EZM vs. SPHB ETF Comparison

Comparison of WisdomTree MidCap Earnings Fund (EZM) to PowerShares S&P 500 High Beta Portfolio (SPHB)
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

$56.83

Average Daily Volume

23,675

Number of Holdings *

533

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

PowerShares S&P 500 High Beta Portfolio

SPHB Description The PowerShares S&P 500 High Beta Portfolio (Fund) is based on the S&P 500 High Beta Index (Index). The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. The Index is compiled, maintained and calculated by Standard & Poor's and consists of the 100 stocks from the S&P 500 Index with the highest sensitivity to market movements, or beta, over the past 12 months. Beta is a measure of relative risk and is the rate of change of a security's price. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.

Grade (RS Rating)

Last Trade

$85.18

Average Daily Volume

335,229

Number of Holdings *

98

* may have additional holdings in another (foreign) market
Performance
Period EZM SPHB
30 Days -2.50% 1.58%
60 Days -3.62% 1.84%
90 Days -4.22% 0.26%
12 Months 10.96% 14.34%
2 Overlapping Holdings
Symbol Grade Weight in EZM Weight in SPHB Overlap
AAL F 0.7% 0.69% 0.69%
ETSY F 0.12% 0.89% 0.12%
EZM Overweight 531 Positions Relative to SPHB
Symbol Grade Weight
TOL D 0.96%
UNM D 0.79%
DKS C 0.79%
ALLY B 0.66%
AN D 0.62%
EWBC D 0.62%
THC C 0.62%
X C 0.6%
SNX D 0.6%
JXN C 0.59%
PBF F 0.58%
TPR C 0.57%
AIRC A 0.56%
OGN C 0.55%
ARW D 0.53%
CMA C 0.53%
CROX C 0.51%
UHS C 0.49%
TMHC D 0.49%
LNC C 0.48%
CMC D 0.48%
AGCO F 0.48%
GPK D 0.46%
DVA C 0.45%
AMG D 0.45%
LAD F 0.45%
JNPR B 0.44%
COKE B 0.44%
WAL B 0.44%
AFG D 0.44%
M C 0.43%
BWA F 0.43%
SWN D 0.42%
MTH D 0.42%
WBS D 0.42%
DDS D 0.41%
ZION C 0.41%
MTDR D 0.41%
ALSN D 0.41%
CHRD C 0.4%
KBH D 0.4%
MTG B 0.4%
IBKR B 0.4%
WCC D 0.39%
CIVI D 0.39%
MLI C 0.39%
CAR F 0.38%
VOYA D 0.38%
SM D 0.38%
BERY D 0.38%
ORI D 0.38%
AVT D 0.37%
HOG F 0.37%
RL C 0.37%
RRC D 0.37%
R B 0.36%
ABG D 0.36%
BBWI F 0.36%
ATKR F 0.36%
WIRE A 0.35%
ALK F 0.35%
RDN B 0.35%
SNV B 0.35%
OMF D 0.34%
MUR D 0.34%
CNX C 0.33%
ACT C 0.33%
CNM D 0.33%
RRX F 0.33%
MUSA C 0.33%
HRB B 0.33%
AIZ D 0.33%
AMR D 0.33%
GPI D 0.32%
BJ B 0.32%
BOKF D 0.32%
LBRT D 0.31%
OLN F 0.31%
INGR D 0.31%
SF B 0.31%
HSIC D 0.3%
