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EZM - ETF AI Analysis
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WisdomTree U.S. MidCap Fund (EZM)
Rating:70Neutral
Price Target:
$76.06
Positive Factors
Strong Top Holdings
Several top positions, such as Roivant Sciences and Tenet Healthcare, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Financials, Consumer Cyclical, and Industrials, reducing reliance on any single industry.
Reasonable Expense Ratio
The fund's expense ratio of 0.38% is competitive, making it a cost-effective choice for investors.
Negative Factors
Limited Geographic Exposure
With nearly 99% of its holdings in U.S. companies, the ETF lacks diversification across global markets.
Underperforming Holdings
Some holdings, such as Ovintiv and APA, have shown weak year-to-date performance, which could drag on overall returns.
High Sector Concentration
The ETF has significant exposure to Financials and Consumer Cyclical sectors, which may increase vulnerability to sector-specific downturns.
EZM vs. SPDR S&P 500 ETF (SPY)
AUM798.58M
RegionNorth America
Expense Ratio0.38%
Beta0.94
IssuerWisdomTree
Inception DateFeb 23, 2007
Dividend Yield1.33%
Asset ClassEquity
Index TrackedWisdomTree U.S. MidCap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume20,336
30 Day Avg. Volume48,453
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
76.06Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering543
EZM Summary
The WisdomTree U.S. MidCap Fund (Ticker: EZM) is an ETF that focuses on mid-sized companies in the U.S., offering a mix of stability and growth potential. It follows the WisdomTree U.S. MidCap Index and includes companies like Aptiv and Fox, which represent industries such as technology, consumer goods, and healthcare. Investors might consider EZM for diversification and exposure to mid-cap stocks, which can provide a balance between the risks of small-cap stocks and the slower growth of large-cap stocks. However, new investors should be aware that mid-cap stocks can still be affected by market fluctuations, which may impact the ETF’s performance.
How much will it cost me?The WisdomTree U.S. MidCap Fund (EZM) has an expense ratio of 0.38%, meaning you’ll pay $3.80 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it is passively managed but focuses on a specific niche—mid-cap companies—which can require more specialized indexing.
What would affect this ETF?The WisdomTree U.S. MidCap Fund (EZM) could benefit from economic growth in the U.S., as mid-cap companies often thrive during periods of expansion and innovation, particularly in sectors like technology and consumer cyclical. However, rising interest rates or economic slowdowns could negatively impact mid-cap stocks, especially those in financial and industrial sectors, which make up a significant portion of the fund's holdings. Regulatory changes or sector-specific challenges in areas like healthcare or energy could also influence the ETF's performance.
EZM Top 10 Holdings
The WisdomTree U.S. MidCap Fund (EZM) is leaning heavily on mid-cap companies across diverse sectors, with a notable tilt toward financials and consumer cyclicals. Roivant Sciences is a rising star, buoyed by strategic advancements in biotech, while Tenet Healthcare is steady, benefiting from operational leadership changes. On the flip side, Ovintiv is lagging, weighed down by mixed financial performance and challenging market conditions. The fund’s U.S.-focused portfolio captures the dynamism of mid-sized companies, but its sector concentration could make it sensitive to economic cycles, particularly in consumer-driven industries.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Roivant Sciences | 1.15% | $9.20M | $12.44B | 58.87% | 61 Neutral | |
| Aptiv | 1.15% | $9.19M | $18.77B | 22.32% | 76 Outperform | |
| Fox | 1.09% | $8.75M | $24.96B | 45.85% | 76 Outperform | |
| Bunge Global | 0.82% | $6.59M | $19.57B | 7.29% | 77 Outperform | |
| Tenet Healthcare | 0.81% | $6.45M | $18.59B | 54.97% | 74 Outperform | |
| AES | 0.80% | $6.39M | $10.36B | -15.01% | 65 Neutral | |
| Ovintiv | 0.77% | $6.15M | C$13.55B | -4.57% | 67 Neutral | |
| APA | 0.69% | $5.51M | $8.53B | -1.52% | 72 Outperform | |
| Jazz Pharmaceuticals | 0.67% | $5.38M | $8.40B | 25.10% | 65 Neutral | |
| Globe Life | 0.67% | $5.37M | $10.82B | 27.98% | 78 Outperform |
EZM Technical Analysis
Positive
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Price Trends
65.67
Negative
63.99
Positive
61.95
Positive
Market Momentum
0.06
Negative
50.69
Neutral
75.97
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EZM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 65.44, equal to the 50-day MA of 65.67, and equal to the 200-day MA of 61.95, indicating a neutral trend. The MACD of 0.06 indicates Negative momentum. The RSI at 50.69 is Neutral, neither overbought nor oversold. The STOCH value of 75.97 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EZM.
EZM Peer Comparison
Comparison Results
Performance Comparison
EZM
WisdomTree U.S. MidCap Fund
65.58
3.99
6.48%
XMLV
Invesco S&P MidCap Low Volatility ETF
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BKMC
BNY Mellon US Mid Cap Core Equity ETF
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GRPM
Invesco S&P MidCap 400 GARP ETF
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PTMC
Pacer Trendpilot US Mid Cap ETF
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JPME
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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