EZM vs. XJH ETF Comparison

Comparison of WisdomTree MidCap Earnings Fund (EZM) to iShares ESG Screened S&P Mid-Cap ETF (XJH)
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

$60.58

Average Daily Volume

26,200

Number of Holdings *

531

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

iShares ESG Screened S&P Mid-Cap ETF

XJH Description The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$41.01

Average Daily Volume

19,528

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period EZM XJH
30 Days 9.12% 5.48%
60 Days 5.37% 3.68%
90 Days 8.21% 7.14%
12 Months 14.16% 13.30%
0 Overlapping Holdings
Symbol Grade Weight in EZM Weight in XJH Overlap
EZM Overweight 531 Positions Relative to XJH
Symbol Grade Weight
TOL B 1.09%
UNM A 0.78%
EWBC B 0.71%
DKS C 0.7%
ALLY A 0.68%
JXN B 0.66%
AN B 0.65%
THC B 0.63%
X C 0.62%
AAL F 0.62%
SNX D 0.58%
TMHC B 0.56%
OGN B 0.56%
WAL B 0.55%
CMA B 0.55%
TPR D 0.53%
UHS B 0.51%
CMC B 0.51%
ARW D 0.5%
PBF F 0.49%
ZION B 0.48%
AGCO F 0.48%
WBS B 0.48%
AMG B 0.48%
MTH B 0.48%
LNC B 0.47%
ALSN A 0.46%
GPK B 0.46%
MLI B 0.45%
MTG B 0.44%
LAD C 0.44%
KBH B 0.44%
COKE A 0.44%
JNPR A 0.43%
BWA D 0.42%
SNV B 0.42%
CROX D 0.42%
AFG B 0.42%
DVA D 0.41%
MTDR C 0.4%
WCC C 0.4%
ORI A 0.39%
RDN B 0.39%
BERY B 0.39%
ABG B 0.38%
HOG C 0.38%
CIVI C 0.38%
SM D 0.38%
CHRD D 0.38%
DDS D 0.37%
IBKR D 0.37%
SWN F 0.37%
R B 0.36%
M F 0.36%
ATKR F 0.36%
BOKF C 0.36%
VOYA D 0.36%
CAR F 0.35%
RRX C 0.35%
AVT B 0.35%
OMF B 0.35%
MHO B 0.34%
ONB B 0.34%
AMR F 0.34%
ACT B 0.34%
AIZ B 0.33%
MUSA C 0.33%
RRC F 0.33%
CNM C 0.33%
LBRT B 0.33%
GPI B 0.33%
CFR B 0.33%
HRB A 0.33%
RL D 0.33%
HSIC C 0.32%
WTFC C 0.32%
CNX B 0.32%
ALK F 0.32%
SF A 0.32%
OSK D 0.31%
CCOI C 0.31%
BJ C 0.31%
INGR A 0.31%
MUR D 0.31%
FNB B 0.31%
WU D 0.3%
BHF C 0.3%
EXP B 0.3%
BBWI F 0.3%
BYD C 0.3%
SSB B 0.29%
BC D 0.29%
UI B 0.29%
DOCU C 0.29%
UGI B 0.29%
OZK C 0.29%
AOS C 0.28%
LEA D 0.28%
BTU F 0.28%
TEX C 0.28%
TPH C 0.28%
LNTH C 0.28%
AL B 0.28%
SCI A 0.28%
BCC C 0.28%
PNFP B 0.28%
COOP B 0.28%
CEIX D 0.27%
DXC D 0.27%
OLN F 0.27%
PRI B 0.27%
H D 0.27%
NOG A 0.27%
AYI C 0.27%
CVI D 0.26%
PII D 0.26%
CBSH B 0.26%
MGY A 0.26%
UFPI B 0.26%
CACI A 0.26%
HWC C 0.26%
WEX D 0.26%
HII B 0.26%
IBOC B 0.25%
JLL A 0.25%
SANM B 0.25%
BECN B 0.25%
SFM B 0.25%
DBX D 0.25%
HCC C 0.25%
AR D 0.25%
SEE C 0.25%
AMKR D 0.25%
SKX D 0.25%
NXST A 0.25%
TKR C 0.25%
TTC C 0.25%
PVH F 0.25%
VNT C 0.24%
TGNA B 0.24%
MKSI D 0.24%
MTCH C 0.24%
PNW A 0.24%
COHR C 0.24%
