Compare · 2 funds side by side · dividends reinvested

EZM and IJH

EZMWisdomTree×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,742EZM · best of the two

02 / 04

EZM and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. MidCap FundUS Stock Styles · Mid cap0.38%1.20%+13.8%+17.6%+18.6%+8.1%−8.7%13.4%$940M1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: EZM 2007 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. MidCap Fund · $940M$14,742

EZM

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,303

$10,000 five years ago, dividends reinvested · they hold 49.7% in common

EZMMeasureIJH

+13.8%Year to dateJan 1 → Nov 3+13.2%

+17.6%1 yearTotal return+15.7%

+18.6%3 years · per year$10,000 became $16,677 · $16,625+18.5%

+8.1%5 years · per year$10,000 became $14,742 · $14,303+7.4%

0.38%Expense ratio$38 · $5 a year on $10k · lower is better0.05%

1.20%Trailing 12-mo yield$120 · $122 a year on $10k1.22%

−8.7%Worst dropSmaller is better−8.8%

13.4%VolatilityLower is calmer15.0%

EZMIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2EZM wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EZM vs IJH: Top 5 Holdings

Today

EZM

5.5%in top 5

IJH

in top 53.9%

EZMStockIJH

1.7%VTRSnot top 5

1.1%APAnot top 5

not top 5OKTA1.0%

1.0%CFnot top 5

0.9%OVVnot top 5

0.8%RNRnot top 5

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ENTG0.7%

not top 5ATI0.7%

Held in common49.7%

End-of-day Nov 3, 2026 · share of each fund

EZM vs IJH Returns, Every Period

WisdomTreeEZM

+8.1%

5 years, per year

IJHiShares

+7.4%

5 years, per year

EZMIJHFaded: behind in that period

4–0EZM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

EZM vs IJH

YTD

WisdomTreeEZM

+13.8%

IJHiShares

+13.2%

+13.8%Year to date+13.2%

−8.7%Worst drop · 1Y−8.8%

13.4%Volatility · 1Y15.0%

1.2%Yield1.2%

$940MAssets$125B

3–0EZM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EZM, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

EZM0.38%$38

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: EZM, IJH

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

EZM1.20%$120

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

EZM$120 − $38 = $82

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: EZM, IJH

Today

49.7%most shared, EZM and IJH

EZMIJH

EZM—49.7%

IJH49.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.6%EZM, at 13.4% volatility

EZMWorst drop−8.7%13.4% vol

IJHWorst drop−8.8%15.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IJHEZM

+13.2%Year to date+13.8%

1.2%Yield1.2%

+15.7%Past year+17.6%

0.05%Fee0.38%

2–1EZM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026