WisdomTree U.S. MidCap Earnings Fund (EZM)

38.97
Delayed Data
As of Apr 23
 +0.04 / +0.10%
Today’s Change
34.40
Today|||52-Week Range
41.78
-1.79%
Year-to-Date

Investment Objective

The investment seeks to track the price and yield performance- before fees and expenses- of the WisdomTree U.S. MidCap Earnings Index. Under normal circumstances- at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the mid-capitalization segment of the U.S. stock market. The fund is non-diversified.

Earnings-Weighted ETFs to Tap 7-Year Growth
Apr 12 / Zacks.com - Paid Partner Content
 

Performance

1 month+3.20% 3 years+7.63%
3 months-6.15% 5 years+12.61%
1 year+11.35% Since inception+9.35%
Data through 04/24/2018

Quote Details

Previous close$38.93
Open day’s range38.80 – 39.16
Net asset value (NAV)38.92 (04/23/2018)
Daily volume36,856
Average volume (3 months)82,142
Data as of 8:00pm ET, 04/23/2018

Peer Comparisonvs. Mid-cap blend ETFs

 EZMCategory
Performance 5-yr return+12.61%+10.43%
Expense Gross exp ratio0.38%1.09%
Risk 5 year sharpe ratio0.960.92
Net assets$1.0B$2.2B
Average market cap$4.5B$8.1B
Average P/E14.717.5
Dividend / Share--0.10%

Competitors

VO Vanguard Mid-Cap Index Fund ETF Shares
SCHM Schwab U.S. Mid-Cap ETF™
CZA PowerShares Zacks Mid-Cap Portfolio

Holdings

Top 5 Sectors
Portfolio weighting
Financial service 17.44%
Industrial materials 14.70%
Consumer goods 11.60%
Business service 10.09%
Healthcare 9.48%
Top 10 Holdings
Portfolio weighting
PK Park Hotels & Resorts Inc1.99%
DISCA Discovery Inc0.88%
M Macy's0.87%
PENN Penn National Gaming Inc0.83%
GLIBA GCI Liberty Inc0.79%
FDC First Data Corp0.75%
JBLU JetBlue Airways Corp0.65%
UTHR United Therapeutics Corp0.64%
-- 0.62%
FL Foot Locker Inc0.61%