EZM vs. XMVM ETF Comparison
Comparison of WisdomTree MidCap Earnings Fund (EZM) to Invesco S&P MidCap Value with Momentum ETF (XMVM)
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
$61.97
Average Daily Volume
17,737
Number of Holdings
*
529
* may have additional holdings in another (foreign) market
XMVM
Invesco S&P MidCap Value with Momentum ETF
XMVM Description
The investment seeks to track the investment results (before fees and expenses) of the S&P MidCap 400 High Momentum Value Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 80 stocks in the S&P MidCap 400® that have the highest “value” and “momentum” scores.Grade (RS Rating)
Last Trade
$55.30
Average Daily Volume
16,114
Number of Holdings
*
80
* may have additional holdings in another (foreign) market
Performance
| Period | EZM | XMVM |
|---|---|---|
| 30 Days | 3.79% | 2.90% |
| 60 Days | 9.11% | 8.27% |
| 90 Days | 9.36% | 9.62% |
| 12 Months | 28.18% | 26.99% |
66 Overlapping Holdings
| Symbol | Grade | Weight in EZM | Weight in XMVM | Overlap | |
|---|---|---|---|---|---|
| ALLY | F | 0.55% | 0.94% | 0.55% | |
| AMG | B | 0.48% | 1.17% | 0.48% | |
| AMKR | F | 0.19% | 0.63% | 0.19% | |
| AN | D | 0.66% | 1.83% | 0.66% | |
| ARMK | C | 0.28% | 1.32% | 0.28% | |
| ARW | C | 0.55% | 2.06% | 0.55% | |
| ASB | D | 0.17% | 1.15% | 0.17% | |
| ASGN | D | 0.14% | 0.74% | 0.14% | |
| AVT | B | 0.37% | 2.3% | 0.37% | |
| CADE | B | 0.18% | 1.35% | 0.18% | |
| CHRD | F | 0.29% | 0.82% | 0.29% | |
| CIVI | F | 0.28% | 0.95% | 0.28% | |
| CMC | D | 0.47% | 1.3% | 0.47% | |
| CNO | B | 0.16% | 1.78% | 0.16% | |
| CNX | A | 0.42% | 1.81% | 0.42% | |
| DTM | A | 0.22% | 0.81% | 0.22% | |
| ENS | B | 0.14% | 0.68% | 0.14% | |
| EWBC | B | 0.65% | 1.13% | 0.65% | |
| FLR | B | 0.21% | 0.96% | 0.21% | |
| FNB | D | 0.27% | 1.39% | 0.27% | |
| GAP | F | 0.08% | 0.59% | 0.08% | |
| HWC | D | 0.23% | 1.24% | 0.23% | |
| IBOC | D | 0.21% | 1.11% | 0.21% | |
| INGR | B | 0.35% | 1.14% | 0.35% | |
| JEF | A | 0.24% | 1.24% | 0.24% | |
| JLL | C | 0.26% | 1.5% | 0.26% | |
| KBH | D | 0.45% | 1.54% | 0.45% | |
| LAD | C | 0.55% | 2.78% | 0.55% | |
| MDU | C | 0.15% | 1.11% | 0.15% | |
| MTDR | D | 0.33% | 0.81% | 0.33% | |
| MTG | A | 0.45% | 1.47% | 0.45% | |
| MUR | F | 0.27% | 0.87% | 0.27% | |
| MUSA | D | 0.32% | 0.85% | 0.32% | |
| ONB | D | 0.3% | 1.48% | 0.3% | |
| ORI | A | 0.42% | 1.25% | 0.42% | |
| OSK | F | 0.26% | 1.01% | 0.26% | |
| OZK | D | 0.26% | 1.57% | 0.26% | |
| PBF | F | 0.39% | 1.76% | 0.39% | |
| PNFP | B | 0.27% | 1.39% | 0.27% | |
