EZM vs. IYC ETF Comparison

Comparison of WisdomTree MidCap Earnings Fund (EZM) to iShares U.S. Consumer Services ETF (IYC)
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

$62.35

Average Daily Volume

20,599

Number of Holdings *

530

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

iShares U.S. Consumer Services ETF

IYC Description The investment seeks to track the investment results of an index composed of U.S. equities in the consumer services sector. 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 Dow Jones U.S. Consumer Services Index (the "underlying index"), which measures the performance of the consumer services sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$86.87

Average Daily Volume

122,000

Number of Holdings *

173

* may have additional holdings in another (foreign) market
Performance
Period EZM IYC
30 Days 4.30% 5.06%
60 Days 3.50% 5.72%
90 Days 8.41% 6.67%
12 Months 22.83% 26.50%
58 Overlapping Holdings
Symbol Grade Weight in EZM Weight in IYC Overlap
AAL D 0.64% 0.12% 0.12%
ALK C 0.35% 0.09% 0.09%
AN D 0.63% 0.07% 0.07%
ARMK B 0.28% 0.17% 0.17%
BBWI F 0.25% 0.11% 0.11%
BFAM C 0.12% 0.14% 0.12%
BJ D 0.29% 0.18% 0.18%
BWA D 0.43% 0.13% 0.13%
BYD C 0.31% 0.07% 0.07%
CAR F 0.26% 0.02% 0.02%
CHDN C 0.2% 0.17% 0.17%
CHH C 0.16% 0.06% 0.06%
COLM C 0.15% 0.05% 0.05%
CROX D 0.43% 0.14% 0.14%
DDS F 0.32% 0.02% 0.02%
DKS D 0.75% 0.21% 0.21%
DUOL B 0.09% 0.15% 0.09%
ELF F 0.07% 0.1% 0.07%
ETSY F 0.1% 0.11% 0.1%
GAP F 0.08% 0.07% 0.07%
GNTX F 0.17% 0.12% 0.12%
H C 0.27% 0.11% 0.11%
HOG C 0.4% 0.08% 0.08%
HRB C 0.38% 0.15% 0.15%
LAD D 0.49% 0.13% 0.13%
LEA F 0.25% 0.1% 0.1%
LEG D 0.05% 0.03% 0.03%
LNW B 0.11% 0.17% 0.11%
LOPE D 0.1% 0.07% 0.07%
M F 0.33% 0.07% 0.07%
MAT C 0.18% 0.11% 0.11%
MSGS B 0.04% 0.07% 0.04%
MTN D 0.1% 0.12% 0.1%
MUSA D 0.35% 0.17% 0.17%
NXST D 0.24% 0.09% 0.09%
NYT C 0.13% 0.15% 0.13%
OLLI C 0.09% 0.1% 0.09%
PII D 0.26% 0.08% 0.08%
PLNT B 0.1% 0.12% 0.1%
PVH F 0.25% 0.09% 0.09%
RH B 0.2% 0.08% 0.08%
RL C 0.37% 0.12% 0.12%
SCI B 0.3% 0.2% 0.2%
SITE C 0.09% 0.11% 0.09%
SKX D 0.27% 0.16% 0.16%
THO D 0.17% 0.09% 0.09%
TKO B 0.11% 0.16% 0.11%
TNL D 0.21% 0.05% 0.05%
TOL B 1.21% 0.27% 0.27%
TPR C 0.57% 0.17% 0.17%
TPX C 0.23% 0.15% 0.15%
TXRH C 0.19% 0.19% 0.19%
UAA C 0.12% 0.03% 0.03%
VAC F 0.17% 0.04% 0.04%
WEN C 0.09% 0.05% 0.05%
WH B 0.15% 0.1% 0.1%
WING B 0.12% 0.21% 0.12%
YETI D 0.08% 0.06% 0.06%
EZM Overweight 472 Positions Relative to IYC
Symbol Grade Weight
UNM B 0.83%
THC A 0.69%
