# WisdomTree U.S. MidCap Fund (EZM) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

WisdomTree U.S. MidCap Fund (EZM) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: EZM +42.09%, SPY +84.07%. Regime EZM BEAR · SPY BULL. As of Oct 14, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/EZM/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=EZM%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| EZM | +42.09% | -23.53% | +7.80% |
| SPY | +84.07% | -24.49% | +13.53% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| EZM | +11.64% | +17.41% | +50.13% | +42.09% |
| SPY | +17.47% | +34.75% | +83.03% | +84.07% |

## Annual

| Year | EZM | SPY |
|---|---:|---:|
| YTD | +7.80% | +13.53% |
| 2025 | +9.06% | +18.01% |
| 2024 | +10.83% | +25.59% |
| 2023 | +20.20% | +26.73% |
| 2022 | -12.73% | -18.64% |
| 2021 | +4.05% | +6.59% |

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Research context only. Not personalized investment advice.