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EZMvsOUSMETF Comparison

ETF 1

EZM

WisdomTree U.S. MidCap Fund

This fund is part of

US Mid Cap

-0.34%

Full EZM fund page

VS

ETF 2

OUSM

ALPS O’Shares U.S. Small-Cap Quality Dividend ETF

This fund is part of

US Multi-Factor

-0.38%

Full OUSM fund page

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 7.58% year-to-date (YTD) with +$7M in YTD flows. OUSM performs better with 8.04% YTD performance, and -$53M 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

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Data Services

Historic performance and flows

Data as of 04/28/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	EZM OUSM	+9.14%+8.93%	+3.72%+4.42%	+7.58%+8.04%	+26.86%+16.72%	+51.21%+41.13%	+43.85%+44.84%
Flows	EZM OUSM	-$7M-$24M	-$4M-$43M	+$7M-$53M	-$20M-$69M	-$115M+$530M	-$106M+$601M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	EZM OUSM	+15.71%+13.55%	+15.31%+13.52%	+18.59%+15.17%	+20.41%+16.57%
Max drawdown	EZM OUSM	-8.88%-9.24%	-8.88%-9.24%	-23.35%-19.49%	-23.35%-19.49%
Max drawdown duration	EZM OUSM	65d75d	65d75d	372d435d	372d435d

Trading data

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	EZM	OUSM
Last sale 4/28/2026 at 7:59 PM	$71.52
Previous close 04/28/2026	$72.05
Consolidated volume 04/28/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 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

Main metrics

Last update 4/28/2026 at 7:59 PM

Live

Closed

	EZM	OUSM
Last price	$71.52	–
1D performance	-0.74%	–
AuM	$876.99 M	$908.89 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	471	106
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	February 23, 2007	December 30, 2016
ESG	No	No

More EZM data on Trackinsight

More OUSM data on Trackinsight

Exposure

Countries

EZM

USA

94.13%

Other

5.87%

OUSM

USA

90.76%

Other

9.24%

Sectors

EZM

Financials

17.4%

Consumer Discreti.

15.02%

Industrials

14.61%

Information Techn.

9.9%

Health Care

8.96%

Other

34.11%

OUSM

Industrials

23.08%

Financials

19.16%

Consumer Discreti.

18.19%

Information Techn.

16.07%

Health Care

9.09%

Other

14.41%

Diversification

EZM

Total weight of top 15 holdings out of 15

11.33%

OUSM

Total weight of top 15 holdings out of 15

33.21%

Top 15 holdings

Data as of March 31, 2026

EZM

VIATRIS INC

1.29%

CF INDUSTRIES HOLDINGS

1.20%

APA CORPORATION

1.05%

OVINTIV INC

0.88%

RENAISSANCERE

0.80%

AES

0.74%

PILGRIM'S PRIDE

0.66%

ALCOA CORP

0.66%

MATADOR RESOURCES

0.61%

JACKSON FINANCIAL INC

0.60%

BORGWARNER

0.60%

ALBERTSONS COMPANIES

0.59%

US71424F1057

0.59%

US8322482071

0.54%

TD SYNNEX

0.53%

OUSM

NATIONAL HEALTHCARE

2.94%

ROYALTY PHARMA

2.78%

AVNET

2.42%

TD SYNNEX

2.35%

NEW YORK TIMES

2.35%

DONALDSON

2.21%

LINCOLN ELECTRIC HOLDINGS

2.18%

WESTERN UNION

2.15%

TEXAS ROADHOUSE

2.10%

ALLISON TRANSMISSION HOLDINGS

2.05%

RADIAN

1.98%

PRIMERICA

1.94%

ESSENT GROUP LTD

1.93%

MGIC INVESTMENT

1.93%

LKQ

1.90%

Frequently asked questions about EZM and OUSM

How have the EZM and OUSM ETFs performed in 2026?

As of April 28, 2026, EZM is up 7.58% year-to-date (YTD), while OUSM has returned 8.04%. 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 +$7M in flows, compared to -$53M for OUSM.

Which ETF is more volatile: EZM or OUSM?

Over the past year, EZM had a volatility of 15.31%, while OUSM experienced 13.52%.

Which ETF is bigger: EZM or OUSM?

As of April 28, 2026, EZM holds $876.99 M in assets under management (AUM), while OUSM manages $908.89 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 APA CORPORATION. OUSM holds in its top three: NATIONAL HEALTHCARE, ROYALTY PHARMA and AVNET.

EZMvsOUSMETF Comparison

WisdomTree U.S. MidCap Fund

ALPS O’Shares U.S. Small-Cap Quality Dividend ETF

EZM vs OUSM performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the EZM and OUSM ETFs performed in 2026?

As of April 28, 2026, EZM is up 7.58% year-to-date (YTD), while OUSM has returned 8.04%. 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 +$7M in flows, compared to -$53M for OUSM.

Which ETF is more volatile: EZM or OUSM?

Over the past year, EZM had a volatility of 15.31%, while OUSM experienced 13.52%.

Which ETF is bigger: EZM or OUSM?

As of April 28, 2026, EZM holds $876.99 M in assets under management (AUM), while OUSM manages $908.89 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 APA CORPORATION. OUSM holds in its top three: NATIONAL HEALTHCARE, ROYALTY PHARMA and AVNET.

Which ETF is more diversified: EZM or OUSM?

EZM holds 509 securities with 11.33% of its assets in the top 15. OUSM has 106 securities and a top 15 weight of 33.21%.

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