IJJ vs. EZM ETF Comparison

Comparison of iShares S&P Mid-Cap 400 Value ETF (IJJ) to WisdomTree MidCap Earnings Fund (EZM)
IJJ

iShares S&P Mid-Cap 400 Value ETF

IJJ Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit value 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 S&P MidCap 400® Value Index (the "underlying index"), which measures the performance of the mid-capitalization value sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$133.36

Average Daily Volume

106,415

Number of Holdings *

292

* may have additional holdings in another (foreign) market
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
Performance
Period IJJ EZM
30 Days 7.33% 8.00%
60 Days 8.52% 8.22%
90 Days 9.50% 8.74%
12 Months 31.66% 31.19%
215 Overlapping Holdings
Symbol Grade Weight in IJJ Weight in EZM Overlap
AAL B 0.63% 0.81% 0.63%
ADC B 0.51% 0.1% 0.1%
AFG A 0.69% 0.44% 0.44%
AGCO D 0.39% 0.42% 0.39%
ALE A 0.25% 0.11% 0.11%
ALGM D 0.14% 0.09% 0.09%
ALLY C 0.67% 0.54% 0.54%
AM A 0.14% 0.17% 0.14%
AMED F 0.11% 0.06% 0.06%
AMG B 0.38% 0.49% 0.38%
AMKR D 0.2% 0.16% 0.16%
AN C 0.29% 0.58% 0.29%
AR B 0.6% 0.25% 0.25%
ARMK B 0.69% 0.26% 0.26%
ARW D 0.41% 0.46% 0.41%
ASB B 0.27% 0.21% 0.21%
ASGN F 0.28% 0.13% 0.13%
ASH D 0.26% 0.09% 0.09%
ATR B 0.32% 0.17% 0.17%
AVNT B 0.31% 0.13% 0.13%
AVT C 0.31% 0.35% 0.31%
AYI B 0.33% 0.35% 0.33%
AZTA D 0.05% 0.02% 0.02%
BC C 0.14% 0.28% 0.14%
BDC B 0.33% 0.23% 0.23%
BERY B 0.51% 0.39% 0.39%
BHF B 0.21% 0.3% 0.21%
BJ A 0.78% 0.3% 0.3%
BKH A 0.29% 0.14% 0.14%
BLKB B 0.09% 0.08% 0.08%
BRBR A 0.3% 0.11% 0.11%
BRKR D 0.16% 0.13% 0.13%
BRX A 0.33% 0.19% 0.19%
CACI D 0.46% 0.27% 0.27%
CADE B 0.0% 0.21% 0.0%
CBSH A 0.33% 0.28% 0.28%
CBT C 0.13% 0.19% 0.13%
CC C 0.19% 0.11% 0.11%
CFR B 0.35% 0.38% 0.35%
CHE D 0.23% 0.13% 0.13%
CHH A 0.11% 0.17% 0.11%
CHX C 0.13% 0.16% 0.13%
CIEN B 0.4% 0.24% 0.24%
CLF F 0.37% 0.09% 0.09%
CMC B 0.46% 0.49% 0.46%
CNM D 0.23% 0.25% 0.23%
CNO A 0.28% 0.17% 0.17%
CNXC F 0.13% 0.1% 0.1%
COHR B 1.03% 0.31% 0.31%
COLB A 0.44% 0.25% 0.25%
COLM B 0.1% 0.14% 0.1%
CRUS D 0.16% 0.18% 0.16%
CUBE D 0.33% 0.19% 0.19%
CUZ B 0.32% 0.06% 0.06%
CVLT B 0.2% 0.12% 0.12%
CW B 0.33% 0.25% 0.25%
CXT B 0.18% 0.1% 0.1%
DCI B 0.27% 0.2% 0.2%
DKS C 0.36% 0.65% 0.36%