EWBC D 0.66%
JXN A 0.65%
CMA B 0.61%
TMHC A 0.58%
SNX D 0.57%
WAL B 0.57%
UHS B 0.57%
X F 0.56%
ALLY F 0.53%
OGN D 0.53%
COKE C 0.52%
ARW C 0.52%
DVA B 0.5%
MTH A 0.5%
GPK B 0.5%
MLI A 0.47%
KBH A 0.47%
ALSN B 0.47%
AMG C 0.47%
MTG B 0.46%
AFG B 0.46%
JNPR B 0.46%
CMC D 0.45%
WBS D 0.45%
AGCO D 0.44%
LNC D 0.43%
ZION D 0.43%
ORI B 0.42%
IBKR B 0.41%
PBF F 0.41%
BERY B 0.41%
SNV C 0.4%
R A 0.38%
VOYA B 0.38%
RDN C 0.38%
WCC D 0.38%
ACT B 0.37%
SWN D 0.37%
AIZ B 0.37%
GPI B 0.37%
CNX B 0.36%
RRX C 0.36%
BOKF B 0.36%
MHO B 0.35%
AVT C 0.35%
INGR B 0.35%
SM F 0.34%
EXP B 0.34%
CCOI C 0.34%
UI B 0.34%
ABG D 0.34%
MTDR F 0.33%
HSIC C 0.32%
ONB C 0.32%
SF A 0.32%
CHRD F 0.31%
RRC D 0.31%
OMF D 0.31%
CFR C 0.31%
WTFC B 0.31%
DXC C 0.3%
WEX C 0.3%
SFM B 0.3%
DOCU C 0.3%
PRI B 0.29%
LBRT D 0.29%
CACI B 0.29%
FNB C 0.29%
BC C 0.29%
COOP C 0.29%
CIVI F 0.29%
AYI B 0.29%
UGI C 0.29%
TPH C 0.28%
MUR F 0.28%
BCC B 0.28%
SSB B 0.28%
PNFP B 0.28%
WU F 0.28%
BTU D 0.28%
CEIX D 0.27%
LNTH D 0.27%
AOS D 0.27%
OZK D 0.27%
OLN D 0.27%
OSK F 0.27%
COHR C 0.27%
CRUS D 0.26%
UFPI C 0.26%
CBSH C 0.26%
MTCH C 0.26%
JLL B 0.26%
CNM F 0.26%
DBX D 0.26%
NFG B 0.26%
HII D 0.26%
PNW C 0.26%
BHF F 0.26%
ASO C 0.26%
SON C 0.25%
CLH A 0.25%
ELAN D 0.25%
AL D 0.25%
HWC D 0.24%
ITT B 0.24%
FIX B 0.24%
NOG D 0.24%
MGY C 0.24%
MIDD D 0.24%
TKR D 0.24%
AMR F 0.24%
OGE C 0.23%
TTC D 0.23%
CUBE B 0.23%
ARCH F 0.23%
SEE D 0.23%
UMBF B 0.23%
ATI C 0.23%
PB B 0.23%
CW B 0.23%
AR F 0.23%
SANM D 0.23%
ATKR F 0.23%
LAMR B 0.23%
VLY C 0.23%
HALO C 0.23%
JEF B 0.23%
EHC C 0.23%
DNB C 0.22%
CIEN C 0.22%
MKSI F 0.22%
TEX F 0.22%
SLGN B 0.22%
EVR A 0.22%
KBR D 0.22%
IBOC D 0.22%
ADTN D 0.22%
AMKR F 0.21%
FLR D 0.21%
APG D 0.21%
GMS D 0.21%
COLB B 0.21%
HOMB B 0.21%
NNN C 0.21%
BECN D 0.21%
DTM B 0.21%
BDC B 0.21%
SAIC C 0.21%
CVI F 0.21%
TGNA D 0.21%
RUSHA C 0.21%
POST C 0.21%
SEIC C 0.21%
NSIT D 0.2%
BRX B 0.2%
DCI C 0.2%
AIT A 0.2%
HCC F 0.2%
VNT F 0.2%
NEU D 0.19%
CRK D 0.19%
CADE C 0.19%
IBP D 0.19%
VMI D 0.19%
HRI D 0.19%
HGV F 0.19%
CBT B 0.19%
TCBI B 0.19%
TTEK C 0.19%
MATX B 0.19%
BRKR D 0.18%
GMED D 0.18%
UBSI B 0.18%
SLM D 0.18%
AM C 0.18%
ANF D 0.18%
ASB D 0.18%
CNXC F 0.18%
CRC C 0.18%
PSN B 0.18%
BCO B 0.18%
SKY B 0.17%
RHI D 0.17%
ATR B 0.17%
TNET F 0.17%
SEB D 0.17%
ENSG B 0.17%
KNF B 0.17%
DY B 0.17%
MSTR D 0.17%
GNW B 0.17%
ESI D 0.17%
CATY C 0.17%
SSD D 0.17%
HP F 0.17%
EEFT D 0.17%
HLI B 0.17%
WSC D 0.16%
FBP C 0.16%
CNO B 0.16%
MDU C 0.16%
ABCB B 0.16%
FG D 0.16%
