EZMvsOUSMETF Comparison
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WisdomTree U.S. MidCap Fund (EZM) belongs to the US Mid Cap segment. ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM) 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 0.48% for OUSM. EZM is up 12.12% year-to-date (YTD) with +$22M in YTD flows. OUSM performs worse with 11.15% YTD performance, and -$157M in YTD flows. Run a side-by-side ETF comparison of EZM and OUSM 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 OUSM 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 OUSM | -3.87%-4.50% | -0.81%+2.36% | +12.12%+11.15% | +13.95%+8.76% | +48.55%+40.74% | +50.87%+49.17% |
| Flows | EZM OUSM | --$7M | +$11M-$75M | +$22M-$157M | +$10M-$231M | -$106M+$303M | -$102M+$489M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EZM OUSM | +10.56%+12.07% | +13.79%+12.68% | +18.03%+15.12% | +20.11%+16.46% |
| Max drawdown | EZM OUSM | -4.26%-4.58% | -8.88%-9.24% | -23.35%-19.49% | -23.35%-19.49% |
| Max drawdown duration | EZM OUSM | 30d29d | 65d124d | 372d435d | 372d435d |
Trading data
EZM | OUSM | |
Last sale 9/15/2026 at 7:59 PM | $74.37 | |
| Previous close 09/15/2026 | $74.55 | |
| 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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EZM | OUSM | |
|---|---|---|
| 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 | OUSM | |
|---|---|---|
| Last price | $74.37 | – |
| 1D performance | -0.24% | – |
| AuM | $925.94 M | $825.62 M |
| E/R | 0.38% | 0.48% |
Characteristics
EZM | OUSM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | WisdomTree | O'Shares |
| Benchmark | WisdomTree U.S. MidCap Index | O’Shares U.S. Small-Cap Quality Dividend Index |
| N° of holdings | 557 | 109 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 23, 2007 | December 30, 2016 |
| ESG | No | No |
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Exposure
Countries
EZM
USA
96.21%
Other
3.79%
OUSM
USA
97.86%
Other
2.14%
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%
OUSM
Finance
22.18%
Industrials
18.11%
Technology
11.54%
Consumer Services
9.79%
Consumer Cyclical.
8.72%
Healthcare
8.47%
Other
21.18%
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Diversification
EZM
Total weight of top 15 holdings out of 15
11.09%
OUSM
Total weight of top 15 holdings out of 15
31.61%
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%
OUSM
Chemed Corp.
2.42%
Texas Roadhouse, Inc.
2.34%
SEI Investments Co.
2.23%
National HealthCare Corp.
2.20%
Primerica, Inc.
2.19%
Radian Group Inc.
2.18%
MGIC Investment Corp.
2.17%
Essent Group Ltd.
2.15%
Donaldson Co., Inc.
2.11%
Royalty Pharma Plc
2.02%
Lincoln Electric Holdings, Inc.
1.94%
The New York Times Co.
1.93%
Avnet, Inc.
1.92%
ITT, Inc.
1.91%
Allison Transmission Holdings, Inc.
1.90%
Frequently asked questions about EZM and OUSM
How have the EZM and OUSM ETFs performed in 2026?
As of September 15, 2026, EZM is up 12.12% year-to-date (YTD), while OUSM has returned 11.15%. That puts EZM better performer ahead so far this year.
Which ETF is attracting more investor money: EZM or OUSM?
Year-to-date, the EZM ETF saw +$22M in flows, compared to -$157M for OUSM.
Which ETF is more volatile: EZM or OUSM?
Over the past year, EZM had a volatility of 13.79%, while OUSM experienced 12.68%.
Which ETF is bigger: EZM or OUSM?
As of September 15, 2026, EZM holds $925.94 M in assets under management (AUM), while OUSM manages $825.62 M.
What sectors do the EZM and OUSM ETFs invest in?
EZM leans toward sectors like Finance, Industrials and Technology. Meanwhile, OUSM focuses on Finance, Industrials and Technology.
What are the top holdings of the EZM ETF and OUSM ETF?
EZM top holdings include Viatris, Inc., CF Industries Holdings, Inc. and Ovintiv, Inc.. OUSM holds in its top three: Chemed Corp., Texas Roadhouse, Inc. and SEI Investments Co..
Which ETF is more diversified: EZM or OUSM?
EZM holds 559 securities with 11.09% of its assets in the top 15. OUSM has 109 securities and a top 15 weight of 31.61%.
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