DLB B 0.13% 0.07% 0.07%
DOCS C 0.22% 0.17% 0.17%
DOCU A 1.11% 0.39% 0.39%
DTM B 0.24% 0.26% 0.24%
EEFT B 0.13% 0.17% 0.13%
EGP F 0.21% 0.09% 0.09%
EHC B 0.38% 0.24% 0.24%
ENOV C 0.17% 0.06% 0.06%
ENS D 0.15% 0.13% 0.13%
EPR D 0.09% 0.06% 0.06%
EVR B 0.22% 0.26% 0.22%
EWBC A 0.44% 0.81% 0.44%
EXLS B 0.21% 0.16% 0.16%
EXPO D 0.16% 0.06% 0.06%
FAF A 0.45% 0.1% 0.1%
FBIN D 0.38% 0.23% 0.23%
FFIN B 0.21% 0.12% 0.12%
FLO D 0.29% 0.12% 0.12%
FLR B 0.59% 0.22% 0.22%
FLS B 0.29% 0.18% 0.18%
FNB A 0.4% 0.32% 0.32%
FR C 0.24% 0.12% 0.12%
FYBR D 0.52% 0.11% 0.11%
GAP C 0.33% 0.08% 0.08%
GATX A 0.23% 0.14% 0.14%
GBCI B 0.43% 0.15% 0.15%
GEF A 0.12% 0.16% 0.12%
GMED A 0.62% 0.19% 0.19%
GNTX C 0.17% 0.16% 0.16%
GPK C 0.57% 0.44% 0.44%
GXO B 0.18% 0.14% 0.14%
HAE C 0.12% 0.09% 0.09%
HGV B 0.07% 0.2% 0.07%
HOG D 0.26% 0.33% 0.26%
HOMB A 0.38% 0.22% 0.22%
HQY B 0.27% 0.1% 0.1%
HWC B 0.16% 0.26% 0.16%
HXL D 0.17% 0.06% 0.06%
IBKR A 0.53% 0.54% 0.53%
IBOC A 0.15% 0.24% 0.15%
IDA A 0.26% 0.14% 0.14%
INGR B 0.42% 0.35% 0.35%
IPGP D 0.08% 0.04% 0.04%
JEF A 0.8% 0.27% 0.27%
JLL D 0.84% 0.25% 0.25%
KBH D 0.19% 0.4% 0.19%
KBR F 0.29% 0.19% 0.19%
KEX C 0.29% 0.15% 0.15%
KNF A 0.1% 0.18% 0.1%
KRC C 0.28% 0.1% 0.1%
LAD A 0.67% 0.61% 0.61%
LAMR D 0.32% 0.21% 0.21%
LANC C 0.12% 0.07% 0.07%
LEA D 0.36% 0.21% 0.21%
LFUS F 0.12% 0.14% 0.12%
LPX B 0.17% 0.17% 0.17%
LSTR D 0.14% 0.14% 0.14%
M D 0.29% 0.32% 0.29%
MAN D 0.2% 0.12% 0.12%
MASI A 0.18% 0.13% 0.13%
MAT D 0.24% 0.17% 0.17%
MIDD C 0.25% 0.23% 0.23%
MKSI C 0.26% 0.2% 0.2%
MMS F 0.09% 0.07% 0.07%
MSM C 0.12% 0.13% 0.12%
MTG C 0.27% 0.42% 0.27%
MTN C 0.15% 0.09% 0.09%
MTSI B 0.18% 0.13% 0.13%
MUR D 0.18% 0.24% 0.18%
NFG A 0.37% 0.25% 0.25%
NJR A 0.31% 0.13% 0.13%
NNN D 0.33% 0.17% 0.17%
NOV C 0.43% 0.14% 0.14%
NSA D 0.1% 0.07% 0.07%
NSP D 0.09% 0.06% 0.06%
NVST B 0.23% 0.12% 0.12%
NWE B 0.23% 0.08% 0.08%
NXST C 0.34% 0.21% 0.21%
OGE B 0.57% 0.22% 0.22%
OGS A 0.28% 0.12% 0.12%
OLN D 0.19% 0.24% 0.19%
ONB B 0.47% 0.34% 0.34%
OPCH D 0.11% 0.08% 0.08%
ORA B 0.29% 0.06% 0.06%
ORI A 0.6% 0.42% 0.42%
OSK B 0.49% 0.27% 0.27%
OZK B 0.16% 0.29% 0.16%
PB A 0.53% 0.24% 0.24%
PBF D 0.21% 0.36% 0.21%
PCH D 0.2% 0.03% 0.03%
PII D 0.24% 0.2% 0.2%
PNFP B 0.38% 0.34% 0.34%
