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ZECP vs IJH

Zacks Earnings Consistent Portfolio ETF vs iShares Core S&P Mid-Cap ETF

ZECP

Zacks Earnings Consistent Portfolio ETF

Annual cost

0.55%

Fund size

$342M

IJH

iShares Core S&P Mid-Cap ETF

Annual cost

0.05%

Fund size

$119.2B

Key differences

Both ZECP and IJH are equity ETFs. ZECP charges 0.55% a year and IJH 0.05%. The main difference: ZECP follows a active selection strategy; IJH uses index tracking.

  • ZECP follows a active selection strategy; IJH uses index tracking.
  • IJH costs 0.50% less per year.
  • IJH is much larger than ZECP. Larger funds are usually more liquid and less likely to close.
  • IJH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ZECPIJH
Annual cost (TER)0.55%0.05%
Fund size (AUM)$342M$119.2B
Since20212000
Dividend yield0.74%1.19%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+21.2%+23.7%
CAGR 3Y+16.8%+17.1%
CAGR 5YN/A+7.8%
Sharpe 3Y1.030.77
Volatility 1Y10.69%15.64%
Max drawdown-21.85%-42.18%

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