Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
EZMvsSMDXETF Comparison
WisdomTree U.S. MidCap Fund (EZM) belongs to the US Mid Cap segment. Intech S&P Small-Mid Cap Diversified Alpha ETF (SMDX) is part of the US Multi-Factor segment. EZM's top 3 sector exposures are Financials, Consumer Discretionary and Industrials. In contrast, SMDX's top sector exposures are Industrials, Information Technology and Financials. EZM is more expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.35% for SMDX. EZM is down -0.37% year-to-date (YTD) with +$14M in YTD flows. SMDX performs better with 1.93% YTD performance, and +$246K in YTD flows. Run a side-by-side ETF comparison of EZM and SMDX 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 SMDX performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EZM SMDX | -5.82%-5.59% | -2.27%+0.70% | -0.37%+1.93% | +14.50%+24.36% | +44.55%n/a | +37.01%n/a |
| Flows | EZM SMDX | +$3M-$3M | +$14M+$2M | +$14M+$246K | -$22M+$50M | -$139M- | -$93M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EZM SMDX | +14.44%+15.61% | +20.62%+21.31% | +18.85%n/a | +20.49%n/a |
| Max drawdown | EZM SMDX | -7.52%-7.10% | -14.87%-14.46% | -23.35%n/a | -23.35%n/a |
| Max drawdown duration | EZM SMDX | 30d31d | 46d46d | 372dn/a | 372dn/a |
EZM | SMDX | |
Last sale 3/12/2026 at 7:54 PM | $66.47 | $23.72 |
| Previous close 03/12/2026 | $67.55 | $23.72 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
EZM | SMDX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
EZM | SMDX | |
|---|---|---|
| Last price | $66.47 | $23.72 |
| 1D performance | -1.60% | -0.00% |
| AuM | $821.02 M | $113.97 M |
| E/R | 0.38% | 0.35% |
EZM | SMDX | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | WisdomTree | Intech Investment Management |
| Benchmark | WisdomTree U.S. MidCap Index | - |
| N° of holdings | 819 | 507 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 23, 2007 | February 27, 2025 |
| 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 SMDX ETFs performed in 2026?
As of March 12, 2026, EZM is down -0.37% year-to-date (YTD), while SMDX has returned 1.93%. That puts SMDX better performer ahead so far this year.
Which ETF is attracting more investor money: EZM or SMDX?
Year-to-date, the EZM ETF saw +$14M in flows, compared to +$246K for SMDX.
Which ETF is more volatile: EZM or SMDX?
Over the past year, EZM had a volatility of 20.62%, while SMDX experienced 21.31%.
Which ETF is bigger: EZM or SMDX?
As of March 12, 2026, EZM holds $821.02 M in assets under management (AUM), while SMDX manages $113.97 M.
What sectors do the EZM and SMDX ETFs invest in?
EZM leans toward sectors like Financials, Consumer Discretionary and Industrials. Meanwhile, SMDX focuses on Industrials, Information Technology and Financials.
What are the top holdings of the EZM ETF and SMDX ETF?
EZM top holdings include VIATRIS INC, CF INDUSTRIES HOLDINGS and AES. SMDX holds in its top three: CIENA, JONES LANG LASALLE and EAST WEST BANCORP.
Which ETF is more diversified: EZM or SMDX?
EZM holds 875 securities with 9.7% of its assets in the top 15. SMDX has 527 securities and a top 15 weight of 16.15%.
Active Trader Report: Use of Leveraged & Inverse ETFs Way Up
Direxion partnered with Compound Insights and Vanda to explore what’s driving the evolution of active trading — and how active traders are using leveraged and inverse funds across equities, single stocks, commodities, and volatility.
