EZM vs. FDL ETF Comparison

Comparison of WisdomTree MidCap Earnings Fund (EZM) to First Trust Morningstar ETF (FDL)
EZM

WisdomTree MidCap Earnings Fund

EZM Description

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree 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.

Grade (RS Rating)

Last Trade

$58.54

Average Daily Volume

26,221

Number of Holdings *

531

* may have additional holdings in another (foreign) market
FDL

First Trust Morningstar ETF

FDL Description The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Morningstar(R) Dividend Leaders Index(SM). The fund will normally invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in common stocks that comprise the index. The objective of the index is to offer investors a benchmark for dividend portfolios as well as a means to invest in a portfolio of stocks that have a consistent record of growing dividends as well as the ability to sustain them. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$39.89

Average Daily Volume

462,982

Number of Holdings *

100

* may have additional holdings in another (foreign) market
Performance
Period EZM FDL
30 Days 5.91% 7.08%
60 Days 2.52% 6.16%
90 Days 4.17% 8.95%
12 Months 12.45% 20.26%
37 Overlapping Holdings
Symbol Grade Weight in EZM Weight in FDL Overlap
ALE A 0.11% 0.11% 0.11%
ASB C 0.2% 0.1% 0.1%
AVA A 0.09% 0.11% 0.09%
BKH A 0.13% 0.13% 0.13%
CATY C 0.18% 0.08% 0.08%
CC F 0.15% 0.1% 0.1%
CMA B 0.55% 0.28% 0.28%
COLB C 0.22% 0.28% 0.22%
FAF B 0.1% 0.17% 0.1%
FIBK C 0.14% 0.15% 0.14%
FLO C 0.13% 0.12% 0.12%
GEF B 0.15% 0.01% 0.01%
LCII C 0.03% 0.08% 0.03%
LNC B 0.47% 0.21% 0.21%
MAN B 0.15% 0.1% 0.1%
MSM C 0.14% 0.1% 0.1%
MTN D 0.1% 0.23% 0.1%
NJR A 0.12% 0.12% 0.12%
NWE B 0.09% 0.11% 0.09%
NXST B 0.25% 0.17% 0.17%
OGE A 0.2% 0.24% 0.2%
OGS B 0.12% 0.11% 0.11%
OMF C 0.35% 0.35% 0.35%
OZK C 0.29% 0.14% 0.14%
PNM A 0.1% 0.1% 0.1%
PNW A 0.24% 0.3% 0.24%
POR A 0.11% 0.15% 0.11%
SMG B 0.04% 0.08% 0.04%
SNV B 0.42% 0.19% 0.19%
SR B 0.1% 0.13% 0.1%
TNL C 0.22% 0.09% 0.09%
UBSI B 0.18% 0.16% 0.16%
UGI A 0.29% 0.23% 0.23%
VLY C 0.22% 0.15% 0.15%
WEN C 0.08% 0.11% 0.08%
WU D 0.3% 0.22% 0.22%
ZION C 0.48% 0.2% 0.2%
EZM Overweight 494 Positions Relative to FDL
Symbol Grade Weight
TOL B 1.09%
UNM A 0.78%
EWBC C 0.71%
DKS D 0.7%
ALLY B 0.68%
