ESGY vs. ZSP.TO
Compare and contrast key facts about American Century Sustainable Growth ETF (ESGY) and BMO S&P 500 Index ETF (ZSP.TO).
ESGY and ZSP.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ESGY is a passively managed fund by American Century Investments that tracks the performance of the Russell 1000 Growth. It was launched on Jun 29, 2021. ZSP.TO is a passively managed fund by BMO that tracks the performance of the S&P 500 Index. It was launched on Nov 14, 2012. Both ESGY and ZSP.TO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ESGY or ZSP.TO.
Correlation
The correlation between ESGY and ZSP.TO is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ESGY vs. ZSP.TO - Performance Comparison
Key characteristics
ESGY:
1.44
ZSP.TO:
2.76
ESGY:
1.97
ZSP.TO:
3.81
ESGY:
1.27
ZSP.TO:
1.52
ESGY:
1.93
ZSP.TO:
4.18
ESGY:
7.02
ZSP.TO:
19.49
ESGY:
3.48%
ZSP.TO:
1.65%
ESGY:
17.06%
ZSP.TO:
11.69%
ESGY:
-34.54%
ZSP.TO:
-26.94%
ESGY:
-5.19%
ZSP.TO:
-3.26%
Returns By Period
In the year-to-date period, ESGY achieves a -1.22% return, which is significantly lower than ZSP.TO's -0.70% return.
ESGY
-1.22%
-4.28%
1.66%
24.01%
N/A
N/A
ZSP.TO
-0.70%
-2.53%
8.89%
31.80%
15.69%
15.05%
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ESGY vs. ZSP.TO - Expense Ratio Comparison
ESGY has a 0.39% expense ratio, which is higher than ZSP.TO's 0.09% expense ratio.
Risk-Adjusted Performance
ESGY vs. ZSP.TO — Risk-Adjusted Performance Rank
ESGY
ZSP.TO
ESGY vs. ZSP.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Sustainable Growth ETF (ESGY) and BMO S&P 500 Index ETF (ZSP.TO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ESGY vs. ZSP.TO - Dividend Comparison
ESGY's dividend yield for the trailing twelve months is around 0.23%, less than ZSP.TO's 0.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESGY American Century Sustainable Growth ETF | 0.23% | 0.23% | 0.37% | 0.48% | 0.58% | 1.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ZSP.TO BMO S&P 500 Index ETF | 0.95% | 0.94% | 1.33% | 1.44% | 1.15% | 1.45% | 1.48% | 1.64% | 1.64% | 2.20% | 1.54% | 1.46% |
Drawdowns
ESGY vs. ZSP.TO - Drawdown Comparison
The maximum ESGY drawdown since its inception was -34.54%, which is greater than ZSP.TO's maximum drawdown of -26.94%. Use the drawdown chart below to compare losses from any high point for ESGY and ZSP.TO. For additional features, visit the drawdowns tool.
Volatility
ESGY vs. ZSP.TO - Volatility Comparison
American Century Sustainable Growth ETF (ESGY) has a higher volatility of 5.11% compared to BMO S&P 500 Index ETF (ZSP.TO) at 4.75%. This indicates that ESGY's price experiences larger fluctuations and is considered to be riskier than ZSP.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.