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ZECP vs XSHD
Zacks Earnings Consistent Portfolio ETF vs Invesco S&P SmallCap High Dividend Low Volatility ETF
Key differences
Both ZECP and XSHD are equity ETFs. ZECP charges 0.55% a year and XSHD 0.30%. The main difference: ZECP follows a active selection strategy; XSHD uses index tracking.
- ZECP follows a active selection strategy; XSHD uses index tracking.
- XSHD costs 0.25% less per year.
- ZECP is much larger than XSHD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ZECP has delivered higher annualized returns.
- XSHD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ZECP | XSHD | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.30% |
| Fund size (AUM) | $342M | $73M |
| Since | 2021 | 2016 |
| Dividend yield | 0.74% | 5.32% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +9.1% |
| CAGR 3Y | +16.8% | +3.3% |
| CAGR 5Y | N/A | -4.7% |
| Sharpe 3Y | 1.03 | 0.07 |
| Volatility 1Y | 10.69% | 14.78% |
| Max drawdown | -21.85% | -49.52% |
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