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. ISCV's top 3 sector exposures are Financials, Industrials and Consumer Discretionary. In contrast, EZM's top sector exposures are 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 7.52% year-to-date (YTD) with +$17M in YTD flows. EZM performs worse with 6.96% YTD performance, and +$7M 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 | +8.03%+8.52% | +2.06%+2.73% | +7.52%+6.96% | +31.34%+25.44% | +52.83%+50.60% | +38.21%+42.25% |
| Flows | ISCV EZM | +$3M-$7M | +$14M-$4M | +$17M+$7M | +$85M-$20M | +$79M-$115M | +$74M-$106M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | ISCV EZM | +15.79%+15.75% | +16.92%+15.32% | +19.90%+18.59% | +21.05%+20.41% |
| Max drawdown | ISCV EZM | -9.27%-8.88% | -9.27%-8.88% | -25.27%-23.35% | -25.27%-23.35% |
| Max drawdown duration | ISCV EZM | 67d65d | 67d65d | 365d372d | 365d372d |
ISCV | EZM | |
Last sale 4/29/2026 at 1:30 PM | $73.32 | $71.24 |
| Previous close 04/29/2026 | $73.91 | $71.43 |
| Consolidated volume 04/29/2026 | ||
| 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 | $73.32 | $71.24 |
| 1D performance | -0.80% | -0.27% |
| AuM | $637.73 M | $871.97 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 | 959 | 471 |
| 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
