SYFI vs EZM

Comparison between AB SHORT DURATION HIGH YIELD ETF (SYFI, ETF) and WISDOMTREE U.S. MIDCAP FUND (EZM, ETF).

SYFI vs EZM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SYFI(ETF)	EZM(ETF)
Net Assets	$899M	$897M
Expense Ratio	0.40%	0.38%
Max Drawdown	5.84%	60.61%
Sharpe Ratio	0.83	1.31
5Y Beta	0.20	0.95
P/E Ratio	N/A	19.02
Forward P/E	N/A	13.84
5Y Dividends CAGR	N/A	13.63%
5Y EPS CAGR	N/A	15.80%
Debt to Equity	N/A	31.64%
P/S Ratio	N/A	1.39
P/B Ratio	N/A	2.32

Net Assets

Winner

SYFI

$899M

EZM

$897M

Expense Ratio

SYFI

0.40%

Winner

EZM

0.38%

Max Drawdown

Winner

SYFI

5.84%

EZM

60.61%

Sharpe Ratio

SYFI

0.83

Winner

EZM

1.31

5Y Beta

Winner

SYFI

0.20

EZM

0.95

P/E Ratio

SYFI

N/A

EZM

19.02

Forward P/E

SYFI

N/A

EZM

13.84

5Y Dividends CAGR

SYFI

N/A

EZM

13.63%

5Y EPS CAGR

SYFI

N/A

EZM

15.80%

Debt to Equity

SYFI

N/A

EZM

31.64%

P/S Ratio

SYFI

N/A

EZM

1.39

P/B Ratio

SYFI

N/A

EZM

2.32

SYFI vs EZM - Historical Returns

Returns include dividend reinvestment.

Period	SYFI	EZM
1 month	+0.92%	+5.74%
3 months	+2.38%	+13.04%
6 months	+2.48%	+10.98%
1 year	+6.73%	+25.19%
5 years(CAGR)	N/A	+8.54%
10 years(CAGR)	N/A	+11.10%
Max(CAGR)	+7.07%	+9.62%

SYFI

+0.92%

Winner

EZM

+5.74%

SYFI

+2.38%

Winner

EZM

+13.04%

SYFI

+2.48%

Winner

EZM

+10.98%

SYFI

+6.73%

Winner

EZM

+25.19%

5Y(CAGR)

SYFI

N/A

EZM

+8.54%

10Y(CAGR)

SYFI

N/A

EZM

+11.10%

Max(CAGR)

SYFI

+7.07%

Winner

EZM

+9.62%

SYFI vs EZM - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SYFI	EZM
2026	+2.07%	+11.90%
2025	+7.01%	+9.06%
2024	+4.96%	+10.82%
2023	N/A	+20.20%
2022	N/A	-12.73%
2021	N/A	+33.04%
2020	N/A	+5.41%
2019	N/A	+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%

SYFI vs EZM Drawdown Comparison

The maximum drawdown for SYFI was -4.49%, occurring on Apr 8, 2025. Recovery took 51 trading sessions.

The maximum drawdown for EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.

The current EZM drawdown is -0.19%.

Rank	SYFI	EZM
#1	-4.49% Feb 28, 2025 - May 13, 2025	-59.57% Jun 4, 2007 - Nov 4, 2010
#2	-1.94% Feb 25, 2026 - Apr 8, 2026	-47.26% Jan 16, 2020 - Nov 24, 2020
#3	-1.27% Sep 22, 2025 - Oct 27, 2025	-25.67% Jul 7, 2011 - Feb 3, 2012
#4	-1.14% Jul 31, 2024 - Aug 13, 2024	-23.53% Nov 25, 2024 - Dec 5, 2025
#5	-1.08% Dec 11, 2024 - Jan 6, 2025	-23.14% Aug 29, 2018 - Nov 27, 2019
#6	-0.81% Oct 1, 2024 - Nov 7, 2024	-22.42% Jan 4, 2022 - Dec 14, 2023
#7	-0.79% May 20, 2025 - May 30, 2025	-21.08% Jun 23, 2015 - Aug 23, 2016
#8	-0.74% Oct 27, 2025 - Nov 25, 2025	-14.98% Mar 19, 2012 - Sep 14, 2012
#9	-0.73% May 6, 2026 - May 28, 2026	-11.29% Jul 3, 2014 - Nov 24, 2014
#10	-0.63% Jan 28, 2025 - Feb 28, 2025	-9.53% Jan 26, 2018 - Jul 19, 2018
#11	-0.53% May 13, 2025 - May 20, 2025	-8.78% Jul 31, 2024 - Sep 30, 2024
#12	-0.53% Jan 6, 2025 - Jan 15, 2025	-8.70% Feb 10, 2026 - Apr 17, 2026
#13	-0.53% Nov 19, 2024 - Nov 27, 2024	-8.33% May 7, 2021 - Oct 14, 2021
#14	-0.49% May 29, 2026 - Jun 12, 2026	-7.83% Apr 29, 2011 - Jul 7, 2011
#15	-0.46% Jun 12, 2024 - Jun 18, 2024	-7.73% Nov 16, 2021 - Jan 4, 2022

Correlation

Correlation between SYFI and EZM is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2007 - 2026)

SYFI vs EZM dividend yield comparison.

Year	SYFI	EZM
2026	2.48%	0.24%
2025	6.20%	1.39%
2024	3.26%	1.22%
2023	0.00%	1.25%
2022	0.00%	1.57%
2021	0.00%	1.08%
2020	0.00%	1.67%
2019	0.00%	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%