EZM vs. FXO ETF Comparison
Comparison of WisdomTree MidCap Earnings Fund (EZM) to First Trust Financials AlphaDEX (FXO)
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
$64.59
Average Daily Volume
20,365
528
FXO
First Trust Financials AlphaDEX
FXO 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 StrataQuant(R) Financials Index. The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE Euronext to objectively identify and select stocks from the Russell 1000(R) Index in the financial services sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.Grade (RS Rating)
Last Trade
$56.40
Average Daily Volume
52,809
101
Performance
Period | EZM | FXO |
---|---|---|
30 Days | 1.46% | 4.31% |
60 Days | 4.59% | 10.21% |
90 Days | 7.27% | 14.50% |
12 Months | 26.08% | 46.96% |
32 Overlapping Holdings
Symbol | Grade | Weight in EZM | Weight in FXO | Overlap | |
---|---|---|---|---|---|
AFG | A | 0.44% | 0.3% | 0.3% | |
AIZ | A | 0.39% | 0.31% | 0.31% | |
ALLY | C | 0.54% | 1.17% | 0.54% | |
AMG | C | 0.49% | 1.6% | 0.49% | |
BOKF | B | 0.37% | 0.63% | 0.37% | |
CBSH | A | 0.28% | 0.35% | 0.28% | |
CFR | B | 0.38% | 0.36% | 0.36% | |
CMA | B | 0.69% | 0.68% | 0.68% | |
COLB | B | 0.25% | 1.38% | 0.25% | |
EWBC | A | 0.81% | 1.14% | 0.81% | |
FAF | C | 0.1% | 0.28% | 0.1% | |
FNB | B | 0.32% | 1.35% | 0.32% | |
HLI | B | 0.19% | 1.34% | 0.19% | |
JEF | A | 0.27% | 1.81% | 0.27% | |
LNC | B | 0.49% | 1.28% | 0.49% | |
MTG | D | 0.42% | 1.46% | 0.42% | |
OMF | A | 0.35% | 1.34% | 0.35% | |
ORI | A | 0.42% | 0.61% | 0.42% | |
OWL | A | 0.19% | 0.68% | 0.19% | |
OZK | B | 0.29% | 1.28% | 0.29% | |
PB | A | 0.24% | 0.66% | 0.24% | |
PNFP | B | 0.34% | 0.36% | 0.34% | |
RYAN | B | 0.14% | 1.23% | 0.14% | |
SEIC | B | 0.25% | 1.36% | 0.25% | |
SF | B | 0.41% | 0.36% | 0.36% | |
SLM | B | 0.19% | 0.95% | 0.19% | |
UNM | A | 1.03% | 1.4% | 1.03% | |
VOYA | B | 0.39% | 0.59% | 0.39% | |
WAL | B | 0.59% | 0.61% | 0.59% | |
WBS | A | 0.56% | 1.48% | 0.56% | |
WTFC | B | 0.37% | 1.1% | 0.37% | |
ZION | B | 0.52% | 1.15% | 0.52% |
EZM Overweight 496 Positions Relative to FXO
Symbol | Grade | Weight | |
---|---|---|---|
TOL | B | 1.15% | |
AAL | B | 0.81% | |
JXN | C | 0.73% | |
TPR | B | 0.72% | |
DKS | D | 0.65% | |
THC | C | 0.62% | |
LAD | B | 0.61% | |
AN | D | 0.58% | |
ALSN | B | 0.58% | |
TMHC | B | 0.56% | |
MLI | B | 0.55% | |
IBKR | A | 0.54% | |
SNX | D | 0.54% | |
X | C | 0.53% | |
UI | A | 0.53% | |
CMC | B | 0.49% | |
UHS | D | 0.47% | |
CNX | A | 0.47% | |
SNV | B | 0.47% | |
ARW | F | 0.46% | |
COKE | C | 0.46% | |
WCC | B | 0.46% | |
DVA | C | 0.46% | |
GPK | D | 0.44% | |
ALK | A | 0.43% | |
MTH | D | 0.42% | |
R | B | 0.42% | |
AGCO | F | 0.42% | |
BWA | D | 0.42% | |
