EZM vs. FTLS ETF Comparison

Comparison of WisdomTree MidCap Earnings Fund (EZM) to First Trust Long/Short Equity (FTLS)
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

$67.03

Average Daily Volume

20,402

Number of Holdings *

528

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

First Trust Long/Short Equity

FTLS Description The investment seeks to provide investors with long-term total return. Under normal circumstances, at least 80% of the fund's assets (plus the amount of any borrowing for investment purposes) will be exposed to U.S. exchange-listed equity securities of U.S. and foreign companies by investing in such securities directly and/or in U.S. exchange-traded funds ("ETFs") that provide exposure to such securities. It may invest up to 20% of its net assets (plus the amount of any borrowing for investment purposes) in U.S. exchange-listed equity index futures contracts. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$65.63

Average Daily Volume

127,223

Number of Holdings *

384

* may have additional holdings in another (foreign) market
Performance
Period EZM FTLS
30 Days 8.00% 2.15%
60 Days 8.22% 3.89%
90 Days 8.74% 3.71%
12 Months 31.19% 20.58%
98 Overlapping Holdings
Symbol Grade Weight in EZM Weight in FTLS Overlap
ABM B 0.13% 0.1% 0.1%
ACIW B 0.09% -0.05% -0.05%
AEO F 0.1% -0.05% -0.05%
AIZ A 0.39% 0.22% 0.22%
ALLY C 0.54% 0.29% 0.29%
ALSN B 0.58% 0.2% 0.2%
AM A 0.17% 0.11% 0.11%
AMPH D 0.06% 0.05% 0.05%
ASO F 0.2% 0.27% 0.2%
AVAV D 0.05% -0.07% -0.07%
AVNT B 0.13% 0.07% 0.07%
AYI B 0.35% 0.29% 0.29%
AZTA D 0.02% -0.03% -0.03%
BFAM D 0.08% 0.11% 0.08%
BJ A 0.3% 0.47% 0.3%
BWXT B 0.19% -0.2% -0.2%
CBSH A 0.28% 0.13% 0.13%
CBT C 0.19% 0.13% 0.13%
CCOI B 0.34% -0.08% -0.08%
CLH B 0.23% -0.03% -0.03%
COHR B 0.31% -0.02% -0.02%
COLB A 0.25% 0.19% 0.19%
CRC B 0.19% 0.15% 0.15%
CROX D 0.31% 0.44% 0.31%
CRS A 0.13% 0.34% 0.13%
CSWI A 0.11% 0.13% 0.11%
DBRG F 0.02% 0.09% 0.02%
DBX B 0.27% 0.36% 0.27%
DIOD D 0.09% -0.03% -0.03%
DLB B 0.07% -0.06% -0.06%
DNB B 0.21% -0.02% -0.02%
DY D 0.16% -0.09% -0.09%
ENS D 0.13% -0.02% -0.02%
EPR D 0.06% 0.08% 0.06%
EWBC A 0.81% 0.25% 0.25%
EXEL B 0.12% 0.19% 0.12%
EXP A 0.35% 0.35% 0.35%