ONB B 0.3%
CFR D 0.3%
BTU C 0.29%
H C 0.29%
DOCU C 0.29%
AR D 0.29%
SKX C 0.29%
UGI D 0.29%
PVH F 0.29%
BYD C 0.29%
WU D 0.29%
OSK D 0.29%
WTFC D 0.29%
WEX D 0.28%
BHF F 0.28%
SCI C 0.28%
FNB C 0.28%
AOS D 0.28%
AL C 0.28%
AYI D 0.28%
CACI B 0.27%
MKSI B 0.27%
OZK D 0.27%
BC F 0.27%
PRI C 0.27%
DXC C 0.27%
ARCH C 0.27%
NOG C 0.27%
LEA F 0.27%
EXP D 0.27%
CEIX B 0.27%
AMKR B 0.27%
COHR B 0.26%
ARMK C 0.26%
HII D 0.26%
MHO D 0.26%
ELAN D 0.26%
COOP D 0.26%
TTC C 0.26%
CCOI D 0.26%
CVI F 0.26%
PII F 0.26%
MGY B 0.26%
VNT D 0.25%
UI B 0.25%
NFG D 0.25%
CRUS A 0.25%
TKR D 0.25%
ASO F 0.25%
SEE F 0.25%
ADTN D 0.25%
SFM B 0.25%
BCC F 0.25%
APG C 0.24%
NXST B 0.24%
TEX D 0.24%
MIDD F 0.24%
KBR D 0.24%
BECN D 0.24%
UFPI D 0.24%
SON F 0.24%
DBX D 0.24%
CLH B 0.24%
EHC B 0.23%
HCC C 0.23%
MTCH F 0.23%
TPH D 0.23%
ANF C 0.23%
HWC C 0.23%
CBSH C 0.23%
SANM C 0.23%
PNFP D 0.23%
HP D 0.22%
SEIC D 0.22%
JLL B 0.22%
NYCB D 0.22%
TNL D 0.22%
TPX D 0.22%
FIX D 0.22%
LAMR B 0.22%
PNW C 0.22%
ITT D 0.22%
SSB D 0.22%
CRK D 0.21%
DCI D 0.21%
VAC F 0.21%
HGV D 0.21%
IBOC C 0.21%
LNTH C 0.21%
CW C 0.21%
CHDN B 0.21%
TXRH B 0.21%
ATI C 0.21%
TGNA D 0.21%
SLGN D 0.2%
HALO B 0.2%
CUBE B 0.2%
MATX B 0.2%
VMI C 0.2%
GNTX D 0.2%
OGE C 0.2%
AIT C 0.2%
CRC C 0.2%
GMS D 0.2%
POST C 0.2%
JEF B 0.2%
FLR B 0.2%
DTM B 0.2%
CHX C 0.19%
SAIC D 0.19%
PR C 0.19%
MSTR D 0.19%
HOMB D 0.19%
NOV D 0.19%
VLY F 0.19%
ESI B 0.19%
CIEN F 0.19%
AM B 0.19%
EEFT D 0.19%
NNN B 0.19%
EVR A 0.19%
ETRN D 0.19%
BDC C 0.19%
NSIT C 0.19%
PB D 0.19%
MEDP C 0.19%
BRKR F 0.18%
ASB D 0.18%
RHI F 0.18%
IBP D 0.18%
DNB F 0.18%
NEU D 0.18%
WMG D 0.18%
SLM D 0.18%
CBT D 0.18%
UMBF C 0.18%
RUSHA F 0.18%
TNET F 0.18%
TTEK D 0.18%
GMED B 0.18%
VSH D 0.18%
HRI F 0.18%
ONTO B 0.17%
LFUS C 0.17%
CADE D 0.17%
TCBI C 0.17%
SEM A 0.17%
BCO B 0.17%
BRX B 0.17%
ZI F 0.17%
COLB D 0.17%
CNXC C 0.17%
SSD F 0.17%
SEB F 0.17%
CATY D 0.16%
ENS C 0.16%
FLS D 0.16%
KEX B 0.16%
HLI A 0.16%
URBN C 0.16%
DY B 0.16%
ATR D 0.16%
WWD D 0.16%
BWXT B 0.16%
MAT F 0.16%
CACC B 0.16%
OWL D 0.16%
THO D 0.16%
GNW D 0.16%
LPX D 0.15%
XRAY F 0.15%
ALGM C 0.15%
MDU C 0.15%
WH C 0.15%
PTEN F 0.15%
FG D 0.15%
GEF F 0.15%
MAN D 0.15%
COLM D 0.15%
CHH B 0.15%
RH D 0.15%
WSC F 0.15%
LSTR D 0.15%
CC F 0.15%
OTTR D 0.15%
PSN C 0.15%
ESAB D 0.15%
UBSI D 0.15%
KFY B 0.14%
