Screener
ZECP vs PY
Zacks Earnings Consistent Portfolio ETF vs Principal Value ETF
Key differences
- PY costs 0.40% less per year.
- Over the last 3 years, ZECP has delivered higher annualized returns.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ZECP | PY | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.15% |
| Fund size (AUM) | $342M | $220M |
| Since | 2021 | 2016 |
| Dividend yield | 0.74% | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.2% | +14.9% |
| CAGR 3Y | +16.8% | +14.2% |
| CAGR 5Y | N/A | +7.4% |
| Sharpe 3Y | 1.03 | 0.77 |
| Volatility 1Y | 10.69% | 10.54% |
| Max drawdown | -21.85% | -45.44% |
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