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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 down -0.9% year-to-date (YTD) with +$15K in YTD flows. EZM performs better with -0.5% YTD performance, and +$14M 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 | -7.84%-6.72% | -2.36%-2.11% | -0.90%-0.50% | n/a+16.07% | n/a+44.36% | n/a+35.81% |
| Flows | HWSM EZM | +$15K+$3M | +$15K+$14M | +$15K+$14M | --$22M | --$139M | --$93M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HWSM EZM | +15.58%+14.43% | n/a+20.56% | n/a+18.84% | n/a+20.49% |
| Max drawdown | HWSM EZM | -8.72%-7.64% | n/a-14.87% | n/a-23.35% | n/a-23.35% |
| Max drawdown duration | HWSM EZM | 19d31d | n/a46d | n/a372d | n/a372d |
HWSM | EZM | |
Last sale 3/13/2026 at 1:30 PM | $26.89 | $66.34 |
| Previous close 03/12/2026 | $26.92 | $66.47 |
| 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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HWSM | EZM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
HWSM | EZM | |
|---|---|---|
| Last price | $26.89 | $66.34 |
| 1D performance | -0.13% | -0.20% |
| AuM | $2.42 M | $819.95 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 | 149 | 819 |
| 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
Top 15 holdings
How have the HWSM and EZM ETFs performed in 2026?
As of March 13, 2026, HWSM is down -0.9% year-to-date (YTD), while EZM has lost -0.5%. That puts EZM better performer ahead so far this year.
Which ETF is attracting more investor money: HWSM or EZM?
Year-to-date, the HWSM ETF saw +$15K in flows, compared to +$14M for EZM.
Which ETF is bigger: HWSM or EZM?
As of March 13, 2026, HWSM holds $2.42 M in assets under management (AUM), while EZM manages $819.95 M.
What sectors do the HWSM and EZM ETFs invest in?
HWSM leans toward sectors like Financials, Industrials and Consumer Discretionary. Meanwhile, EZM focuses on Financials, Consumer Discretionary and Industrials.
What are the top holdings of the HWSM ETF and EZM ETF?
HWSM top holdings include HUNTINGTON INGALLS INDUSTRIES, AXALTA COATING SYSTEMS LTD and CITIZENS FINANCIAL GROUP. EZM holds in its top three: VIATRIS INC, CF INDUSTRIES HOLDINGS and AES.
Which ETF is more diversified: HWSM or EZM?
HWSM holds 164 securities with 16.68% of its assets in the top 15. EZM has 875 securities and a top 15 weight of 9.7%.
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