EZMvsJMEEETF Comparison
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WisdomTree U.S. MidCap Fund (EZM) belongs to the US Mid Cap segment. JPMorgan Market Expansion Enhanced Equity ETF (JMEE) is part of the US Multi-Factor segment. Both ETFs have the same top 3 sector exposures: Finance, Industrials and Technology. EZM is more expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.35% for JMEE. EZM is up 12.12% year-to-date (YTD) with +$22M in YTD flows. JMEE performs better with 15.83% YTD performance, and +$401M in YTD flows. Run a side-by-side ETF comparison of EZM and JMEE 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 JMEE 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 JMEE | -3.87%-6.51% | -0.81%-2.65% | +12.12%+15.83% | +13.95%+18.72% | +48.55%+55.36% | +50.87%n/a |
| Flows | EZM JMEE | -+$70M | +$11M+$137M | +$22M+$401M | +$10M+$481M | -$106M+$1.33B | -$102M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EZM JMEE | +10.56%+12.58% | +13.79%+15.71% | +18.03%+18.22% | +20.11%n/a |
| Max drawdown | EZM JMEE | -4.26%-6.62% | -8.88%-8.30% | -23.35%-25.42% | -23.35%n/a |
| Max drawdown duration | EZM JMEE | 30d30d | 65d50d | 372d379d | 372dn/a |
Trading data
EZM | JMEE | |
Last sale 9/15/2026 at 7:59 PM | $74.37 | $75.03 |
| Previous close 09/15/2026 | $74.55 | $74.61 |
| 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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JMEE
is actively managed and doesn’t replicate an indexEZM | JMEE | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Main metrics
Last update 9/15/2026 at 7:59 PM
Live
Closed
EZM | JMEE | |
|---|---|---|
| Last price | $74.37 | $75.03 |
| 1D performance | -0.24% | +0.56% |
| AuM | $925.94 M | $2.87 B |
| E/R | 0.38% | 0.35% |
Characteristics
EZM | JMEE | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | WisdomTree | J.P. Morgan Asset Management |
| Benchmark | WisdomTree U.S. MidCap Index | - |
| N° of holdings | 557 | 651 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 23, 2007 | May 6, 2022 |
| ESG | No | No |
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Exposure
Countries
EZM
USA
96.21%
Other
3.79%
JMEE
USA
96.83%
Other
3.17%
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%
JMEE
Finance
24.98%
Industrials
14.72%
Technology
14.51%
Healthcare
9.79%
Non-Energy Materi.
9.46%
Other
26.55%
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Diversification
EZM
Total weight of top 15 holdings out of 15
11.09%
JMEE
Total weight of top 15 holdings out of 15
8.88%
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%
JMEE
Curtiss-Wright Corp.
0.73%
Twilio, Inc.
0.70%
TechnipFMC plc
0.68%
United Therapeutics Corp.
0.68%
Illumina, Inc.
0.67%
nVent Electric Plc
0.66%
Okta, Inc.
0.62%
MasTec, Inc.
0.57%
Woodward, Inc.
0.55%
MKS, Inc.
0.53%
ATI, Inc.
0.52%
Reliance, Inc.
0.51%
RBC Bearings, Inc.
0.49%
US Foods Holding Corp.
0.49%
Protagonist Therapeutics, Inc.
0.48%
Frequently asked questions about EZM and JMEE
How have the EZM and JMEE ETFs performed in 2026?
As of September 15, 2026, EZM is up 12.12% year-to-date (YTD), while JMEE has returned 15.83%. That puts JMEE better performer ahead so far this year.
Which ETF is attracting more investor money: EZM or JMEE?
Year-to-date, the EZM ETF saw +$22M in flows, compared to +$401M for JMEE.
Which ETF is more volatile: EZM or JMEE?
Over the past year, EZM had a volatility of 13.79%, while JMEE experienced 15.71%.
Which ETF is bigger: EZM or JMEE?
As of September 15, 2026, EZM holds $925.94 M in assets under management (AUM), while JMEE manages $2.87 B.
What sectors do the EZM and JMEE ETFs invest in?
EZM leans toward sectors like Finance, Industrials and Technology. Meanwhile, JMEE focuses on Finance, Industrials and Technology.
What are the top holdings of the EZM ETF and JMEE ETF?
EZM top holdings include Viatris, Inc., CF Industries Holdings, Inc. and Ovintiv, Inc.. JMEE holds in its top three: Curtiss-Wright Corp., Twilio, Inc. and TechnipFMC plc.
Which ETF is more diversified: EZM or JMEE?
EZM holds 559 securities with 11.09% of its assets in the top 15. JMEE has 652 securities and a top 15 weight of 8.88%.
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