IHAK vs EZM
Comparison between ISHARES CYBERSECURITY AND TECH ETF (IHAK, ETF) and WISDOMTREE U.S. MIDCAP FUND (EZM, ETF).
5-Year PerformanceEZM has outperformed IHAK, delivering a return of +8.5% compared to +5.9%
IHAK vs EZM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IHAK
$899M
EZM
$897M
Expense Ratio
IHAK
0.47%
Winner
EZM
0.38%
Max Drawdown
Winner
IHAK
34.85%
EZM
60.61%
Sharpe Ratio
IHAK
0.28
Winner
EZM
1.31
5Y Beta
Winner
IHAK
0.91
EZM
0.95
P/E Ratio
IHAK
32.48
Winner
EZM
19.02
Forward P/E
IHAK
22.86
Winner
EZM
13.84
5Y Dividends CAGR
IHAK
-22.53%
Winner
EZM
13.63%
5Y EPS CAGR
IHAK
9.63%
Winner
EZM
15.80%
Debt to Equity
IHAK
40.02%
Winner
EZM
31.64%
P/S Ratio
IHAK
2.99
Winner
EZM
1.39
P/B Ratio
IHAK
4.87
Winner
EZM
2.32
IHAK vs EZM - Holdings Comparison
IHAK and EZM have 5 common holdings. Overlap is 0.78%
IHAK's top 25 holdings weight is 93.11%. EZM's top 25 holdings weight is 15.63%.
| Rank | IHAK | EZM |
|---|---|---|
| #1 | ACCTON TECHNOLOGY CORP (n/a) - 9.06% | VIATRIS INC (VTRS) - 1.38% |
| #2 | AKAMAI TECHNOLOGIES INC (AKAM) - 6.44% | CF INDUSTRIES HOLDINGS INC (CF) - 0.88% |
| #3 | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 6.38% | TD SYNNEX CORP (SNX) - 0.82% |
| #4 | FORTINET INC (FTNT) - 5.63% | APA CORP (APA) - 0.80% |
| #5 | BLACKBERRY LTD (n/a) - 5.55% | STERLING INFRASTRUCTURE INC (STRL) - 0.77% |
| #6 | PALO ALTO NETWORKS INC (PANW) - 4.79% | ALCOA CORP (AA) - 0.77% |
| #7 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 4.73% | OVINTIV INC (OVV) - 0.77% |
| #8 | SENTINELONE INC CLASS A (S) - 4.71% | BORGWARNER INC (BWA) - 0.75% |
| #9 | OKTA INC CLASS A (OKTA) - 3.92% | THE AES CORP (AES) - 0.69% |
| #10 | VARONIS SYSTEMS INC (VRNS) - 3.75% | RENAISSANCERE HOLDINGS LTD (RNR) - 0.67% |
| #11 | SCIENCE APPLICATIONS INTERNATIONAL CORP (SAIC) - 3.63% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.62% |
| #12 | TENABLE HOLDINGS INC (TENB) - 3.52% | RAMBUS INC (RMBS) - 0.60% |
| #13 | BOOZ ALLEN HAMILTON HOLDING CORP CLASS A (BAH) - 3.26% | SIRIUS XM HOLDINGS INC (SIRI) - 0.60% |
| #14 | TREND MICRO INC (n/a) - 3.08% | FRANKLIN RESOURCES INC (BEN) - 0.59% |
| #15 | CACI INTERNATIONAL INC CLASS A (CACI) - 3.07% | ENTEGRIS INC (ENTG) - 0.57% |
| #16 | ZSCALER INC (ZS) - 2.74% | JACKSON FINANCIAL INC (JXN) - 0.55% |
| #17 | CALIX INC (CALX) - 2.64% | SITIME CORP ORDINARY SHARES (SITM) - 0.53% |
| #18 | NETCOMPANY GROUP AS (n/a) - 2.59% | DAVITA INC (DVA) - 0.53% |
| #19 | QUALYS INC (QLYS) - 2.56% | GLOBE LIFE INC (GL) - 0.52% |
| #20 | CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) - 2.53% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.50% |
| #21 | ALARM.COM HOLDINGS INC (ALRM) - 2.47% | POPULAR INC (BPOP) - 0.35% |
| #22 | A10 NETWORKS INC (ATEN) - 2.42% | RYDER SYSTEM INC (R) - 0.35% |
| #23 | ZETRIX AI BHD (n/a) - 1.25% | VOYA FINANCIAL INC (VOYA) - 0.34% |
| #24 | RADWARE LTD (RDWR) - 1.21% | HF SINCLAIR CORP (DINO) - 0.34% |
| #25 | TEAMVIEWER SE BEARER SHARES (n/a) - 1.18% | DROPBOX INC CLASS A (DBX) - 0.34% |
| Total Holdings | 52 | 469 |
IHAK vs EZM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IHAK
+8.03%
EZM
