BSMCvsEZMETF Comparison
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Brandes U.S. Small-Mid Cap Value ETF (BSMC) belongs to the US Multi-Factor segment. WisdomTree U.S. MidCap Fund (EZM) is part of the US Mid Cap segment. BSMC's top 3 sector exposures are Healthcare, Technology and Consumer Non-Cyclicals. In contrast, EZM's top sector exposures are Finance, Industrials and Technology. BSMC is more expensive with a Total Expense Ratio (TER) of 0.71%, versus 0.38% for EZM. BSMC is up 12.36% year-to-date (YTD) with +$13M in YTD flows. EZM performs worse with 11.1% YTD performance, and +$22M in YTD flows. Run a side-by-side ETF comparison of BSMC and EZM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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BSMC vs EZM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/18/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BSMC EZM | -3.81%-3.70% | +2.49%-0.90% | +12.36%+11.10% | +16.80%+11.66% | n/a+47.59% | n/a+53.11% |
| Flows | BSMC EZM | +$2M- | +$4M+$11M | +$13M+$22M | +$24M-$36M | --$106M | --$102M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BSMC EZM | +12.37%+10.11% | +13.80%+13.78% | n/a+18.02% | n/a+20.10% |
| Max drawdown | BSMC EZM | -6.19%-5.13% | -9.01%-8.88% | n/a-23.35% | n/a-23.35% |
| Max drawdown duration | BSMC EZM | 45d33d | 101d65d | n/a372d | n/a372d |
Trading data
BSMC | EZM | |
Last sale 9/18/2026 at 1:30 PM | $38.66 | $73.80 |
| Previous close 09/17/2026 | $39.04 | $73.97 |
| Consolidated volume 09/17/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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BSMC
is actively managed and doesn’t replicate an indexBSMC | EZM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/18/2026 at 1:30 PM
Live
Closed
BSMC | EZM | |
|---|---|---|
| Last price | $38.66 | $73.80 |
| 1D performance | -0.97% | -0.23% |
| AuM | $169.69 M | $917.55 M |
| E/R | 0.71% | 0.38% |
Characteristics
BSMC | EZM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Brandes | WisdomTree |
| Benchmark | - | WisdomTree U.S. MidCap Index |
| N° of holdings | 71 | 557 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 3, 2023 | February 23, 2007 |
| ESG | No | No |
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Exposure
Countries
BSMC
USA
89.93%
Other
10.07%
EZM
USA
96.21%
Other
3.79%
Sectors
BSMC
Healthcare
22.13%
Technology
15.87%
Consumer Non-Cycl.
12.06%
Industrials
11.66%
Finance
9.61%
Non-Energy Materi.
9.36%
Other
19.3%
EZM
Finance
25.63%
Industrials
12.72%
Technology
11.19%
Healthcare
10.7%
Consumer Cyclical.
8.57%
Non-Energy Materi.
7.45%
Other
23.75%
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Diversification
BSMC
Total weight of top 15 holdings out of 15
37.95%
EZM
Total weight of top 15 holdings out of 15
11.09%
Top 15 holdings
Data as of July 31, 2026
BSMC
JPMorgan US Treasury Plus Money Market Fund
4.01%
Dentsply Sirona, Inc.
2.89%
Innovex International, Inc.
2.86%
Ingles Markets, Inc.
2.77%
Elanco Animal Health, Inc.
2.75%
Amdocs Ltd.
2.66%
International Flavors & Fragrances, Inc.
2.62%
UniFirst Corp.
2.55%
Edgewell Personal Care Co.
2.51%
Zimmer Biomet Holdings, Inc.
2.29%
Citizens Financial Group, Inc. (Rhode Island)
2.14%
EPAM Systems, Inc.
2.04%
The Campbell's Co.
2.02%
NETGEAR, Inc.
1.99%
Omnicom Group, Inc.
1.86%
EZM
Viatris, Inc.
1.53%
CF Industries Holdings, Inc.
0.95%
Ovintiv, Inc.
0.77%
APA Corp.
0.76%
RenaissanceRe Holdings Ltd.
0.75%
TD SYNNEX Corp.
0.72%
The AES Corp.
0.67%
DaVita, Inc.
0.66%
BorgWarner, Inc.
0.63%
SiriusXM Holdings, Inc.
0.63%
Globe Life, Inc.
0.62%
Jackson Financial, Inc.
0.62%
Franklin Resources, Inc.
0.61%
Lincoln National Corp.
0.60%
Penske Automotive Group, Inc.
0.55%
Frequently asked questions about BSMC and EZM
How have the BSMC and EZM ETFs performed in 2026?
As of September 18, 2026, BSMC is up 12.36% year-to-date (YTD), while EZM has returned 11.1%. That puts BSMC better performer ahead so far this year.
Which ETF is attracting more investor money: BSMC or EZM?
Year-to-date, the BSMC ETF saw +$13M in flows, compared to +$22M for EZM.
Which ETF is more volatile: BSMC or EZM?
Over the past year, BSMC had a volatility of 13.8%, while EZM experienced 13.78%.
Which ETF is bigger: BSMC or EZM?
As of September 18, 2026, BSMC holds $169.69 M in assets under management (AUM), while EZM manages $917.55 M.
What sectors do the BSMC and EZM ETFs invest in?
BSMC leans toward sectors like Healthcare, Technology and Consumer Non-Cyclicals. Meanwhile, EZM focuses on Finance, Industrials and Technology.
What are the top holdings of the BSMC ETF and EZM ETF?
BSMC top holdings include JPMorgan US Treasury Plus Money Market Fund, Dentsply Sirona, Inc. and Innovex International, Inc.. EZM holds in its top three: Viatris, Inc., CF Industries Holdings, Inc. and Ovintiv, Inc..
Which ETF is more diversified: BSMC or EZM?
BSMC holds 71 securities with 37.95% of its assets in the top 15. EZM has 559 securities and a top 15 weight of 11.09%.
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