| POST | C | 0.21% | 1.06% | 0.21% | |
| PPC | C | 0.13% | 1.38% | 0.13% | |
| PR | D | 0.15% | 0.82% | 0.15% | |
| PVH | D | 0.25% | 1.07% | 0.25% | |
| R | C | 0.39% | 1.49% | 0.39% | |
| SAIC | A | 0.21% | 0.85% | 0.21% | |
| SF | A | 0.35% | 0.84% | 0.35% | |
| SLM | B | 0.18% | 1.1% | 0.18% | |
| SNX | C | 0.58% | 1.65% | 0.58% | |
| TCBI | B | 0.19% | 1.21% | 0.19% | |
| TEX | F | 0.22% | 1.13% | 0.22% | |
| THC | D | 0.68% | 1.44% | 0.68% | |
| THO | C | 0.18% | 1.38% | 0.18% | |
| TKR | B | 0.25% | 0.74% | 0.25% | |
| TMHC | C | 0.59% | 1.78% | 0.59% | |
| TNL | B | 0.22% | 0.85% | 0.22% | |
| TOL | C | 1.23% | 1.34% | 1.23% | |
| UFPI | C | 0.27% | 0.92% | 0.27% | |
| UMBF | C | 0.21% | 1.31% | 0.21% | |
| UNM | A | 0.87% | 1.82% | 0.87% | |
| VNO | B | 0.08% | 1.16% | 0.08% | |
| VSH | F | 0.14% | 0.83% | 0.14% | |
| WBS | D | 0.44% | 1.48% | 0.44% | |
| WTFC | B | 0.3% | 1.23% | 0.3% | |
| WU | D | 0.28% | 0.83% | 0.28% | |
| X | F | 0.54% | 1.68% | 0.54% | |
| ZION | D | 0.42% | 1.21% | 0.42% |
EZM Overweight 463 Positions Relative to XMVM
| Symbol | Grade | Weight | |
|---|---|---|---|
| DKS | D | 0.7% | |
| JXN | A | 0.69% | |
| AAL | D | 0.64% | |
| TPR | B | 0.61% | |
| CMA | C | 0.61% | |
| WAL | C | 0.57% | |
| UHS | D | 0.54% | |
| COKE | C | 0.52% | |
| ALSN | A | 0.51% | |
| MTH | C | 0.5% | |
| DVA | C | 0.49% | |
| GPK | D | 0.49% | |
| OGN | F | 0.48% | |
| MLI | B | 0.47% | |
| AFG | A | 0.46% | |
| BWA | C | 0.46% | |
| AGCO | D | 0.46% | |
| CROX | C | 0.46% | |
| LNC | B | 0.45% | |
| JNPR | C | 0.45% | |
| IBKR | A | 0.43% | |
| BERY | C | 0.41% | |
| HOG | D | 0.4% | |
| RL | B | 0.39% | |
| WCC | D | 0.39% | |
| VOYA | A | 0.39% | |
| AIZ | B | 0.38% | |
| SNV | D | 0.38% | |
| GPI | C | 0.38% | |
| ACT | B | 0.37% | |
| UI | B | 0.37% | |
| RRX | B | 0.37% | |
| HRB | C | 0.37% | |
| ALK | C | 0.37% | |
| RDN | D | 0.36% | |
| SM | D | 0.35% | |
| BOKF | B | 0.35% | |
| DDS | D | 0.35% | |
| MHO | C | 0.35% | |
| ABG | D | 0.35% | |
| M | D | 0.34% | |
| CCOI | B | 0.34% | |
| EXP | C | 0.34% | |
| AYI | A | 0.33% | |
| BTU | B | 0.33% | |
| DOCU | A | 0.32% | |
| BYD | B | 0.32% | |
| SFM | A | 0.32% | |
| RRC | D | 0.32% | |
| CFR | B | 0.31% | |
| COHR | B | 0.31% | |
| WEX | C | 0.31% | |
| HSIC | D | 0.31% | |
| PRI | A | 0.3% | |
| BJ | B | 0.3% | |
| BC | C | 0.3% | |
| CACI | A | 0.3% | |
| OMF | D | 0.3% | |
| FBIN | C | 0.29% | |
| SCI | D | 0.29% | |
| AOS | C | 0.29% | |
| CAR | D | 0.29% | |
| LBRT | D | 0.29% | |
| OLN | D | 0.29% | |
