SRHQvsEZMETF Comparison
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SRH U.S. Quality GARP ETF (SRHQ) belongs to the US Multi-Factor segment. WisdomTree U.S. MidCap Fund (EZM) is part of the US Mid Cap segment. SRHQ's top 3 sector exposures are Healthcare, Technology and Finance. In contrast, EZM's top sector exposures are Finance, Industrials and Technology. SRHQ is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.38% for EZM. SRHQ is up 27.07% year-to-date (YTD) with +$2M in YTD flows. EZM performs worse with 13.27% YTD performance, and +$29M in YTD flows. Run a side-by-side ETF comparison of SRHQ 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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SRHQ vs EZM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SRHQ EZM | +7.76%+4.70% | +4.85%-1.04% | +27.07%+13.27% | +30.20%+17.39% | +86.98%+64.77% | n/a+44.90% |
| Flows | SRHQ EZM | -+$7M | +$2M+$11M | +$2M+$29M | +$2M+$30M | +$18M-$84M | --$124M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SRHQ EZM | +13.34%+10.89% | +14.63%+13.38% | +15.72%+17.78% | n/a+20.01% |
| Max drawdown | SRHQ EZM | -7.55%-7.62% | -7.55%-8.88% | -18.39%-23.35% | n/a-23.35% |
| Max drawdown duration | SRHQ EZM | 69d75d | 69d65d | 303d372d | n/a372d |
Trading data
SRHQ | EZM | |
Last sale 10/30/2026 at 1:30 PM | $50.00 | $74.99 |
| Previous close 10/29/2026 | $50.02 | $75.41 |
| Consolidated volume 10/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 30, 2026
1-year trailing difference
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SRHQ | 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 10/30/2026 at 1:30 PM
Live
Closed
SRHQ | EZM | |
|---|---|---|
| Last price | $50.00 | $74.99 |
| 1D performance | -0.05% | -0.56% |
| AuM | $222.82 M | $940.16 M |
| E/R | 0.35% | 0.38% |
Characteristics
SRHQ | EZM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | SRH Funds | WisdomTree |
| Benchmark | SRH U.S. Quality GARP Index | WisdomTree U.S. MidCap Index |
| N° of holdings | 81 | 505 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 5, 2022 | February 23, 2007 |
| ESG | No | No |
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Exposure
Countries
SRHQ
USA
100.01%
Other
-0.01%
EZM
USA
96.16%
Other
3.84%
Sectors
SRHQ
Healthcare
20.77%
Technology
19.59%
Finance
17.11%
Industrials
12.8%
Consumer Cyclical.
8.22%
Business Services
7.55%
Other
13.97%
EZM
Finance
24.67%
Industrials
12.57%
Technology
12.57%
Healthcare
11.27%
Consumer Cyclical.
8.24%
Non-Energy Materi.
7.42%
Other
23.26%
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Diversification
SRHQ
Total weight of top 15 holdings out of 15
27.85%
EZM
Total weight of top 15 holdings out of 15
11.48%
Top 15 holdings
Data as of September 30, 2026
SRHQ
Humana, Inc.
2.49%
Qualys, Inc.
2.41%
Commvault Systems, Inc.
2.18%
Centene Corp.
2.14%
Nutanix, Inc.
2.09%
Insperity, Inc.
1.95%
Amneal Pharmaceuticals, Inc.
1.83%
Dropbox, Inc.
1.68%
Abercrombie & Fitch Co.
1.67%
Workday, Inc.
1.66%
Box, Inc.
1.60%
Frontdoor, Inc.
1.56%
Arcosa, Inc.
1.56%
UnitedHealth Group, Inc.
1.53%
Corpay, Inc.
1.51%
EZM
Viatris, Inc.
1.66%
APA Corp.
0.93%
CF Industries Holdings, Inc.
0.93%
RenaissanceRe Holdings Ltd.
0.81%
TD SYNNEX Corp.
0.78%
Ovintiv, Inc.
0.78%
The AES Corp.
0.72%
Jackson Financial, Inc.
0.71%
Entegris, Inc.
0.64%
Franklin Resources, Inc.
0.63%
BorgWarner, Inc.
0.63%
Globe Life, Inc.
0.60%
Lincoln National Corp.
0.56%
Halozyme Therapeutics, Inc.
0.56%
SiriusXM Holdings, Inc.
0.55%
Frequently asked questions about SRHQ and EZM
How have the SRHQ and EZM ETFs performed in 2026?
As of October 30, 2026, SRHQ is up 27.07% year-to-date (YTD), while EZM has returned 13.27%. That puts SRHQ better performer ahead so far this year.
Which ETF is attracting more investor money: SRHQ or EZM?
Year-to-date, the SRHQ ETF saw +$2M in flows, compared to +$29M for EZM.
Which ETF is more volatile: SRHQ or EZM?
Over the past year, SRHQ had a volatility of 14.63%, while EZM experienced 13.38%.
Which ETF is bigger: SRHQ or EZM?
As of October 30, 2026, SRHQ holds $222.82 M in assets under management (AUM), while EZM manages $940.16 M.
What sectors do the SRHQ and EZM ETFs invest in?
SRHQ leans toward sectors like Healthcare, Technology and Finance. Meanwhile, EZM focuses on Finance, Industrials and Technology.
What are the top holdings of the SRHQ ETF and EZM ETF?
SRHQ top holdings include Humana, Inc., Qualys, Inc. and Commvault Systems, Inc.. EZM holds in its top three: Viatris, Inc., APA Corp. and CF Industries Holdings, Inc..
Which ETF is more diversified: SRHQ or EZM?
SRHQ holds 81 securities with 27.85% of its assets in the top 15. EZM has 865 securities and a top 15 weight of 11.48%.
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