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DIM vs EZM

WisdomTree International MidCap Dividend Fund vs WisdomTree U.S. MidCap Fund

DIM

WisdomTree International MidCap Dividend Fund

WisdomTree

Annual cost

0.58%

Fund size

$165M

EZM

WisdomTree U.S. MidCap Fund

WisdomTree

Annual cost

0.38%

Fund size

$886M

Key differences

  • EZM costs 0.20% less per year.
  • EZM is significantly larger than DIM — larger funds tend to be more liquid and less likely to close.
  • DIM covers global markets; EZM covers north america.
  • Over the last 3 years, DIM has delivered higher annualized returns.

Side-by-side comparison

DIMEZM
Annual cost (TER)0.58%0.38%
Fund size (AUM)$165M$886M
Since20062007
Dividend yield2.82%1.29%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.3%+23.1%
CAGR 3Y+17.8%+15.7%
CAGR 5Y+8.8%+7.6%
Sharpe 3Y0.980.68
Volatility 1Y13.04%15.02%
Max drawdown-40.89%-47.26%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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