POR C 0.32% 0.1% 0.1%
POST C 0.34% 0.19% 0.19%
POWI D 0.12% 0.04% 0.04%
PPC C 0.14% 0.14% 0.14%
PSN D 0.09% 0.17% 0.09%
PVH C 0.39% 0.25% 0.25%
R B 0.48% 0.42% 0.42%
RCM F 0.15% 0.07% 0.07%
RGLD C 0.3% 0.12% 0.12%
RH B 0.18% 0.18% 0.18%
RLI B 0.17% 0.11% 0.11%
RRX B 0.77% 0.37% 0.37%
RYN D 0.17% 0.05% 0.05%
SAIC F 0.28% 0.18% 0.18%
SAM C 0.1% 0.04% 0.04%
SCI B 0.4% 0.3% 0.3%
SEIC B 0.27% 0.25% 0.25%
SF B 0.8% 0.41% 0.41%
SFM A 0.56% 0.39% 0.39%
SIGI C 0.18% 0.12% 0.12%
SLGN A 0.29% 0.22% 0.22%
SLM A 0.21% 0.19% 0.19%
SMG D 0.13% 0.04% 0.04%
SNV B 0.54% 0.47% 0.47%
SNX C 0.59% 0.54% 0.54%
SON D 0.33% 0.21% 0.21%
SR A 0.26% 0.1% 0.1%
SSB B 0.55% 0.29% 0.29%
STAG F 0.22% 0.08% 0.08%
SYNA C 0.12% 0.07% 0.07%
TCBI B 0.28% 0.22% 0.22%
TEX D 0.1% 0.21% 0.1%
THC D 1.05% 0.62% 0.62%
THO B 0.39% 0.17% 0.17%
TKO B 0.3% 0.11% 0.11%
TKR D 0.2% 0.22% 0.2%
TMHC B 0.49% 0.56% 0.49%
TNL A 0.08% 0.24% 0.08%
TTC D 0.3% 0.2% 0.2%
UAA C 0.13% 0.14% 0.13%
UBSI B 0.38% 0.19% 0.19%
UGI A 0.34% 0.28% 0.28%
UMBF B 0.37% 0.24% 0.24%
UNM A 0.0% 1.03% 0.0%
VAC B 0.2% 0.2% 0.2%
VC D 0.09% 0.06% 0.06%
VLY B 0.32% 0.26% 0.26%
VMI B 0.46% 0.22% 0.22%
VNO B 0.46% 0.08% 0.08%
VOYA B 0.32% 0.39% 0.32%
VSH D 0.12% 0.12% 0.12%
WAL B 0.33% 0.59% 0.33%
WBS A 0.69% 0.56% 0.56%
WCC B 0.63% 0.46% 0.46%
WEN D 0.1% 0.09% 0.09%
WH B 0.17% 0.18% 0.17%
WMG C 0.07% 0.17% 0.07%
WTFC A 0.59% 0.37% 0.37%
WU D 0.0% 0.24% 0.0%
X C 0.55% 0.53% 0.53%
XRAY F 0.24% 0.1% 0.1%
YETI C 0.08% 0.07% 0.07%
ZI D 0.14% 0.12% 0.12%
ZION B 0.59% 0.52% 0.52%
IJJ Overweight 77 Positions Relative to EZM
Symbol Grade Weight
ILMN D 1.53%
EXE B 1.32%
USFD A 1.09%
RGA A 1.02%
PFGC B 0.9%
WPC D 0.81%
FHN A 0.73%
GME C 0.72%
AA B 0.72%
NLY C 0.66%
UTHR C 0.64%
CNH C 0.63%
XPO B 0.62%
KNX B 0.61%
MTZ B 0.57%
TPL A 0.57%
AVTR F 0.56%
RPM A 0.54%
ACM A 0.52%
GLPI C 0.51%
G B 0.5%
BURL A 0.46%
DINO D 0.46%
BIO D 0.45%
DAR C 0.44%
KD B 0.44%
HR C 0.43%
STWD C 0.42%
WHR B 0.42%
RNR C 0.41%
OHI C 0.41%
KRG B 0.4%
ESNT D 0.4%
LITE B 0.39%
JHG A 0.39%
THG A 0.39%
REXR F 0.38%
CG A 0.38%
CCK C 0.38%
BMRN D 0.37%
WTRG B 0.34%
ST F 0.33%
IRT A 0.32%
AMH D 0.32%
ELS C 0.32%
SWX B 0.31%
JAZZ B 0.3%
KMPR B 0.29%
SBRA C 0.29%
TXNM A 0.28%
CGNX C 0.26%
PRGO B 0.25%
