Screener
ZECP vs XMHQ
Zacks Earnings Consistent Portfolio ETF vs Invesco S&P MidCap Quality ETF
Key differences
Both ZECP and XMHQ are equity ETFs. ZECP charges 0.55% a year and XMHQ 0.25%. The main difference: ZECP follows a active selection strategy; XMHQ uses index tracking.
- ZECP follows a active selection strategy; XMHQ uses index tracking.
- XMHQ costs 0.30% less per year.
- XMHQ is much larger than ZECP. Larger funds are usually more liquid and less likely to close.
- XMHQ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ZECP | XMHQ | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.25% |
| Fund size (AUM) | $342M | $5.3B |
| Since | 2021 | 2006 |
| Dividend yield | 0.74% | 0.56% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +12.9% |
| CAGR 3Y | +16.8% | +17.5% |
| CAGR 5Y | N/A | +9.0% |
| Sharpe 3Y | 1.03 | 0.76 |
| Volatility 1Y | 10.69% | 15.57% |
| Max drawdown | -21.85% | -36.90% |
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