JXN B 0.66%
AN B 0.65%
THC B 0.63%
X B 0.62%
AAL F 0.62%
SNX D 0.58%
TMHC B 0.56%
OGN B 0.56%
WAL C 0.55%
TPR D 0.53%
UHS A 0.51%
CMC B 0.51%
ARW C 0.5%
PBF F 0.49%
AGCO F 0.48%
WBS C 0.48%
AMG B 0.48%
MTH B 0.48%
ALSN A 0.46%
GPK B 0.46%
MLI B 0.45%
MTG B 0.44%
LAD B 0.44%
KBH B 0.44%
COKE A 0.44%
JNPR A 0.43%
BWA C 0.42%
CROX D 0.42%
AFG B 0.42%
DVA D 0.41%
MTDR D 0.4%
WCC F 0.4%
ORI A 0.39%
RDN B 0.39%
BERY B 0.39%
ABG B 0.38%
HOG B 0.38%
CIVI D 0.38%
SM D 0.38%
CHRD D 0.38%
DDS F 0.37%
IBKR D 0.37%
SWN F 0.37%
R B 0.36%
M D 0.36%
ATKR F 0.36%
BOKF C 0.36%
VOYA F 0.36%
CAR F 0.35%
RRX B 0.35%
AVT D 0.35%
MHO B 0.34%
ONB B 0.34%
AMR F 0.34%
ACT B 0.34%
AIZ B 0.33%
MUSA A 0.33%
RRC F 0.33%
CNM C 0.33%
LBRT B 0.33%
GPI B 0.33%
CFR C 0.33%
HRB A 0.33%
RL D 0.33%
HSIC B 0.32%
WTFC C 0.32%
CNX B 0.32%
ALK F 0.32%
SF B 0.32%
OSK D 0.31%
CCOI B 0.31%
BJ C 0.31%
INGR A 0.31%
MUR F 0.31%
FNB B 0.31%
BHF B 0.3%
EXP B 0.3%
BBWI F 0.3%
BYD C 0.3%
SSB B 0.29%
BC C 0.29%
UI B 0.29%
DOCU D 0.29%
AOS C 0.28%
LEA C 0.28%
BTU D 0.28%
TEX C 0.28%
TPH C 0.28%
LNTH C 0.28%
AL C 0.28%
SCI B 0.28%
BCC C 0.28%
PNFP B 0.28%
COOP C 0.28%
CEIX D 0.27%
DXC C 0.27%
OLN F 0.27%
PRI A 0.27%
H C 0.27%
NOG B 0.27%
AYI D 0.27%
CVI D 0.26%
PII D 0.26%
CBSH B 0.26%
MGY C 0.26%
UFPI B 0.26%
CACI A 0.26%
HWC C 0.26%
WEX D 0.26%
HII C 0.26%
IBOC C 0.25%
JLL B 0.25%
SANM B 0.25%
BECN B 0.25%
SFM A 0.25%
DBX D 0.25%
HCC C 0.25%
AR D 0.25%
SEE B 0.25%
AMKR F 0.25%
SKX D 0.25%
TKR B 0.25%
TTC C 0.25%
PVH F 0.25%
VNT F 0.24%
TGNA C 0.24%
MKSI D 0.24%
MTCH B 0.24%
COHR C 0.24%
ITT B 0.24%
CRUS C 0.24%
ADTN B 0.24%
ARMK B 0.24%
NFG A 0.24%
ARCH F 0.24%
HP C 0.23%
KBR B 0.23%
SON D 0.23%
TPX C 0.23%
ASO F 0.23%
MIDD B 0.23%
ATI B 0.23%
IBP C 0.22%
ELAN D 0.22%
APG D 0.22%
JEF B 0.22%
GMS C 0.22%
LSXMK D 0.22%
CLH A 0.22%
PB B 0.22%
EVR B 0.22%
EHC A 0.22%
DCI B 0.21%
MSTR C 0.21%
NSIT C 0.21%
FIX C 0.21%
AIT C 0.21%
HRI C 0.21%
LAMR B 0.21%
SEIC B 0.21%
UMBF B 0.21%
FLR C 0.21%
HOMB B 0.21%
HGV D 0.21%
DNB C 0.2%
POST A 0.2%
VAC F 0.2%
DTM A 0.2%
HALO B 0.2%
CHDN B 0.2%
CW A 0.2%
RUSHA A 0.2%
SLGN A 0.2%
VMI B 0.2%
MATX B 0.19%
TNET D 0.19%
CRK F 0.19%
ANF D 0.19%
CIEN B 0.19%
NNN A 0.19%
CADE C 0.19%
TXRH A 0.19%
CUBE B 0.19%
CBT C 0.18%
CNXC C 0.18%
ESI C 0.18%
GMED B 0.18%
MAT B 0.18%
GNTX F 0.18%
