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ZECP vs XSHQ
Zacks Earnings Consistent Portfolio ETF vs Invesco S&P SmallCap Quality ETF
Key differences
Both ZECP and XSHQ are equity ETFs. ZECP charges 0.55% a year and XSHQ 0.29%. The main difference: ZECP follows a active selection strategy; XSHQ uses index tracking.
- ZECP follows a active selection strategy; XSHQ uses index tracking.
- XSHQ costs 0.26% less per year.
- Over the last three years, ZECP has delivered higher annualized returns.
Side-by-side comparison
| ZECP | XSHQ | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.29% |
| Fund size (AUM) | $342M | $253M |
| Since | 2021 | 2017 |
| Dividend yield | 0.74% | 1.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +14.9% |
| CAGR 3Y | +16.8% | +13.2% |
| CAGR 5Y | N/A | +5.9% |
| Sharpe 3Y | 1.03 | 0.54 |
| Volatility 1Y | 10.69% | 17.44% |
| Max drawdown | -21.85% | -38.33% |
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