IVV vs ZECP
iShares Core S&P 500 ETF vs Zacks Earnings Consistent Portfolio ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | ZECP | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.55% | |
| AUM | $907.0B | $375M | |
| Dividend Yield | 1.10% | 0.73% | |
| Holdings | 508 | 60 | |
| YTD Return | +12.71% | +9.32% | |
| 1Y Return | +21.89% | +17.03% | |
| 3Y Return (annualized) | +22.08% | +16.29% | |
| 5Y Return (annualized) | +12.96% | +9.33% | |
| Volatility (annualized) | 15.1% | 14.1% | |
| Max Drawdown | -56.5% | -21.9% | |
| Fund Family | iShares by BlackRock (US) | Zacks | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Aug 23, 2021 |
IVV vs ZECP Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Zacks Earnings Consistent Portfolio ETF (ZECP) is a ETF from Zacks. Over the past year IVV returned +21.89% while ZECP returned +17.03%. Year to date, IVV is up 12.71% versus a gain of 9.32% for ZECP.
Over three years, IVV compounded at +22.08% per year against +16.29% for ZECP; over five years the annualized figures are +12.96% and +9.33% respectively. Across the full 5-year window we track, ZECP has the edge at +9.33% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.1% for ZECP. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -56.5% for IVV and -21.9% for ZECP. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while ZECP charges 0.55%. On a $10,000 position that is $3 vs $55 annually, a gap of $52 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.73% for ZECP.
Holdings Overlap
IVV and ZECP share 59 holdings out of 507 unique holdings combined, representing a 31.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or ZECP?
IVV has an expense ratio of 0.03% while ZECP charges 0.55%. IVV is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, IVV or ZECP?
Over the past year IVV returned +21.89% vs +17.03% for ZECP, so IVV leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +7.00% vs +9.33% for ZECP. Past performance does not guarantee future results.
Which is riskier, IVV or ZECP?
IVV has been the more volatile fund at 15.1% annualized versus 14.1% for ZECP. Worst drawdown: IVV -56.5% vs ZECP -21.9%.
Should I hold both IVV and ZECP?
IVV and ZECP have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and ZECP?
IVV and ZECP share 59 common holdings with a 31.4% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, IVV or ZECP?
IVV yields 1.10% while ZECP yields 0.73%, so IVV currently pays the higher dividend yield.
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