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ZECP vs DFLV

Zacks Earnings Consistent Portfolio ETF vs Dimensional US Large Cap Value ETF

ZECP

Zacks Earnings Consistent Portfolio ETF

Annual cost

0.55%

Fund size

$342M

DFLV

Dimensional US Large Cap Value ETF

Annual cost

0.21%

Fund size

$6.2B

Key differences

Both ZECP and DFLV are equity ETFs. ZECP charges 0.55% a year and DFLV 0.21%. The main difference: DFLV costs 0.34% less per year.

  • DFLV costs 0.34% less per year.
  • DFLV is much larger than ZECP. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, DFLV has delivered higher annualized returns.

Side-by-side comparison

ZECPDFLV
Annual cost (TER)0.55%0.21%
Fund size (AUM)$342M$6.2B
Since20212022
Dividend yield0.74%1.42%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+21.2%+32.8%
CAGR 3Y+16.8%+20.3%
CAGR 5YN/AN/A
Sharpe 3Y1.031.15
Volatility 1Y10.69%11.35%
Max drawdown-21.85%-16.80%

Similar to ZECP and DFLV