Screener
EZM vs WTLS
WisdomTree U.S. MidCap Fund vs Wisdomtree Efficient Long/Short US Equity Fund
Key differences
- EZM costs 0.50% less per year.
- EZM is significantly larger than WTLS — larger funds tend to be more liquid and less likely to close.
- EZM is classified as equity, while WTLS is alternative — different risk/return profiles.
- EZM follows a index tracking strategy; WTLS uses long short.
- EZM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EZM | WTLS | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.88% |
| Fund size (AUM) | $886M | $11M |
| Since | 2007 | 2026 |
| Dividend yield | 1.29% | — |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | long short |
| CAGR 1Y | +23.1% | N/A |
| CAGR 3Y | +15.7% | N/A |
| CAGR 5Y | +7.6% | N/A |
| Sharpe 3Y | 0.68 | N/A |
| Volatility 1Y | 15.02% | — |
| Max drawdown | -47.26% | -8.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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