Screener
ZECP vs SCHK
Zacks Earnings Consistent Portfolio ETF vs Schwab 1000 ETF
Key differences
Both ZECP and SCHK are equity ETFs. ZECP charges 0.55% a year and SCHK 0.03%. The main difference: ZECP follows a active selection strategy; SCHK uses index tracking.
- ZECP follows a active selection strategy; SCHK uses index tracking.
- SCHK costs 0.52% less per year.
- SCHK is much larger than ZECP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SCHK has delivered higher annualized returns.
Side-by-side comparison
| ZECP | SCHK | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.03% |
| Fund size (AUM) | $342M | $5.7B |
| Since | 2021 | 2017 |
| Dividend yield | 0.74% | 1.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +24.9% |
| CAGR 3Y | +16.8% | +22.4% |
| CAGR 5Y | N/A | +12.8% |
| Sharpe 3Y | 1.03 | 1.18 |
| Volatility 1Y | 10.69% | 12.47% |
| Max drawdown | -21.85% | -34.80% |
Similar to ZECP and SCHK
Explore further