Screener
ZECP vs IJR
Zacks Earnings Consistent Portfolio ETF vs iShares Core S&P Small-Cap ETF
Key differences
Both ZECP and IJR are equity ETFs. ZECP charges 0.55% a year and IJR 0.06%. The main difference: ZECP follows a active selection strategy; IJR uses index tracking.
- ZECP follows a active selection strategy; IJR uses index tracking.
- IJR costs 0.49% less per year.
- IJR is much larger than ZECP. Larger funds are usually more liquid and less likely to close.
- IJR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ZECP | IJR | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.06% |
| Fund size (AUM) | $342M | $103.5B |
| Since | 2021 | 2000 |
| Dividend yield | 0.74% | 1.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +31.1% |
| CAGR 3Y | +16.8% | +16.1% |
| CAGR 5Y | N/A | +5.7% |
| Sharpe 3Y | 1.03 | 0.66 |
| Volatility 1Y | 10.69% | 17.62% |
| Max drawdown | -21.85% | -44.36% |
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