ZIG vs. IWM
Compare and contrast key facts about Acquirers Fund (ZIG) and iShares Russell 2000 ETF (IWM).
ZIG and IWM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ZIG is a passively managed fund by Acquirers Funds that tracks the performance of the Acquirer's Index. It was launched on May 15, 2019. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on May 22, 2000. Both ZIG and IWM 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: ZIG or IWM.
Performance
ZIG vs. IWM - Performance Comparison
Returns By Period
In the year-to-date period, ZIG achieves a 24.10% return, which is significantly higher than IWM's 20.01% return.
ZIG
24.10%
10.95%
15.59%
37.38%
11.33%
N/A
IWM
20.01%
8.91%
16.95%
35.71%
10.02%
8.76%
Key characteristics
| ZIG | IWM | |
|---|---|---|
| Sharpe Ratio | 1.92 | 1.70 |
| Sortino Ratio | 2.72 | 2.43 |
| Omega Ratio | 1.34 | 1.29 |
| Calmar Ratio | 4.06 | 1.46 |
| Martin Ratio | 11.60 | 9.34 |
| Ulcer Index | 3.22% | 3.82% |
| Daily Std Dev | 19.42% | 21.03% |
| Max Drawdown | -37.14% | -59.05% |
| Current Drawdown | 0.00% | -1.21% |
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ZIG vs. IWM - Expense Ratio Comparison
ZIG has a 1.85% expense ratio, which is higher than IWM's 0.19% expense ratio.
Correlation
The correlation between ZIG and IWM is 0.80, 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.
Risk-Adjusted Performance
ZIG vs. IWM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Acquirers Fund (ZIG) and iShares Russell 2000 ETF (IWM). 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
ZIG vs. IWM - Dividend Comparison
ZIG's dividend yield for the trailing twelve months is around 0.86%, less than IWM's 1.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZIG Acquirers Fund | 0.86% | 1.07% | 1.26% | 0.18% | 0.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWM iShares Russell 2000 ETF | 1.08% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% | 1.23% |
Drawdowns
ZIG vs. IWM - Drawdown Comparison
The maximum ZIG drawdown since its inception was -37.14%, smaller than the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for ZIG and IWM. For additional features, visit the drawdowns tool.
Volatility
ZIG vs. IWM - Volatility Comparison
The current volatility for Acquirers Fund (ZIG) is 6.80%, while iShares Russell 2000 ETF (IWM) has a volatility of 7.63%. This indicates that ZIG experiences smaller price fluctuations and is considered to be less risky than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.