EZM vs VXUS
WisdomTree US MidCap Fund vs Vanguard Total International Stock ETF
Which is better, EZM or VXUS?
Mid Cap Value against Large Cap Blend.
VXUS has a lower expense ratio. EZM led over the full window, VXUS over 1Y, 3Y and 5Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EZM | VXUS |
|---|---|---|
| Expense Ratio | 0.38% | 0.05%Best |
| AUM | $905M | $163.2B |
| Dividend Yield | 1.26% | 2.34% |
| Holdings | 508 | 8,844 |
| YTD Return | +10.21%Best | +8.62% |
| 1Y Return | +13.08% | +13.32%Best |
| 3Y Return (annualized) | +16.83% | +20.17%Best |
| 5Y Return (annualized) | +7.31% | +7.98%Best |
| Volatility (annualized) | 18.7% | 15.0%Best |
| Max Drawdown | -47.3% | -39.9%Best |
| $10,000 over 5 years | $14,230 | $14,680Best |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Blend |
| Inception | Feb 23, 2007 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Oct 23, 2026 (15.7 years).
EZM vs VXUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 15.7 years both funds cover.
EZM vs VXUS Performance
WisdomTree US MidCap Fund (EZM) is an ETF from WisdomTree Investments and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year EZM returned +13.08% while VXUS returned +13.32%. Year to date, EZM is up 10.21% versus a gain of 8.62% for VXUS.
Over three years, EZM compounded at +16.83% per year against +20.17% for VXUS; over five years the annualized figures are +7.31% and +7.98% respectively. Across the full 16-year window we track, EZM has the edge at +9.79% annualized vs +4.44%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EZM has been the more volatile fund, with annualized monthly volatility of 18.7% compared with 15.0% for VXUS. 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 -47.3% for EZM and -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EZM charges 0.38% per year while VXUS charges 0.05%. On a $10,000 position that is $38 vs $5 annually, a gap of $33 per year that compounds over a long holding period. On income, EZM currently yields 1.26% against 2.34% for VXUS.
Holdings Overlap
At least 1.5% of EZM's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 91.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
EZM and VXUS share little of their money.
8 positions in common, counted across the 507 positions we hold weights for in EZM and 8,425 in VXUS, against full books of 508 and 8,844.
Top Shared Holdings
| Stock | Weight in EZM | Weight in VXUS | Difference |
|---|---|---|---|
| 196170:KRAlteogen Inc | 0.36% | 0.03% | 0.33% |
| AMAntero Midstream Corporationam | 0.24% | 0.01% | 0.23% |
| SIG:LNSignet Jewelers Limited Common Shares | 0.22% | 0.02% | 0.20% |
| AOSAo Smith Corp. | 0.21% | 0.02% | 0.19% |
| GMEGamestop Corp | 0.19% | 0.02% | 0.17% |
| EGPEastgroup Properties Inc. Real Estate Investment Trust | 0.13% | 0.00% | 0.13% |
| CCCSCcc Intelligent Solutions Hold | 0.10% | 0.01% | 0.09% |
| BILLBill.Com Holdings, Inc. Common Stock | 0.09% | 0.00% | 0.09% |
You are not choosing between two funds in isolation.
Whichever of EZM and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EZM or VXUS?
EZM has an expense ratio of 0.38% while VXUS charges 0.05%. VXUS is the cheaper option, by $33 a year on a $10,000 investment.
Which performed better, EZM or VXUS?
Over the past year EZM returned +13.08% vs +13.32% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), EZM annualized +9.79% vs +4.44% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EZM or VXUS?
EZM has been the more volatile fund at 18.7% annualized versus 15.0% for VXUS. Worst drawdown: EZM -47.3% vs VXUS -39.9%.
Should I hold both EZM and VXUS?
EZM and VXUS have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EZM and VXUS?
At least 1.5% of EZM's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 8 positions in common, counted across the 507 positions we hold weights for in EZM and 8,425 in VXUS.
Which pays a higher dividend, EZM or VXUS?
EZM yields 1.26% while VXUS yields 2.34%, so VXUS currently pays the higher dividend yield.
Is VXUS better than EZM?
VXUS has a lower expense ratio. EZM led over the full window, VXUS over 1Y, 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.