MEDP F 0.16%
SEM D 0.16%
BWXT D 0.16%
WMG D 0.16%
LPX B 0.16%
VSH F 0.15%
KTB B 0.15%
LSTR D 0.15%
GEF D 0.15%
MAN C 0.15%
KEX C 0.15%
PCTY C 0.15%
GWRE A 0.15%
PR F 0.15%
AWI B 0.15%
FRT C 0.15%
NOV F 0.15%
FLS D 0.15%
REYN C 0.15%
MOD A 0.15%
CHX F 0.15%
OWL C 0.15%
ESAB C 0.15%
LFUS C 0.15%
EXLS B 0.14%
CACC F 0.14%
RYAN D 0.14%
MOG.A B 0.14%
ZI D 0.14%
PFSI C 0.14%
BKH B 0.14%
KFY B 0.14%
CHE C 0.14%
FR B 0.14%
GATX D 0.14%
ONTO D 0.14%
DOCS B 0.14%
ENS D 0.14%
WWD D 0.14%
ASGN D 0.14%
ACHC C 0.14%
KNSL C 0.14%
XRAY D 0.14%
GBCI B 0.13%
OPCH C 0.13%
WOR D 0.13%
IDCC B 0.13%
AVNT B 0.13%
SHC C 0.13%
OGS B 0.13%
ALIT D 0.13%
FYBR C 0.13%
URBN F 0.13%
IDA C 0.13%
NJR B 0.13%
RGLD C 0.13%
GXO D 0.13%
MSM D 0.13%
SFBS B 0.13%
OTTR F 0.13%
FIBK B 0.13%
WHD C 0.13%
FLO C 0.13%
PPC D 0.12%
CVLT B 0.12%
AMN F 0.12%
POR C 0.12%
FFIN B 0.12%
BOX C 0.12%
CACC F 0.12%
ALE B 0.12%
HLNE B 0.12%
SIGI D 0.12%
DIOD F 0.12%
MMSI B 0.12%
PBH B 0.12%
AEO F 0.12%
RRR D 0.12%
WTS C 0.12%
RBC C 0.12%
GOLF D 0.12%
NVST D 0.12%
AAON B 0.12%
OLED C 0.12%
UCBI B 0.12%
ABM D 0.12%
MSA D 0.12%
MKTX C 0.11%
RHP C 0.11%
VVV D 0.11%
ZD D 0.11%
PTEN F 0.11%
PNM B 0.11%
CRS B 0.11%
INFA D 0.11%
FTDR B 0.11%
FAF B 0.11%
CC F 0.11%
EPRT B 0.11%
ASH D 0.11%
MTSI D 0.11%
FCN D 0.11%
ALGM F 0.11%
BRBR C 0.1%
TRNO C 0.1%
GTLS F 0.1%
MASI F 0.1%
EXEL C 0.1%
STAG C 0.1%
AEIS D 0.1%
FELE C 0.1%
FUL C 0.1%
ITGR A 0.1%
EDR A 0.1%
BANF B 0.1%
KOS F 0.1%
LRN B 0.1%
EGP B 0.1%
VRRM D 0.1%
CR C 0.1%
SHOO B 0.1%
RLI B 0.1%
CLF F 0.1%
BNL B 0.1%
ADC C 0.1%
KRC B 0.1%
SR B 0.1%
SRCL A 0.1%
ARCB D 0.09%
FOUR C 0.09%
CNS B 0.09%
DOCN A 0.09%
HTZ F 0.09%
MMS C 0.09%
BCPC C 0.09%
PCOR F 0.09%
ITRI C 0.09%
FSS D 0.09%
AVA C 0.09%
ACLS F 0.09%
BLKB C 0.09%
PLXS A 0.09%
TREX D 0.09%
NWE B 0.09%
SUM D 0.09%
PIPR B 0.09%
CSWI B 0.09%
LSCC D 0.09%
AZEK C 0.08%
BILL D 0.08%
WD A 0.08%
LANC D 0.08%
NSP F 0.08%
PEGA C 0.08%
HAE F 0.08%
HI F 0.08%
LGIH C 0.08%
PEN D 0.08%
ZWS A 0.08%
HQY C 0.08%
ACIW B 0.08%
NSA B 0.08%
CBZ F 0.07%
CWEN C 0.07%
KAI C 0.07%
IONS F 0.07%
MGEE B 0.07%
EXPO A 0.07%
MP D 0.07%
ICFI B 0.07%
IOSP D 0.07%
BMI A 0.07%
SPSC D 0.07%
SMAR C 0.07%
PWSC C 0.07%
AMED C 0.07%
DLB D 0.07%
SYNA F 0.07%
RCM C 0.07%
ACA B 0.07%
EPR B 0.07%
CORT C 0.07%
VNO B 0.07%
NPO D 0.07%
KWR D 0.06%
TDC F 0.06%
RYN C 0.06%
SKT B 0.06%
ENOV D 0.06%
QLYS F 0.06%
ALTR C 0.06%
AIN D 0.06%
JBT D 0.06%
AWR B 0.06%
FOXF D 0.06%
CUZ B 0.06%
AMPH C 0.06%
CWST D 0.06%
HXL F 0.06%
VC F 0.06%
UNF C 0.06%