JNPR | D | 0.41% | |
GPI | B | 0.4% | |
KBH | D | 0.4% | |
RL | C | 0.4% | |
SFM | A | 0.39% | |
MSTR | A | 0.39% | |
DOCU | B | 0.39% | |
BERY | D | 0.39% | |
RRX | B | 0.37% | |
ABG | B | 0.37% | |
DDS | B | 0.37% | |
MTDR | C | 0.36% | |
PBF | D | 0.36% | |
OGN | F | 0.36% | |
AYI | B | 0.35% | |
SM | C | 0.35% | |
AVT | C | 0.35% | |
EXP | B | 0.35% | |
INGR | B | 0.35% | |
RDN | D | 0.35% | |
HRB | D | 0.34% | |
ONB | B | 0.34% | |
BYD | B | 0.34% | |
CCOI | B | 0.34% | |
MUSA | B | 0.33% | |
ACT | D | 0.33% | |
HOG | F | 0.33% | |
RRC | B | 0.33% | |
PRI | A | 0.32% | |
M | D | 0.32% | |
BTU | C | 0.32% | |
CEIX | A | 0.32% | |
CAR | C | 0.32% | |
CROX | F | 0.31% | |
COHR | B | 0.31% | |
SCI | A | 0.3% | |
BJ | B | 0.3% | |
BHF | C | 0.3% | |
MHO | D | 0.3% | |
HSIC | C | 0.29% | |
SSB | B | 0.29% | |
UGI | C | 0.28% | |
COOP | B | 0.28% | |
BC | D | 0.28% | |
HRI | C | 0.28% | |
FIX | A | 0.28% | |
AL | B | 0.27% | |
DBX | C | 0.27% | |
BCC | C | 0.27% | |
CIVI | D | 0.27% | |
BBWI | C | 0.27% | |
CACI | C | 0.27% | |
ARCH | B | 0.27% | |
CHRD | F | 0.27% | |
H | B | 0.27% | |
DXC | D | 0.27% | |
OSK | C | 0.27% | |
EVR | B | 0.26% | |
VLY | B | 0.26% | |
ARMK | C | 0.26% | |
HWC | B | 0.26% | |
DTM | A | 0.26% | |
NOG | B | 0.26% | |
TGNA | B | 0.25% | |
PVH | C | 0.25% | |
AR | B | 0.25% | |
NFG | A | 0.25% | |
AIT | B | 0.25% | |
CW | B | 0.25% | |
JLL | D | 0.25% | |
PNW | B | 0.25% | |
ITT | A | 0.25% | |
UFPI | C | 0.25% | |
AMR | C | 0.25% | |
CNM | C | 0.25% | |
MGY | A | 0.25% | |
WEX | F | 0.25% | |
EHC | B | 0.24% | |
LBRT | F | 0.24% | |
CRK | A | 0.24% | |
RUSHA | B | 0.24% | |
IBOC | B | 0.24% | |
CIEN | B | 0.24% | |
OLN | F | 0.24% | |
WU | F | 0.24% | |
UMBF | B | 0.24% | |
TPH | D | 0.24% | |
MUR | F | 0.24% | |
SANM | B | 0.24% | |
TNL | B | 0.24% | |
MATX | B | 0.23% | |
AOS | F | 0.23% | |
BDC | B | 0.23% | |
FBIN | F | 0.23% | |
SKX | F | 0.23% | |
GMS | B | 0.23% | |
ELAN | D | 0.23% | |
TPX | B | 0.23% | |
SEE | D | 0.23% | |
MIDD | D | 0.23% | |
BECN | B | 0.23% | |
CLH | C | 0.23% | |
SLGN | A | 0.22% | |
TKR | F | 0.22% | |
VNT | C | 0.22% | |
OGE | A | 0.22% | |
TXRH | B | 0.22% | |
ATKR | D | 0.22% | |
VMI | B | 0.22% | |
HOMB | A | 0.22% | |
FLR | B | 0.22% | |
TCBI | B | 0.22% | |
ADTN | A | 0.22% | |
HCC | B | 0.22% | |
CADE | B | 0.21% | |
SIRI | D | 0.21% | |
LEA | F | 0.21% | |
MTCH | F | 0.21% | |
DNB | B | 0.21% | |
ASB | B | 0.21% | |
TEX | D | 0.21% | |
SON | F | 0.21% | |
NXST | C | 0.21% | |
LAMR | D | 0.21% | |
ATI | C | 0.2% | |
MKSI | C | 0.2% | |
CATY | B | 0.2% | |
APG | C | 0.2% | |
ASO | F | 0.2% | |
VAC | C | 0.2% | |
DCI | B | 0.2% | |
HGV | C | 0.2% | |
TTC | F | 0.2% | |
PII | F | 0.2% | |
HP | C | 0.19% | |
