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EZMvsVBRETF Comparison
WisdomTree U.S. MidCap Fund (EZM) belongs to the US Mid Cap segment. Vanguard Small-Cap Value ETF (VBR) is part of the US Small Cap Value segment. EZM's top 3 sector exposures are Financials, Consumer Discretionary and Industrials. In contrast, VBR's top sector exposures are Industrials, Financials and Consumer Discretionary. EZM is more expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.05% for VBR. EZM is down -0.37% year-to-date (YTD) with +$14M in YTD flows. VBR performs better with 1.91% YTD performance, and -$495M in YTD flows. Run a side-by-side ETF comparison of EZM and VBR 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 VBR performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EZM VBR | -5.82%-5.74% | -2.27%+0.42% | -0.37%+1.91% | +14.50%+18.74% | +44.55%+49.29% | +37.01%+39.64% |
| Flows | EZM VBR | +$3M+$6M | +$14M-$349M | +$14M-$495M | -$22M-$1.23B | -$139M-$527M | -$93M+$2.51B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EZM VBR | +14.44%+14.78% | +20.62%+20.77% | +18.85%+18.33% | +20.49%+19.85% |
| Max drawdown | EZM VBR | -7.52%-7.23% | -14.87%-14.81% | -23.35%-24.09% | -23.35%-24.09% |
| Max drawdown duration | EZM VBR | 30d18d | 46d46d | 372d374d | 372d374d |
EZM | VBR | |
Last sale 3/13/2026 at 1:30 PM | $66.34 | $215.67 |
| Previous close 03/12/2026 | $66.47 | $215.91 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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EZM | VBR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
EZM | VBR | |
|---|---|---|
| Last price | $66.34 | $215.67 |
| 1D performance | -0.20% | -0.11% |
| AuM | $821.02 M | $32.32 B |
| E/R | 0.38% | 0.05% |
EZM | VBR | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | WisdomTree | Vanguard |
| Benchmark | WisdomTree U.S. MidCap Index | CRSP U.S. Small Cap Value Index |
| N° of holdings | 819 | 755 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 23, 2007 | January 26, 2004 |
| 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 VBR ETFs performed in 2026?
As of March 12, 2026, EZM is down -0.37% year-to-date (YTD), while VBR has returned 1.91%. That puts VBR better performer ahead so far this year.
Which ETF is attracting more investor money: EZM or VBR?
Year-to-date, the EZM ETF saw +$14M in flows, compared to -$495M for VBR.
Which ETF is more volatile: EZM or VBR?
Over the past year, EZM had a volatility of 20.62%, while VBR experienced 20.77%.
Which ETF is bigger: EZM or VBR?
As of March 12, 2026, EZM holds $821.02 M in assets under management (AUM), while VBR manages $32.32 B.
What sectors do the EZM and VBR ETFs invest in?
EZM leans toward sectors like Financials, Consumer Discretionary and Industrials. Meanwhile, VBR focuses on Industrials, Financials and Consumer Discretionary.
What are the top holdings of the EZM ETF and VBR ETF?
EZM top holdings include VIATRIS INC, CF INDUSTRIES HOLDINGS and AES. VBR holds in its top three: US80004C2008, EMCOR GROUP and NRG ENERGY.
Which ETF is more diversified: EZM or VBR?
EZM holds 875 securities with 9.7% of its assets in the top 15. VBR has 842 securities and a top 15 weight of 8.67%.
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