MSM F 0.14%
ENSG B 0.14%
CNO B 0.14%
FLO D 0.14%
CLF D 0.14%
ELF C 0.14%
ASGN D 0.14%
KOS F 0.14%
AWI D 0.14%
GATX B 0.14%
DIOD C 0.14%
WING B 0.14%
REYN D 0.14%
INFA B 0.14%
MOD B 0.14%
KNF C 0.14%
FBP B 0.14%
GOLF C 0.13%
GTLS D 0.13%
ABM B 0.13%
RYAN B 0.13%
SIGI F 0.13%
LSCC D 0.13%
NYT A 0.13%
ZD F 0.13%
KNSL F 0.13%
RRR B 0.13%
OLED A 0.13%
ABCB C 0.13%
KTB D 0.13%
PCTY F 0.13%
MTSI A 0.13%
WHD C 0.13%
ASH D 0.13%
BKH D 0.13%
ACHC F 0.13%
AMN F 0.13%
MSA C 0.13%
WOR F 0.13%
GXO F 0.13%
ALIT F 0.13%
CHE D 0.13%
OPCH F 0.12%
OGS C 0.12%
PFSI B 0.12%
VVV B 0.12%
PBH C 0.12%
MASI F 0.12%
FCN D 0.12%
ALE C 0.12%
WTS D 0.12%
GWRE A 0.12%
CACC B 0.12%
RGLD B 0.12%
ACLS B 0.12%
MOG.A C 0.12%
IDA D 0.12%
EXLS B 0.12%
AEO F 0.12%
NJR D 0.12%
SKY F 0.12%
FRT C 0.12%
FIBK B 0.12%
HI F 0.12%
DOCS B 0.11%
VRRM B 0.11%
MTN F 0.11%
SFBS C 0.11%
POR D 0.11%
RHP D 0.11%
MMSI B 0.11%
GBCI D 0.11%
NVST F 0.11%
TREX F 0.11%
AVNT D 0.11%
AEIS C 0.11%
AAON B 0.11%
UCBI D 0.11%
FR C 0.11%
IDCC A 0.11%
PPC B 0.11%
RBC C 0.11%
LNW B 0.11%
SHC C 0.1%
BOX D 0.1%
FFIN D 0.1%
FELE D 0.1%
PLNT B 0.1%
FAF D 0.1%
FUL D 0.1%
HLNE B 0.1%
GPS C 0.1%
UAA F 0.1%
LOPE C 0.1%
SR C 0.1%
BRBR B 0.1%
HTZ F 0.1%
SHOO C 0.1%
CR C 0.1%
EPRT A 0.1%
PNM D 0.1%
EDR A 0.1%
PCOR C 0.1%
SRCL B 0.1%
NFE F 0.1%
TRNO B 0.09%
SITE F 0.09%
BANF D 0.09%
EXEL C 0.09%
MKTX C 0.09%
NWE D 0.09%
IART C 0.09%
CRS B 0.09%
ADC B 0.09%
STAG B 0.09%
ITRI C 0.09%
DUOL F 0.09%
MMS B 0.09%
RLI D 0.09%
ARCB D 0.09%
WEN F 0.09%
HAE C 0.09%
HQY B 0.09%
CVLT B 0.09%
OLLI B 0.09%
BNL B 0.09%
ITGR C 0.09%
KRC F 0.09%
BFAM C 0.09%
SUM D 0.09%
EGP B 0.09%
NSA B 0.08%
CBZ D 0.08%
VC D 0.08%
DOCN C 0.08%
FOXF C 0.08%
BILL F 0.08%
FIZZ B 0.08%
CSWI A 0.08%
PLXS D 0.08%
SYNA F 0.08%
PEN D 0.08%
FOUR B 0.08%
FSS D 0.08%
BLKB D 0.08%
IONS B 0.08%
BCPC A 0.08%
PIPR A 0.08%
IOSP D 0.08%
FTDR D 0.08%
FYBR B 0.08%
AVA D 0.08%
LRN D 0.08%
DLB D 0.08%
NSP F 0.08%
LANC B 0.08%
LGIH F 0.07%
JBT F 0.07%
ALTR B 0.07%
SLAB D 0.07%
MP D 0.07%
QLYS D 0.07%
RCM F 0.07%
HXL D 0.07%
IPAR F 0.07%
APPF B 0.07%
ACA D 0.07%
TDC C 0.07%
YETI F 0.07%
SMPL D 0.07%
SPSC B 0.07%
WD D 0.07%
TDW C 0.07%
RMBS B 0.07%
TDOC F 0.07%
PEGA D 0.07%
NPO D 0.07%
PWSC B 0.07%
AZEK D 0.07%
ZWS D 0.07%
VRNS B 0.06%
INST B 0.06%
KLIC B 0.06%
UNF B 0.06%
ALRM C 0.06%
