Screener
ZECP vs IWL
Zacks Earnings Consistent Portfolio ETF vs iShares Russell Top 200 ETF
Key differences
Both ZECP and IWL are equity ETFs. ZECP charges 0.55% a year and IWL 0.15%. The main difference: ZECP follows a active selection strategy; IWL uses index tracking.
- ZECP follows a active selection strategy; IWL uses index tracking.
- IWL costs 0.40% less per year.
- IWL is much larger than ZECP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWL has delivered higher annualized returns.
- IWL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ZECP | IWL | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.15% |
| Fund size (AUM) | $342M | $2.2B |
| Since | 2021 | 2009 |
| Dividend yield | 0.74% | 0.82% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +25.4% |
| CAGR 3Y | +16.8% | +23.4% |
| CAGR 5Y | N/A | +14.2% |
| Sharpe 3Y | 1.03 | 1.22 |
| Volatility 1Y | 10.69% | 12.52% |
| Max drawdown | -21.85% | -32.71% |
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