SSD C 0.18%
CHX C 0.18%
TCBI C 0.18%
CRC D 0.18%
NEU B 0.18%
NOV B 0.18%
VSH C 0.18%
BDC A 0.18%
SAIC C 0.18%
SLM C 0.18%
PR F 0.17%
RH B 0.17%
OWL C 0.17%
MEDP D 0.17%
SEB D 0.17%
BRX B 0.17%
GNW B 0.17%
EEFT F 0.17%
THO C 0.17%
TTEK A 0.17%
AM C 0.17%
SEM B 0.17%
BRKR D 0.17%
BCO B 0.17%
CACC D 0.17%
ABCB C 0.16%
ATR A 0.16%
LFUS B 0.16%
BWXT C 0.16%
KNF C 0.16%
WSC C 0.16%
LPX B 0.16%
FLS B 0.16%
RHI F 0.16%
DY B 0.16%
WMG F 0.16%
URBN C 0.16%
FG C 0.16%
FBP B 0.16%
OTTR B 0.16%
HLI B 0.16%
KEX C 0.15%
WH C 0.15%
ZI F 0.15%
DIOD C 0.15%
LSTR B 0.15%
AMN B 0.15%
ESAB C 0.15%
AWI B 0.15%
MDU B 0.15%
CHH B 0.15%
ENS B 0.15%
ENSG B 0.15%
WWD D 0.15%
PCTY C 0.14%
KFY B 0.14%
COLM D 0.14%
FRT A 0.14%
SKY C 0.14%
GATX C 0.14%
PSN B 0.14%
WOR F 0.14%
MOD B 0.14%
GXO C 0.14%
PTEN D 0.14%
WHD B 0.14%
XRAY C 0.14%
ASGN D 0.14%
CNO B 0.14%
EXLS C 0.13%
RYAN A 0.13%
HI D 0.13%
GBCI C 0.13%
GOLF B 0.13%
AEO D 0.13%
ABM A 0.13%
REYN C 0.13%
UCBI B 0.13%
MSA C 0.13%
OLED C 0.13%
CHE B 0.13%
FR A 0.13%
GTLS C 0.13%
CLF F 0.13%
KTB A 0.13%
SFBS B 0.13%
ONTO F 0.13%
KOS F 0.13%
ALIT D 0.13%
KNSL B 0.13%
MOG.A B 0.13%
PPC B 0.12%
VVV B 0.12%
PFSI C 0.12%
IDA A 0.12%
OPCH C 0.12%
RGLD A 0.12%
ACHC D 0.12%
AVNT B 0.12%
ALGM F 0.12%
FFIN C 0.12%
ASH D 0.12%
WTS B 0.12%
CACC D 0.12%
RRR C 0.12%
GWRE B 0.12%
NYT B 0.12%
CRS B 0.11%
HLNE B 0.11%
VRRM B 0.11%
IDCC A 0.11%
MTSI D 0.11%
PBH B 0.11%
ELF D 0.11%
TREX D 0.11%
WING D 0.11%
LSCC F 0.11%
FCN C 0.11%
HTZ F 0.11%
ETSY D 0.11%
RBC B 0.11%
SIGI D 0.11%
ARCB B 0.1%
FYBR A 0.1%
SUM B 0.1%
SRCL A 0.1%
SHOO C 0.1%
EGP A 0.1%
RLI A 0.1%
FSS B 0.1%
BNL B 0.1%
BFAM B 0.1%
DOCS C 0.1%
NVST F 0.1%
FUL B 0.1%
KRC C 0.1%
TKO C 0.1%
BANF B 0.1%
UAA D 0.1%
CR B 0.1%
SHC B 0.1%
MMSI B 0.1%
INFA D 0.1%
EPRT B 0.1%
PCOR C 0.1%
ACLS F 0.1%
FELE B 0.1%
RHP C 0.1%
LNW A 0.1%
LOPE A 0.1%
AAON C 0.1%
ZD F 0.1%
AEIS C 0.1%
ITRI C 0.09%
FTDR B 0.09%
NSP C 0.09%
MMS B 0.09%
IART F 0.09%
ITGR C 0.09%
BCPC B 0.09%
PLNT C 0.09%
MASI F 0.09%
MKTX C 0.09%
ADC A 0.09%
PLXS B 0.09%
NFE F 0.09%
TRNO A 0.09%
HAE C 0.09%
PIPR B 0.09%
SITE C 0.09%
CVLT B 0.09%
BOX B 0.09%
STAG A 0.09%
EDR A 0.09%
WD C 0.08%
AZEK D 0.08%
PEGA B 0.08%
DLB F 0.08%
ZWS C 0.08%
FOXF D 0.08%
CNS B 0.08%
LANC B 0.08%
BRBR D 0.08%
IOSP C 0.08%
IONS B 0.08%
GPS D 0.08%
CBZ C 0.08%
NPO C 0.08%
