EZMvsSMMDETF Comparison
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WisdomTree U.S. MidCap Fund (EZM) belongs to the US Mid Cap segment. iShares Russell 2500 ETF (SMMD) is part of the US Multi-Factor segment. EZM's top 3 sector exposures are Finance, Industrials and Technology. In contrast, SMMD's top sector exposures are Finance, Healthcare and Technology. EZM is more expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.23% for SMMD. EZM is up 13.27% year-to-date (YTD) with +$29M in YTD flows. SMMD performs better with 16.29% YTD performance, and +$1.62B in YTD flows. Run a side-by-side ETF comparison of EZM and SMMD 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 SMMD 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 SMMD | +4.70%+1.22% | -1.04%-3.01% | +13.27%+16.29% | +17.39%+18.65% | +64.77%+77.14% | +44.90%+35.29% |
| Flows | EZM SMMD | +$7M+$150M | +$11M+$742M | +$29M+$1.62B | +$30M+$1.95B | -$84M+$2.69B | -$124M+$3.15B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EZM SMMD | +10.89%+12.98% | +13.38%+17.05% | +17.78%+19.18% | +20.01%+20.89% |
| Max drawdown | EZM SMMD | -7.62%-9.29% | -8.88%-9.48% | -23.35%-25.55% | -23.35%-28.20% |
| Max drawdown duration | EZM SMMD | 75d75d | 65d43d | 372d283d | 372d980d |
Trading data
EZM | SMMD | |
Last sale 10/30/2026 at 1:30 PM | $74.99 | $86.55 |
| Previous close 10/29/2026 | $75.41 | $87.72 |
| 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 | SMMD | |
|---|---|---|
| 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 1:30 PM
Live
Closed
EZM | SMMD | |
|---|---|---|
| Last price | $74.99 | $86.55 |
| 1D performance | -0.56% | -1.33% |
| AuM | $940.16 M | $4.18 B |
| E/R | 0.38% | 0.23% |
Characteristics
EZM | SMMD | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | WisdomTree | iShares |
| Benchmark | WisdomTree U.S. MidCap Index | Russell 2500 Index |
| N° of holdings | 505 | 508 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 23, 2007 | July 6, 2017 |
| ESG | No | No |
Exposure
Countries
EZM
USA
96.16%
Other
3.84%
SMMD
USA
95.01%
Other
4.99%
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%
SMMD
Finance
23.99%
Healthcare
15.35%
Technology
14.38%
Industrials
13.79%
Non-Energy Materi.
8.02%
Other
24.48%
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Diversification
EZM
Total weight of top 15 holdings out of 15
11.48%
SMMD
Total weight of top 15 holdings out of 15
45.3%
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%
SMMD
US4642876555
41.06%
nVent Electric Plc
0.37%
ATI, Inc.
0.36%
F5, Inc.
0.36%
Guardant Health, Inc.
0.33%
Viatris, Inc.
0.29%
Tenet Healthcare Corp.
0.29%
US Foods Holding Corp.
0.29%
Royal Gold, Inc.
0.28%
Roku, Inc.
0.28%
SoFi Technologies, Inc.
0.28%
Packaging Corporation of America
0.28%
TD SYNNEX Corp.
0.28%
Reliance, Inc.
0.28%
Woodward, Inc.
0.28%
Frequently asked questions about EZM and SMMD
How have the EZM and SMMD ETFs performed in 2026?
As of October 30, 2026, EZM is up 13.27% year-to-date (YTD), while SMMD has returned 16.29%. That puts SMMD better performer ahead so far this year.
Which ETF is attracting more investor money: EZM or SMMD?
Year-to-date, the EZM ETF saw +$29M in flows, compared to +$1.62B for SMMD.
Which ETF is more volatile: EZM or SMMD?
Over the past year, EZM had a volatility of 13.38%, while SMMD experienced 17.05%.
Which ETF is bigger: EZM or SMMD?
As of October 30, 2026, EZM holds $940.16 M in assets under management (AUM), while SMMD manages $4.18 B.
What sectors do the EZM and SMMD ETFs invest in?
EZM leans toward sectors like Finance, Industrials and Technology. Meanwhile, SMMD focuses on Finance, Healthcare and Technology.
What are the top holdings of the EZM ETF and SMMD ETF?
EZM top holdings include Viatris, Inc., APA Corp. and CF Industries Holdings, Inc.. SMMD holds in its top three: US4642876555, nVent Electric Plc and ATI, Inc..
Which ETF is more diversified: EZM or SMMD?
EZM holds 865 securities with 11.48% of its assets in the top 15. SMMD has 2485 securities and a top 15 weight of 45.3%.
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