EZMvsSDVYETF Comparison
VS
ETF 2
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
This fund is part of
US High Dividend
-0.11%
WisdomTree U.S. MidCap Fund (EZM) belongs to the US Mid Cap segment. First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is part of the US High Dividend 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 0.58% for SDVY. EZM is up 13.27% year-to-date (YTD) with +$29M in YTD flows. SDVY performs worse with 11.72% YTD performance, and +$709M in YTD flows. Run a side-by-side ETF comparison of EZM and SDVY 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 SDVY 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 SDVY | +4.70%+3.95% | -1.04%-2.38% | +13.27%+11.72% | +17.39%+14.50% | +64.77%+66.23% | +44.90%+57.48% |
| Flows | EZM SDVY | +$7M-$86M | +$11M-$4M | +$29M+$709M | +$30M+$995M | -$84M+$7.42B | -$124M+$8.76B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EZM SDVY | +10.89%+10.97% | +13.38%+13.96% | +17.78%+18.60% | +20.01%+20.64% |
| Max drawdown | EZM SDVY | -7.62%-9.46% | -8.88%-9.46% | -23.35%-26.11% | -23.35%-26.11% |
| Max drawdown duration | EZM SDVY | 75d86d | 65d86d | 372d406d | 372d406d |
Trading data
EZM | SDVY | |
Last sale 10/30/2026 at 1:30 PM | $74.99 | $42.03 |
| Previous close 10/29/2026 | $75.41 | $42.50 |
| Consolidated volume 10/29/2026 | ||
| 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 | SDVY | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Main metrics
Last update 10/30/2026 at 1:30 PM
Live
Closed
EZM | SDVY | |
|---|---|---|
| Last price | $74.99 | $42.03 |
| 1D performance | -0.56% | -1.11% |
| AuM | $940.16 M | $11.22 B |
| E/R | 0.38% | 0.58% |
Characteristics
EZM | SDVY | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | WisdomTree | First Trust |
| Benchmark | WisdomTree U.S. MidCap Index | Nasdaq US SMID Cap Rising Dividend Achievers Index |
| N° of holdings | 505 | 172 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 23, 2007 | November 1, 2017 |
| ESG | No | No |
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Exposure
Countries
EZM
USA
96.16%
Other
3.84%
SDVY
USA
94.87%
Other
5.13%
Sectors
EZM
Finance
24.67%
Industrials
12.57%
Technology
12.57%
Healthcare
11.27%
Consumer Cyclical.
8.23%
Non-Energy Materi.
7.42%
Other
23.26%
SDVY
Finance
35.89%
Industrials
22.06%
Technology
10.28%
Non-Energy Materi.
7.74%
Other
24.03%
Diversification
EZM
Total weight of top 15 holdings out of 15
11.48%
SDVY
Total weight of top 15 holdings out of 15
15.01%
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%
SDVY
National HealthCare Corp.
1.15%
Applied Industrial Technologies, Inc.
1.03%
First BanCorp (Puerto Rico)
1.03%
OFG Bancorp
1.02%
Reinsurance Group of America, Inc.
1.02%
Interparfums, Inc.
1.01%
Williams-Sonoma, Inc.
1.01%
Watts Water Technologies, Inc.
1.00%
The Hanover Insurance Group, Inc.
0.99%
PriceSmart, Inc.
0.97%
VeriSign, Inc.
0.97%
Interactive Brokers Group, Inc.
0.96%
EnerSys
0.95%
Assurant, Inc.
0.95%
East West Bancorp, Inc.
0.95%
Frequently asked questions about EZM and SDVY
How have the EZM and SDVY ETFs performed in 2026?
As of October 30, 2026, EZM is up 13.27% year-to-date (YTD), while SDVY has returned 11.72%. That puts EZM better performer ahead so far this year.
Which ETF is attracting more investor money: EZM or SDVY?
Year-to-date, the EZM ETF saw +$29M in flows, compared to +$709M for SDVY.
Which ETF is more volatile: EZM or SDVY?
Over the past year, EZM had a volatility of 13.38%, while SDVY experienced 13.96%.
Which ETF is bigger: EZM or SDVY?
As of October 30, 2026, EZM holds $940.16 M in assets under management (AUM), while SDVY manages $11.22 B.
What sectors do the EZM and SDVY ETFs invest in?
EZM leans toward sectors like Finance, Industrials and Technology. Meanwhile, SDVY focuses on Finance, Industrials and Technology.
What are the top holdings of the EZM ETF and SDVY ETF?
EZM top holdings include Viatris, Inc., APA Corp. and CF Industries Holdings, Inc.. SDVY holds in its top three: National HealthCare Corp., Applied Industrial Technologies, Inc. and First BanCorp (Puerto Rico).
Which ETF is more diversified: EZM or SDVY?
EZM holds 865 securities with 11.48% of its assets in the top 15. SDVY has 172 securities and a top 15 weight of 15.01%.
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