EZM vs. IWP ETF Comparison

Comparison of WisdomTree MidCap Earnings Fund (EZM) to iShares Russell Midcap Growth ETF (IWP)

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

IWP

iShares Russell Midcap Growth ETF

IWP Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Midcap Growth Index (the "underlying index"), which measures the performance of the mid-capitalization growth sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$134.36

Average Daily Volume

1,023,862

Number of Holdings ^*

286

* may have additional holdings in another (foreign) market

Performance

Period	EZM	IWP
30 Days	8.00%	12.16%
60 Days	8.22%	14.69%
90 Days	8.74%	17.57%
12 Months	31.19%	40.60%

97 Overlapping Holdings

Symbol	Grade	Weight in EZM	Weight in IWP	Overlap
AAL	B	0.81%	0.02%	0.02%
AAON	B	0.16%	0.3%	0.16%
ALLY	C	0.54%	0.04%	0.04%
AM	A	0.17%	0.06%	0.06%
APPF	B	0.06%	0.17%	0.06%
AWI	A	0.17%	0.07%	0.07%
AZEK	A	0.07%	0.15%	0.07%
BFAM	D	0.08%	0.03%	0.03%
BILL	A	0.11%	0.07%	0.07%
BRKR	D	0.13%	0.12%	0.12%
BWXT	B	0.19%	0.08%	0.08%
CACC	D	0.13%	0.07%	0.07%
CAR	C	0.32%	0.02%	0.02%
CC	C	0.11%	0.01%	0.01%
CHDN	B	0.19%	0.32%	0.19%
CHE	D	0.13%	0.03%	0.03%
CHH	A	0.17%	0.11%	0.11%
CIVI	D	0.27%	0.05%	0.05%
CLF	F	0.09%	0.06%	0.06%
CNM	D	0.25%	0.17%	0.17%
CROX	D	0.31%	0.03%	0.03%
DBX	B	0.27%	0.06%	0.06%
DKS	C	0.65%	0.03%	0.03%
DOCS	C	0.17%	0.01%	0.01%
DOCU	A	0.39%	0.52%	0.39%
DUOL	A	0.12%	0.37%	0.12%
DV	C	0.03%	0.05%	0.03%
DVA	B	0.46%	0.26%	0.26%
ELF	C	0.07%	0.21%	0.07%
ETSY	D	0.09%	0.12%	0.09%
EXEL	B	0.12%	0.27%	0.12%
EXP	A	0.35%	0.25%	0.25%
FIVN	C	0.03%	0.09%	0.03%
