HWSMvsEZMETF Comparison
H&W SMID Cap Diversified Value Fund (HWSM) belongs to the US Multi-Factor segment. WisdomTree U.S. MidCap Fund (EZM) is part of the US Mid Cap segment. HWSM's top 3 sector exposures are Financials, Industrials and Consumer Discretionary. In contrast, EZM's top sector exposures are Financials, Consumer Discretionary and Industrials. HWSM is more expensive with a Total Expense Ratio (TER) of 0.55%, versus 0.38% for EZM. HWSM is up 10.67% year-to-date (YTD) with +$15K in YTD flows. EZM performs better with 12.11% YTD performance, and +$10M in YTD flows. Run a side-by-side ETF comparison of HWSM and EZM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
HWSM vs EZM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HWSM EZM | +4.83%+4.79% | +12.25%+12.57% | +10.67%+12.11% | +24.17%+25.12% | n/a+50.60% | n/a+57.08% |
| Flows | HWSM EZM | -+$4M | --$4M | +$15K+$10M | +$290K-$14M | --$101M | --$113M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HWSM EZM | +13.76%+14.90% | +15.62%+14.88% | n/a+18.27% | n/a+20.34% |
| Max drawdown | HWSM EZM | -2.55%-3.42% | -10.25%-8.88% | n/a-23.35% | n/a-23.35% |
| Max drawdown duration | HWSM EZM | 5d16d | 92d65d | n/a372d | n/a372d |
HWSM | EZM | |
Last sale 6/18/2026 at 1:30 PM | $30.03 | $74.71 |
| Previous close 06/18/2026 | $29.88 | $74.01 |
| Consolidated volume 06/18/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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HWSM | EZM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
HWSM | EZM | |
|---|---|---|
| Last price | $30.03 | $74.71 |
| 1D performance | +0.51% | +0.95% |
| AuM | $2.70 M | $917.67 M |
| E/R | 0.55% | 0.38% |
HWSM | EZM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Hotchkis & Wiley Capital Management | WisdomTree |
| Benchmark | - | WisdomTree U.S. MidCap Index |
| N° of holdings | 153 | 814 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 31, 2025 | February 23, 2007 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
