UFOX vs EZM
Comparison between Defiance Connective Technologies ETF (UFOX, ETF) and WISDOMTREE U.S. MIDCAP FUND (EZM, ETF).
5-Year PerformanceUFOX has outperformed EZM, delivering a return of +21.9% compared to +7.8%
UFOX vs EZM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UFOX
$883M
Winner
EZM
$886M
Expense Ratio
Winner
UFOX
0.30%
EZM
0.38%
Max Drawdown
Winner
UFOX
34.97%
EZM
60.61%
Sharpe Ratio
Winner
UFOX
2.58
EZM
1.21
5Y Beta
UFOX
1.43
Winner
EZM
0.95
P/E Ratio
UFOX
80.23
Winner
EZM
19.24
Forward P/E
UFOX
23.08
Winner
EZM
13.41
PEG Ratio
UFOX
0.22
EZM
N/A
5Y Dividends CAGR
UFOX
5.86%
Winner
EZM
13.63%
5Y EPS CAGR
Winner
UFOX
19.78%
EZM
16.02%
Debt to Equity
UFOX
42.39%
Winner
EZM
35.92%
P/S Ratio
UFOX
4.84
Winner
EZM
1.19
P/B Ratio
UFOX
7.47
Winner
EZM
2.22
UFOX vs EZM - Holdings Comparison
UFOX and EZM have 8 common holdings. Overlap is 1.76%
UFOX's top 25 holdings weight is 67.53%. EZM's top 25 holdings weight is 16.18%.
| Rank | UFOX | EZM |
|---|---|---|
| #1 | ROCKET LAB CORP (RKLB) - 6.79% | VIATRIS INC (VTRS) - 1.44% |
| #2 | MAXLINEAR INC (MXL) - 4.80% | CF INDUSTRIES HOLDINGS INC (CF) - 0.92% |
| #3 | AST SPACEMOBILE INC ORDINARY SHARES CLASS A (ASTS) - 4.63% | APA CORP (APA) - 0.80% |
| #4 | BROADCOM INC (AVGO) - 4.21% | OVINTIV INC (OVV) - 0.74% |
| #5 | APPLE INC (AAPL) - 4.03% | TD SYNNEX CORP (SNX) - 0.71% |
| #6 | NVIDIA CORP (NVDA) - 3.94% | RENAISSANCERE HOLDINGS LTD (RNR) - 0.71% |
| #7 | CISCO SYSTEMS INC (CSCO) - 3.34% | ALCOA CORP (AA) - 0.69% |
| #8 | QUALCOMM INC (QCOM) - 2.66% | THE AES CORP (AES) - 0.69% |
| #9 | ORACLE CORP (ORCL) - 2.65% | BORGWARNER INC (BWA) - 0.69% |
| #10 | MARVELL TECHNOLOGY INC (MRVL) - 2.62% | STERLING INFRASTRUCTURE INC (STRL) - 0.69% |
| #11 | ARM HOLDINGS PLC ADR (ARM) - 2.47% | SIRIUS XM HOLDINGS INC (SIRI) - 0.62% |
| #12 | PLANET LABS PBC CLASS A (PL) - 2.43% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.62% |
| #13 | NOKIA OYJ ADR (NOK) - 2.24% | FRANKLIN RESOURCES INC (BEN) - 0.60% |
| #14 | ECHOSTAR CORP CLASS A (SATS) - 2.03% | RAMBUS INC (RMBS) - 0.57% |
| #15 | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.01% | ENTEGRIS INC (ENTG) - 0.57% |
| #16 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.79% | DAVITA INC (DVA) - 0.56% |
| #17 | CIENA CORP (CIEN) - 1.79% | SITIME CORP ORDINARY SHARES (SITM) - 0.56% |
| #18 | CEVA INC (CEVA) - 1.77% | JACKSON FINANCIAL INC (JXN) - 0.55% |
| #19 | DATADOG INC CLASS A (DDOG) - 1.77% | GLOBE LIFE INC (GL) - 0.54% |
| #20 | ARISTA NETWORKS INC (ANET) - 1.73% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.51% |
| #21 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.64% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.49% |
| #22 | FIREFLY AEROSPACE INC (FLY) - 1.57% | SKYWORKS SOLUTIONS INC (SWKS) - 0.49% |
| #23 | EXTREME NETWORKS INC (EXTR) - 1.57% | LINCOLN NATIONAL CORP (LNC) - 0.48% |