VRNS C 0.06%
ORA C 0.06%
KRYS D 0.06%
APPF D 0.06%
CRVL B 0.06%
SLAB D 0.06%
IPAR F 0.06%
SMPL D 0.06%
LTH B 0.06%
FIZZ D 0.06%
SMG C 0.05%
CALX D 0.05%
KLIC F 0.05%
BL D 0.05%
SGRY C 0.05%
CTRE C 0.05%
HL C 0.05%
HUN D 0.05%
ALRM F 0.05%
EVH C 0.05%
PECO B 0.05%
RMBS F 0.05%
IART F 0.05%
JOE C 0.05%
ESE B 0.05%
MC B 0.05%
NARI F 0.05%
TDW F 0.05%
TENB F 0.05%
INST D 0.05%
GTLB D 0.05%
AVAV C 0.05%
TDOC D 0.05%
NFE F 0.05%
LCII C 0.04%
LXP B 0.04%
FTRE D 0.04%
IPGP F 0.04%
ACAD F 0.04%
YELP F 0.04%
WK D 0.04%
POWI F 0.04%
NCNO D 0.04%
WDFC C 0.04%
PCH C 0.04%
TFSL C 0.04%
FORM F 0.04%
JJSF C 0.04%
CABO F 0.03%
PGNY F 0.03%
GSAT F 0.03%
DBRG D 0.03%
PYCR D 0.03%
AZTA F 0.03%
GO F 0.03%
CNMD D 0.03%
DV F 0.03%
SAM F 0.03%
INTA A 0.03%
CWT C 0.03%
SPT F 0.02%
BRZE F 0.02%
FIVN F 0.02%
RPD F 0.02%
FRSH F 0.02%
COUR D 0.01%
EZM Underweight 115 Positions Relative to IYC
Symbol Grade Weight
AMZN C -15.48%
TSLA C -7.64%
COST B -4.48%
HD B -4.34%
WMT C -4.34%
NFLX B -4.22%
MCD B -3.62%
DIS D -2.92%
LOW B -2.51%
UBER C -2.5%
BKNG C -2.35%
TJX B -2.28%
SBUX C -1.87%
NKE D -1.66%
CMG C -1.37%
TGT C -1.2%
ORLY C -1.13%
DHI B -0.99%
MAR C -0.95%
HLT B -0.93%
GM C -0.92%
AZO D -0.91%
ABNB D -0.91%
ROST C -0.85%
SPOT B -0.85%
TTD B -0.8%
LEN B -0.78%
CPRT D -0.76%
F F -0.73%
RCL B -0.68%
EA D -0.65%
YUM D -0.64%
EBAY B -0.56%
LULU D -0.55%
TSCO C -0.51%
DAL C -0.51%
PHM B -0.5%
CPNG B -0.48%
NVR B -0.48%
GRMN D -0.45%
TTWO C -0.44%
DECK C -0.41%
RBLX B -0.4%
BBY C -0.37%
EL F -0.35%
WBD D -0.35%
OMC B -0.34%
GPC D -0.33%
APTV D -0.33%
DRI B -0.33%
WSM D -0.32%
DG F -0.32%
ULTA D -0.32%
CCL C -0.31%
DKNG C -0.3%
EXPE C -0.3%
LUV C -0.29%
BURL B -0.29%
UAL C -0.29%
FWONK C -0.28%
LYV B -0.28%
CVNA B -0.28%
DLTR F -0.26%
DPZ F -0.25%
ROL C -0.25%
LVS D -0.25%
POOL C -0.24%
FND C -0.21%
KMX D -0.21%
IPG C -0.2%
LKQ F -0.19%
RIVN F -0.18%
HAS B -0.17%
NWSA D -0.17%
MGM F -0.16%
CAVA B -0.16%
FOXA B -0.16%
CZR C -0.15%
WYNN D -0.14%
NCLH C -0.14%
SN B -0.12%
UHAL A -0.12%
PARA F -0.11%
VFC C -0.11%
SIRI C -0.1%
WHR D -0.09%
GME F -0.09%
FIVE D -0.09%
LYFT D -0.08%
CPRI D -0.08%
W D -0.08%
FOX B -0.08%
LCID C -0.06%
COTY F -0.06%
PAG D -0.05%
PENN D -0.05%
NWL C -0.05%
NWS D -0.05%
BROS D -0.05%
KSS F -0.04%
QS F -0.04%
JWN C -0.04%
AAP F -0.04%
CRI D -0.04%
TRIP F -0.03%
FWONA C -0.03%
AS C -0.03%
BIRK F -0.03%
LLYVK B -0.03%
LEN B -0.03%
UA D -0.02%
PLTK C -0.01%
UHAL A -0.01%
LLYVA B -0.01%
PARAA D -0.0%
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