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ZECP vs FIVA

Zacks Earnings Consistent Portfolio ETF vs Fidelity International Value Factor ETF

ZECP

Zacks Earnings Consistent Portfolio ETF

Annual cost

0.55%

Fund size

$342M

FIVA

Fidelity International Value Factor ETF

Annual cost

0.18%

Fund size

$555M

Key differences

  • FIVA costs 0.37% less per year.
  • ZECP covers north america markets; FIVA covers global ex us.
  • ZECP follows a active selection strategy; FIVA uses index tracking.
  • Over the last 3 years, FIVA has delivered higher annualized returns.

Side-by-side comparison

ZECPFIVA
Annual cost (TER)0.55%0.18%
Fund size (AUM)$342M$555M
Since20212018
Dividend yield0.74%2.53%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+21.2%+32.9%
CAGR 3Y+16.8%+23.2%
CAGR 5YN/A+12.1%
Sharpe 3Y1.031.22
Volatility 1Y10.69%15.45%
Max drawdown-21.85%-39.60%

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