| #24 | VIAVI SOLUTIONS INC (VIAV) - 1.54% | ALBERTSONS COMPANIES INC CLASS A (ACI) - 0.47% |
| #25 | VIASAT INC (VSAT) - 1.51% | MKS INC (MKSI) - 0.47% |
| Total Holdings | 60 | 509 |
UFOX vs EZM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UFOX
+9.82%
EZM
+0.66%
3M
Winner
UFOX
+41.10%
EZM
+5.65%
6M
Winner
UFOX
+44.30%
EZM
+8.94%
1Y
Winner
UFOX
+100.83%
EZM
+23.06%
5Y(CAGR)
Winner
UFOX
+21.92%
EZM
+7.77%
10Y(CAGR)
UFOX
N/A
EZM
+10.44%
Max(CAGR)
Winner
UFOX
+21.76%
EZM
+9.46%
UFOX vs EZM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | UFOX | EZM |
|---|---|---|
| 2026 | +47.21% | +8.69% |
| 2025 | +34.27% | +9.06% |
| 2024 | +36.84% | +10.82% |
| 2023 | +21.53% | +20.20% |
| 2022 | -27.96% | -12.73% |
| 2021 | +26.69% | +33.04% |
| 2020 | +28.09% | +5.41% |
| 2019 | +6.81% | +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% |
UFOX vs EZM Drawdown Comparison
The maximum drawdown for UFOX was -33.89%, occurring on Oct 14, 2022. Recovery took 618 trading sessions.
The maximum drawdown for EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.
The current UFOX drawdown is -10.45%. The current EZM drawdown is -1.53%.
| Rank | UFOX | EZM |
|---|---|---|
| #1 | -33.89% Dec 27, 2021 - Jun 12, 2024 | -59.57% Jun 4, 2007 - Nov 4, 2010 |
| #2 | -29.50% Jan 23, 2020 - Jun 3, 2020 | -47.26% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -28.14% Jan 23, 2025 - Jun 24, 2025 | -25.67% Jul 7, 2011 - Feb 3, 2012 |
| #4 | -15.76% Jul 16, 2024 - Oct 9, 2024 | -23.53% Nov 25, 2024 - Dec 5, 2025 |
| #5 | -15.31% Apr 24, 2019 - Jan 2, 2020 | -23.14% Aug 29, 2018 - Nov 27, 2019 |
| #6 | -11.04% Oct 31, 2025 - Jan 28, 2026 | -22.42% Jan 4, 2022 - Dec 14, 2023 |
| #7 | -10.55% Feb 12, 2021 - Apr 23, 2021 | -21.08% Jun 23, 2015 - Aug 23, 2016 |
| #8 | -10.45% Jun 2, 2026 - Jun 5, 2026 | -14.98% Mar 19, 2012 - Sep 14, 2012 |
| #9 | -9.50% Sep 2, 2020 - Oct 12, 2020 | -11.29% Jul 3, 2014 - Nov 24, 2014 |
| #10 | -8.84% Mar 25, 2026 - Apr 2, 2026 | -9.53% Jan 26, 2018 - Jul 19, 2018 |
| #11 | -7.30% Sep 3, 2021 - Nov 2, 2021 | -8.78% Jul 31, 2024 - Sep 30, 2024 |
| #12 | -7.25% Apr 26, 2021 - Jun 4, 2021 | -8.70% Feb 10, 2026 - Apr 17, 2026 |
| #13 | -7.01% Jun 8, 2020 - Jul 6, 2020 | -8.33% May 7, 2021 - Oct 14, 2021 |
| #14 | -6.65% Oct 12, 2020 - Nov 5, 2020 | -7.83% Apr 29, 2011 - Jul 7, 2011 |
| #15 | -5.84% Dec 16, 2024 - Jan 21, 2025 | -7.73% Nov 16, 2021 - Jan 4, 2022 |
Correlation
Correlation between UFOX 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)
UFOX vs EZM dividend yield comparison.
| Year | UFOX | EZM |
|---|---|---|
| 2026 | 0.10% | 0.25% |
| 2025 | 0.56% | 1.39% |
| 2024 | 0.79% | 1.22% |
| 2023 | 1.40% | 1.25% |
| 2022 | 1.63% | 1.57% |
| 2021 | 1.17% | 1.08% |
| 2020 | 0.99% | 1.67% |
| 2019 | 0.75% | 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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