CYTK F 0.24%
GHC C 0.22%
FLG C 0.22%
AZPN A 0.22%
FHI A 0.22%
PAG B 0.2%
ALV C 0.19%
NEOG F 0.19%
CHWY B 0.18%
GT C 0.18%
NOVT D 0.17%
ALTM C 0.15%
JWN C 0.15%
CDP C 0.14%
SRPT D 0.14%
VNOM A 0.13%
CRI D 0.13%
ROIV C 0.13%
IRDM D 0.12%
LIVN F 0.12%
UA C 0.08%
CPRI F 0.08%
MAGN F 0.02%
EQH B 0.0%
FNF B 0.0%
IJJ Underweight 313 Positions Relative to EZM
Symbol Grade Weight
TOL B -1.15%
JXN C -0.73%
TPR B -0.72%
CMA A -0.69%
ALSN B -0.58%
MLI C -0.55%
UI A -0.53%
LNC B -0.49%
UHS D -0.47%
CNX A -0.47%
COKE C -0.46%
DVA B -0.46%
ALK C -0.43%
MTH D -0.42%
BWA D -0.42%
JNPR F -0.41%
GPI A -0.4%
RL B -0.4%
MSTR C -0.39%
AIZ A -0.39%
ABG B -0.37%
DDS B -0.37%
BOKF B -0.37%
MTDR B -0.36%
OGN D -0.36%
SM B -0.35%
EXP A -0.35%
RDN C -0.35%
OMF A -0.35%
HRB D -0.34%
BYD C -0.34%
CCOI B -0.34%
MUSA A -0.33%
ACT D -0.33%
RRC B -0.33%
PRI A -0.32%
BTU B -0.32%
CEIX A -0.32%
CAR C -0.32%
CROX D -0.31%
MHO D -0.3%
HSIC B -0.29%
COOP B -0.28%
HRI B -0.28%
FIX A -0.28%
AL B -0.27%
DBX B -0.27%
BCC B -0.27%
CIVI D -0.27%
BBWI D -0.27%
ARCH B -0.27%
CHRD D -0.27%
H B -0.27%
DXC B -0.27%
NOG A -0.26%
TGNA B -0.25%
AIT A -0.25%
PNW B -0.25%
ITT A -0.25%
UFPI B -0.25%
AMR C -0.25%
MGY A -0.25%
WEX D -0.25%
LBRT D -0.24%
CRK B -0.24%
RUSHA C -0.24%
TPH D -0.24%
SANM B -0.24%
MATX C -0.23%
AOS F -0.23%
SKX D -0.23%
GMS B -0.23%
ELAN D -0.23%
TPX B -0.23%
SEE C -0.23%
BECN B -0.23%
CLH B -0.23%
VNT B -0.22%
TXRH C -0.22%
ATKR C -0.22%
ADTN A -0.22%
HCC B -0.22%
SIRI C -0.21%
MTCH D -0.21%
DNB B -0.21%
ATI D -0.2%
CATY B -0.2%
APG B -0.2%
ASO F -0.2%
HP B -0.19%
OWL A -0.19%
CHDN B -0.19%
BWXT B -0.19%
CRC B -0.19%
HLI B -0.19%
PCTY B -0.18%
ESAB B -0.18%
ESI A -0.18%
RHI B -0.18%
GNW A -0.18%
HII D -0.18%
LNTH D -0.18%
CVI F -0.17%
ABCB B -0.17%
AWI A -0.17%
ANF C -0.17%
NEU C -0.17%
GWRE A -0.16%
SKY A -0.16%
HALO F -0.16%
IDCC A -0.16%
SEM B -0.16%
IBP D -0.16%
SSD D -0.16%
FG B -0.16%
MOD A -0.16%
AAON B -0.16%
TTEK F -0.16%
DY D -0.16%
KTB B -0.16%
TNET D -0.15%
ENSG D -0.15%
SFBS B -0.15%
PR B -0.15%
FBP B -0.15%
FRT B -0.14%
SEB F -0.14%
FIBK A -0.14%
HLNE B -0.14%
WWD B -0.14%
MOG.A B -0.14%
KNSL B -0.14%
BCO D -0.14%
KFY B -0.14%
RYAN B -0.14%
WHD B -0.14%
OTTR C -0.13%
CRS A -0.13%
WSC D -0.13%
ABM B -0.13%