FIX	A	0.28%	0.51%	0.28%
FOUR	B	0.1%	0.19%	0.1%
FTRE	D	0.03%	0.01%	0.01%
GTLB	B	0.06%	0.23%	0.06%
GWRE	A	0.16%	0.23%	0.16%
H	B	0.27%	0.03%	0.03%
HLI	B	0.19%	0.03%	0.03%
HRB	D	0.34%	0.05%	0.05%
IONS	F	0.05%	0.16%	0.05%
JEF	A	0.27%	0.12%	0.12%
JLL	D	0.25%	0.13%	0.13%
KBR	F	0.19%	0.02%	0.02%
KNSL	B	0.14%	0.33%	0.14%
LAMR	D	0.21%	0.09%	0.09%
LNW	D	0.09%	0.27%	0.09%
LOPE	B	0.1%	0.05%	0.05%
LPX	B	0.17%	0.16%	0.16%
LSCC	D	0.1%	0.19%	0.1%
MASI	A	0.13%	0.12%	0.12%
MEDP	D	0.13%	0.26%	0.13%
MKSI	C	0.2%	0.01%	0.01%
MSGS	A	0.04%	0.01%	0.01%
MSTR	C	0.39%	0.11%	0.11%
MTDR	B	0.36%	0.02%	0.02%
MTN	C	0.09%	0.18%	0.09%
MUSA	A	0.33%	0.32%	0.32%
NCNO	B	0.05%	0.07%	0.05%
NFE	D	0.04%	0.01%	0.01%
NXST	C	0.21%	0.06%	0.06%
OLED	D	0.09%	0.13%	0.09%
ONTO	D	0.11%	0.07%	0.07%
OWL	A	0.19%	0.37%	0.19%
PCOR	B	0.1%	0.24%	0.1%
PCTY	B	0.18%	0.28%	0.18%
PEGA	A	0.1%	0.13%	0.1%
PEN	B	0.09%	0.29%	0.09%
PLNT	A	0.11%	0.15%	0.11%
PPC	C	0.14%	0.01%	0.01%
PR	B	0.15%	0.07%	0.07%
PYCR	C	0.03%	0.0%	0.0%
RH	B	0.18%	0.03%	0.03%
RLI	B	0.11%	0.01%	0.01%
RYAN	B	0.14%	0.24%	0.14%
SAM	C	0.04%	0.02%	0.02%
SEE	C	0.23%	0.01%	0.01%
SITE	D	0.09%	0.08%	0.08%
SKX	D	0.23%	0.02%	0.02%
SMAR	A	0.07%	0.24%	0.07%
SSD	D	0.16%	0.02%	0.02%
TDC	D	0.05%	0.09%	0.05%
TKO	B	0.11%	0.04%	0.04%
TPX	B	0.23%	0.3%	0.23%
TREX	C	0.09%	0.24%	0.09%
TTEK	F	0.16%	0.08%	0.08%
TXRH	C	0.22%	0.43%	0.22%
UI	A	0.53%	0.02%	0.02%
VVV	F	0.1%	0.18%	0.1%
WEN	D	0.09%	0.05%	0.05%
WEX	D	0.25%	0.02%	0.02%
WH	B	0.18%	0.02%	0.02%
WING	D	0.09%	0.3%	0.09%
WSC	D	0.13%	0.06%	0.06%
WU	D	0.24%	0.01%	0.01%
YETI	C	0.07%	0.03%	0.03%