POST | C | 0.19% | |
CBT | C | 0.19% | |
UBSI | B | 0.19% | |
CUBE | C | 0.19% | |
CHDN | C | 0.19% | |
BRX | A | 0.19% | |
GMED | A | 0.19% | |
BWXT | A | 0.19% | |
CRC | A | 0.19% | |
KBR | F | 0.19% | |
WH | B | 0.18% | |
SAIC | F | 0.18% | |
KNF | B | 0.18% | |
PCTY | B | 0.18% | |
FLS | A | 0.18% | |
RH | D | 0.18% | |
ESAB | C | 0.18% | |
CRUS | F | 0.18% | |
ESI | B | 0.18% | |
RHI | C | 0.18% | |
GNW | A | 0.18% | |
HII | F | 0.18% | |
LNTH | F | 0.18% | |
DOCS | C | 0.17% | |
EEFT | C | 0.17% | |
CVI | D | 0.17% | |
ABCB | B | 0.17% | |
PSN | C | 0.17% | |
NNN | C | 0.17% | |
ATR | B | 0.17% | |
MAT | D | 0.17% | |
CNO | B | 0.17% | |
CHH | A | 0.17% | |
AWI | B | 0.17% | |
THO | C | 0.17% | |
AM | A | 0.17% | |
WMG | C | 0.17% | |
ANF | C | 0.17% | |
NEU | D | 0.17% | |
LPX | B | 0.17% | |
CHX | C | 0.16% | |
GEF | B | 0.16% | |
GWRE | A | 0.16% | |
SKY | A | 0.16% | |
HALO | F | 0.16% | |
AMKR | F | 0.16% | |
IDCC | B | 0.16% | |
SEM | B | 0.16% | |
IBP | F | 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% | |
DY | C | 0.16% | |
KTB | A | 0.16% | |
GNTX | F | 0.16% | |
TNET | F | 0.15% | |
GBCI | B | 0.15% | |
ENSG | D | 0.15% | |
KEX | B | 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 | B | 0.14% | |
PPC | B | 0.14% | |
LSTR | D | 0.14% | |
HLNE | A | 0.14% | |
WWD | B | 0.14% | |
MOG.A | B | 0.14% | |
KNSL | B | 0.14% | |
IDA | A | 0.14% | |
GXO | B | 0.14% | |
UAA | C | 0.14% | |
BCO | F | 0.14% | |
KFY | B | 0.14% | |
NOV | D | 0.14% | |
LFUS | D | 0.14% | |
COLM | B | 0.14% | |
WHD | B | 0.14% | |
GATX | B | 0.14% | |
OTTR | C | 0.13% | |
NJR | A | 0.13% | |
ASGN | F | 0.13% | |
CRS | A | 0.13% | |
WSC | F | 0.13% | |
CHE | F | 0.13% | |
ABM | B | 0.13% | |
ALIT | C | 0.13% | |
PBH | A | 0.13% | |
MASI | B | 0.13% | |
AVNT | B | 0.13% | |
BRKR | F | 0.13% | |
UCB | A | 0.13% | |
MTSI | B | 0.13% | |
CACC | F | 0.13% | |
URBN | C | 0.13% | |
MEDP | D | 0.13% | |
MSM | D | 0.13% | |
GTLS | A | 0.13% | |
ENS | D | 0.13% | |
NSIT | F | 0.13% | |
VSH | F | 0.12% | |
MMSI | A | 0.12% | |
FLO | D | 0.12% | |
EXEL | B | 0.12% | |
GOLF | B | 0.12% | |
MAN | F | 0.12% | |
RGLD | C | 0.12% | |
NVST | C | 0.12% | |
REYN | D | 0.12% | |
FFIN | B | 0.12% | |
NYT | D | 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% | |
FTDR | B | 0.12% | |
SIGI | B | 0.12% | |
CSWI | A | 0.11% | |
ONTO | F | 0.11% | |
EPRT | A | 0.11% | |
TKO | A | 0.11% | |
PLXS | B | 0.11% | |
CR | A | 0.11% | |
HTZ | C | 0.11% | |
BRBR | A | 0.11% | |
RLI | A | 0.11% | |
BOX | B | 0.11% | |
RHP | B | 0.11% | |
PNM | B | 0.11% | |
MSA | D | 0.11% | |
ZD | B | 0.11% | |
PIPR | B | 0.11% | |
LRN | A | 0.11% | |
ALE | A | 0.11% | |
FYBR | C | 0.11% | |
BANF | B | 0.11% | |