ITT B 0.24%
CRUS C 0.24%
ADTN C 0.24%
ARMK A 0.24%
NFG A 0.24%
ARCH F 0.24%
HP C 0.23%
KBR C 0.23%
SON F 0.23%
TPX C 0.23%
ASO D 0.23%
MIDD D 0.23%
ATI B 0.23%
IBP B 0.22%
VLY C 0.22%
ELAN F 0.22%
APG C 0.22%
TNL C 0.22%
JEF A 0.22%
GMS B 0.22%
LSXMK D 0.22%
CLH A 0.22%
PB B 0.22%
EVR B 0.22%
COLB B 0.22%
EHC B 0.22%
DCI B 0.21%
MSTR C 0.21%
NSIT B 0.21%
FIX C 0.21%
AIT B 0.21%
HRI C 0.21%
LAMR C 0.21%
SEIC B 0.21%
UMBF B 0.21%
FLR B 0.21%
HOMB B 0.21%
HGV C 0.21%
DNB C 0.2%
POST A 0.2%
VAC F 0.2%
DTM A 0.2%
ASB C 0.2%
HALO B 0.2%
CHDN B 0.2%
CW A 0.2%
RUSHA B 0.2%
SLGN A 0.2%
VMI B 0.2%
OGE A 0.2%
MATX B 0.19%
TNET D 0.19%
CRK F 0.19%
ANF D 0.19%
CIEN C 0.19%
NNN C 0.19%
CADE B 0.19%
TXRH A 0.19%
CUBE C 0.19%
CBT B 0.18%
CNXC D 0.18%
ESI B 0.18%
GMED C 0.18%
MAT C 0.18%
GNTX F 0.18%
SSD C 0.18%
CHX C 0.18%
CATY B 0.18%
TCBI C 0.18%
CRC C 0.18%
NEU C 0.18%
UBSI B 0.18%
NOV B 0.18%
VSH C 0.18%
BDC D 0.18%
SAIC C 0.18%
SLM C 0.18%
PR D 0.17%
RH C 0.17%
OWL C 0.17%
MEDP D 0.17%
SEB D 0.17%
BRX B 0.17%
GNW B 0.17%
EEFT D 0.17%
THO C 0.17%
TTEK B 0.17%
AM D 0.17%
SEM B 0.17%
BRKR D 0.17%
BCO B 0.17%
CACC B 0.17%
ABCB B 0.16%
ATR B 0.16%
LFUS B 0.16%
BWXT C 0.16%
KNF B 0.16%
WSC D 0.16%
LPX B 0.16%
FLS B 0.16%
RHI F 0.16%
DY B 0.16%
WMG F 0.16%
URBN C 0.16%
FG C 0.16%
FBP B 0.16%
OTTR B 0.16%
HLI B 0.16%
KEX B 0.15%
WH B 0.15%
ZI F 0.15%
DIOD C 0.15%
LSTR B 0.15%
CC F 0.15%
MAN B 0.15%
AMN C 0.15%
ESAB C 0.15%
AWI B 0.15%
GEF C 0.15%
MDU A 0.15%
CHH C 0.15%
ENS B 0.15%
ENSG B 0.15%
WWD D 0.15%
PCTY D 0.14%
KFY B 0.14%
COLM C 0.14%
FRT B 0.14%
SKY B 0.14%
FIBK C 0.14%
GATX C 0.14%
PSN A 0.14%
WOR F 0.14%
MOD B 0.14%
GXO C 0.14%
PTEN D 0.14%
MSM D 0.14%
WHD B 0.14%
XRAY D 0.14%
ASGN C 0.14%
CNO A 0.14%
EXLS A 0.13%
RYAN B 0.13%
HI C 0.13%
FLO D 0.13%
GBCI B 0.13%
GOLF B 0.13%
AEO C 0.13%
ABM A 0.13%
REYN D 0.13%
UCBI B 0.13%
MSA C 0.13%
OLED C 0.13%
CHE D 0.13%
FR B 0.13%
GTLS C 0.13%
CLF F 0.13%
KTB B 0.13%
SFBS B 0.13%
ONTO D 0.13%
KOS F 0.13%
ALIT D 0.13%
BKH A 0.13%
KNSL C 0.13%
MOG.A B 0.13%
PPC B 0.12%
VVV B 0.12%
PFSI C 0.12%
IDA B 0.12%
OPCH D 0.12%
RGLD B 0.12%
ACHC F 0.12%
AVNT B 0.12%
ALGM F 0.12%
FFIN B 0.12%
OGS C 0.12%
ASH D 0.12%
WTS B 0.12%
CACC B 0.12%
RRR C 0.12%
NJR A 0.12%
GWRE B 0.12%
NYT C 0.12%
CRS B 0.11%
HLNE B 0.11%
VRRM C 0.11%
POR B 0.11%
IDCC A 0.11%
MTSI D 0.11%
PBH C 0.11%
ELF D 0.11%
TREX C 0.11%
WING D 0.11%
LSCC F 0.11%
FCN C 0.11%
HTZ F 0.11%
ALE A 0.11%
ETSY D 0.11%
RBC B 0.11%
SIGI F 0.11%
ARCB C 0.1%
FYBR A 0.1%
