EZMvsAFMCETF Comparison
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WisdomTree U.S. MidCap Fund (EZM) belongs to the US Mid Cap segment. First Trust Active Factor Mid Cap ETF (AFMC) is part of the US Multi-Factor segment. EZM's top 3 sector exposures are Finance, Industrials and Technology. In contrast, AFMC's top sector exposures are Finance, Technology and Industrials. EZM is less expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.68% for AFMC. EZM is up 12.12% year-to-date (YTD) with +$22M in YTD flows. AFMC performs better with 17.43% YTD performance, and +$99M in YTD flows. Run a side-by-side ETF comparison of EZM and AFMC 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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EZM vs AFMC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/15/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EZM AFMC | -3.87%-4.07% | -0.81%-0.71% | +12.12%+17.43% | +13.95%+18.79% | +48.55%+67.95% | +50.87%+66.30% |
| Flows | EZM AFMC | -+$19M | +$11M+$47M | +$22M+$99M | +$10M+$108M | -$106M+$178M | -$102M+$184M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EZM AFMC | +10.56%+11.44% | +13.79%+14.80% | +18.03%+17.45% | +20.11%+19.21% |
| Max drawdown | EZM AFMC | -4.26%-4.33% | -8.88%-8.15% | -23.35%-21.83% | -23.35%-25.69% |
| Max drawdown duration | EZM AFMC | 30d29d | 65d47d | 372d289d | 372d752d |
Trading data
EZM | AFMC | |
Last sale 9/15/2026 at 7:59 PM | $74.37 | $40.26 |
| Previous close 09/15/2026 | $74.55 | $40.35 |
| Consolidated volume 09/15/2026 | ||
| 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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AFMC
is actively managed and doesn’t replicate an indexEZM | AFMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/15/2026 at 7:59 PM
Live
Closed
EZM | AFMC | |
|---|---|---|
| Last price | $74.37 | $40.26 |
| 1D performance | -0.24% | -0.22% |
| AuM | $925.94 M | $215.62 M |
| E/R | 0.38% | 0.68% |
Characteristics
EZM | AFMC | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | WisdomTree | First Trust |
| Benchmark | WisdomTree U.S. MidCap Index | - |
| N° of holdings | 557 | 261 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 23, 2007 | December 3, 2019 |
| ESG | No | No |
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Exposure
Countries
EZM
USA
96.21%
Other
3.79%
AFMC
USA
95.63%
Other
4.37%
Sectors
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%
AFMC
Finance
20.72%
Technology
18%
Industrials
17.08%
Healthcare
10.33%
Consumer Cyclical.
9.61%
Non-Energy Materi.
9.56%
Other
14.7%
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Diversification
EZM
Total weight of top 15 holdings out of 15
11.09%
AFMC
Total weight of top 15 holdings out of 15
16.36%
Top 15 holdings
Data as of July 31, 2026
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%
AFMC
Reliance, Inc.
1.45%
Casey's General Stores, Inc.
1.30%
BorgWarner, Inc.
1.24%
Mueller Industries, Inc.
1.18%
TechnipFMC plc
1.14%
Federated Hermes, Inc.
1.13%
RenaissanceRe Holdings Ltd.
1.08%
Chord Energy Corp.
1.08%
Matson, Inc.
1.05%
Exelixis, Inc.
1.05%
Halozyme Therapeutics, Inc.
0.99%
ATI, Inc.
0.97%
National Fuel Gas Co.
0.91%
APA Corp.
0.90%
Affiliated Managers Group, Inc.
0.89%
Frequently asked questions about EZM and AFMC
How have the EZM and AFMC ETFs performed in 2026?
As of September 15, 2026, EZM is up 12.12% year-to-date (YTD), while AFMC has returned 17.43%. That puts AFMC better performer ahead so far this year.
Which ETF is attracting more investor money: EZM or AFMC?
Year-to-date, the EZM ETF saw +$22M in flows, compared to +$99M for AFMC.
Which ETF is more volatile: EZM or AFMC?
Over the past year, EZM had a volatility of 13.79%, while AFMC experienced 14.8%.
Which ETF is bigger: EZM or AFMC?
As of September 15, 2026, EZM holds $925.94 M in assets under management (AUM), while AFMC manages $215.62 M.
What sectors do the EZM and AFMC ETFs invest in?
EZM leans toward sectors like Finance, Industrials and Technology. Meanwhile, AFMC focuses on Finance, Technology and Industrials.
What are the top holdings of the EZM ETF and AFMC ETF?
EZM top holdings include Viatris, Inc., CF Industries Holdings, Inc. and Ovintiv, Inc.. AFMC holds in its top three: Reliance, Inc., Casey's General Stores, Inc. and BorgWarner, Inc..
Which ETF is more diversified: EZM or AFMC?
EZM holds 559 securities with 11.09% of its assets in the top 15. AFMC has 261 securities and a top 15 weight of 16.36%.
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