EZMvsAFMCETF Comparison
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 Financials, Consumer Discretionary and Industrials. In contrast, AFMC's top sector exposures are Industrials, Information Technology and Financials. EZM is less expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.65% for AFMC. EZM is up 8.19% year-to-date (YTD) with +$7M in YTD flows. AFMC performs better with 12.54% YTD performance, and +$42M 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.
EZM vs AFMC performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EZM AFMC | +6.57%+11.93% | +3.80%+7.75% | +8.19%+12.54% | +27.18%+30.28% | +52.33%+72.39% | +44.36%+60.67% |
| Flows | EZM AFMC | -$7M+$2M | -$4M+$31M | +$7M+$42M | -$20M+$72M | -$115M+$124M | -$106M+$127M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EZM AFMC | +15.95%+17.44% | +15.40%+15.21% | +18.59%+17.70% | +20.41%+19.46% |
| Max drawdown | EZM AFMC | -8.88%-8.15% | -8.88%-8.15% | -23.35%-21.83% | -23.35%-25.69% |
| Max drawdown duration | EZM AFMC | 65d47d | 65d47d | 372d289d | 372d752d |
EZM | AFMC | |
Last sale 5/1/2026 at 1:30 PM | $72.03 | $38.63 |
| Previous close 04/29/2026 | $72.37 | $38.66 |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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EZM | AFMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
EZM | AFMC | |
|---|---|---|
| Last price | $72.03 | $38.63 |
| 1D performance | -0.47% | -0.07% |
| AuM | $881.98 M | $152.76 M |
| E/R | 0.38% | 0.65% |
EZM | AFMC | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | WisdomTree | First Trust |
| Benchmark | WisdomTree U.S. MidCap Index | - |
| N° of holdings | 471 | 262 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 23, 2007 | December 3, 2019 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
