ZIG vs. VOTE
Compare and contrast key facts about Acquirers Fund (ZIG) and Engine No. 1 Transform 500 ETF (VOTE).
ZIG and VOTE 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. VOTE is a passively managed fund by Engine No. 1 LLC that tracks the performance of the Morningstar US Large Cap Index. It was launched on Jun 22, 2021. Both ZIG and VOTE 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 VOTE.
Key characteristics
| ZIG | VOTE | |
|---|---|---|
| YTD Return | 10.01% | 19.07% |
| 1Y Return | 23.19% | 28.53% |
| 3Y Return (Ann) | 11.45% | 9.21% |
| Sharpe Ratio | 1.20 | 2.22 |
| Daily Std Dev | 19.44% | 12.91% |
| Max Drawdown | -37.14% | -25.71% |
| Current Drawdown | -3.82% | -0.38% |
Correlation
The correlation between ZIG and VOTE is 0.75, 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
ZIG vs. VOTE - Performance Comparison
In the year-to-date period, ZIG achieves a 10.01% return, which is significantly lower than VOTE's 19.07% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ZIG vs. VOTE - Expense Ratio Comparison
ZIG has a 1.85% expense ratio, which is higher than VOTE's 0.05% expense ratio.
Risk-Adjusted Performance
ZIG vs. VOTE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Acquirers Fund (ZIG) and Engine No. 1 Transform 500 ETF (VOTE). 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. VOTE - Dividend Comparison
ZIG's dividend yield for the trailing twelve months is around 0.97%, less than VOTE's 1.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
ZIG Acquirers Fund | 0.97% | 1.07% | 1.26% | 0.18% | 0.18% |
VOTE Engine No. 1 Transform 500 ETF | 0.93% | 1.33% | 1.54% | 0.54% | 0.00% |
Drawdowns
ZIG vs. VOTE - Drawdown Comparison
The maximum ZIG drawdown since its inception was -37.14%, which is greater than VOTE's maximum drawdown of -25.71%. Use the drawdown chart below to compare losses from any high point for ZIG and VOTE. For additional features, visit the drawdowns tool.
Volatility
ZIG vs. VOTE - Volatility Comparison
Acquirers Fund (ZIG) has a higher volatility of 7.27% compared to Engine No. 1 Transform 500 ETF (VOTE) at 4.12%. This indicates that ZIG's price experiences larger fluctuations and is considered to be riskier than VOTE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.