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EZM vs DWM

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

EZM

WisdomTree U.S. MidCap Fund

WisdomTree

Annual cost

0.38%

Fund size

$886M

DWM

WisdomTree International Equity Fund

WisdomTree

Annual cost

0.48%

Fund size

$663M

Key differences

  • EZM costs 0.10% less per year.
  • EZM covers north america markets; DWM covers global.
  • Over the last 3 years, DWM has delivered higher annualized returns.

Side-by-side comparison

EZMDWM
Annual cost (TER)0.38%0.48%
Fund size (AUM)$886M$663M
Since20072006
Dividend yield1.29%2.78%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+23.1%+22.3%
CAGR 3Y+15.7%+17.6%
CAGR 5Y+7.6%+10.2%
Sharpe 3Y0.680.95
Volatility 1Y15.02%14.24%
Max drawdown-47.26%-37.82%

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

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