EZM vs VOO
EZM vs VOO
WisdomTree US MidCap Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. EZM delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EZM | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.38% | 0.03% | |
| AUM | $940M | $979.0B | |
| Dividend Yield | 1.21% | 1.09% | |
| Holdings | 509 | 509 | |
| YTD Return | +16.24% | +13.53% | |
| 1Y Return | +26.21% | +23.65% | |
| 3Y Return (annualized) | +13.64% | +21.27% | |
| 5Y Return (annualized) | +9.76% | +13.52% | |
| Volatility (annualized) | 20.1% | 14.1% | |
| Max Drawdown | -60.6% | -34.3% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 23, 2007 | Sep 7, 2010 |
EZM vs VOO Performance
WisdomTree US MidCap Fund (EZM) is a ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EZM returned +26.21% while VOO returned +23.65%. Year to date, EZM is up 16.24% versus a gain of 13.53% for VOO.
Over three years, EZM compounded at +13.64% per year against +21.27% for VOO; over five years the annualized figures are +9.76% and +13.52% respectively. Across the full 16-year window we track, VOO has the edge at +13.57% annualized vs +8.63%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EZM has been the more volatile fund, with annualized monthly volatility of 20.1% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -60.6% for EZM and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EZM charges 0.38% per year while VOO charges 0.03%. On a $10,000 position that is $38 vs $3 annually, a gap of $35 per year that compounds over a long holding period. On income, EZM currently yields 1.21% against 1.09% for VOO.
Holdings Overlap
EZM and VOO share 31 holdings out of 976 unique holdings combined, representing a 0.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EZM | Weight in VOO | Difference |
|---|---|---|---|
| VTRS | 1.31% | 0.03% | 1.28% |
| CF | 1.10% | 0.03% | 1.07% |
| GL | 0.53% | 0.02% | 0.51% |
| BEN | Pro | Pro | Pro |
| DVA | Pro | Pro | Pro |
| NCLH | Pro | Pro | Pro |
| SJM | Pro | Pro | Pro |
| MOS | Pro | Pro | Pro |
| ALGN | Pro | Pro | Pro |
| HST | Pro | Pro | Pro |
See all 10 holdings EZM shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, EZM or VOO?
EZM has an expense ratio of 0.38% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, EZM or VOO?
Over the past year EZM returned +26.21% vs +23.65% for VOO, so EZM leads on 1-year performance. Over the longest common window we track (16 years), EZM annualized +8.63% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, EZM or VOO?
EZM has been the more volatile fund at 20.1% annualized versus 14.1% for VOO. Worst drawdown: EZM -60.6% vs VOO -34.3%.
Should I hold both EZM and VOO?
EZM and VOO have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EZM and VOO?
EZM and VOO share 31 common holdings with a 0.7% weight overlap. Combined, they hold 976 unique securities.
Which pays a higher dividend, EZM or VOO?
EZM yields 1.21% while VOO yields 1.09%, so EZM currently pays the higher dividend yield.
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