FFIN B 0.12% -0.04% -0.04%
FTDR A 0.12% 0.12% 0.12%
GATX A 0.14% -0.04% -0.04%
GBCI B 0.15% 0.09% 0.09%
GMS B 0.23% 0.13% 0.13%
GWRE A 0.16% -0.2% -0.2%
HAE C 0.09% -0.11% -0.11%
HII D 0.18% -0.11% -0.11%
HQY B 0.1% -0.13% -0.13%
HRB D 0.34% 0.19% 0.19%
IBOC A 0.24% -0.02% -0.02%
ICFI F 0.05% 0.06% 0.05%
IDCC A 0.16% -0.07% -0.07%
KFY B 0.14% 0.09% 0.09%
KNSL B 0.14% 0.22% 0.14%
LANC C 0.07% 0.08% 0.07%
LCII C 0.03% 0.09% 0.03%
LEG F 0.04% 0.13% 0.04%
LOPE B 0.1% 0.1% 0.1%
LPX B 0.17% 0.31% 0.17%
MAT D 0.17% -0.08% -0.08%
MATX C 0.23% 0.15% 0.15%
MGY A 0.25% 0.2% 0.2%
MMS F 0.07% 0.1% 0.07%
MSA D 0.11% -0.06% -0.06%
MSM C 0.13% 0.2% 0.13%
MTG C 0.42% 0.12% 0.12%
NSA D 0.07% 0.1% 0.07%
NSIT F 0.13% -0.08% -0.08%
OPCH D 0.08% 0.11% 0.08%
ORI A 0.42% 0.15% 0.15%
OSK B 0.27% -0.03% -0.03%
PBH A 0.13% 0.07% 0.07%
PLXS B 0.11% 0.07% 0.07%
PNFP B 0.34% 0.17% 0.17%
PPC C 0.14% 0.11% 0.11%
PRI A 0.32% 0.15% 0.15%
R B 0.42% -0.09% -0.09%
RH B 0.18% -0.04% -0.04%
RL B 0.4% 0.67% 0.4%
RLI B 0.11% 0.08% 0.08%
SAM C 0.04% 0.21% 0.04%
SFM A 0.39% 0.16% 0.16%
SIGI C 0.12% 0.13% 0.12%
SLGN A 0.22% -0.03% -0.03%
SMPL B 0.06% 0.12% 0.06%
SSB B 0.29% -0.07% -0.07%
TCBI B 0.22% 0.11% 0.11%
THO B 0.17% 0.18% 0.17%
TKO B 0.11% 0.32% 0.11%
TOL B 1.15% 0.65% 0.65%
TTC D 0.2% 0.31% 0.2%
UBSI B 0.19% 0.08% 0.08%
UHS D 0.47% 0.19% 0.19%
UMBF B 0.24% 0.16% 0.16%
VNT B 0.22% -0.07% -0.07%
VRRM D 0.09% -0.05% -0.05%
VVV F 0.1% -0.1% -0.1%
WHD B 0.14% 0.21% 0.14%
ZD C 0.11% -0.06% -0.06%
ZWS B 0.09% 0.12% 0.09%
EZM Overweight 430 Positions Relative to FTLS
Symbol Grade Weight
UNM A 1.03%
AAL B 0.81%
JXN C 0.73%
TPR B 0.72%
CMA A 0.69%
DKS C 0.65%
THC D 0.62%
LAD A 0.61%
WAL B 0.59%
AN C 0.58%
WBS A 0.56%
TMHC B 0.56%
MLI C 0.55%
IBKR A 0.54%
SNX C 0.54%
X C 0.53%
UI A 0.53%
ZION B 0.52%
CMC B 0.49%
AMG B 0.49%
LNC B 0.49%
CNX A 0.47%
SNV B 0.47%
ARW D 0.46%
COKE C 0.46%
WCC B 0.46%
DVA B 0.46%
AFG A 0.44%
GPK C 0.44%
ALK C 0.43%
MTH D 0.42%
AGCO D 0.42%
BWA D 0.42%
JNPR F 0.41%
SF B 0.41%
GPI A 0.4%
KBH D 0.4%
VOYA B 0.39%
MSTR C 0.39%
DOCU A 0.39%
BERY B 0.39%
CFR B 0.38%
RRX B 0.37%
WTFC A 0.37%
ABG B 0.37%
DDS B 0.37%
BOKF B 0.37%
MTDR B 0.36%
PBF D 0.36%
OGN D 0.36%
