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ZECP vs BELT

Zacks Earnings Consistent Portfolio ETF vs iShares U.S. Select Equity Active ETF

ZECP

Zacks Earnings Consistent Portfolio ETF

Annual cost

0.55%

Fund size

$342M

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$10M

Key differences

Both ZECP and BELT are equity ETFs. ZECP charges 0.55% a year and BELT 0.75%. The main difference: ZECP follows a active selection strategy; BELT uses index enhanced.

  • ZECP follows a active selection strategy; BELT uses index enhanced.
  • ZECP costs 0.20% less per year.
  • ZECP is much larger than BELT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ZECPBELT
Annual cost (TER)0.55%0.75%
Fund size (AUM)$342M$10M
Since20212024
Dividend yield0.74%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1Y+21.2%+21.6%
CAGR 3Y+16.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.03N/A
Volatility 1Y10.69%17.37%
Max drawdown-21.85%-23.05%

Similar to ZECP and BELT