Screener
ZECP vs IWR
Zacks Earnings Consistent Portfolio ETF vs iShares Russell Mid-Cap ETF
Key differences
Both ZECP and IWR are equity ETFs. ZECP charges 0.55% a year and IWR 0.18%. The main difference: ZECP follows a active selection strategy; IWR uses index tracking.
- ZECP follows a active selection strategy; IWR uses index tracking.
- IWR costs 0.37% less per year.
- IWR is much larger than ZECP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWR has delivered higher annualized returns.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ZECP | IWR | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.18% |
| Fund size (AUM) | $342M | $54.8B |
| Since | 2021 | 2001 |
| Dividend yield | 0.74% | 1.16% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +19.9% |
| CAGR 3Y | +16.8% | +17.8% |
| CAGR 5Y | N/A | +7.7% |
| Sharpe 3Y | 1.03 | 0.89 |
| Volatility 1Y | 10.69% | 13.54% |
| Max drawdown | -21.85% | -40.59% |
Similar to ZECP and IWR
Explore further