SM B 0.35%
AVT C 0.35%
INGR B 0.35%
RDN C 0.35%
OMF A 0.35%
ONB B 0.34%
BYD C 0.34%
MUSA A 0.33%
ACT D 0.33%
HOG D 0.33%
RRC B 0.33%
FNB A 0.32%
M D 0.32%
BTU B 0.32%
CEIX A 0.32%
CAR C 0.32%
SCI B 0.3%
BHF B 0.3%
MHO D 0.3%
HSIC B 0.29%
OZK B 0.29%
UGI A 0.28%
COOP B 0.28%
BC C 0.28%
HRI B 0.28%
FIX A 0.28%
AL B 0.27%
BCC B 0.27%
CIVI D 0.27%
BBWI D 0.27%
CACI D 0.27%
ARCH B 0.27%
CHRD D 0.27%
H B 0.27%
DXC B 0.27%
JEF A 0.27%
EVR B 0.26%
VLY B 0.26%
ARMK B 0.26%
HWC B 0.26%
DTM B 0.26%
NOG A 0.26%
TGNA B 0.25%
SEIC B 0.25%
PVH C 0.25%
AR B 0.25%
NFG A 0.25%
AIT A 0.25%
CW B 0.25%
JLL D 0.25%
PNW B 0.25%
ITT A 0.25%
UFPI B 0.25%
AMR C 0.25%
CNM D 0.25%
WEX D 0.25%
EHC B 0.24%
LBRT D 0.24%
CRK B 0.24%
RUSHA C 0.24%
CIEN B 0.24%
PB A 0.24%
OLN D 0.24%
WU D 0.24%
TPH D 0.24%
MUR D 0.24%
SANM B 0.24%
TNL A 0.24%
AOS F 0.23%
BDC B 0.23%
FBIN D 0.23%
SKX D 0.23%
ELAN D 0.23%
TPX B 0.23%
SEE C 0.23%
MIDD C 0.23%
BECN B 0.23%
TKR D 0.22%
OGE B 0.22%
TXRH C 0.22%
ATKR C 0.22%
VMI B 0.22%
HOMB A 0.22%
FLR B 0.22%
ADTN A 0.22%
HCC B 0.22%
CADE B 0.21%
SIRI C 0.21%
LEA D 0.21%
MTCH D 0.21%
ASB B 0.21%
TEX D 0.21%
SON D 0.21%
NXST C 0.21%
LAMR D 0.21%
ATI D 0.2%
MKSI C 0.2%
CATY B 0.2%
APG B 0.2%
VAC B 0.2%
DCI B 0.2%
HGV B 0.2%
PII D 0.2%
HP B 0.19%
POST C 0.19%
CUBE D 0.19%
OWL A 0.19%
CHDN B 0.19%
BRX A 0.19%
GMED A 0.19%
HLI B 0.19%
SLM A 0.19%
KBR F 0.19%
WH B 0.18%
SAIC F 0.18%
KNF A 0.18%
PCTY B 0.18%
FLS B 0.18%
ESAB B 0.18%
CRUS D 0.18%
ESI A 0.18%
RHI B 0.18%
GNW A 0.18%
LNTH D 0.18%
DOCS C 0.17%
EEFT B 0.17%
CVI F 0.17%
ABCB B 0.17%
PSN D 0.17%
NNN D 0.17%
ATR B 0.17%
CNO A 0.17%
CHH A 0.17%
AWI A 0.17%
WMG C 0.17%
ANF C 0.17%
NEU C 0.17%
CHX C 0.16%
GEF A 0.16%
SKY A 0.16%
HALO F 0.16%
AMKR D 0.16%
SEM B 0.16%
IBP D 0.16%
EXLS B 0.16%
SSD D 0.16%
FG B 0.16%
MOD A 0.16%
AAON B 0.16%
TTEK F 0.16%
KTB B 0.16%
GNTX C 0.16%
TNET D 0.15%
ENSG D 0.15%
KEX C 0.15%
SFBS B 0.15%
PR B 0.15%
FBP B 0.15%
BKH A 0.14%
FRT B 0.14%
SEB F 0.14%
FIBK A 0.14%
LSTR D 0.14%
HLNE B 0.14%
WWD B 0.14%
MOG.A B 0.14%
IDA A 0.14%
GXO B 0.14%
UAA C 0.14%
BCO D 0.14%
RYAN B 0.14%
NOV C 0.14%
LFUS F 0.14%
COLM B 0.14%
OTTR C 0.13%
NJR A 0.13%
ASGN F 0.13%
WSC D 0.13%
CHE D 0.13%
