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ZECP vs IVV
Zacks Earnings Consistent Portfolio ETF vs iShares Core S&P 500 ETF
Key differences
Both ZECP and IVV are equity ETFs. ZECP charges 0.55% a year and IVV 0.03%. The main difference: ZECP follows a active selection strategy; IVV uses index tracking.
- ZECP follows a active selection strategy; IVV uses index tracking.
- IVV costs 0.52% less per year.
- IVV is much larger than ZECP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IVV has delivered higher annualized returns.
- IVV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ZECP | IVV | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.03% |
| Fund size (AUM) | $342M | $854.9B |
| Since | 2021 | 2000 |
| Dividend yield | 0.74% | 1.06% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +25.3% |
| CAGR 3Y | +16.8% | +22.5% |
| CAGR 5Y | N/A | +13.5% |
| Sharpe 3Y | 1.03 | 1.20 |
| Volatility 1Y | 10.69% | 12.10% |
| Max drawdown | -21.85% | -33.90% |
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