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ISIN
US26922A2630
CUSIP
26922A263
Inception Date
May 15, 2019
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Acquirer's Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Multi-Cap
Asset Class Style
Blend
Assets Under Management
$33M

Share Price Chart


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Performance

ZIG Performance Chart

Acquirers Fund (ZIG) is up 7.0% since the beginning of the year. ZIG is currently trading at $39 per share. Investors who bought $1,000 worth of ZIG shares 5 years ago would now be looking at an investment worth $1,580.


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S&P 500 Index

Returns By Period

Acquirers Fund (ZIG) has returned 6.98% so far this year and 13.55% over the past 12 months.


Acquirers Fund

1D
-0.46%
1M
-1.73%
YTD
6.98%
6M
5.54%
1Y
13.55%
3Y*
12.47%
5Y*
9.58%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZIG Monthly Returns History

Based on dividend-adjusted daily data since May 15, 2019, ZIG's average daily return is +0.04%, while the average monthly return is +0.77%. At this rate, an investment would double in approximately 7.5 years.

Historically, 55% of months were positive and 45% were negative. The best month was Jan 2023 with a return of +12.7%, while the worst month was Mar 2020 at -17.2%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, ZIG closed higher 51% of trading days. The best single day was Apr 9, 2025 with a return of +10.2%, while the worst single day was Mar 16, 2020 at -9.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20266.10%2.86%-1.95%2.04%-0.86%-1.18%6.98%
20252.75%-6.06%-4.02%-6.30%1.72%4.97%3.76%5.99%-2.88%-3.44%2.34%-0.53%-2.67%
2024-0.81%2.99%6.55%-5.60%6.00%-3.97%9.36%-2.72%2.01%-1.70%11.03%-10.13%11.34%
202312.73%-3.53%-1.74%1.91%-4.26%12.34%7.93%-1.65%-2.09%-5.05%7.48%10.05%36.70%
2022-7.07%-2.87%0.83%-7.67%4.59%-11.50%8.06%-4.37%-11.28%10.14%11.23%-5.40%-17.34%
20212.97%-1.35%8.04%3.41%2.04%0.86%4.70%3.29%-4.10%4.13%2.84%5.90%37.38%

Benchmark Metrics

Acquirers Fund has an annualized alpha of -3.81%, beta of 0.87, and R2 of 0.61 versus S&P 500 Index. Calculated based on daily prices since May 15, 2019.

  • This ETF participated in 115.48% of S&P 500 Index downside but only 88.69% of its upside - more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -3.81% versus S&P 500 Index - delivering less than market exposure alone would predict.
  • With beta of 0.87 and R2 of 0.61, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
-3.81%
Beta
0.87
0.61
Upside Capture
88.69%
Downside Capture
115.48%

Expense Ratio

ZIG has a high expense ratio of 1.85%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

ZIG ranks 23 for risk / return — below 23% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


ZIG Risk / Return Rank: 2323
Overall Rank
ZIG Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
ZIG Sortino Ratio Rank: 2525
Sortino Ratio Rank
ZIG Omega Ratio Rank: 2121
Omega Ratio Rank
ZIG Calmar Ratio Rank: 2424
Calmar Ratio Rank
ZIG Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Acquirers Fund (ZIG) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ZIGBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.27

Sortino ratioReturn per unit of downside risk

-1.45

Omega ratioGain probability vs. loss probability

1.14

1.37

-0.22

Calmar ratioReturn relative to maximum drawdown

1.10

2.78

-1.69

Martin ratioReturn relative to average drawdown

3.27

12.44

-9.17

Dividends

Dividend History

Acquirers Fund provided a 1.78% dividend yield over the last twelve months, with an annual payout of $0.69 per share.


0.00%0.50%1.00%1.50%2.00%$0.00$0.20$0.40$0.60$0.80202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020
Dividend$0.69$0.69$0.75$0.37$0.33$0.06$0.04

Dividend yield

1.78%1.91%1.96%1.07%1.26%0.18%0.18%

Monthly Dividends

The table displays the monthly dividend distributions for Acquirers Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.69$0.69
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.75$0.75
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.37$0.37
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.33$0.33
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.06$0.06

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Acquirers Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Acquirers Fund was 37.14%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.

The current Acquirers Fund drawdown is 7.11%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-37.14%Mar 2020
3mo 6d1y 1mo
1y 4moDec 2019 - May 2021
2025 selloff2025
-29.75%Apr 2025
4mo 13d
1y 6moNov 2024 - now
Bear market2022
-28.84%Sep 2022
9mo 4d9mo 16d
1y 6moDec 2021 - Jul 2023
2019 correction2019
-13.19%Aug 2019
1mo 3d2mo 9d
3mo 12dJul 2019 - Nov 2019
2023 pullback2023
-9.65%Oct 2023
2mo 26d1mo 5d
4mo 1dAug 2023 - Dec 2023

Drawdown Indicators


ZIGBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-37.14%

-56.78%

+19.64%

Max Drawdown (1Y)

Largest decline over 1 year

-12.38%

-9.10%

-3.28%

Max Drawdown (3Y)

Largest decline over 3 years

-29.75%

-18.90%

-10.85%

Max Drawdown (5Y)

Largest decline over 5 years

-29.75%

-25.43%

-4.32%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-7.11%

-1.80%

-5.31%

Average Drawdown

Average peak-to-trough decline

-9.71%

-10.71%

+1.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.16%

2.03%

+2.13%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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