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ZECP vs SPHQ
Zacks Earnings Consistent Portfolio ETF vs Invesco S&P 500 Quality ETF
Key differences
Both ZECP and SPHQ are equity ETFs. ZECP charges 0.55% a year and SPHQ 0.15%. The main difference: ZECP follows a active selection strategy; SPHQ uses index tracking.
- ZECP follows a active selection strategy; SPHQ uses index tracking.
- SPHQ costs 0.40% less per year.
- SPHQ is much larger than ZECP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPHQ has delivered higher annualized returns.
- SPHQ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ZECP | SPHQ | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.15% |
| Fund size (AUM) | $342M | $18.9B |
| Since | 2021 | 2005 |
| Dividend yield | 0.74% | 1.05% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +21.0% |
| CAGR 3Y | +16.8% | +22.8% |
| CAGR 5Y | N/A | +14.3% |
| Sharpe 3Y | 1.03 | 1.27 |
| Volatility 1Y | 10.69% | 12.83% |
| Max drawdown | -21.85% | -31.59% |
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