| UGI | C | 0.29% | |
| DXC | C | 0.28% | |
| BBWI | F | 0.28% | |
| H | B | 0.28% | |
| TPH | C | 0.28% | |
| BCC | C | 0.28% | |
| CEIX | B | 0.28% | |
| PII | D | 0.27% | |
| BHF | D | 0.27% | |
| LNTH | C | 0.27% | |
| MTCH | B | 0.27% | |
| SSB | C | 0.27% | |
| COOP | B | 0.27% | |
| CNM | F | 0.27% | |
| ITT | C | 0.26% | |
| DBX | C | 0.26% | |
| NFG | A | 0.26% | |
| HII | F | 0.26% | |
| PNW | C | 0.26% | |
| FIX | A | 0.26% | |
| AMR | F | 0.26% | |
| SKX | B | 0.26% | |
| AR | C | 0.25% | |
| MGY | B | 0.25% | |
| ASO | D | 0.25% | |
| MIDD | D | 0.25% | |
| SEE | C | 0.25% | |
| LEA | F | 0.25% | |
| CW | A | 0.25% | |
| ELAN | D | 0.25% | |
| NOG | D | 0.25% | |
| AL | D | 0.25% | |
| EHC | C | 0.24% | |
| CLH | B | 0.24% | |
| ATI | C | 0.24% | |
| SON | D | 0.24% | |
| TPX | C | 0.24% | |
| EVR | C | 0.23% | |
| TTC | F | 0.23% | |
| HCC | C | 0.23% | |
| TGNA | B | 0.23% | |
| NXST | D | 0.23% | |
| KBR | A | 0.23% | |
| LAMR | C | 0.23% | |
| CIEN | A | 0.23% | |
| CBSH | D | 0.23% | |
| BDC | A | 0.23% | |
| VLY | C | 0.23% | |
| ARCH | D | 0.23% | |
| HRI | B | 0.22% | |
| PB | D | 0.22% | |
| CUBE | C | 0.22% | |
| ATKR | F | 0.22% | |
| CVI | D | 0.22% | |
| AIT | B | 0.22% | |
| OGE | C | 0.22% | |
| ADTN | C | 0.22% | |
| SLGN | B | 0.22% | |
| CRUS | D | 0.22% | |
| SEIC | B | 0.22% | |
| SANM | D | 0.22% | |
| IBP | C | 0.21% | |
| TXRH | A | 0.21% | |
| CRK | B | 0.21% | |
| MATX | C | 0.21% | |
| BECN | D | 0.21% | |
| DNB | D | 0.21% | |
| COLB | C | 0.21% | |
| RUSHA | D | 0.21% | |
| GMS | B | 0.21% | |
| CHDN | C | 0.2% | |
| MSTR | B | 0.2% | |
| HOMB | D | 0.2% | |
| RH | C | 0.2% | |
| CBT | B | 0.2% | |
| VNT | F | 0.2% | |
| DCI | B | 0.2% | |
| MKSI | F | 0.2% | |
| NNN | C | 0.2% | |
| HALO | D | 0.2% | |
| CRC | B | 0.19% | |
| PSN | A | 0.19% | |
| APG | F | 0.19% | |
| TTEK | A | 0.19% | |
| BRX | C | 0.19% | |
| VMI | B | 0.19% | |
| NSIT | B | 0.19% | |
| GNW | A | 0.18% | |
| HLI | A | 0.18% | |
| LPX | C | 0.18% | |
| BWXT | A | 0.18% | |
| SSD | B | 0.18% | |
| HP | D | 0.18% | |
| ESI | C | 0.18% | |
| HGV | F | 0.18% | |
| AM | A | 0.18% | |
| NEU | F | 0.18% | |
| MAT | B | 0.18% | |
| BCO | C | 0.18% | |
| CATY | B | 0.17% | |
| UBSI | D | 0.17% | |
| GNTX | D | 0.17% | |
| EEFT | F | 0.17% | |
| SEB | F | 0.17% | |
| VAC | D | 0.17% | |
| ATR | A | 0.17% | |
| ANF | D | 0.17% | |
| OWL | A | 0.17% | |
| RHI | D | 0.17% | |
| DY | C | 0.17% | |
| GMED | B | 0.17% | |
| WMG | D | 0.17% | |
| MOD | B | 0.17% | |
| BRKR | D | 0.17% | |
