Screener
WTLS vs EZM
Wisdomtree Efficient Long/Short US Equity Fund vs WisdomTree U.S. MidCap 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.
- WTLS is classified as alternative, while EZM is equity — different risk/return profiles.
- WTLS follows a long short strategy; EZM uses index tracking.
- EZM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTLS | EZM | |
|---|---|---|
| Annual cost (TER) | 0.88% | 0.38% |
| Fund size (AUM) | $11M | $886M |
| Since | 2026 | 2007 |
| Dividend yield | — | 1.29% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | long short | index tracking |
| CAGR 1Y | N/A | +23.1% |
| CAGR 3Y | N/A | +15.7% |
| CAGR 5Y | N/A | +7.6% |
| Sharpe 3Y | N/A | 0.68 |
| Volatility 1Y | — | 15.02% |
| Max drawdown | -8.95% | -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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