EZM Overweight 431 Positions Relative to IWP

Symbol	Grade	Weight
TOL	B	1.15%
UNM	A	1.03%
EWBC	A	0.81%
JXN	C	0.73%
TPR	B	0.72%
CMA	A	0.69%
THC	D	0.62%
LAD	A	0.61%
WAL	B	0.59%
AN	C	0.58%
ALSN	B	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%
ZION	B	0.52%
CMC	B	0.49%
AMG	B	0.49%
LNC	B	0.49%
UHS	D	0.47%
CNX	A	0.47%
SNV	B	0.47%
ARW	D	0.46%
COKE	C	0.46%
WCC	B	0.46%
AFG	A	0.44%
GPK	C	0.44%
ALK	C	0.43%
MTH	D	0.42%
R	B	0.42%
ORI	A	0.42%
AGCO	D	0.42%
MTG	C	0.42%
BWA	D	0.42%
JNPR	F	0.41%
SF	B	0.41%
GPI	A	0.4%
KBH	D	0.4%
RL	B	0.4%
VOYA	B	0.39%
SFM	A	0.39%
BERY	B	0.39%
AIZ	A	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%
PBF	D	0.36%
OGN	D	0.36%
AYI	B	0.35%
SM	B	0.35%
AVT	C	0.35%
INGR	B	0.35%
RDN	C	0.35%
OMF	A	0.35%
ONB	B	0.34%
PNFP	B	0.34%
BYD	C	0.34%
CCOI	B	0.34%
ACT	D	0.33%
HOG	D	0.33%
RRC	B	0.33%
PRI	A	0.32%
FNB	A	0.32%
M	D	0.32%
BTU	B	0.32%
CEIX	A	0.32%
COHR	B	0.31%
SCI	B	0.3%
BJ	A	0.3%
BHF	B	0.3%
MHO	D	0.3%
HSIC	B	0.29%
SSB	B	0.29%
OZK	B	0.29%
UGI	A	0.28%
CBSH	A	0.28%
COOP	B	0.28%
BC	C	0.28%
HRI	B	0.28%
AL	B	0.27%
BCC	B	0.27%
BBWI	D	0.27%
CACI	D	0.27%
ARCH	B	0.27%
CHRD	D	0.27%
DXC	B	0.27%
OSK	B	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%
COLB	A	0.25%
AR	B	0.25%
NFG	A	0.25%
AIT	A	0.25%
CW	B	0.25%
PNW	B	0.25%
ITT	A	0.25%
UFPI	B	0.25%
AMR	C	0.25%
MGY	A	0.25%
EHC	B	0.24%
LBRT	D	0.24%
CRK	B	0.24%
RUSHA	C	0.24%
IBOC	A	0.24%
CIEN	B	0.24%
PB	A	0.24%
OLN	D	0.24%
UMBF	B	0.24%
TPH	D	0.24%
MUR	D	0.24%
SANM	B	0.24%
TNL	A	0.24%
MATX	C	0.23%
AOS	F	0.23%
BDC	B	0.23%
FBIN	D	0.23%
GMS	B	0.23%
ELAN	D	0.23%
MIDD	C	0.23%
BECN	B	0.23%
CLH	B	0.23%
SLGN	A	0.22%
TKR	D	0.22%
VNT	B	0.22%
OGE	B	0.22%
ATKR	C	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	C	0.21%
LEA	D	0.21%
MTCH	D	0.21%
DNB	B	0.21%
ASB	B	0.21%
TEX	D	0.21%
SON	D	0.21%
ATI	D	0.2%
CATY	B	0.2%
APG	B	0.2%
ASO	F	0.2%
VAC	B	0.2%
DCI	B	0.2%
HGV	B	0.2%
TTC	D	0.2%
PII	D	0.2%
HP	B	0.19%
POST	C	0.19%
CBT	C	0.19%
UBSI	B	0.19%
CUBE	D	0.19%
BRX	A	0.19%
GMED	A	0.19%
CRC	B	0.19%
SLM	A	0.19%
SAIC	F	0.18%
KNF	A	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%
HII	D	0.18%
LNTH	D	0.18%
EEFT	B	0.17%
CVI	F	0.17%
ABCB	B	0.17%
PSN	D	0.17%
NNN	D	0.17%
ATR	B	0.17%
MAT	D	0.17%
CNO	A	0.17%
THO	B	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%
