Is WisdomTree U.S. MidCap ETF (EZM) a Strong ETF Right Now?

Core Insights - The WisdomTree U.S. MidCap ETF (EZM) is designed to provide broad exposure to the Mid Cap Value category and was launched on February 23, 2007 [1] - The ETF industry has traditionally been dominated by market cap weighted indexes, but there is a growing interest in smart beta strategies that aim to outperform the market through stock selection [2][3] - Smart beta ETFs utilize non-cap weighted strategies based on fundamental characteristics to enhance risk-return performance [3][4] Fund Overview - The WisdomTree U.S. MidCap ETF is sponsored by WisdomTree and has assets exceeding $795.22 million, positioning it as an average-sized ETF in its category [5] - The ETF seeks to match the performance of the WisdomTree U.S. MidCap Earnings Index, which focuses on earnings-generating mid-cap companies [5] Cost Structure - The annual operating expense ratio for the ETF is 0.38%, which is competitive within its peer group [6] - The ETF has a 12-month trailing dividend yield of 1.29% [6] Holdings and Sector Exposure - The fund's total assets are primarily in U.S. dollars, with significant holdings in Fox Corp - Class A (FOXA) and Aptiv Holdings Ltd (APTV) [7] - The top 10 holdings account for approximately 107.03% of total assets under management, indicating a concentrated investment strategy [8] Performance Metrics - Year-to-date, the ETF has gained about 3.77%, and it has increased approximately 9.17% over the last 12 months as of August 21, 2025 [9] - The ETF has traded between $51.81 and $68.19 in the past 52 weeks [9] - With a beta of 1.07 and a standard deviation of 20.65% over the trailing three years, the fund is classified as a medium risk option [10] Alternatives - The WisdomTree U.S. MidCap ETF is a viable choice for investors looking to outperform the Mid Cap Value segment, but alternatives like iShares Russell Mid-Cap Value ETF (IWS) and Vanguard Mid-Cap Value ETF (VOE) are also available [11][12] - IWS has $13.76 billion in assets and an expense ratio of 0.23%, while VOE has $18.64 billion in assets with a 0.07% expense ratio [12]