Compare · 2 funds side by side · dividends reinvested

EZM and IWR

EZMWisdomTree×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,190EZM · best of the two

02 / 04

EZM and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B1.4

WisdomTree U.S. MidCap FundUS Stock Styles · Mid cap0.38%1.19%+14.9%+18.9%+18.8%+8.7%−8.7%13.5%$940M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: EZM 2007 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. MidCap Fund · $940M$15,190

EZM

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,596

$10,000 five years ago, dividends reinvested · they hold 18.0% in common

EZMMeasureIWR

+14.9%Year to dateJan 1 → Nov 4+16.9%

+18.9%1 yearTotal return+18.2%

+18.8%3 years · per year$10,000 became $16,751 · $17,790+21.2%

+8.7%5 years · per year$10,000 became $15,190 · $14,596+7.9%

0.38%Expense ratio$38 · $18 a year on $10k · lower is better0.18%

1.19%Trailing 12-mo yield$119 · $114 a year on $10k1.14%

−8.7%Worst dropSmaller is better−8.2%

13.5%VolatilityLower is calmer13.4%

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

3–5IWR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EZM vs IWR: Top 5 Holdings

Today

EZM

5.5%in top 5

IWR

in top 53.7%

EZMStockIWR

1.7%VTRSnot top 5

1.1%APAnot top 5

1.0%CFnot top 5

0.9%OVVnot top 5

not top 5MPC0.9%

0.8%RNRnot top 5

not top 5PSX0.8%

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

Held in common18.0%

End-of-day Nov 4, 2026 · share of each fund

EZM vs IWR Returns, Every Period

WisdomTreeEZM

+8.7%

5 years, per year

IWRiShares

+7.9%

5 years, per year

EZMIWRFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

EZM vs IWR

YTD

WisdomTreeEZM

+14.9%

IWRiShares

+16.9%

+14.9%Year to date+16.9%

−8.7%Worst drop · 1Y−8.2%

13.5%Volatility · 1Y13.4%

1.2%Yield1.1%

$940MAssets$58.2B

3–1IWR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EZM, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

EZM0.38%$38

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EZM, IWR

1.19%highest, EZM

FundTrailing yieldYield$10k

EZM1.19%$119

IWR1.14%$114

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

EZM$119 − $38 = $81

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: EZM, IWR

Today

18.0%most shared, EZM and IWR

EZMIWR

EZM—18.0%

IWR18.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%EZM, at 13.5% volatility

IWRWorst drop−8.2%13.4% vol

EZMWorst drop−8.7%13.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

EZMIWR

+14.9%Year to date+16.9%

1.2%Yield1.1%

+18.9%Past year+18.2%

0.38%Fee0.18%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026