Screener
ZECP vs FDMO
Zacks Earnings Consistent Portfolio ETF vs Fidelity Momentum Factor ETF
Key differences
Both ZECP and FDMO are equity ETFs. ZECP charges 0.55% a year and FDMO 0.15%. The main difference: ZECP follows a active selection strategy; FDMO uses index tracking.
- ZECP follows a active selection strategy; FDMO uses index tracking.
- FDMO costs 0.40% less per year.
- Over the last three years, FDMO has delivered higher annualized returns.
- FDMO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ZECP | FDMO | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.15% |
| Fund size (AUM) | $342M | $903M |
| Since | 2021 | 2016 |
| Dividend yield | 0.74% | 0.56% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +20.7% | +31.1% |
| CAGR 3Y | +16.3% | +28.3% |
| CAGR 5Y | N/A | +16.0% |
| Sharpe 3Y | 0.99 | 1.24 |
| Volatility 1Y | 10.75% | 17.46% |
| Max drawdown | -21.85% | -33.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.