ALIT C 0.13%
MASI A 0.13%
BRKR D 0.13%
UCB A 0.13%
MTSI B 0.13%
CACC D 0.13%
URBN C 0.13%
MEDP D 0.13%
GTLS B 0.13%
VSH D 0.12%
MMSI B 0.12%
FLO D 0.12%
GOLF B 0.12%
MAN D 0.12%
RGLD C 0.12%
NVST B 0.12%
REYN D 0.12%
NYT C 0.12%
WTS B 0.12%
DUOL A 0.12%
CVLT B 0.12%
FR C 0.12%
RBC A 0.12%
ZI D 0.12%
OGS A 0.12%
ONTO D 0.11%
EPRT B 0.11%
CR A 0.11%
HTZ C 0.11%
BRBR A 0.11%
BOX B 0.11%
RHP B 0.11%
PNM F 0.11%
PIPR B 0.11%
LRN A 0.11%
ALE A 0.11%
FYBR D 0.11%
BANF B 0.11%
BILL A 0.11%
PLNT A 0.11%
PFSI D 0.11%
CC C 0.11%
SUM B 0.11%
ITRI B 0.1%
CNXC F 0.1%
ADC B 0.1%
PEGA A 0.1%
XRAY F 0.1%
FOUR B 0.1%
EDR A 0.1%
PCOR B 0.1%
SR A 0.1%
MDU D 0.1%
FELE B 0.1%
ITGR B 0.1%
AEIS B 0.1%
INFA D 0.1%
LSCC D 0.1%
SHC F 0.1%
KRC C 0.1%
POR C 0.1%
CXT B 0.1%
PTEN C 0.1%
FAF A 0.1%
MKTX D 0.1%
WOR F 0.1%
RRR D 0.1%
FUL F 0.09%
EGP F 0.09%
WEN D 0.09%
ETSY D 0.09%
SITE D 0.09%
CNS B 0.09%
TREX C 0.09%
HI C 0.09%
BNL D 0.09%
OLED D 0.09%
LNW D 0.09%
CLF F 0.09%
KOS F 0.09%
SHOO D 0.09%
ALGM D 0.09%
MTN C 0.09%
WING D 0.09%
CORT B 0.09%
FCN D 0.09%
ASH D 0.09%
PEN B 0.09%
KAI A 0.08%
VNO B 0.08%
TRNO F 0.08%
GAP C 0.08%
OLLI D 0.08%
NPO A 0.08%
BLKB B 0.08%
AVA A 0.08%
ACA A 0.08%
STAG F 0.08%
ARCB C 0.08%
BCPC B 0.08%
FSS B 0.08%
MP B 0.08%
NWE B 0.08%
QLYS C 0.07%
BMI B 0.07%
IPAR B 0.07%
SYNA C 0.07%
LGIH D 0.07%
RCM F 0.07%
YETI C 0.07%
FIZZ C 0.07%
CBZ B 0.07%
IOSP B 0.07%
JBT B 0.07%
ELF C 0.07%
SMAR A 0.07%
WD D 0.07%
AZEK A 0.07%
DOCN D 0.07%
MGEE C 0.07%
GTLB B 0.06%
ENOV C 0.06%
AWR B 0.06%
LTH C 0.06%
EXPO D 0.06%
TDOC C 0.06%
VC D 0.06%
CWEN C 0.06%
CUZ B 0.06%
ACLS F 0.06%
SKT B 0.06%
UNF B 0.06%
HXL D 0.06%
APPF B 0.06%
ORA B 0.06%
CWST A 0.06%
IART C 0.06%
ESE B 0.06%
AMED F 0.06%
ALTR B 0.06%
RMBS C 0.06%
SPSC C 0.06%
NSP D 0.06%
CRVL A 0.06%
ACHC F 0.06%
FOXF F 0.05%
PECO A 0.05%
RYN D 0.05%
KLIC B 0.05%
ALRM C 0.05%
TENB C 0.05%
KRYS B 0.05%
AIN C 0.05%
NCNO B 0.05%
IONS F 0.05%
BL B 0.05%
NARI C 0.05%
TDC D 0.05%
KWR C 0.05%
MC C 0.05%
AMN F 0.05%
SLAB D 0.05%
VRNS D 0.05%
YELP C 0.04%
IPGP D 0.04%
HL D 0.04%
POWI D 0.04%
NFE D 0.04%
GSAT C 0.04%
JJSF B 0.04%
INTA A 0.04%
JOE F 0.04%
HUN F 0.04%
TFSL A 0.04%
CTRE D 0.04%
WDFC B 0.04%
MSGS A 0.04%
WK B 0.04%
