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ZECP vs VONE

Zacks Earnings Consistent Portfolio ETF vs Vanguard Russell 1000 Index Fund ETF Shares

ZECP

Zacks Earnings Consistent Portfolio ETF

Annual cost

0.55%

Fund size

$342M

VONE

Vanguard Russell 1000 Index Fund ETF Shares

Annual cost

0.06%

Fund size

$11.3B

Key differences

Both ZECP and VONE are equity ETFs. ZECP charges 0.55% a year and VONE 0.06%. The main difference: ZECP follows a active selection strategy; VONE uses index tracking.

  • ZECP follows a active selection strategy; VONE uses index tracking.
  • VONE costs 0.49% less per year.
  • VONE is much larger than ZECP. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, VONE has delivered higher annualized returns.
  • VONE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ZECPVONE
Annual cost (TER)0.55%0.06%
Fund size (AUM)$342M$11.3B
Since20212010
Dividend yield0.74%0.99%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+21.2%+24.5%
CAGR 3Y+16.8%+22.3%
CAGR 5YN/A+12.7%
Sharpe 3Y1.031.18
Volatility 1Y10.69%12.25%
Max drawdown-21.85%-34.66%

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