Screener
ZECP vs FELV
Zacks Earnings Consistent Portfolio ETF vs Fidelity Enhanced Large Cap Value ETF
Key differences
Both ZECP and FELV are equity ETFs. ZECP charges 0.55% a year and FELV 0.18%. The main difference: ZECP follows a active selection strategy; FELV uses index tracking.
- ZECP follows a active selection strategy; FELV uses index tracking.
- FELV costs 0.37% less per year.
- FELV is much larger than ZECP. Larger funds are usually more liquid and less likely to close.
- FELV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ZECP | FELV | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.18% |
| Fund size (AUM) | $342M | $3.0B |
| Since | 2021 | 2007 |
| Dividend yield | 0.74% | 1.52% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +28.4% |
| CAGR 3Y | +16.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | N/A |
| Volatility 1Y | 10.69% | 10.93% |
| Max drawdown | -21.85% | -16.08% |
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