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ZECP vs SCHY

Zacks Earnings Consistent Portfolio ETF vs Schwab International Dividend Equity ETF

ZECP

Zacks Earnings Consistent Portfolio ETF

Annual cost

0.55%

Fund size

$342M

SCHY

Schwab International Dividend Equity ETF

Annual cost

0.08%

Fund size

$2.3B

Key differences

Both ZECP and SCHY are equity ETFs. ZECP charges 0.55% a year and SCHY 0.08%. The main difference: ZECP follows a active selection strategy; SCHY uses index tracking.

  • ZECP follows a active selection strategy; SCHY uses index tracking.
  • ZECP covers North America; SCHY covers global markets.
  • SCHY costs 0.47% less per year.
  • SCHY is much larger than ZECP. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, ZECP has delivered higher annualized returns.

Side-by-side comparison

ZECPSCHY
Annual cost (TER)0.55%0.08%
Fund size (AUM)$342M$2.3B
Since20212021
Dividend yield0.74%3.40%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+21.2%+21.3%
CAGR 3Y+16.8%+15.8%
CAGR 5YN/A+8.0%
Sharpe 3Y1.030.96
Volatility 1Y10.69%11.94%
Max drawdown-21.85%-24.03%

Similar to ZECP and SCHY