+5.74%
3M
Winner
IHAK
+26.91%
EZM
+13.04%
6M
Winner
IHAK
+13.60%
EZM
+10.98%
1Y
IHAK
+8.93%
Winner
EZM
+25.19%
5Y(CAGR)
IHAK
+5.94%
Winner
EZM
+8.54%
10Y(CAGR)
IHAK
N/A
EZM
+11.10%
Max(CAGR)
Winner
IHAK
+12.47%
EZM
+9.62%
IHAK vs EZM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | IHAK | EZM |
|---|---|---|
| 2026 | +18.98% | +11.90% |
| 2025 | -1.17% | +9.06% |
| 2024 | +10.32% | +10.82% |
| 2023 | +37.61% | +20.20% |
| 2022 | -25.49% | -12.73% |
| 2021 | +13.09% | +33.04% |
| 2020 | +48.97% | +5.41% |
| 2019 | +6.66% | +23.94% |
| 2018 | N/A | -13.00% |
| 2017 | N/A | +16.60% |
| 2016 | N/A | +21.22% |
| 2015 | N/A | -4.54% |
| 2014 | N/A | +9.77% |
| 2013 | N/A | +36.84% |
| 2012 | N/A | +16.52% |
| 2011 | N/A | +0.01% |
| 2010 | N/A | +24.31% |
| 2009 | N/A | +46.06% |
| 2008 | N/A | -34.76% |
| 2007 | N/A | -6.95% |
IHAK vs EZM Drawdown Comparison
The maximum drawdown for IHAK was -34.42%, occurring on Oct 14, 2022. Recovery took 565 trading sessions.
The maximum drawdown for EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.
The current IHAK drawdown is -7.67%. The current EZM drawdown is -0.19%.
| Rank | IHAK | EZM |
|---|---|---|
| #1 | -34.42% Nov 9, 2021 - Feb 9, 2024 | -59.57% Jun 4, 2007 - Nov 4, 2010 |
| #2 | -28.67% Feb 19, 2020 - May 7, 2020 | -47.26% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -23.48% Jul 9, 2025 - May 20, 2026 | -25.67% Jul 7, 2011 - Feb 3, 2012 |
| #4 | -18.92% Feb 18, 2025 - Jun 30, 2025 | -23.53% Nov 25, 2024 - Dec 5, 2025 |
| #5 | -14.83% Sep 2, 2020 - Dec 7, 2020 | -23.14% Aug 29, 2018 - Nov 27, 2019 |
| #6 | -13.81% Jan 27, 2021 - Jun 22, 2021 | -22.42% Jan 4, 2022 - Dec 14, 2023 |
| #7 | -12.66% Feb 9, 2024 - Oct 10, 2024 | -21.08% Jun 23, 2015 - Aug 23, 2016 |
| #8 | -10.92% Jul 26, 2019 - Nov 25, 2019 | -14.98% Mar 19, 2012 - Sep 14, 2012 |
| #9 | -9.67% Jun 1, 2026 - Jun 10, 2026 | -11.29% Jul 3, 2014 - Nov 24, 2014 |
| #10 | -8.65% Sep 3, 2021 - Oct 29, 2021 | -9.53% Jan 26, 2018 - Jul 19, 2018 |
| #11 | -6.63% Dec 4, 2024 - Feb 10, 2025 | -8.78% Jul 31, 2024 - Sep 30, 2024 |
| #12 | -6.18% Jun 1, 2020 - Jul 2, 2020 | -8.70% Feb 10, 2026 - Apr 17, 2026 |
| #13 | -5.83% Nov 11, 2024 - Dec 4, 2024 | -8.33% May 7, 2021 - Oct 14, 2021 |
| #14 | -5.31% Aug 5, 2020 - Aug 26, 2020 | -7.83% Apr 29, 2011 - Jul 7, 2011 |
| #15 | -5.03% Dec 22, 2020 - Jan 12, 2021 | -7.73% Nov 16, 2021 - Jan 4, 2022 |
Correlation
Correlation between IHAK and EZM is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2007 - 2026)
IHAK vs EZM dividend yield comparison.
| Year | IHAK | EZM |
|---|---|---|
| 2026 | 0.01% | 0.24% |
| 2025 | 0.08% | 1.39% |
| 2024 | 0.20% | 1.22% |
| 2023 | 0.13% | 1.25% |
| 2022 | 0.25% | 1.57% |
| 2021 | 0.50% | 1.08% |
| 2020 | 0.40% | 1.67% |
| 2019 | 0.50% | 1.34% |
| 2018 | 0.00% | 1.57% |
| 2017 | 0.00% | 1.14% |
| 2016 | 0.00% | 1.55% |
| 2015 | 0.00% | 1.30% |
| 2014 | 0.00% | 1.16% |
| 2013 | 0.00% | 0.99% |
| 2012 | 0.00% | 1.73% |
| 2011 | 0.00% | 0.99% |
| 2010 | 0.00% | 1.40% |
| 2009 | 0.00% | 1.04% |
| 2008 | 0.00% | 2.30% |
| 2007 | 0.00% | 0.93% |
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