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ISCVvsEZMETF Comparison
iShares Morningstar Small-Cap Value ETF (ISCV) belongs to the US Small Cap Value segment. WisdomTree U.S. MidCap Fund (EZM) is part of the US Mid Cap segment. Both ETFs have the same top 3 sector exposures: Financials, Consumer Discretionary and Industrials. ISCV is less expensive with a Total Expense Ratio (TER) of 0.06%, versus 0.38% for EZM. ISCV is up 2.04% year-to-date (YTD) with +$3M in YTD flows. EZM performs worse with 1.16% YTD performance, and +$14M in YTD flows. Run a side-by-side ETF comparison of ISCV 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.
ISCV vs EZM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | ISCV EZM | -5.85%-5.81% | -0.61%-1.47% | +2.04%+1.16% | +20.62%+15.64% | +46.56%+46.77% | +34.76%+40.43% |
| Flows | ISCV EZM | -$4M+$3M | +$6M-$82M | +$3M+$14M | +$90M-$22M | +$60M-$139M | +$83M-$91M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | ISCV EZM | +14.87%+14.18% | +21.82%+20.56% | +20.13%+18.85% | +21.20%+20.48% |
| Max drawdown | ISCV EZM | -6.09%-6.09% | -15.88%-14.87% | -25.27%-23.35% | -25.27%-23.35% |
| Max drawdown duration | ISCV EZM | 31d29d | 52d46d | 365d372d | 365d372d |
ISCV | EZM | |
Last sale 3/12/2026 at 1:30 PM | $68.87 | $66.47 |
| Previous close 03/11/2026 | $69.90 | $67.55 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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ISCV | EZM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
ISCV | EZM | |
|---|---|---|
| Last price | $68.87 | $66.47 |
| 1D performance | -1.47% | -1.60% |
| AuM | $593.64 M | $833.64 M |
| E/R | 0.06% | 0.38% |
ISCV | EZM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | WisdomTree |
| Benchmark | Morningstar US Small Cap Broad Value Extended Index | WisdomTree U.S. MidCap Index |
| N° of holdings | 973 | 819 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 28, 2004 | 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 ISCV and EZM ETFs performed in 2026?
As of March 11, 2026, ISCV is up 2.04% year-to-date (YTD), while EZM has returned 1.16%. That puts ISCV better performer ahead so far this year.
Which ETF is attracting more investor money: ISCV or EZM?
Year-to-date, the ISCV ETF saw +$3M in flows, compared to +$14M for EZM.
Which ETF is more volatile: ISCV or EZM?
Over the past year, ISCV had a volatility of 21.82%, while EZM experienced 20.56%.
Which ETF is bigger: ISCV or EZM?
As of March 11, 2026, ISCV holds $593.64 M in assets under management (AUM), while EZM manages $833.64 M.
What sectors do the ISCV and EZM ETFs invest in?
ISCV leans toward sectors like Financials, Consumer Discretionary and Industrials. Meanwhile, EZM focuses on Financials, Consumer Discretionary and Industrials.
What are the top holdings of the ISCV ETF and EZM ETF?
ISCV top holdings include US0357108390, MODERNA INC and ALCOA CORP. EZM holds in its top three: VIATRIS INC, CF INDUSTRIES HOLDINGS and AES.
Which ETF is more diversified: ISCV or EZM?
ISCV holds 1088 securities with 6.95% of its assets in the top 15. EZM has 875 securities and a top 15 weight of 9.7%.
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