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ZECP vs TMFE

Zacks Earnings Consistent Portfolio ETF vs Motley Fool Capital Efficiency 100 Index ETF

ZECP

Zacks Earnings Consistent Portfolio ETF

Annual cost

0.55%

Fund size

$342M

TMFE

Motley Fool Capital Efficiency 100 Index ETF

Annual cost

0.50%

Fund size

$85M

Key differences

  • TMFE costs 0.05% less per year.
  • ZECP is significantly larger than TMFE — larger funds tend to be more liquid and less likely to close.
  • ZECP follows a active selection strategy; TMFE uses index tracking.
  • Over the last 3 years, TMFE has delivered higher annualized returns.

Side-by-side comparison

ZECPTMFE
Annual cost (TER)0.55%0.50%
Fund size (AUM)$342M$85M
Since20212021
Dividend yield0.74%0.31%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+21.2%+6.0%
CAGR 3Y+16.8%+19.4%
CAGR 5YN/AN/A
Sharpe 3Y1.030.98
Volatility 1Y10.69%12.28%
Max drawdown-21.85%-31.07%

Similar to ZECP and TMFE