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

Number of Holdings *

528

* may have additional holdings in another (foreign) market
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

Number of Holdings *

101

* may have additional holdings in another (foreign) market
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%
Compare ETFs