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EZMvsOUSMETF Comparison
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. EZM's top 3 sector exposures are Financials, Consumer Discretionary and Industrials. In contrast, OUSM's top sector exposures are Industrials, Financials and Consumer Discretionary. EZM is less expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.48% for OUSM. EZM is up 1.26% year-to-date (YTD) with +$14M in YTD flows. OUSM performs better with 3.14% YTD performance, and -$24M 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.
EZM vs OUSM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EZM OUSM | -6.01%-4.57% | -0.43%+4.11% | +1.26%+3.14% | +14.77%+7.24% | +42.39%+36.56% | +42.12%+48.45% |
| Flows | EZM OUSM | +$3M-$6M | -$82M-$27M | +$14M-$24M | -$28M-$33M | -$139M+$565M | -$91M+$631M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EZM OUSM | +14.33%+13.58% | +20.58%+17.31% | +18.93%+15.30% | +20.49%+16.56% |
| Max drawdown | EZM OUSM | -6.01%-5.17% | -14.87%-11.91% | -23.35%-19.49% | -23.35%-19.49% |
| Max drawdown duration | EZM OUSM | 28d26d | 46d44d | 372d435d | 372d435d |
EZM | OUSM | |
Last sale 3/11/2026 at 1:30 PM | $67.55 | |
| Previous close 03/10/2026 | $67.65 | |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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EZM | OUSM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
EZM | OUSM | |
|---|---|---|
| Last price | $67.55 | – |
| 1D performance | -0.15% | – |
| AuM | $834.42 M | $900.38 M |
| E/R | 0.38% | 0.48% |
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 | 819 | 107 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 23, 2007 | December 30, 2016 |
| 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 OUSM ETFs performed in 2026?
As of March 10, 2026, EZM is up 1.26% year-to-date (YTD), while OUSM has returned 3.14%. 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 +$14M in flows, compared to -$24M for OUSM.
Which ETF is more volatile: EZM or OUSM?
Over the past year, EZM had a volatility of 20.58%, while OUSM experienced 17.31%.
Which ETF is bigger: EZM or OUSM?
As of March 10, 2026, EZM holds $834.42 M in assets under management (AUM), while OUSM manages $900.38 M.
What sectors do the EZM and OUSM ETFs invest in?
EZM leans toward sectors like Financials, Consumer Discretionary and Industrials. Meanwhile, OUSM focuses on Industrials, Financials and Consumer Discretionary.
What are the top holdings of the EZM ETF and OUSM ETF?
EZM top holdings include VIATRIS INC, CF INDUSTRIES HOLDINGS and AES. OUSM holds in its top three: DONALDSON, NATIONAL HEALTHCARE and AVNET.
Which ETF is more diversified: EZM or OUSM?
EZM holds 875 securities with 9.7% of its assets in the top 15. OUSM has 107 securities and a top 15 weight of 32.68%.
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