Screener
ZECP vs IWM
Zacks Earnings Consistent Portfolio ETF vs iShares Russell 2000 ETF
Key differences
Both ZECP and IWM are equity ETFs. ZECP charges 0.55% a year and IWM 0.19%. The main difference: ZECP follows a active selection strategy; IWM uses index tracking.
- ZECP follows a active selection strategy; IWM uses index tracking.
- IWM costs 0.36% less per year.
- IWM is much larger than ZECP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWM has delivered higher annualized returns.
- IWM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ZECP | IWM | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.19% |
| Fund size (AUM) | $342M | $80.9B |
| Since | 2021 | 2000 |
| Dividend yield | 0.74% | 0.87% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +36.6% |
| CAGR 3Y | +16.8% | +18.9% |
| CAGR 5Y | N/A | +5.8% |
| Sharpe 3Y | 1.03 | 0.75 |
| Volatility 1Y | 10.69% | 19.54% |
| Max drawdown | -21.85% | -41.13% |
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