ZECP vs. FSPGX

In the year-to-date period, ZECP achieves a 0.90% return, which is significantly higher than FSPGX's -0.26% return.

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ZECP has a 0.55% expense ratio, which is higher than FSPGX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Zacks Earnings Consistent Portfolio ETF (ZECP) and Fidelity Large Cap Growth Index Fund (FSPGX). 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.

The current ZECP Sharpe Ratio is 0.70, which is comparable to the FSPGX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of ZECP and FSPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ZECP's dividend yield for the trailing twelve months is around 0.62%, more than FSPGX's 0.37% yield.

The maximum ZECP drawdown since its inception was -21.85%, smaller than the maximum FSPGX drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for ZECP and FSPGX.

The current volatility for Zacks Earnings Consistent Portfolio ETF (ZECP) is 4.20%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.87%. This indicates that ZECP experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.