANKLIN RESOURCES INC (BEN) - 0.62% | SCIENCE APPLICATIONS INTERNATIONAL CORP (SAIC) - 1.05% |
| #12 | SIRIUS XM HOLDINGS INC (SIRI) - 0.62% | MARATHON PETROLEUM CORP (MPC) - 1.04% |
| #13 | GLOBE LIFE INC (GL) - 0.61% | WORLD KINECT CORP (WKC) - 1.04% |
| #14 | STERLING INFRASTRUCTURE INC (STRL) - 0.59% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 1.04% |
| #15 | ENTEGRIS INC (ENTG) - 0.55% | BREAD FINANCIAL HOLDINGS INC (BFH) - 1.03% |
| #16 | LINCOLN NATIONAL CORP (LNC) - 0.55% | SALLY BEAUTY HOLDINGS INC (SBH) - 1.03% |
| #17 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.54% | HORMEL FOODS CORP (HRL) - 1.03% |
| #18 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.51% | PAYPAL HOLDINGS INC (PYPL) - 1.03% |
| #19 | MKS INC (MKSI) - 0.49% | AGCO CORP (AGCO) - 1.03% |
| #20 | PENSKE AUTOMOTIVE GROUP INC (PAG) - 0.49% | GREIF INC CLASS A (GEF) - 1.03% |
| #21 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.48% | H&R BLOCK INC (HRB) - 1.03% |
| #22 | SITIME CORP ORDINARY SHARES (SITM) - 0.46% | CF INDUSTRIES HOLDINGS INC (CF) - 1.02% |
| #23 | CROCS INC (CROX) - 0.45% | SIRIUS XM HOLDINGS INC (SIRI) - 1.02% |
| #24 | JM SMUCKER CO (SJM) - 0.45% | WABASH NATIONAL CORP (WNC) - 1.02% |
| #25 | ASSURANT INC (AIZ) - 0.44% | SYNCHRONY FINANCIAL (SYF) - 1.02% |
| Total Holdings | 507 | 102 |
EZM vs SYLD - Historical Returns
Returns include dividend reinvestment.
1M
EZM
+1.26%
Winner
SYLD
+5.70%
3M
EZM
+4.61%
Winner
SYLD
+5.65%
6M
EZM
+7.86%
Winner
SYLD
+13.12%
1Y
EZM
+21.99%
Winner
SYLD
+28.16%
5Y(CAGR)
Winner
EZM
+9.36%
SYLD
+8.72%
10Y(CAGR)
EZM
+10.75%
Winner
SYLD
+13.48%
Max(CAGR)
EZM
+9.61%
Winner
SYLD
+12.41%
EZM vs SYLD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EZM | SYLD |
|---|---|---|
| 2026 | +12.87% | +18.80% |
| 2025 | +9.06% | +4.17% |
| 2024 | +10.82% | +2.80% |
| 2023 | +20.20% | +17.58% |
| 2022 | -12.73% | -6.68% |
| 2021 | +33.04% | +51.02% |
| 2020 | +5.41% | +13.78% |
| 2019 | +23.94% | +25.70% |
| 2018 | -13.00% | -13.98% |
| 2017 | +16.60% | +19.58% |
| 2016 | +21.22% | +16.92% |
| 2015 | -4.54% | -0.82% |
| 2014 | +9.77% | +12.01% |
| 2013 | +36.84% | +17.84% |
| 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 SYLD Drawdown Comparison
The maximum drawdown for EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.
The maximum drawdown for SYLD was -45.36%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current EZM drawdown is -0.28%. The current SYLD drawdown is -0.55%.
| Rank | EZM | SYLD |
|---|---|---|
| #1 | -59.57% Jun 4, 2007 - Nov 4, 2010 | -45.36% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -47.26% Jan 16, 2020 - Nov 24, 2020 | -26.61% Nov 25, 2024 - Feb 2, 2026 |
| #3 | -25.67% Jul 7, 2011 - Feb 3, 2012 | -23.67% Aug 29, 2018 - Nov 7, 2019 |
| #4 | -23.53% Nov 25, 2024 - Dec 5, 2025 | -20.16% Nov 16, 2021 - Feb 1, 2023 |
| #5 | -23.14% Aug 29, 2018 - Nov 27, 2019 | -16.63% Mar 2, 2015 - Sep 30, 2016 |
| #6 | -22.42% Jan 4, 2022 - Dec 14, 2023 | -16.52% Feb 2, 2023 - Dec 13, 2023 |
| #7 | -21.08% Jun 23, 2015 - Aug 23, 2016 | -13.19% Jun 8, 2021 - Nov 12, 2021 |
| #8 | -14.98% Mar 19, 2012 - Sep 14, 2012 | -9.80% Jan 26, 2018 - Aug 21, 2018 |
| #9 | -11.29% Jul 3, 2014 - Nov 24, 2014 | -9.27% Aug 29, 2014 - Nov 6, 2014 |
| #10 | -9.53% Jan 26, 2018 - Jul 19, 2018 | -8.42% Jul 31, 2024 - Oct 11, 2024 |
| #11 | -8.78% Jul 31, 2024 - Sep 30, 2024 | -8.37% Mar 15, 2021 - May 3, 2021 |
| #12 | -8.70% Feb 10, 2026 - Apr 17, 2026 | -8.16% Mar 28, 2024 - Jul 31, 2024 |
| #13 | -8.33% May 7, 2021 - Oct 14, 2021 | -7.02% Jan 22, 2014 - Feb 24, 2014 |
| #14 | -7.83% Apr 29, 2011 - Jul 7, 2011 | -6.93% Feb 11, 2026 - Apr 17, 2026 |
| #15 | -7.73% Nov 16, 2021 - Jan 4, 2022 | -5.34% May 20, 2013 - Jul 8, 2013 |
Correlation
Correlation between EZM and SYLD is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2007 - 2026)
EZM vs SYLD dividend yield comparison.
| Year | EZM | SYLD |
|---|---|---|
| 2026 | 0.56% | 1.01% |
| 2025 | 1.39% | 2.25% |
| 2024 | 1.22% | 2.04% |
| 2023 | 1.25% | 1.92% |
| 2022 | 1.57% | 2.20% |
| 2021 | 1.08% | 2.37% |
| 2020 | 1.67% | 1.99% |
| 2019 | 1.34% | 2.08% |
| 2018 | 1.57% | 2.52% |
| 2017 | 1.14% | 1.57% |
| 2016 | 1.55% | 1.92% |
| 2015 | 1.30% | 6.93% |
| 2014 | 1.16% | 4.35% |
| 2013 | 0.99% | 1.23% |
| 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% |
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