Compare · 2 funds side by side · dividends reinvested

EZM and VO

EZMWisdomTree×VOVanguard×

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 VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.4

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 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

EZM

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

EZMMeasureVO

+14.9%Year to dateJan 1 → Nov 4+14.7%

+18.9%1 yearTotal return+15.3%

+18.8%3 years · per year$10,000 became $16,751 · $17,578+20.7%

+8.7%5 years · per year$10,000 became $15,190 · $14,290+7.4%

0.38%Expense ratio$38 · $3 a year on $10k · lower is better0.03%

1.19%Trailing 12-mo yield$119 · $134 a year on $10k1.34%

−8.7%Worst dropSmaller is better−8.2%

13.5%VolatilityLower is calmer12.4%

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

3–5VO 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 VO: Top 5 Holdings

Today

EZM

5.5%in top 5

in top 55.3%

EZMStockVO

1.7%VTRSnot top 5

1.1%APAnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

1.0%CFnot top 5

not top 5PWR1.0%

0.9%OVVnot top 5

0.8%RNRnot top 5

Held in common0.0%

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

EZM vs VO Returns, Every Period

WisdomTreeEZM

+8.7%

5 years, per year

VOVanguard

+7.4%

5 years, per year

EZMVOFaded: behind in that period

3–1EZM wins

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

EZM vs VO

YTD

WisdomTreeEZM

+14.9%

VOVanguard

+14.7%

+14.9%Year to date+14.7%

−8.7%Worst drop · 1Y−8.2%

13.5%Volatility · 1Y12.4%

1.2%Yield1.3%

$940MAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: EZM, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

EZM0.38%$38

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

Yields: EZM, VO

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

EZM1.19%$119

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

EZM$119 − $38 = $81

KeptFee

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

Overlap: EZM, VO

Today

0.0%most shared, EZM and VO

EZMVO

EZM—0.0%

VO0.0%—

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

VOWorst drop−8.2%12.4% 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

VOEZM

+14.7%Year to date+14.9%

1.3%Yield1.2%

+15.3%Past year+18.9%

0.03%Fee0.38%

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