SAEFvsEZMETF Comparison
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Schwab Ariel ESG ETF (SAEF) belongs to the US Multi-Factor segment. WisdomTree U.S. MidCap Fund (EZM) is part of the US Mid Cap segment. SAEF's top 3 sector exposures are Consumer Discretionary, Industrials and Information Technology. In contrast, EZM's top sector exposures are Financials, Consumer Discretionary and Industrials. SAEF is more expensive with a Total Expense Ratio (TER) of 0.59%, versus 0.38% for EZM. SAEF is up 8.39% year-to-date (YTD) with -$2M in YTD flows. EZM performs worse with 8.26% YTD performance, and +$7M in YTD flows. Run a side-by-side ETF comparison of SAEF 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.
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SAEF vs EZM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/23/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SAEF EZM | +8.58%+7.84% | +3.30%+3.64% | +8.39%+8.26% | +31.26%+27.87% | +43.02%+51.69% | n/a+45.06% |
| Flows | SAEF EZM | --$7M | -$2M+$7M | -$2M+$7M | -$4M-$20M | +$3M-$120M | --$106M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SAEF EZM | +22.50%+15.68% | +19.34%+15.30% | +20.03%+18.67% | n/a+20.41% |
| Max drawdown | SAEF EZM | -12.60%-8.88% | -12.83%-8.88% | -27.28%-23.35% | n/a-23.35% |
| Max drawdown duration | SAEF EZM | 56d65d | 119d65d | 415d372d | n/a372d |
Trading data
SAEF | EZM | |
Last sale 4/27/2026 at 1:30 PM | $29.51 | $72.05 |
| Previous close 04/24/2026 | $29.49 | $71.95 |
| Consolidated volume 04/24/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 2026
1-year trailing difference
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SAEF
is actively managed and doesn’t replicate an indexSAEF | EZM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 4/27/2026 at 1:30 PM
Live
Closed
SAEF | EZM | |
|---|---|---|
| Last price | $29.51 | $72.05 |
| 1D performance | +0.04% | +0.14% |
| AuM | $24.85 M | $882.55 M |
| E/R | 0.59% | 0.38% |
Characteristics
SAEF | EZM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Schwab ETFs | WisdomTree |
| Benchmark | - | WisdomTree U.S. MidCap Index |
| N° of holdings | 67 | 471 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 16, 2021 | February 23, 2007 |
| ESG | Yes | No |
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Exposure
Countries
SAEF
USA
82.19%
Other
17.81%
EZM
USA
94.13%
Other
5.87%
Sectors
SAEF
Consumer Discreti.
23.23%
Industrials
20.43%
Information Techn.
14.71%
Financials
12.92%
Health Care
8.3%
Communication Ser.
7.47%
Other
12.95%
EZM
Financials
17.4%
Consumer Discreti.
15.02%
Industrials
14.61%
Information Techn.
9.9%
Health Care
8.96%
Other
34.11%
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Diversification
SAEF
Total weight of top 15 holdings out of 15
47.07%
EZM
Total weight of top 15 holdings out of 15
11.33%
Top 15 holdings
Data as of March 31, 2026
SAEF
ONESPAWORLD HOLDINGS LTD
5.83%
BRINK'S
4.02%
NORWEGIAN CRUISE LINE HOLDINGS LTD (ORDINARY) - CONSOLIDATED ISSUE LISTED
3.79%
JONES LANG LASALLE
3.30%
MADISON SQUARE GARDEN ENTERTAINMENT CORP
3.09%
KEYSIGHT TECHNOLOGIES
3.09%
GENERAC HOLDINGS
3.04%
NORTHERN TRUST
3.03%
NVENT ELECTRIC PLC
2.95%
RESIDEO TECHNOLOGIES
2.77%
FIRST AMERICAN FINANCIAL
2.74%
PRESTIGE CONSUMER HEALTHCARE
2.48%
ADTALEM GLOBAL EDUCATION
2.39%
KNOWLES CORP
2.35%
ROYAL CARIBBEAN GROUP
2.21%
EZM
VIATRIS INC
1.29%
CF INDUSTRIES HOLDINGS
1.20%
APA CORPORATION
1.05%
OVINTIV INC
0.88%
RENAISSANCERE
0.80%
AES
0.74%
PILGRIM'S PRIDE
0.66%
ALCOA CORP
0.66%
MATADOR RESOURCES
0.61%
JACKSON FINANCIAL INC
0.60%
BORGWARNER
0.60%
ALBERTSONS COMPANIES
0.59%
US71424F1057
0.59%
US8322482071
0.54%
TD SYNNEX
0.53%
Frequently asked questions about SAEF and EZM
How have the SAEF and EZM ETFs performed in 2026?
As of April 23, 2026, SAEF is up 8.39% year-to-date (YTD), while EZM has returned 8.26%. That puts SAEF better performer ahead so far this year.
Which ETF is attracting more investor money: SAEF or EZM?
Year-to-date, the SAEF ETF saw -$2M in flows, compared to +$7M for EZM.
Which ETF is more volatile: SAEF or EZM?
Over the past year, SAEF had a volatility of 19.34%, while EZM experienced 15.3%.
Which ETF is bigger: SAEF or EZM?
As of April 23, 2026, SAEF holds $24.85 M in assets under management (AUM), while EZM manages $882.55 M.
What sectors do the SAEF and EZM ETFs invest in?
SAEF leans toward sectors like Consumer Discretionary, Industrials and Information Technology. Meanwhile, EZM focuses on Financials, Consumer Discretionary and Industrials.
What are the top holdings of the SAEF ETF and EZM ETF?
SAEF top holdings include ONESPAWORLD HOLDINGS LTD, BRINK'S and NORWEGIAN CRUISE LINE HOLDINGS LTD (ORDINARY) - CONSOLIDATED ISSUE LISTED. EZM holds in its top three: VIATRIS INC, CF INDUSTRIES HOLDINGS and APA CORPORATION.
Which ETF is more diversified: SAEF or EZM?
SAEF holds 70 securities with 47.07% of its assets in the top 15. EZM has 509 securities and a top 15 weight of 11.33%.
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