TENB C 0.06%
MGEE D 0.06%
KWR F 0.06%
FORM A 0.06%
CWST B 0.06%
AIN D 0.06%
KRYS B 0.06%
EPR C 0.06%
ENOV F 0.06%
AMED A 0.06%
CWEN D 0.06%
SMAR B 0.06%
CNS B 0.06%
EXPO C 0.06%
KAI B 0.06%
ORA C 0.06%
ACIW A 0.06%
BMI C 0.06%
ICFI D 0.06%
CORT C 0.06%
SMG D 0.05%
IPGP D 0.05%
ESE D 0.05%
BL D 0.05%
CALX C 0.05%
POWI D 0.05%
JOE D 0.05%
CUZ D 0.05%
SKT D 0.05%
LTH B 0.05%
GTLB C 0.05%
HUN F 0.05%
RYN D 0.05%
AVAV D 0.05%
CRVL B 0.05%
AWR D 0.05%
AMPH F 0.05%
VNO C 0.05%
NARI C 0.05%
MSGS B 0.04%
HL C 0.04%
WDFC D 0.04%
DV D 0.04%
ACAD C 0.04%
SGRY F 0.04%
FIVN D 0.04%
SAM C 0.04%
LEG F 0.04%
FTRE D 0.04%
CTRE A 0.04%
WK F 0.04%
TFSL D 0.04%
YELP F 0.04%
GO D 0.04%
PECO C 0.04%
MC A 0.04%
JJSF B 0.04%
NCNO B 0.04%
GSAT D 0.03%
PYCR D 0.03%
BRZE D 0.03%
CABO F 0.03%
PCH F 0.03%
INTA C 0.03%
DBRG F 0.03%
FRSH D 0.03%
CNMD D 0.03%
LCII F 0.03%
PGNY D 0.03%
RPD C 0.03%
AZTA D 0.03%
EVH F 0.03%
SPT D 0.02%
CWT C 0.02%
LXP B 0.02%
COUR F 0.01%
EZM Underweight 96 Positions Relative to SPHB
Symbol Grade Weight
SMCI B -2.33%
NVDA B -2.1%
CCL C -1.66%
MPWR B -1.64%
TER A -1.56%
AMD B -1.53%
AVGO B -1.5%
ANET A -1.44%
CZR C -1.44%
TSLA B -1.4%
LRCX B -1.31%
KLAC B -1.31%
ENPH F -1.3%
FSLR C -1.25%
AMAT B -1.24%
NCLH C -1.22%
ADBE B -1.19%
META A -1.18%
URI D -1.12%
ON C -1.12%
SWKS C -1.11%
MCHP C -1.1%
GNRC C -1.1%
NXPI B -1.09%
BX C -1.09%
NOW A -1.08%
ALGN D -1.08%
QRVO B -1.08%
CDNS B -1.07%
MU C -1.06%
ABNB B -1.05%
SNPS B -1.05%
MGM B -1.05%
ADSK B -1.05%
BXP C -1.03%
QCOM B -1.03%
BLDR F -1.03%
AMZN A -1.02%
ORCL A -1.02%
ZBRA C -1.02%
UBER B -1.02%
EXPE C -0.99%
TFC B -0.98%
CFG B -0.98%
WDC B -0.98%
ADI B -0.98%
WBD F -0.98%
INTU A -0.97%
RCL B -0.96%
EFX B -0.95%
PANW B -0.95%
TROW C -0.95%
ALB F -0.95%
ISRG A -0.95%
KMX C -0.94%
PYPL D -0.94%
KEY C -0.94%
IDXX D -0.91%
GOOG A -0.91%
FCX C -0.91%
PWR D -0.9%
JBL F -0.9%
IVZ D -0.88%
DLR B -0.87%
USB D -0.87%
TXN B -0.86%
ROK D -0.86%
FTNT C -0.86%
RF B -0.85%
INTC C -0.84%
ANSS C -0.84%
PHM D -0.84%
MHK D -0.84%
F B -0.84%
ARE C -0.83%
LEN D -0.83%
DAY F -0.82%
BEN F -0.82%
AES D -0.82%
CARR C -0.81%
CAT D -0.8%
DHI D -0.79%
PARA C -0.78%
FITB D -0.78%
IQV D -0.78%
SWK D -0.78%
CRL F -0.78%
CRM C -0.77%
HBAN D -0.75%
EL F -0.75%
PH D -0.74%
LULU F -0.74%
APTV F -0.73%
PAYC F -0.71%
CE F -0.7%
EPAM F -0.68%
Compare ETFs