HQY D 0.08%
LRN A 0.08%
CSWI B 0.08%
BLKB C 0.08%
EXEL A 0.08%
OLLI B 0.08%
SYNA F 0.08%
EXPO B 0.07%
RCM B 0.07%
KRYS C 0.07%
EPR B 0.07%
BMI B 0.07%
DOCN F 0.07%
CORT B 0.07%
MP F 0.07%
SLAB F 0.07%
DUOL F 0.07%
PWSC B 0.07%
FOUR F 0.07%
TDW C 0.07%
RMBS F 0.07%
AMED A 0.07%
FIZZ C 0.07%
ACIW B 0.07%
ACA B 0.07%
KAI C 0.07%
LGIH B 0.07%
IPAR B 0.07%
SPSC B 0.07%
NSA C 0.07%
VC C 0.07%
YETI D 0.07%
PEN F 0.07%
BILL F 0.07%
TENB D 0.06%
CWST B 0.06%
ICFI B 0.06%
AWR B 0.06%
VNO B 0.06%
NARI D 0.06%
CWEN A 0.06%
KWR C 0.06%
ALRM C 0.06%
AIN C 0.06%
CRVL B 0.06%
TDC F 0.06%
ENOV C 0.06%
UNF A 0.06%
TDOC F 0.06%
SMPL F 0.06%
ORA A 0.06%
HXL D 0.06%
APPF D 0.06%
MGEE A 0.06%
JBT D 0.06%
SMAR B 0.06%
QLYS D 0.06%
LEG D 0.05%
CALX B 0.05%
POWI F 0.05%
SGRY B 0.05%
FORM D 0.05%
AVAV D 0.05%
SKT A 0.05%
HUN D 0.05%
MC C 0.05%
RYN B 0.05%
ESE B 0.05%
GTLB D 0.05%
INST D 0.05%
LTH B 0.05%
KLIC F 0.05%
AMPH C 0.05%
JOE B 0.05%
VRNS B 0.05%
CUZ A 0.05%
ALTR D 0.05%
LXP B 0.04%
SAM F 0.04%
AZTA B 0.04%
DV C 0.04%
PCH C 0.04%
EVH C 0.04%
GO F 0.04%
WK F 0.04%
YELP F 0.04%
HL C 0.04%
FIVN D 0.04%
CTRE A 0.04%
WDFC B 0.04%
ACAD C 0.04%
JJSF B 0.04%
MSGS B 0.04%
PECO B 0.04%
TFSL C 0.04%
BL F 0.04%
FTRE C 0.04%
NCNO C 0.04%
IPGP F 0.04%
PYCR D 0.03%
INTA D 0.03%
GSAT D 0.03%
RPD F 0.03%
DBRG D 0.03%
BRZE C 0.03%
FRSH F 0.03%
CNMD F 0.03%
CABO C 0.03%
PGNY D 0.03%
CWT A 0.03%
COUR C 0.02%
SPT D 0.02%
EZM Underweight 63 Positions Relative to FDL
Symbol Grade Weight
CVX C -8.3%
ABBV A -8.24%
VZ C -7.61%
PFE B -7.15%
PM A -6.01%
MO A -5.0%
IBM B -4.7%
GILD B -3.1%
UPS F -3.03%
USB B -2.38%
CVS C -2.29%
DUK A -2.27%
TFC B -2.26%
PNC B -1.98%
KMI B -1.64%
OKE B -1.59%
F F -1.47%
PRU B -1.37%
AEP A -1.37%
DOW F -1.24%
KMB B -1.17%
EXC B -1.08%
KHC B -0.98%
FANG C -0.94%
LYB B -0.89%
EIX A -0.86%
XEL B -0.85%
WEC A -0.75%
FITB B -0.75%
ES A -0.74%
HBAN B -0.73%
RF B -0.72%
TROW D -0.7%
ETR A -0.68%
STT B -0.66%
FE A -0.63%
CFG B -0.63%
KEY C -0.62%
AEE A -0.54%
BBY C -0.5%
CAG A -0.47%
EVRG A -0.43%
CLX D -0.41%
K A -0.39%
SWK B -0.37%
FNF A -0.37%
LNT A -0.37%
IPG B -0.34%
SJM B -0.33%
CNH F -0.29%
HAS B -0.27%
WHR C -0.27%
FHN C -0.25%
BEN D -0.24%
FMC B -0.2%
JHG B -0.15%
APAM C -0.12%
FHB C -0.11%
PRGO C -0.1%
AGR B -0.09%
FHI C -0.08%
CRI F -0.07%
SIRI D -0.06%
Compare ETFs