SMG D 0.04%
RPD C 0.03%
CABO C 0.03%
CNMD C 0.03%
LXP D 0.03%
FTRE D 0.03%
CWT D 0.03%
FIVN C 0.03%
GO C 0.03%
PYCR C 0.03%
FRSH C 0.03%
SGRY F 0.03%
DV C 0.03%
FORM D 0.03%
TDW F 0.03%
CALX D 0.03%
PCH D 0.03%
ACAD D 0.03%
SPT C 0.02%
EVH F 0.02%
BRZE C 0.02%
COUR F 0.01%
PGNY F 0.01%
EZM Underweight 286 Positions Relative to FTLS
Symbol Grade Weight
AAPL C -7.44%
NVDA C -4.84%
MSFT F -4.45%
AMZN C -2.74%
TMUS B -2.32%
SCHW B -2.26%
C A -2.18%
LOW D -2.16%
ACN C -2.11%
PM B -1.92%
QCOM F -1.88%
JNJ D -1.85%
META D -1.77%
FDX B -1.69%
PH A -1.64%
CME A -1.57%
MO A -1.51%
VLO C -1.43%
GOOGL C -1.4%
MPC D -1.37%
USB A -1.35%
KMI A -1.23%
LNG B -1.19%
CL D -1.17%
GOOG C -1.17%
BRK.A B -1.13%
ILMN D -1.13%
CTAS B -1.09%
AVGO D -1.06%
TRV B -1.05%
TFC A -1.02%
FIS C -1.0%
HPQ B -1.0%
HWM A -0.97%
JPM A -0.93%
ALL A -0.88%
LLY F -0.84%
SYY B -0.83%
FANG D -0.83%
SYF B -0.79%
NTAP C -0.75%
PBR C -0.73%
JBL B -0.73%
TWLO A -0.72%
AFL B -0.7%
EAT A -0.65%
CSL C -0.6%
PNR A -0.56%
CF B -0.55%
NVR D -0.55%
INSM C -0.54%
VLTO D -0.49%
MAS D -0.46%
GEN B -0.45%
VRSN F -0.45%
OKTA C -0.45%
ZIM C -0.44%
FLEX A -0.44%
NTRS A -0.42%
GL B -0.41%
NVS D -0.41%
FFIV B -0.4%
VICI C -0.4%
PENN C -0.4%
SWK D -0.4%
CAG D -0.38%
SNA A -0.33%
WRB A -0.32%
JAZZ B -0.31%
CCK C -0.29%
PI D -0.27%
SPYV A -0.26%
SCHV A -0.26%
IWD A -0.26%
CNK B -0.24%
RPRX D -0.23%
ALKS B -0.17%
GLBE B -0.17%
ADMA B -0.17%
CALM A -0.16%
STNG F -0.16%
TWST D -0.16%
SKYW B -0.15%
GM B -0.14%
AXS A -0.14%
PAA B -0.13%
LOGI D -0.13%
GFF A -0.13%
BFH B -0.13%
VRNA B -0.12%
ENLC A -0.11%
HESM B -0.11%
WGO C -0.11%
KRG B -0.11%
TBBK B -0.1%
THG A -0.1%
ESNT D -0.09%
PRGS A -0.09%
CARG C -0.09%
VCYT B -0.09%
CUBI C -0.09%
YOU D -0.09%
GRBK D -0.09%
EXTR B -0.09%
RDFN D -0.08%
TXG F -0.08%
KMPR B -0.08%
BOH B -0.08%
FOLD F -0.08%
PAYO A -0.08%
NMIH D -0.07%
EBC B -0.07%
BCRX D -0.07%
FHB A -0.07%
WMB A -0.07%
REVG B -0.07%
HAYW B -0.07%
AZZ B -0.07%
ADUS D -0.06%
WFG D -0.06%
BRC D -0.06%
OTEX D -0.06%
PLMR B -0.06%
AUB B -0.06%
ROIC A -0.06%
SUPN C -0.06%
MQ F -0.06%
COLL F -0.05%
TRMD F -0.05%
GSL F -0.05%
CDNA D -0.04%
MYGN F -0.04%
VSAT F --0.01%
VIST A --0.02%
CBU B --0.02%
AMRK F --0.02%
GPRE F --0.02%
