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 13.27% year-to-date (YTD) with +$29M in YTD flows. OUSM performs better with 13.41% YTD performance, and -$179M 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 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EZM OUSM | +4.70%+5.24% | -1.04%-0.15% | +13.27%+13.41% | +17.39%+13.79% | +64.77%+53.72% | +44.90%+47.43% |
| Flows | EZM OUSM | +$7M-$12M | +$11M-$69M | +$29M-$179M | +$30M-$208M | -$84M+$255M | -$124M+$464M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EZM OUSM | +10.89%+12.06% | +13.38%+12.86% | +17.78%+15.06% | +20.01%+16.40% |
| Max drawdown | EZM OUSM | -7.62%-8.53% | -8.88%-9.24% | -23.35%-19.49% | -23.35%-19.49% |
| Max drawdown duration | EZM OUSM | 75d74d | 65d124d | 372d435d | 372d435d |
Trading data
EZM | OUSM | |
Last sale 10/30/2026 at 7:59 PM | $75.01 | |
| Previous close 10/30/2026 | $75.41 | |
| Consolidated volume 10/30/2026 | ||
| 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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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 10/30/2026 at 7:59 PM
Live
Closed
EZM | OUSM | |
|---|---|---|
| Last price | $75.01 | – |
| 1D performance | -0.53% | – |
| AuM | $940.16 M | $817.21 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 | 505 | 111 |
| 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
96.16%
Other
3.84%
OUSM
USA
98.29%
Other
1.71%
Sectors
EZM
Finance
24.67%
Industrials
12.57%
Technology
12.57%
Healthcare
11.27%
Consumer Cyclical.
8.24%
Non-Energy Materi.
7.42%
Other
23.26%
OUSM
Finance
19.47%
Industrials
19.24%
Technology
15.98%
Healthcare
10.27%
Consumer Services
7.94%
Non-Energy Materi.
7.14%
Other
19.95%
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Diversification
EZM
Total weight of top 15 holdings out of 15
11.48%
OUSM
Total weight of top 15 holdings out of 15
30.89%
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%
OUSM
Avnet, Inc.
2.22%
Lincoln Electric Holdings, Inc.
2.18%
Skyworks Solutions, Inc.
2.10%
Graco, Inc.
2.09%
Universal Health Services, Inc.
2.08%
Concentra Group Holdings Parent, Inc.
2.08%
Encompass Health Corp.
2.07%
A. O. Smith Corp.
2.05%
Badger Meter, Inc.
2.04%
Donaldson Co., Inc.
2.04%
Chemed Corp.
2.02%
National HealthCare Corp.
2.02%
The New York Times Co.
1.97%
SEI Investments Co.
1.97%
Amdocs Ltd.
1.96%
Frequently asked questions about EZM and OUSM
How have the EZM and OUSM ETFs performed in 2026?
As of October 30, 2026, EZM is up 13.27% year-to-date (YTD), while OUSM has returned 13.41%. That puts OUSM better performer ahead so far this year.
Which ETF is attracting more investor money: EZM or OUSM?
Year-to-date, the EZM ETF saw +$29M in flows, compared to -$179M for OUSM.
Which ETF is more volatile: EZM or OUSM?
Over the past year, EZM had a volatility of 13.38%, while OUSM experienced 12.86%.
Which ETF is bigger: EZM or OUSM?
As of October 30, 2026, EZM holds $940.16 M in assets under management (AUM), while OUSM manages $817.21 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., APA Corp. and CF Industries Holdings, Inc.. OUSM holds in its top three: Avnet, Inc., Lincoln Electric Holdings, Inc. and Skyworks Solutions, Inc..
Which ETF is more diversified: EZM or OUSM?
EZM holds 865 securities with 11.48% of its assets in the top 15. OUSM has 111 securities and a top 15 weight of 30.89%.
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