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EZMvsEPSVETF Comparison
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. EZM's top 3 sector exposures are Financials, Consumer Discretionary and Industrials. In contrast, EPSV's top sector exposures are Industrials, Information Technology and Financials. EZM is less expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.88% for EPSV. EZM is down -0.5% year-to-date (YTD) with +$14M in YTD flows. EPSV performs better with 6.65% YTD performance, and - 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.
EZM vs EPSV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EZM EPSV | -6.72%-5.42% | -2.11%+2.69% | -0.50%+6.65% | +16.07%n/a | +44.36%n/a | +35.81%n/a |
| Flows | EZM EPSV | +$3M- | +$14M- | +$14M- | -$22M- | -$139M- | -$93M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EZM EPSV | +14.43%+17.16% | +20.56%n/a | +18.84%n/a | +20.49%n/a |
| Max drawdown | EZM EPSV | -7.64%-6.93% | -14.87%n/a | -23.35%n/a | -23.35%n/a |
| Max drawdown duration | EZM EPSV | 31d17d | 46dn/a | 372dn/a | 372dn/a |
EZM | EPSV | |
Last sale 3/13/2026 at 1:30 PM | $66.34 | $25.13 |
| Previous close 03/12/2026 | $66.47 | $25.12 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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EZM | EPSV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
EZM | EPSV | |
|---|---|---|
| Last price | $66.34 | $25.13 |
| 1D performance | -0.20% | +0.04% |
| AuM | $819.95 M | $4.46 M |
| E/R | 0.38% | 0.88% |
EZM | EPSV | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | WisdomTree | Harbor Capital |
| Benchmark | WisdomTree U.S. MidCap Index | - |
| N° of holdings | 819 | 55 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 23, 2007 | May 1, 2025 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the EZM and EPSV ETFs performed in 2026?
As of March 13, 2026, EZM is down -0.5% year-to-date (YTD), while EPSV has returned 6.65%. 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 +$14M in flows, compared to - for EPSV.
Which ETF is bigger: EZM or EPSV?
As of March 13, 2026, EZM holds $819.95 M in assets under management (AUM), while EPSV manages $4.46 M.
What sectors do the EZM and EPSV ETFs invest in?
EZM leans toward sectors like Financials, Consumer Discretionary and Industrials. Meanwhile, EPSV focuses on Industrials, Information Technology and Financials.
What are the top holdings of the EZM ETF and EPSV ETF?
EZM top holdings include VIATRIS INC, CF INDUSTRIES HOLDINGS and AES. EPSV holds in its top three: FLEX LTD, ADVANCED ENERGY INDUSTRIES and MOOG.
Which ETF is more diversified: EZM or EPSV?
EZM holds 875 securities with 9.7% of its assets in the top 15. EPSV has 55 securities and a top 15 weight of 40.26%.
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