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EZMWisdomTree U.S. MidCap Earnings Fund

Grow my money#595 of 2944 for Grow my money

Tracks the price and yield performance of mid-cap U.S. companies.

WisdomTree · Since 2007 (19 years)

Annual Cost

0.38%

#1680 out of 5,332 ETFs

Fund Size

$829M

#1110 out of 5,332 ETFs

Dividend Yield

1.38%

Track Record

19 years

#465 out of 5,332 ETFs

Performance

1 Year

+27.7%

3 Years

+16.2%

5 Years

+7.7%

What's inside

Asset class
Strategy
index tracking
Cap
mid

Asset allocation

Stocks
100.0%

Sector breakdown

Financial Services
18.8%
Industrials
17.1%
Consumer Cyclical
16.3%
Technology
10.8%
Healthcare
9.8%
Energy
6.4%
Consumer Defensive
6.1%
Real Estate
5.0%
Other
9.7%

Top holdings

Viatris IncVTRS1.4%
The AES CorpAES0.8%
CF Industries Holdings IncCF0.8%
RenaissanceRe Holdings LtdRNR0.8%
Pilgrims Pride CorpPPC0.7%
Ovintiv IncOVV0.7%
APA CorpAPA0.7%
BorgWarner IncBWA0.6%
Alcoa CorpAA0.6%
Norwegian Cruise Line Holdings LtdNCLH0.6%

Risk profile

Volatility (1Y)

15.5%

Moderate

Max drawdown

-47.3%

Worst peak-to-trough loss

Sharpe (3Y)

0.70

Decent risk-adjusted returns

Sortino (3Y)

1.07

Good downside protection

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Data updated on 2026-05-05