BILL | B | 0.11% | |
PLNT | A | 0.11% | |
PFSI | C | 0.11% | |
CC | D | 0.11% | |
SUM | B | 0.11% | |
ITRI | B | 0.1% | |
CNXC | F | 0.1% | |
ADC | A | 0.1% | |
PEGA | B | 0.1% | |
XRAY | D | 0.1% | |
FOUR | A | 0.1% | |
EDR | A | 0.1% | |
PCOR | C | 0.1% | |
SR | A | 0.1% | |
MDU | D | 0.1% | |
FELE | B | 0.1% | |
HQY | A | 0.1% | |
ITGR | B | 0.1% | |
AEIS | B | 0.1% | |
INFA | D | 0.1% | |
LSCC | D | 0.1% | |
SHC | F | 0.1% | |
VVV | D | 0.1% | |
KRC | C | 0.1% | |
POR | C | 0.1% | |
CXT | C | 0.1% | |
AEO | F | 0.1% | |
PTEN | C | 0.1% | |
LOPE | B | 0.1% | |
MKTX | D | 0.1% | |
WOR | F | 0.1% | |
RRR | F | 0.1% | |
FUL | F | 0.09% | |
VRRM | F | 0.09% | |
EGP | D | 0.09% | |
WEN | C | 0.09% | |
ACIW | B | 0.09% | |
HAE | C | 0.09% | |
ETSY | D | 0.09% | |
SITE | D | 0.09% | |
CNS | B | 0.09% | |
TREX | D | 0.09% | |
HI | C | 0.09% | |
BNL | D | 0.09% | |
OLED | F | 0.09% | |
LNW | F | 0.09% | |
CLF | F | 0.09% | |
KOS | D | 0.09% | |
SHOO | D | 0.09% | |
ALGM | F | 0.09% | |
ZWS | B | 0.09% | |
MTN | C | 0.09% | |
WING | D | 0.09% | |
CORT | C | 0.09% | |
FCN | F | 0.09% | |
DIOD | F | 0.09% | |
ASH | F | 0.09% | |
PEN | B | 0.09% | |
KAI | B | 0.08% | |
VNO | C | 0.08% | |
TRNO | D | 0.08% | |
GAP | D | 0.08% | |
OLLI | D | 0.08% | |
NPO | A | 0.08% | |
BLKB | B | 0.08% | |
OPCH | F | 0.08% | |
AVA | C | 0.08% | |
ACA | A | 0.08% | |
BFAM | F | 0.08% | |
STAG | D | 0.08% | |
ARCB | C | 0.08% | |
BCPC | B | 0.08% | |
FSS | B | 0.08% | |
MP | C | 0.08% | |
NWE | C | 0.08% | |
QLYS | C | 0.07% | |
BMI | C | 0.07% | |
IPAR | C | 0.07% | |
SYNA | D | 0.07% | |
LGIH | F | 0.07% | |
RCM | A | 0.07% | |
YETI | D | 0.07% | |
FIZZ | C | 0.07% | |
CBZ | B | 0.07% | |
IOSP | C | 0.07% | |
NSA | C | 0.07% | |
JBT | A | 0.07% | |
ELF | C | 0.07% | |
SMAR | A | 0.07% | |
WD | D | 0.07% | |
MMS | D | 0.07% | |
DLB | F | 0.07% | |
LANC | D | 0.07% | |
AZEK | B | 0.07% | |
DOCN | D | 0.07% | |
MGEE | A | 0.07% | |
GTLB | B | 0.06% | |
ENOV | C | 0.06% | |
AWR | A | 0.06% | |
AMPH | F | 0.06% | |
LTH | C | 0.06% | |
EXPO | D | 0.06% | |
TDOC | D | 0.06% | |
VC | F | 0.06% | |
CWEN | C | 0.06% | |
CUZ | B | 0.06% | |
ACLS | F | 0.06% | |
SKT | A | 0.06% | |
UNF | B | 0.06% | |
HXL | F | 0.06% | |
APPF | C | 0.06% | |
ORA | B | 0.06% | |
CWST | A | 0.06% | |
IART | C | 0.06% | |
ESE | B | 0.06% | |
EPR | D | 0.06% | |
AMED | F | 0.06% | |
ALTR | B | 0.06% | |
RMBS | C | 0.06% | |
SPSC | F | 0.06% | |
NSP | F | 0.06% | |
SMPL | B | 0.06% | |
CRVL | A | 0.06% | |
ACHC | F | 0.06% | |
FOXF | F | 0.05% | |
PECO | A | 0.05% | |
RYN | D | 0.05% | |
KLIC | C | 0.05% | |
ALRM | C | 0.05% | |
TENB | D | 0.05% | |
KRYS | C | 0.05% | |
AIN | C | 0.05% | |
NCNO | B | 0.05% | |
