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 13.27% year-to-date (YTD) with +$29M in YTD flows. EPSV performs better with 22.33% 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 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EZM EPSV | +4.70%+0.93% | -1.04%-4.00% | +13.27%+22.33% | +17.39%+26.67% | +64.77%n/a | +44.90%n/a |
| Flows | EZM EPSV | +$7M- | +$11M- | +$29M+$751K | +$30M+$751K | -$84M- | -$124M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EZM EPSV | +10.89%+13.36% | +13.38%+17.07% | +17.78%n/a | +20.01%n/a |
| Max drawdown | EZM EPSV | -7.62%-9.89% | -8.88%-9.89% | -23.35%n/a | -23.35%n/a |
| Max drawdown duration | EZM EPSV | 75d75d | 65d75d | 372dn/a | 372dn/a |
Trading data
EZM | EPSV | |
Last sale 10/30/2026 at 1:30 PM | $74.99 | $29.23 |
| Previous close 10/29/2026 | $75.41 | $29.66 |
| Consolidated volume 10/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 30, 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 10/30/2026 at 1:30 PM
Live
Closed
EZM | EPSV | |
|---|---|---|
| Last price | $74.99 | $29.23 |
| 1D performance | -0.56% | -1.46% |
| AuM | $940.16 M | $5.85 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 | 505 | 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
96.16%
Other
3.84%
EPSV
USA
92.87%
Other
7.13%
Sectors
EZM
Finance
24.67%
Industrials
12.57%
Technology
12.57%
Healthcare
11.27%
Consumer Cyclical.
8.23%
Non-Energy Materi.
7.42%
Other
23.26%
EPSV
Finance
30.14%
Industrials
18.87%
Technology
16.96%
Non-Energy Materi.
8.32%
Other
25.71%
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Diversification
EZM
Total weight of top 15 holdings out of 15
11.48%
EPSV
Total weight of top 15 holdings out of 15
36.63%
Top 15 holdings
Data as of September 30, 2026
EZM
Viatris, Inc.
1.66%
APA Corp.
0.93%
CF Industries Holdings, Inc.
0.93%
RenaissanceRe Holdings Ltd.
0.81%
TD SYNNEX Corp.
0.78%
Ovintiv, Inc.
0.78%
The AES Corp.
0.72%
Jackson Financial, Inc.
0.71%
Entegris, Inc.
0.64%
Franklin Resources, Inc.
0.63%
BorgWarner, Inc.
0.63%
Globe Life, Inc.
0.60%
Lincoln National Corp.
0.56%
Halozyme Therapeutics, Inc.
0.56%
SiriusXM Holdings, Inc.
0.55%
EPSV
Moog, Inc.
3.79%
Sanmina Corp.
3.51%
Avnet, Inc.
3.12%
Advanced Energy Industries, Inc.
2.64%
Digi International, Inc.
2.59%
Reinsurance Group of America, Inc.
2.54%
FirstCash Holdings, Inc.
2.16%
Entegris, Inc.
2.15%
Charles River Laboratories International, Inc.
2.13%
Nextpower, Inc.
2.06%
Jacobs Solutions, Inc.
2.04%
Performance Food Group Co.
2.04%
Darling Ingredients, Inc.
1.99%
Murphy Oil Corp.
1.99%
United Bankshares, Inc. (West Virginia)
1.87%
Frequently asked questions about EZM and EPSV
How have the EZM and EPSV ETFs performed in 2026?
As of October 30, 2026, EZM is up 13.27% year-to-date (YTD), while EPSV has returned 22.33%. 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 +$29M in flows, compared to +$751K for EPSV.
Which ETF is more volatile: EZM or EPSV?
Over the past year, EZM had a volatility of 13.38%, while EPSV experienced 17.07%.
Which ETF is bigger: EZM or EPSV?
As of October 30, 2026, EZM holds $940.16 M in assets under management (AUM), while EPSV manages $5.85 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., APA Corp. and CF Industries Holdings, Inc.. EPSV holds in its top three: Moog, Inc., Sanmina Corp. and Avnet, Inc..
Which ETF is more diversified: EZM or EPSV?
EZM holds 865 securities with 11.48% of its assets in the top 15. EPSV has 59 securities and a top 15 weight of 36.63%.
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