| KNF | B | 0.17% | |
| FG | B | 0.16% | |
| ENSG | D | 0.16% | |
| ESAB | C | 0.16% | |
| AWI | A | 0.16% | |
| CHH | A | 0.16% | |
| LFUS | C | 0.16% | |
| CHX | C | 0.16% | |
| TNET | D | 0.16% | |
| SKY | C | 0.16% | |
| FLS | A | 0.16% | |
| GEF | B | 0.15% | |
| LSTR | F | 0.15% | |
| MAN | D | 0.15% | |
| MEDP | F | 0.15% | |
| WH | C | 0.15% | |
| KEX | C | 0.15% | |
| KNSL | B | 0.15% | |
| NOV | F | 0.15% | |
| COLM | B | 0.15% | |
| SEM | D | 0.15% | |
| ABCB | C | 0.15% | |
| DOCS | A | 0.15% | |
| GWRE | A | 0.15% | |
| PCTY | C | 0.15% | |
| FBP | B | 0.15% | |
| KTB | C | 0.15% | |
| MOG.A | C | 0.14% | |
| BKH | C | 0.14% | |
| ONTO | B | 0.14% | |
| MSM | D | 0.14% | |
| CHE | D | 0.14% | |
| FRT | D | 0.14% | |
| RYAN | A | 0.14% | |
| EXLS | B | 0.14% | |
| WHD | A | 0.14% | |
| REYN | D | 0.14% | |
| WWD | C | 0.14% | |
| WSC | D | 0.14% | |
| XRAY | D | 0.14% | |
| KFY | C | 0.14% | |
| HLNE | A | 0.13% | |
| ABM | D | 0.13% | |
| IDA | D | 0.13% | |
| RGLD | C | 0.13% | |
| ZI | F | 0.13% | |
| SFBS | B | 0.13% | |
| FIBK | C | 0.13% | |
| GXO | D | 0.13% | |
| OGS | C | 0.13% | |
| OTTR | F | 0.13% | |
| AEO | C | 0.13% | |
| WING | C | 0.13% | |
| FLO | D | 0.13% | |
| GATX | F | 0.13% | |
| IDCC | A | 0.13% | |
| UAA | B | 0.13% | |
| PFSI | C | 0.13% | |
| AVNT | C | 0.13% | |
| CNXC | F | 0.13% | |
| NYT | C | 0.13% | |
| URBN | F | 0.13% | |
| CACC | F | 0.13% | |
| FR | D | 0.13% | |
| AAON | A | 0.13% | |
| PBH | D | 0.12% | |
| FCN | C | 0.12% | |
| UCB | D | 0.12% | |
| OPCH | F | 0.12% | |
| OLED | B | 0.12% | |
| DIOD | F | 0.12% | |
| RRR | D | 0.12% | |
| DUOL | B | 0.12% | |
| MMSI | C | 0.12% | |
| MTSI | B | 0.12% | |
| MSA | F | 0.12% | |
| NVST | D | 0.12% | |
| ALE | A | 0.12% | |
| CRS | B | 0.12% | |
| SHC | C | 0.12% | |
| FYBR | C | 0.12% | |
| GBCI | B | 0.12% | |
| CC | D | 0.12% | |
| SIGI | D | 0.12% | |
| RBC | C | 0.12% | |
| WTS | C | 0.12% | |
| ALIT | D | 0.12% | |
| NJR | C | 0.12% | |
| VVV | D | 0.11% | |
| VRRM | D | 0.11% | |
| KRC | C | 0.11% | |
| PTEN | F | 0.11% | |
| MKTX | B | 0.11% | |
| CXT | F | 0.11% | |
| BOX | C | 0.11% | |
| SHOO | A | 0.11% | |
| RHP | B | 0.11% | |
| LSCC | D | 0.11% | |
| ALGM | F | 0.11% | |
| ASH | F | 0.11% | |
| FAF | C | 0.11% | |
| CLF | D | 0.11% | |
| POR | D | 0.11% | |
| FFIN | D | 0.11% | |
| FTDR | B | 0.11% | |
| MASI | B | 0.11% | |
| PNM | B | 0.11% | |
| ACHC | F | 0.11% | |
| WOR | F | 0.11% | |
| GOLF | F | 0.11% | |
| BFAM | C | 0.11% | |
| EPRT | C | 0.11% | |
| CVLT | B | 0.11% | |
