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ZECP vs SMLF
Zacks Earnings Consistent Portfolio ETF vs iShares U.S. Small-Cap Equity Factor ETF
Key differences
Both ZECP and SMLF are equity ETFs. ZECP charges 0.55% a year and SMLF 0.15%. The main difference: ZECP follows a active selection strategy; SMLF uses index tracking.
- ZECP follows a active selection strategy; SMLF uses index tracking.
- SMLF costs 0.40% less per year.
- SMLF is much larger than ZECP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SMLF has delivered higher annualized returns.
- SMLF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ZECP | SMLF | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.15% |
| Fund size (AUM) | $342M | $3.9B |
| Since | 2021 | 2015 |
| Dividend yield | 0.74% | 1.03% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +29.2% |
| CAGR 3Y | +16.8% | +21.0% |
| CAGR 5Y | N/A | +10.6% |
| Sharpe 3Y | 1.03 | 0.88 |
| Volatility 1Y | 10.69% | 17.39% |
| Max drawdown | -21.85% | -41.89% |
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