RXST F --0.02%
COTY F --0.02%
HLN D --0.02%
KD B --0.02%
RIVN F --0.02%
SAIA B --0.02%
FRO F --0.02%
HON B --0.02%
LKFN B --0.02%
UWMC D --0.02%
WOLF F --0.02%
AER B --0.02%
NVEE F --0.02%
EA A --0.02%
CVX A --0.02%
RUN F --0.02%
ARM D --0.02%
FSLR F --0.02%
ASPN F --0.02%
BE B --0.03%
UTZ D --0.03%
HHH B --0.03%
PRCT B --0.03%
WMT A --0.03%
PAR B --0.03%
ICHR C --0.03%
CNNE B --0.03%
GE D --0.03%
GKOS B --0.03%
BVN F --0.03%
BURL A --0.03%
SDGR C --0.03%
NEOG F --0.03%
OSIS B --0.03%
NWSA B --0.03%
RDY F --0.03%
PSMT C --0.03%
ARLO C --0.03%
AMRC F --0.03%
TMO F --0.03%
FAST B --0.03%
BIRK D --0.03%
AMD F --0.03%
STZ D --0.04%
CTRA B --0.04%
ATEC C --0.04%
CFLT B --0.04%
EQT B --0.04%
ERJ B --0.04%
AMAT F --0.04%
APO B --0.04%
TFIN A --0.04%
MARA C --0.04%
IRTC D --0.04%
CRDO B --0.04%
APPN B --0.04%
ENR B --0.04%
RCL A --0.04%
ALB C --0.04%
LMND B --0.05%
SOFI A --0.05%
ACVA B --0.05%
UPST B --0.05%
LYFT C --0.05%
CDW F --0.06%
COP C --0.06%
TTD B --0.06%
WST C --0.06%
VAL D --0.06%
KTOS B --0.07%
MMYT B --0.07%
BA F --0.07%
MUFG B --0.07%
SE B --0.07%
AVY D --0.07%
HCA F --0.07%
NXPI D --0.08%
TRMB B --0.09%
STM F --0.1%
GPC D --0.1%
ING F --0.1%
ARGX A --0.11%
KEYS A --0.12%
SLB C --0.12%
BKR B --0.13%
STE F --0.13%
ABT B --0.14%
PKG A --0.15%
NFLX A --0.15%
TM D --0.15%
ASX D --0.15%
INTC D --0.15%
IPG D --0.16%
MU D --0.16%
INFY B --0.16%
GSK F --0.16%
VMC B --0.16%
SYK C --0.17%
EFX F --0.19%
URI B --0.2%
FMX F --0.2%
HSBC B --0.21%
PCAR B --0.22%
DEO F --0.22%
CCEP C --0.23%
PANW C --0.25%
KR B --0.25%
TYL B --0.25%
GEHC F --0.26%
PG A --0.26%
SAP B --0.27%
OMC C --0.27%
NSC B --0.27%
BABA D --0.28%
SNPS B --0.29%
MMM D --0.3%
WAT B --0.3%
UL D --0.3%
LMT D --0.32%
ISRG A --0.32%
TSLA B --0.32%
MDLZ F --0.33%
TTWO A --0.33%
NOW A --0.35%
CMI A --0.36%
ZBH C --0.36%
TXN C --0.36%
BK A --0.37%
HDB C --0.38%
UNH C --0.4%
MCD D --0.41%
ASML F --0.41%
ORCL B --0.41%
MSI B --0.43%
XOM B --0.45%
MLM B --0.46%
WM A --0.47%
DE A --0.48%
PNC B --0.51%
GD F --0.52%
VRSK A --0.55%
PAYX C --0.57%
PEP F --0.57%
ETN A --0.58%
LIN D --0.59%
CMCSA B --0.65%
CDNS B --0.69%
APD A --0.7%
DIS B --0.73%
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