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WisdomTree U.S. MidCap Fund EZM
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | EZM | Replication |
|---|---|---|
| Annualized growth | 7.5% | 7.8% |
| Annualized volatility | 18.9% | 18.5% |
| Sharpe ratio | 0.48 | 0.50 |
| Maximum drawdown | 21.8% | 22.3% |
| Replication fit (R²) | 0.99 · Tracking error 2.3% | |
Replication portfolio
The published portfolio below is the investable basket used to model EZM’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VBR | Small-Cap · Value | 75.6% |
| IJH | US Mid Cap | 11.8% |
| IJR | US Small Cap | 10.2% |
| VOT | Mid-Cap · Growth | 2.4% |