| TKO | A | 0.11% | |
| PLXS | A | 0.1% | |
| EGP | D | 0.1% | |
| MTN | D | 0.1% | |
| ETSY | F | 0.1% | |
| ITGR | B | 0.1% | |
| PIPR | A | 0.1% | |
| LOPE | D | 0.1% | |
| SITE | D | 0.1% | |
| GTLS | D | 0.1% | |
| BRBR | A | 0.1% | |
| AMN | F | 0.1% | |
| AEIS | B | 0.1% | |
| LRN | D | 0.1% | |
| EDR | A | 0.1% | |
| ADC | C | 0.1% | |
| CSWI | A | 0.1% | |
| CR | A | 0.1% | |
| BANF | D | 0.1% | |
| FELE | C | 0.1% | |
| INFA | D | 0.1% | |
| BNL | C | 0.1% | |
| ZD | D | 0.1% | |
| SR | D | 0.1% | |
| PLNT | B | 0.1% | |
| KOS | F | 0.1% | |
| RLI | A | 0.1% | |
| SRCL | B | 0.1% | |
| BCPC | C | 0.09% | |
| CNS | C | 0.09% | |
| ZWS | A | 0.09% | |
| ACLS | F | 0.09% | |
| AVA | D | 0.09% | |
| BLKB | C | 0.09% | |
| PCOR | D | 0.09% | |
| ITRI | C | 0.09% | |
| CORT | B | 0.09% | |
| TRNO | D | 0.09% | |
| WEN | B | 0.09% | |
| MMS | C | 0.09% | |
| LNW | F | 0.09% | |
| FOUR | A | 0.09% | |
| STAG | D | 0.09% | |
| SUM | F | 0.09% | |
| FSS | D | 0.09% | |
| TREX | D | 0.09% | |
| FUL | F | 0.09% | |
| NWE | C | 0.09% | |
| HTZ | F | 0.09% | |
| EXEL | B | 0.09% | |
| NPO | C | 0.08% | |
| HI | F | 0.08% | |
| WD | C | 0.08% | |
| YETI | C | 0.08% | |
| AZEK | D | 0.08% | |
| ACA | C | 0.08% | |
| PEGA | B | 0.08% | |
| DLB | D | 0.08% | |
| PEN | D | 0.08% | |
| DOCN | B | 0.08% | |
| LGIH | C | 0.08% | |
| HAE | F | 0.08% | |
| NSA | D | 0.08% | |
| HQY | B | 0.08% | |
| OLLI | C | 0.08% | |
| ARCB | F | 0.08% | |
| ACIW | A | 0.08% | |
| MP | C | 0.08% | |
| ICFI | C | 0.07% | |
| KAI | C | 0.07% | |
| MGEE | C | 0.07% | |
| CWEN | C | 0.07% | |
| AMED | D | 0.07% | |
| IOSP | F | 0.07% | |
| EXPO | A | 0.07% | |
| BMI | A | 0.07% | |
| EPR | C | 0.07% | |
| SYNA | F | 0.07% | |
| RCM | B | 0.07% | |
| FIZZ | F | 0.07% | |
| SPSC | D | 0.07% | |
| BILL | D | 0.07% | |
| SMAR | A | 0.07% | |
| NSP | F | 0.07% | |
| IPAR | D | 0.07% | |
| LANC | F | 0.07% | |
| KRYS | D | 0.06% | |
| TDC | D | 0.06% | |
| SKT | A | 0.06% | |
| ESE | C | 0.06% | |
| AIN | F | 0.06% | |
| ALTR | B | 0.06% | |
| AVAV | B | 0.06% | |
| AWR | B | 0.06% | |
| TDOC | D | 0.06% | |
| CUZ | C | 0.06% | |
| CWST | D | 0.06% | |
| QLYS | F | 0.06% | |
| LTH | B | 0.06% | |
| FOXF | F | 0.06% | |
| IONS | F | 0.06% | |
| UNF | A | 0.06% | |
| ORA | C | 0.06% | |
| VRNS | B | 0.06% | |
| VC | F | 0.06% | |
| CRVL | C | 0.06% | |
| JBT | B | 0.06% | |
| SLAB | D | 0.06% | |
| APPF | C | 0.06% | |
| CBZ | F | 0.06% | |
| SMPL | D | 0.06% | |
| HXL | F | 0.06% | |
| AMPH | C | 0.06% | |
| ELF | F | 0.06% | |