SUM B 0.1%
SRCL B 0.1%
SHOO B 0.1%
EGP C 0.1%
RLI A 0.1%
FSS B 0.1%
BNL C 0.1%
BFAM B 0.1%
DOCS D 0.1%
NVST F 0.1%
FAF B 0.1%
FUL B 0.1%
KRC C 0.1%
TKO C 0.1%
MTN D 0.1%
BANF B 0.1%
UAA D 0.1%
CR A 0.1%
SHC C 0.1%
MMSI C 0.1%
INFA F 0.1%
EPRT C 0.1%
PCOR C 0.1%
PNM B 0.1%
ACLS D 0.1%
FELE B 0.1%
RHP D 0.1%
SR C 0.1%
LNW B 0.1%
LOPE A 0.1%
AAON C 0.1%
ZD F 0.1%
AEIS B 0.1%
NWE B 0.09%
ITRI D 0.09%
FTDR B 0.09%
NSP D 0.09%
MMS A 0.09%
AVA B 0.09%
IART F 0.09%
ITGR D 0.09%
BCPC B 0.09%
PLNT C 0.09%
MASI F 0.09%
MKTX D 0.09%
ADC A 0.09%
PLXS B 0.09%
NFE F 0.09%
TRNO B 0.09%
HAE C 0.09%
PIPR B 0.09%
SITE D 0.09%
CVLT B 0.09%
BOX C 0.09%
STAG B 0.09%
EDR A 0.09%
WD C 0.08%
AZEK C 0.08%
PEGA B 0.08%
DLB F 0.08%
ZWS B 0.08%
FOXF D 0.08%
CNS B 0.08%
LANC C 0.08%
BRBR F 0.08%
IOSP B 0.08%
IONS C 0.08%
GPS D 0.08%
CBZ D 0.08%
NPO B 0.08%
HQY D 0.08%
LRN A 0.08%
CSWI A 0.08%
BLKB C 0.08%
EXEL B 0.08%
OLLI C 0.08%
WEN D 0.08%
SYNA F 0.08%
EXPO B 0.07%
RCM C 0.07%
KRYS B 0.07%
EPR B 0.07%
BMI B 0.07%
DOCN F 0.07%
CORT B 0.07%
MP F 0.07%
SLAB D 0.07%
DUOL F 0.07%
PWSC C 0.07%
FOUR D 0.07%
TDW C 0.07%
RMBS F 0.07%
AMED A 0.07%
FIZZ C 0.07%
ACIW B 0.07%
ACA B 0.07%
KAI B 0.07%
LGIH C 0.07%
IPAR C 0.07%
SPSC B 0.07%
NSA C 0.07%
VC C 0.07%
YETI D 0.07%
PEN F 0.07%
BILL F 0.07%
TENB C 0.06%
CWST C 0.06%
ICFI B 0.06%
AWR B 0.06%
VNO B 0.06%
NARI D 0.06%
CWEN C 0.06%
KWR D 0.06%
ALRM C 0.06%
AIN B 0.06%
CRVL B 0.06%
TDC F 0.06%
ENOV D 0.06%
UNF B 0.06%
TDOC F 0.06%
SMPL F 0.06%
ORA B 0.06%
HXL D 0.06%
APPF D 0.06%
MGEE B 0.06%
JBT D 0.06%
SMAR C 0.06%
QLYS D 0.06%
LEG D 0.05%
CALX C 0.05%
POWI F 0.05%
SGRY C 0.05%
FORM D 0.05%
AVAV D 0.05%
SKT B 0.05%
HUN D 0.05%
MC B 0.05%
RYN C 0.05%
ESE B 0.05%
GTLB D 0.05%
INST F 0.05%
LTH B 0.05%
KLIC F 0.05%
AMPH D 0.05%
JOE C 0.05%
VRNS B 0.05%
CUZ B 0.05%
ALTR D 0.05%
LXP B 0.04%
SAM F 0.04%
AZTA C 0.04%
DV D 0.04%
PCH C 0.04%
EVH D 0.04%
GO F 0.04%
WK F 0.04%
YELP F 0.04%
HL C 0.04%
FIVN D 0.04%
CTRE A 0.04%
WDFC B 0.04%
ACAD D 0.04%
JJSF B 0.04%
MSGS B 0.04%
PECO B 0.04%
TFSL C 0.04%
BL F 0.04%
FTRE D 0.04%
NCNO C 0.04%
SMG B 0.04%
IPGP F 0.04%
PYCR F 0.03%
INTA D 0.03%
GSAT D 0.03%
RPD D 0.03%
DBRG D 0.03%
BRZE D 0.03%
FRSH F 0.03%
CNMD F 0.03%
CABO D 0.03%
PGNY D 0.03%
CWT A 0.03%
LCII C 0.03%
COUR D 0.02%
SPT D 0.02%
EZM Underweight 10 Positions Relative to XJH
Symbol Grade Weight
PSTG D -0.84%
CSL C -0.83%
WSM C -0.78%
EME C -0.74%
LII B -0.74%
RS C -0.71%
BURL A -0.66%
OC B -0.65%
MANH B -0.65%
WSO C -0.63%
Compare ETFs