Compare · 2 funds side by side · dividends reinvested

EZM and MDY

EZMWisdomTree×MDYSPDR×

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 MDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. MidCap FundUS Stock Styles · Mid cap0.38%1.19%+14.9%+18.9%+18.8%+8.7%−8.7%13.5%$940M1.1

State Street SPDR S&P MIDCAP 400 ETF TrustUS Stock Styles · Mid cap0.23%1.03%+13.6%+16.0%+18.0%+7.6%−8.8%14.9%$26.2B1.9

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 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

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

EZM

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.2B$14,436

$10,000 five years ago, dividends reinvested · they hold 49.3% in common

EZMMeasureMDY

+14.9%Year to dateJan 1 → Nov 4+13.6%

+18.9%1 yearTotal return+16.0%

+18.8%3 years · per year$10,000 became $16,751 · $16,442+18.0%

+8.7%5 years · per year$10,000 became $15,190 · $14,436+7.6%

0.38%Expense ratio$38 · $23 a year on $10k · lower is better0.23%

1.19%Trailing 12-mo yield$119 · $103 a year on $10k1.03%

−8.7%Worst dropSmaller is better−8.8%

13.5%VolatilityLower is calmer14.9%

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

7–1EZM 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 MDY: Top 5 Holdings

Today

EZM

5.5%in top 5

MDY

in top 53.8%

EZMStockMDY

1.7%VTRSnot top 5

1.1%APAnot top 5

1.0%CFnot top 5

0.9%OVVnot top 5

not top 5OKTA0.9%

0.8%RNRnot top 5

not top 5FTI0.8%

not top 5CASH_USD0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

Held in common49.3%

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

EZM vs MDY Returns, Every Period

WisdomTreeEZM

+8.7%

5 years, per year

MDYSPDR

+7.6%

5 years, per year

EZMMDYFaded: behind in that period

4–0EZM wins

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

EZM vs MDY

YTD

WisdomTreeEZM

+14.9%

MDYSPDR

+13.6%

+14.9%Year to date+13.6%

−8.7%Worst drop · 1Y−8.8%

13.5%Volatility · 1Y14.9%

1.2%Yield1.0%

$940MAssets$26.2B

4–0EZM wins

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

Cost, Income and Risk

Fees: EZM, MDY

Today

0.23%lowest, MDY

FundExpense ratioFee$10k

MDY0.23%$23

EZM0.38%$38

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

Yields: EZM, MDY

1.19%highest, EZM

FundTrailing yieldYield$10k

EZM1.19%$119

MDY1.03%$103

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

Income After Fees on $10,000

$81most kept, EZM

EZM$119 − $38 = $81

MDY$103 − $23 = $80

KeptFee

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

Overlap: EZM, MDY

Today

49.3%most shared, EZM and MDY

EZMMDY

EZM—49.3%

MDY49.3%—

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

EZMWorst drop−8.7%13.5% vol

MDYWorst drop−8.8%14.9% vol

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

Paid More vs Made More

YTD

EZMMDY

+14.9%Year to date+13.6%

1.2%Yield1.0%

+18.9%Past year+16.0%

0.38%Fee0.23%

3–1EZM wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026