IDCC	A	0.16%
SEM	B	0.16%
IBP	D	0.16%
EXLS	B	0.16%
FG	B	0.16%
MOD	A	0.16%
DY	D	0.16%
KTB	B	0.16%
GNTX	C	0.16%
TNET	D	0.15%
GBCI	B	0.15%
ENSG	D	0.15%
KEX	C	0.15%
SFBS	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%
KFY	B	0.14%
NOV	C	0.14%
LFUS	F	0.14%
COLM	B	0.14%
WHD	B	0.14%
GATX	A	0.14%
OTTR	C	0.13%
NJR	A	0.13%
ASGN	F	0.13%
CRS	A	0.13%
ABM	B	0.13%
ALIT	C	0.13%
PBH	A	0.13%
AVNT	B	0.13%
UCB	A	0.13%
MTSI	B	0.13%
URBN	C	0.13%
MSM	C	0.13%
GTLS	B	0.13%
ENS	D	0.13%
NSIT	F	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%
FFIN	B	0.12%
NYT	C	0.12%
WTS	B	0.12%
CVLT	B	0.12%
FR	C	0.12%
RBC	A	0.12%
ZI	D	0.12%
OGS	A	0.12%
FTDR	A	0.12%
SIGI	C	0.12%
CSWI	A	0.11%
EPRT	B	0.11%
PLXS	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%
MSA	D	0.11%
ZD	C	0.11%
PIPR	B	0.11%
LRN	A	0.11%
ALE	A	0.11%
FYBR	D	0.11%
BANF	B	0.11%
PFSI	D	0.11%
SUM	B	0.11%
ITRI	B	0.1%
CNXC	F	0.1%
ADC	B	0.1%
XRAY	F	0.1%
EDR	A	0.1%
SR	A	0.1%
MDU	D	0.1%
FELE	B	0.1%
HQY	B	0.1%
ITGR	B	0.1%
AEIS	B	0.1%
INFA	D	0.1%
SHC	F	0.1%
KRC	C	0.1%
POR	C	0.1%
CXT	B	0.1%
AEO	F	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%
VRRM	D	0.09%
EGP	F	0.09%
ACIW	B	0.09%
HAE	C	0.09%
CNS	B	0.09%
HI	C	0.09%
BNL	D	0.09%
KOS	F	0.09%
SHOO	D	0.09%
ALGM	D	0.09%
ZWS	B	0.09%
CORT	B	0.09%
FCN	D	0.09%
DIOD	D	0.09%
ASH	D	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%
OPCH	D	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%
FIZZ	C	0.07%
CBZ	B	0.07%
IOSP	B	0.07%
NSA	D	0.07%
JBT	B	0.07%
WD	D	0.07%
MMS	F	0.07%
DLB	B	0.07%
LANC	C	0.07%
DOCN	D	0.07%
MGEE	C	0.07%
ENOV	C	0.06%
AWR	B	0.06%
AMPH	D	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%
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	C	0.06%
NSP	D	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	B	0.05%
ALRM	C	0.05%
TENB	C	0.05%
KRYS	B	0.05%
AIN	C	0.05%
BL	B	0.05%
NARI	C	0.05%
ICFI	F	0.05%
KWR	C	0.05%
AVAV	D	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%
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%
LEG	F	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%
CWT	D	0.03%
GO	C	0.03%
LCII	C	0.03%
FRSH	C	0.03%
SGRY	F	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%
AZTA	D	0.02%
DBRG	F	0.02%
COUR	F	0.01%
PGNY	F	0.01%