IONS | F | 0.05% | |
BL | C | 0.05% | |
NARI | C | 0.05% | |
ICFI | F | 0.05% | |
TDC | D | 0.05% | |
KWR | D | 0.05% | |
AVAV | C | 0.05% | |
MC | B | 0.05% | |
AMN | F | 0.05% | |
SLAB | F | 0.05% | |
VRNS | D | 0.05% | |
YELP | C | 0.04% | |
IPGP | D | 0.04% | |
HL | C | 0.04% | |
SAM | C | 0.04% | |
POWI | D | 0.04% | |
NFE | F | 0.04% | |
GSAT | C | 0.04% | |
JJSF | C | 0.04% | |
INTA | B | 0.04% | |
JOE | F | 0.04% | |
HUN | F | 0.04% | |
TFSL | A | 0.04% | |
CTRE | C | 0.04% | |
WDFC | B | 0.04% | |
LEG | F | 0.04% | |
MSGS | B | 0.04% | |
WK | C | 0.04% | |
SMG | C | 0.04% | |
RPD | C | 0.03% | |
CABO | C | 0.03% | |
CNMD | C | 0.03% | |
LXP | D | 0.03% | |
FTRE | D | 0.03% | |
CWT | C | 0.03% | |
FIVN | C | 0.03% | |
GO | C | 0.03% | |
PYCR | C | 0.03% | |
LCII | D | 0.03% | |
FRSH | C | 0.03% | |
SGRY | F | 0.03% | |
DV | C | 0.03% | |
FORM | F | 0.03% | |
TDW | F | 0.03% | |
CALX | D | 0.03% | |
PCH | D | 0.03% | |
ACAD | C | 0.03% | |
SPT | C | 0.02% | |
EVH | F | 0.02% | |
BRZE | C | 0.02% | |
AZTA | F | 0.02% | |
DBRG | F | 0.02% | |
COUR | F | 0.01% | |
PGNY | F | 0.01% |
EZM Underweight 69 Positions Relative to FXO
Symbol | Grade | Weight | |
---|---|---|---|
JHG | B | -1.82% | |
GS | B | -1.8% | |
KKR | A | -1.75% | |
AGO | A | -1.74% | |
TPG | A | -1.73% | |
WTM | A | -1.72% | |
TROW | B | -1.67% | |
CINF | A | -1.66% | |
BEN | C | -1.62% | |
ALL | A | -1.56% | |
PGR | B | -1.54% | |
BPOP | C | -1.45% | |
RNR | C | -1.43% | |
EG | D | -1.42% | |
BX | A | -1.37% | |
ACGL | D | -1.35% | |
EQH | B | -1.31% | |
MKL | A | -1.26% | |
AXS | A | -1.23% | |
L | A | -1.21% | |
TW | A | -1.2% | |
GL | C | -1.19% | |
FHN | A | -1.18% | |
WFC | A | -1.17% | |
BRK.A | B | -1.17% | |
MS | A | -1.15% | |
CNA | C | -1.14% | |
MTB | A | -1.09% | |
HBAN | B | -1.08% | |
NTRS | A | -1.07% | |
FCNCA | A | -1.06% | |
UWMC | D | -1.02% | |
NU | C | -1.01% | |
C | B | -0.99% | |
SOFI | A | -0.98% | |
STT | B | -0.97% | |
BRO | B | -0.96% | |
CRBG | B | -0.95% | |
MCO | D | -0.92% | |
HIG | B | -0.9% | |
CB | C | -0.9% | |
AFL | C | -0.89% | |
AMP | A | -0.69% | |
FHB | B | -0.68% | |
VIRT | A | -0.67% | |
BAC | A | -0.67% | |
JPM | A | -0.66% | |
PNC | B | -0.65% | |
RF | A | -0.65% | |
CFG | B | -0.65% | |
FITB | B | -0.64% | |
TRV | A | -0.63% | |
USB | B | -0.63% | |
BK | B | -0.62% | |
WRB | B | -0.61% | |
RJF | A | -0.38% | |
APO | A | -0.38% | |
DFS | B | -0.36% | |
KEY | B | -0.33% | |
MORN | B | -0.31% | |
AIG | C | -0.3% | |
PRU | B | -0.3% | |
AJG | B | -0.3% | |
RGA | B | -0.3% | |
PFG | C | -0.29% | |
STWD | C | -0.28% | |
FNF | A | -0.28% | |
XP | F | -0.27% | |
AGNC | C | -0.26% |
EZM: Top Represented Industries & Keywords
FXO: Top Represented Industries & Keywords