EZM vs VTI
EZM vs VTI
WisdomTree US MidCap Fund vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. EZM delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | EZM | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.38% | 0.03% | |
| AUM | $940M | $663.5B | |
| Dividend Yield | 1.21% | 1.07% | |
| Holdings | 509 | 3,543 | |
| YTD Return | +16.24% | +13.92% | |
| 1Y Return | +26.21% | +24.07% | |
| 3Y Return (annualized) | +13.64% | +20.88% | |
| 5Y Return (annualized) | +9.76% | +12.47% | |
| Volatility (annualized) | 20.1% | 15.3% | |
| Max Drawdown | -60.6% | -56.6% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 23, 2007 | May 24, 2001 |
EZM vs VTI Performance
WisdomTree US MidCap Fund (EZM) is a ETF from WisdomTree Investments and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year EZM returned +26.21% while VTI returned +24.07%. Year to date, EZM is up 16.24% versus a gain of 13.92% for VTI.
Over three years, EZM compounded at +13.64% per year against +20.88% for VTI; over five years the annualized figures are +9.76% and +12.47% respectively. Across the full 19-year window we track, EZM has the edge at +8.63% annualized vs +8.13%. 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 15.3% for VTI. 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 -56.6% for VTI. 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EZM charges 0.38% per year while VTI 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 1.07% for VTI.
Holdings Overlap
EZM and VTI share 360 holdings out of 2925 unique holdings combined, representing a 2.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EZM | Weight in VTI | Difference |
|---|---|---|---|
| VTRS | 1.31% | 0.03% | 1.28% |
| CF | 1.10% | 0.02% | 1.08% |
| OVV | 0.84% | 0.02% | 0.82% |
| AA | Pro | Pro | Pro |
| PPC | Pro | Pro | Pro |
| BWA | Pro | Pro | Pro |
| SNX | Pro | Pro | Pro |
| ACI | Pro | Pro | Pro |
| GL | Pro | Pro | Pro |
| LNC | Pro | Pro | Pro |
See all 10 holdings EZM shares with VTI 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 VTI?
EZM has an expense ratio of 0.38% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, EZM or VTI?
Over the past year EZM returned +26.21% vs +24.07% for VTI, so EZM leads on 1-year performance. Over the longest common window we track (19 years), EZM annualized +8.63% vs +8.13% for VTI. Past performance does not guarantee future results.
Which is riskier, EZM or VTI?
EZM has been the more volatile fund at 20.1% annualized versus 15.3% for VTI. Worst drawdown: EZM -60.6% vs VTI -56.6%.
Should I hold both EZM and VTI?
EZM and VTI have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between EZM and VTI?
EZM and VTI share 360 common holdings with a 2.0% weight overlap. Combined, they hold 2925 unique securities.
Which pays a higher dividend, EZM or VTI?
EZM yields 1.21% while VTI yields 1.07%, so EZM currently pays the higher dividend yield.
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