| HL | C | 0.05% | |
| CTRE | C | 0.05% | |
| ALRM | F | 0.05% | |
| PECO | C | 0.05% | |
| CALX | C | 0.05% | |
| SGRY | C | 0.05% | |
| JOE | D | 0.05% | |
| GTLB | D | 0.05% | |
| IART | F | 0.05% | |
| KLIC | D | 0.05% | |
| BL | D | 0.05% | |
| MC | B | 0.05% | |
| RMBS | F | 0.05% | |
| HUN | B | 0.05% | |
| TDW | F | 0.05% | |
| TENB | D | 0.05% | |
| ENOV | F | 0.05% | |
| INST | C | 0.05% | |
| LEG | D | 0.05% | |
| KWR | F | 0.05% | |
| RYN | C | 0.05% | |
| SMG | C | 0.05% | |
| INTA | C | 0.04% | |
| LCII | C | 0.04% | |
| YELP | D | 0.04% | |
| IPGP | D | 0.04% | |
| TFSL | D | 0.04% | |
| WDFC | B | 0.04% | |
| PCH | C | 0.04% | |
| WK | D | 0.04% | |
| POWI | F | 0.04% | |
| NCNO | F | 0.04% | |
| FORM | D | 0.04% | |
| EVH | D | 0.04% | |
| JJSF | C | 0.04% | |
| NARI | F | 0.04% | |
| NFE | F | 0.04% | |
| MSGS | A | 0.04% | |
| CABO | F | 0.03% | |
| GSAT | F | 0.03% | |
| DBRG | D | 0.03% | |
| RPD | D | 0.03% | |
| CNMD | F | 0.03% | |
| PYCR | D | 0.03% | |
| AZTA | F | 0.03% | |
| DV | F | 0.03% | |
| GO | F | 0.03% | |
| FTRE | F | 0.03% | |
| CWT | D | 0.03% | |
| ACAD | F | 0.03% | |
| LXP | D | 0.03% | |
| SAM | D | 0.03% | |
| SPT | F | 0.02% | |
| PGNY | F | 0.02% | |
| BRZE | F | 0.02% | |
| FIVN | F | 0.02% | |
| FRSH | F | 0.02% | |
| COUR | F | 0.01% |
EZM: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Software - Application
Diversified Industrials
Oil & Gas E&P
Software - Infrastructure
Business Services
Building Materials
Specialty Chemicals
Asset Management
Medical Care
Semiconductors
Packaging & Containers
Packaged Foods
Residential Construction
Biotechnology
REIT - Diversified
REIT - Retail
Rental & Leasing Services
Utilities - Regulated Electric
Aerospace & Defense
XMVM: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Oil & Gas E&P
Asset Management
Auto & Truck Dealerships
Packaged Foods
Residential Construction
Steel
Credit Services
Food Distribution
Insurance - Life
Insurance - Specialty
Oil & Gas Refining & Marketing
Semiconductors
Specialty Finance
Apparel Manufacturing
Apparel Stores
Banks - Global
Building Materials
Business Services
Capital Markets
Keywords:
Bank
Natural Gas
Banking
Deposit Products
Commercial Banking
Insurance
Insurance Products
Mining
Investment Product
Wealth Management Services
Individual Retirement Account
Semiconductor
Banking Services
Commercial Bank
Health Insurance
Investment Bank
Investment Banking
Investment Management Services
Investment Services
Life Insurance
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