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ZECP vs. QCON
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZECP vs. QCON - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Zacks Earnings Consistent Portfolio ETF (ZECP) and American Century Quality Convertible Securities ETF (QCON). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


ZECP

1D
-0.48%
1M
2.51%
YTD
6.36%
6M
5.67%
1Y
20.73%
3Y*
15.85%
5Y*
10Y*

QCON

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZECP vs. QCON - Yearly Performance Comparison


ZECP vs. QCON - Sectors Allocation Comparison


Sectors
ZECP
QCON

Technology

25.3%

-

Financial Services

16.1%
7.9%

Industrials

14.8%
1.0%

Healthcare

13.3%

-

Communication Services

10.7%

-

Consumer Defensive

8.3%

-

Consumer Cyclical

5.9%

-

Utilities

3.9%
1.5%

Energy

1.0%

-

Real Estate

0.7%

-

Basic Materials

-

-

Technology

ZECP
25.3%
QCON

-

Financial Services

ZECP
16.1%
QCON
7.9%

Industrials

ZECP
14.8%
QCON
1.0%

Healthcare

ZECP
13.3%
QCON

-

Communication Services

ZECP
10.7%
QCON

-

Consumer Defensive

ZECP
8.3%
QCON

-

Consumer Cyclical

ZECP
5.9%
QCON

-

Utilities

ZECP
3.9%
QCON
1.5%

Energy

ZECP
1.0%
QCON

-

Real Estate

ZECP
0.7%
QCON

-

Basic Materials

ZECP

-

QCON

-

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Return for Risk

ZECP vs. QCON — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ZECP
ZECP Risk / Return Rank: 5959
Overall Rank
ZECP Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
ZECP Sortino Ratio Rank: 6363
Sortino Ratio Rank
ZECP Omega Ratio Rank: 5656
Omega Ratio Rank
ZECP Calmar Ratio Rank: 5151
Calmar Ratio Rank
ZECP Martin Ratio Rank: 6464
Martin Ratio Rank

QCON
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.

ZECP vs. QCON - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Zacks Earnings Consistent Portfolio ETF (ZECP) and American Century Quality Convertible Securities ETF (QCON). 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.


ZECPQCONDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.35

Calmar ratioReturn relative to maximum drawdown

2.50

Martin ratioReturn relative to average drawdown

11.46

ZECP vs. QCON - Sharpe Ratio Comparison


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Sharpe Ratios by Period


ZECPQCONDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.98

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

Drawdowns

ZECP vs. QCON - Drawdown Comparison

The maximum ZECP drawdown since its inception was -21.86%, which is greater than QCON's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for ZECP and QCON.


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Drawdown Indicators


ZECPQCONDifference

Max Drawdown

Largest peak-to-trough decline

-21.86%

0.00%

-21.86%

Max Drawdown (1Y)

Largest decline over 1 year

-8.32%

Max Drawdown (3Y)

Largest decline over 3 years

-15.47%

Current Drawdown

Current decline from peak

-0.51%

0.00%

-0.51%

Average Drawdown

Average peak-to-trough decline

-5.51%

0.00%

-5.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.81%

Volatility

ZECP vs. QCON - Volatility Comparison


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Volatility by Period


ZECPQCONDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.14%

Volatility (6M)

Calculated over the trailing 6-month period

8.08%

Volatility (1Y)

Calculated over the trailing 1-year period

10.51%

0.00%

+10.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.65%

0.00%

+14.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.65%

0.00%

+14.65%

ZECP vs. QCON - Expense Ratio Comparison

ZECP has a 0.55% expense ratio, which is higher than QCON's 0.32% expense ratio.


Dividends

ZECP vs. QCON - Dividend Comparison

ZECP's dividend yield for the trailing twelve months is around 0.74%, while QCON has not paid dividends to shareholders.


PositionTTM20252024202320222021
QCON
American Century Quality Convertible Securities ETF
0.00%0.00%0.00%0.00%0.00%0.00%
ZECP
Zacks Earnings Consistent Portfolio ETF
0.74%0.79%0.63%0.73%0.91%0.11%

Frequently Asked Questions


On fees, QCON is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.

QCON is cheaper with a 0.32% expense ratio, compared with 0.55% for ZECP.

ZECP has the higher dividend yield at 0.74%, compared with 0.00% for QCON.

ZECP is categorized as Large Cap Blend Equities, while QCON is Corporate Bonds. They also come from different issuers: Zacks and American Century. Their fees differ too: 0.55% for ZECP and 0.32% for QCON.

Portfolio Optimizer

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