EZMvsEPSVETF Comparison
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WisdomTree U.S. MidCap Fund (EZM) belongs to the US Mid Cap segment. Harbor SMID Cap Value ETF (EPSV) is part of the US Multi-Factor segment. Both ETFs have the same top 3 sector exposures: Finance, Industrials and Technology. EZM is less expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.88% for EPSV. EZM is up 12.12% year-to-date (YTD) with +$22M in YTD flows. EPSV performs better with 22.79% YTD performance, and +$751K in YTD flows. Run a side-by-side ETF comparison of EZM and EPSV 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 EPSV 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 EPSV | -3.87%-7.70% | -0.81%-4.55% | +12.12%+22.79% | +13.95%+27.68% | +48.55%n/a | +50.87%n/a |
| Flows | EZM EPSV | -- | +$11M- | +$22M+$751K | +$10M+$751K | -$106M- | -$102M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EZM EPSV | +10.56%+14.70% | +13.79%+17.53% | +18.03%n/a | +20.11%n/a |
| Max drawdown | EZM EPSV | -4.26%-7.82% | -8.88%-8.98% | -23.35%n/a | -23.35%n/a |
| Max drawdown duration | EZM EPSV | 30d30d | 65d47d | 372dn/a | 372dn/a |
Trading data
EZM | EPSV | |
Last sale 9/15/2026 at 7:59 PM | $74.37 | $29.49 |
| Previous close 09/15/2026 | $74.55 | $29.35 |
| 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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EPSV
is actively managed and doesn’t replicate an indexEZM | EPSV | |
|---|---|---|
| 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 | EPSV | |
|---|---|---|
| Last price | $74.37 | $29.49 |
| 1D performance | -0.24% | +0.47% |
| AuM | $925.94 M | $5.87 M |
| E/R | 0.38% | 0.88% |
Characteristics
EZM | EPSV | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | WisdomTree | Harbor Capital |
| Benchmark | WisdomTree U.S. MidCap Index | - |
| N° of holdings | 557 | 59 |
| 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%
EPSV
USA
92.62%
Other
7.38%
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%
EPSV
Finance
30.41%
Industrials
19.79%
Technology
15.36%
Non-Energy Materi.
9.15%
Other
25.3%
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Diversification
EZM
Total weight of top 15 holdings out of 15
11.09%
EPSV
Total weight of top 15 holdings out of 15
34.99%
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%
EPSV
Moog, Inc.
3.08%
Sanmina Corp.
2.91%
Digi International, Inc.
2.86%
Avnet, Inc.
2.58%
Popular, Inc.
2.46%
Advanced Energy Industries, Inc.
2.43%
Performance Food Group Co.
2.34%
Reinsurance Group of America, Inc.
2.25%
Nextpower, Inc.
2.22%
Vornado Realty Trust
2.10%
Stifel Financial Corp.
2.01%
Flex Ltd.
1.99%
GATX Corp.
1.97%
Acuity, Inc.
1.94%
United Bankshares, Inc. (West Virginia)
1.88%
Frequently asked questions about EZM and EPSV
How have the EZM and EPSV ETFs performed in 2026?
As of September 15, 2026, EZM is up 12.12% year-to-date (YTD), while EPSV has returned 22.79%. That puts EPSV better performer ahead so far this year.
Which ETF is attracting more investor money: EZM or EPSV?
Year-to-date, the EZM ETF saw +$22M in flows, compared to +$751K for EPSV.
Which ETF is more volatile: EZM or EPSV?
Over the past year, EZM had a volatility of 13.79%, while EPSV experienced 17.53%.
Which ETF is bigger: EZM or EPSV?
As of September 15, 2026, EZM holds $925.94 M in assets under management (AUM), while EPSV manages $5.87 M.
What sectors do the EZM and EPSV ETFs invest in?
EZM leans toward sectors like Finance, Industrials and Technology. Meanwhile, EPSV focuses on Finance, Industrials and Technology.
What are the top holdings of the EZM ETF and EPSV ETF?
EZM top holdings include Viatris, Inc., CF Industries Holdings, Inc. and Ovintiv, Inc.. EPSV holds in its top three: Moog, Inc., Sanmina Corp. and Digi International, Inc..
Which ETF is more diversified: EZM or EPSV?
EZM holds 559 securities with 11.09% of its assets in the top 15. EPSV has 59 securities and a top 15 weight of 34.99%.
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