EZM Underweight 189 Positions Relative to IWP

Symbol	Grade	Weight
PLTR	B	-4.32%
APP	B	-2.49%
TTD	B	-1.7%
AMP	A	-1.68%
COIN	C	-1.65%
VST	B	-1.6%
FICO	B	-1.48%
GWW	B	-1.45%
AXON	A	-1.41%
VRT	B	-1.41%
TRGP	B	-1.4%
ODFL	B	-1.38%
COR	B	-1.3%
VRSK	A	-1.3%
IT	C	-1.29%
FAST	B	-1.29%
DDOG	A	-1.23%
IDXX	F	-1.13%
HUBS	A	-1.08%
VEEV	C	-1.03%
HLT	A	-1.02%
ARES	A	-1.0%
DXCM	D	-0.99%
TSCO	D	-0.97%
CPNG	D	-0.93%
MPWR	F	-0.88%
NET	B	-0.88%
DECK	A	-0.87%
HES	B	-0.86%
ALNY	D	-0.86%
MSCI	C	-0.86%
RBLX	C	-0.85%
GDDY	A	-0.84%
TPL	A	-0.83%
CPAY	A	-0.81%
LNG	B	-0.81%
BR	A	-0.8%
SYY	B	-0.76%
LPLA	A	-0.76%
EXPE	B	-0.75%
TYL	B	-0.7%
CLX	B	-0.68%
LYV	A	-0.67%
LII	A	-0.64%
SQ	B	-0.64%
MDB	C	-0.64%
RCL	A	-0.62%
IRM	D	-0.62%
BAH	F	-0.62%
ZS	C	-0.6%
TOST	B	-0.59%
DKNG	B	-0.59%
PODD	C	-0.59%
BURL	A	-0.56%
CAH	B	-0.56%
XPO	B	-0.55%
LVS	C	-0.55%
HEI	B	-0.55%
PINS	D	-0.55%
PAYX	C	-0.54%
NTRA	B	-0.54%
MANH	D	-0.54%
DT	C	-0.5%
SPG	B	-0.49%
ULTA	F	-0.49%
TER	D	-0.48%
ENTG	D	-0.48%
PWR	A	-0.47%
YUM	B	-0.47%
PTC	A	-0.45%
WST	C	-0.45%
ROL	B	-0.45%
POOL	C	-0.44%
URI	B	-0.44%
WAT	B	-0.42%
PSTG	D	-0.42%
EQH	B	-0.41%
HEI	B	-0.39%
CDW	F	-0.39%
BRO	B	-0.38%
NBIX	C	-0.38%
NCLH	B	-0.37%
VLTO	D	-0.37%
CAVA	B	-0.35%
ROST	C	-0.35%
MOH	F	-0.35%
NTAP	C	-0.35%
DRI	B	-0.34%
ALGN	D	-0.32%
WSM	B	-0.32%
SRPT	D	-0.31%
VMC	B	-0.31%
CVNA	B	-0.3%
EME	C	-0.3%
SMCI	F	-0.3%
RMD	C	-0.3%
MORN	B	-0.29%
ITCI	C	-0.28%
HPQ	B	-0.28%
NRG	B	-0.26%
ENPH	F	-0.26%
SAIA	B	-0.26%
ALL	A	-0.26%
HAS	D	-0.25%
ESTC	C	-0.23%
PAYC	B	-0.23%
CFLT	B	-0.22%
GLOB	B	-0.21%
FDS	B	-0.21%
BSY	D	-0.21%
AVY	D	-0.2%
FWONK	B	-0.2%
EFX	F	-0.2%
WFRD	D	-0.19%
TW	A	-0.19%
LAZ	B	-0.18%
INSP	D	-0.17%
MKL	A	-0.17%
VKTX	F	-0.17%
DPZ	C	-0.17%
OKTA	C	-0.17%
GNRC	B	-0.17%
NTNX	A	-0.16%
LYFT	C	-0.15%
CELH	F	-0.15%
PATH	C	-0.15%
ZBRA	B	-0.14%
AJG	B	-0.14%
RPM	A	-0.13%
IQV	D	-0.13%
FND	C	-0.13%
RARE	D	-0.13%
EXAS	D	-0.12%
HCP	B	-0.12%
FIVE	F	-0.12%
TWLO	A	-0.11%
HSY	F	-0.11%
GEHC	F	-0.11%
WMS	D	-0.11%
LW	C	-0.11%
RNG	B	-0.1%
ROK	B	-0.1%
LECO	B	-0.1%
EG	C	-0.09%
UHAL	D	-0.09%
FERG	B	-0.09%
APLS	D	-0.09%
CSL	C	-0.09%
HWM	A	-0.09%
EXPD	D	-0.09%
U	C	-0.08%
LBRDK	C	-0.08%
CASY	A	-0.08%
MLM	B	-0.07%
BROS	B	-0.07%
CE	F	-0.07%
FRPT	B	-0.07%
SOFI	A	-0.07%
PFGC	B	-0.06%
BLDR	D	-0.06%
VNOM	A	-0.05%
EQT	B	-0.05%
S	B	-0.04%
JBL	B	-0.04%
DAY	B	-0.04%
ROKU	D	-0.04%
SN	D	-0.04%
TPG	A	-0.04%
LOAR	A	-0.03%
EPAM	C	-0.03%
KMX	B	-0.03%
BLD	D	-0.03%
TXG	F	-0.03%
VRSN	F	-0.03%
RGEN	D	-0.03%
DJT	C	-0.03%
TRU	D	-0.03%
SPR	D	-0.02%
FWONA	B	-0.02%
WYNN	D	-0.02%
BPOP	B	-0.02%
INCY	C	-0.02%
UHAL	D	-0.01%
IRDM	D	-0.01%
LBRDA	C	-0.01%
CGNX	C	-0.01%
UWMC	D	-0.01%
ALAB	B	-0.0%
TRIP	F	-0.0%