EZMvsEPSBETF Comparison
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WisdomTree U.S. MidCap Fund (EZM) belongs to the US Mid Cap segment. Harbor SMID Cap Core ETF (EPSB) is part of the US Multi-Factor segment. EZM's top 3 sector exposures are Finance, Industrials and Technology. In contrast, EPSB's top sector exposures are Industrials, Finance and Technology. EZM is less expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.88% for EPSB. EZM is up 12.12% year-to-date (YTD) with +$22M in YTD flows. EPSB performs better with 16.44% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of EZM and EPSB 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 EPSB 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 EPSB | -3.87%-6.41% | -0.81%-4.59% | +12.12%+16.44% | +13.95%+19.06% | +48.55%n/a | +50.87%n/a |
| Flows | EZM EPSB | -- | +$11M- | +$22M- | +$10M+$584K | -$106M- | -$102M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EZM EPSB | +10.56%+12.00% | +13.79%+14.95% | +18.03%n/a | +20.11%n/a |
| Max drawdown | EZM EPSB | -4.26%-6.77% | -8.88%-8.47% | -23.35%n/a | -23.35%n/a |
| Max drawdown duration | EZM EPSB | 30d30d | 65d49d | 372dn/a | 372dn/a |
Trading data
EZM | EPSB | |
Last sale 9/17/2026 at 3:46 PM | $74.31 | $26.50 |
| Previous close 09/16/2026 | $73.75 | $26.32 |
| Consolidated volume 09/16/2026 | ||
| 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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EPSB
is actively managed and doesn’t replicate an indexEZM | EPSB | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/17/2026 at 3:46 PM
Live
Closed
EZM | EPSB | |
|---|---|---|
| Last price | $74.31 | $26.50 |
| 1D performance | +0.76% | +0.68% |
| AuM | $925.94 M | $4.62 M |
| E/R | 0.38% | 0.88% |
Characteristics
EZM | EPSB | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | WisdomTree | Harbor Capital |
| Benchmark | WisdomTree U.S. MidCap Index | - |
| N° of holdings | 557 | 56 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 23, 2007 | May 1, 2025 |
| ESG | No | No |
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Exposure
Countries
EZM
USA
96.21%
Other
3.79%
EPSB
USA
96.67%
Other
3.33%
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%
EPSB
Industrials
24.69%
Finance
22.89%
Technology
14.07%
Non-Energy Materi.
10%
Healthcare
9.17%
Other
19.19%
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Diversification
EZM
Total weight of top 15 holdings out of 15
11.09%
EPSB
Total weight of top 15 holdings out of 15
37.66%
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%
EPSB
Moog, Inc.
3.71%
Woodward, Inc.
3.16%
Archrock, Inc.
2.83%
Ryder System, Inc.
2.80%
Teledyne Technologies, Inc.
2.59%
Reinsurance Group of America, Inc.
2.46%
Snap-On, Inc.
2.35%
FormFactor, Inc.
2.35%
Arrow Electronics, Inc.
2.29%
Raymond James Financial, Inc.
2.24%
CBRE Group, Inc.
2.20%
CF Industries Holdings, Inc.
2.20%
Charles River Laboratories International, Inc.
2.17%
BorgWarner, Inc.
2.16%
Hexcel Corp.
2.16%
Frequently asked questions about EZM and EPSB
How have the EZM and EPSB ETFs performed in 2026?
As of September 15, 2026, EZM is up 12.12% year-to-date (YTD), while EPSB has returned 16.44%. That puts EPSB better performer ahead so far this year.
Which ETF is attracting more investor money: EZM or EPSB?
Year-to-date, the EZM ETF saw +$22M in flows, compared to - for EPSB.
Which ETF is more volatile: EZM or EPSB?
Over the past year, EZM had a volatility of 13.79%, while EPSB experienced 14.95%.
Which ETF is bigger: EZM or EPSB?
As of September 15, 2026, EZM holds $925.94 M in assets under management (AUM), while EPSB manages $4.62 M.
What sectors do the EZM and EPSB ETFs invest in?
EZM leans toward sectors like Finance, Industrials and Technology. Meanwhile, EPSB focuses on Industrials, Finance and Technology.
What are the top holdings of the EZM ETF and EPSB ETF?
EZM top holdings include Viatris, Inc., CF Industries Holdings, Inc. and Ovintiv, Inc.. EPSB holds in its top three: Moog, Inc., Woodward, Inc. and Archrock, Inc..
Which ETF is more diversified: EZM or EPSB?
EZM holds 559 securities with 11.09% of its assets in the top 15. EPSB has 56 securities and a top 15 weight of 37.66%.
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Latest news about EZM & EPSB
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