Screener
ZECP vs SPDV
Zacks Earnings Consistent Portfolio ETF vs AAM S&P 500 High Dividend Value ETF
Key differences
Both ZECP and SPDV are equity ETFs. ZECP charges 0.55% a year and SPDV 0.29%. The main difference: ZECP follows a active selection strategy; SPDV uses index tracking.
- ZECP follows a active selection strategy; SPDV uses index tracking.
- SPDV costs 0.26% less per year.
- ZECP is much larger than SPDV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPDV has delivered higher annualized returns.
Side-by-side comparison
| ZECP | SPDV | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.29% |
| Fund size (AUM) | $342M | $94M |
| Since | 2021 | 2017 |
| Dividend yield | 0.74% | 3.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +27.6% |
| CAGR 3Y | +16.8% | +17.9% |
| CAGR 5Y | N/A | +8.5% |
| Sharpe 3Y | 1.03 | 0.95 |
| Volatility 1Y | 10.69% | 12.17% |
| Max drawdown | -21.85% | -43.81% |
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