ALIT C -0.13%
PBH A -0.13%
UCB A -0.13%
CACC D -0.13%
URBN C -0.13%
MEDP D -0.13%
GTLS B -0.13%
NSIT F -0.13%
MMSI B -0.12%
EXEL B -0.12%
GOLF B -0.12%
REYN D -0.12%
NYT C -0.12%
WTS B -0.12%
DUOL A -0.12%
RBC A -0.12%
FTDR A -0.12%
CSWI A -0.11%
ONTO D -0.11%
EPRT B -0.11%
PLXS B -0.11%
CR A -0.11%
HTZ C -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%
BANF B -0.11%
BILL A -0.11%
PLNT A -0.11%
PFSI D -0.11%
SUM B -0.11%
ITRI B -0.1%
PEGA A -0.1%
FOUR B -0.1%
EDR A -0.1%
PCOR B -0.1%
MDU D -0.1%
FELE B -0.1%
ITGR B -0.1%
AEIS B -0.1%
INFA D -0.1%
LSCC D -0.1%
SHC F -0.1%
VVV F -0.1%
AEO F -0.1%
PTEN C -0.1%
LOPE B -0.1%
MKTX D -0.1%
WOR F -0.1%
RRR D -0.1%
FUL F -0.09%
VRRM D -0.09%
ACIW B -0.09%
ETSY D -0.09%
SITE D -0.09%
CNS B -0.09%
TREX C -0.09%
HI C -0.09%
BNL D -0.09%
OLED D -0.09%
LNW D -0.09%
KOS F -0.09%
SHOO D -0.09%
ZWS B -0.09%
WING D -0.09%
CORT B -0.09%
FCN D -0.09%
DIOD D -0.09%
PEN B -0.09%
KAI A -0.08%
TRNO F -0.08%
OLLI D -0.08%
NPO A -0.08%
AVA A -0.08%
ACA A -0.08%
BFAM D -0.08%
ARCB C -0.08%
BCPC B -0.08%
FSS B -0.08%
MP B -0.08%
QLYS C -0.07%
BMI B -0.07%
IPAR B -0.07%
LGIH D -0.07%
FIZZ C -0.07%
CBZ B -0.07%
IOSP B -0.07%
JBT B -0.07%
ELF C -0.07%
SMAR A -0.07%
WD D -0.07%
AZEK A -0.07%
DOCN D -0.07%
MGEE C -0.07%
GTLB B -0.06%
AWR B -0.06%
AMPH D -0.06%
LTH C -0.06%
TDOC C -0.06%
CWEN C -0.06%
ACLS F -0.06%
SKT B -0.06%
UNF B -0.06%
APPF B -0.06%
CWST A -0.06%
IART C -0.06%
ESE B -0.06%
ALTR B -0.06%
RMBS C -0.06%
SPSC C -0.06%
SMPL B -0.06%
CRVL A -0.06%
ACHC F -0.06%
FOXF F -0.05%
PECO A -0.05%
KLIC B -0.05%
ALRM C -0.05%
TENB C -0.05%
KRYS B -0.05%
AIN C -0.05%
NCNO B -0.05%
IONS F -0.05%
BL B -0.05%
NARI C -0.05%
ICFI F -0.05%
TDC D -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%
HL D -0.04%
NFE 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%
MSGS A -0.04%
WK B -0.04%
RPD C -0.03%
CABO C -0.03%
CNMD C -0.03%
LXP D -0.03%
FTRE D -0.03%
CWT D -0.03%
FIVN C -0.03%
GO C -0.03%
PYCR C -0.03%
LCII C -0.03%
FRSH C -0.03%
SGRY F -0.03%
DV C -0.03%
FORM D -0.03%
TDW F -0.03%
CALX D -0.03%
ACAD D -0.03%
SPT C -0.02%
EVH F -0.02%
BRZE C -0.02%
DBRG F -0.02%
COUR F -0.01%
PGNY F -0.01%
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