ZECP vs MFSG
Comparison between ZACKS EARNINGS CONSISTENT PORTFOLIO ETF (ZECP, ETF) and MFS ACTIVE GROWTH ETF (MFSG, ETF).
ZECP vs MFSG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ZECP
$343M
Winner
MFSG
$344M
Expense Ratio
ZECP
0.55%
Winner
MFSG
0.49%
Max Drawdown
Winner
ZECP
21.86%
MFSG
23.24%
Sharpe Ratio
Winner
ZECP
1.46
MFSG
0.76
5Y Beta
Winner
ZECP
0.74
MFSG
1.16
P/E Ratio
Winner
ZECP
25.99
MFSG
32.35
Forward P/E
Winner
ZECP
22.10
MFSG
25.90
PEG Ratio
ZECP
0.75
Winner
MFSG
0.46
5Y EPS CAGR
ZECP
15.04%
Winner
MFSG
37.88%
Debt to Equity
ZECP
18.48%
MFSG
N/A
P/S Ratio
Winner
ZECP
2.77
MFSG
6.31
P/B Ratio
Winner
ZECP
5.83
MFSG
9.58
ZECP vs MFSG - Holdings Comparison
ZECP and MFSG have 12 common holdings. Overlap is 29.39%
ZECP's top 25 holdings weight is 67.65%. MFSG's top 25 holdings weight is 79.39%.
| Rank | ZECP | MFSG |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 8.39% | NVIDIA CORP (NVDA) - 14.34% |
| #2 | APPLE INC (AAPL) - 7.91% | APPLE INC (AAPL) - 9.96% |
| #3 | MICROSOFT CORP (MSFT) - 6.91% | MICROSOFT CORP (MSFT) - 8.32% |
| #4 | CATERPILLAR INC (CAT) - 4.34% | ALPHABET INC CLASS A (GOOGL) - 8.06% |
| #5 | JPMORGAN CHASE & CO (JPM) - 2.97% | AMAZON.COM INC (AMZN) - 6.31% |
| #6 | WALMART INC (WMT) - 2.85% | BROADCOM INC (AVGO) - 4.43% |
| #7 | ELI LILLY AND CO (LLY) - 2.66% | VISA INC CLASS A (V) - 2.72% |
| #8 | CORNING INC (GLW) - 2.35% | GE VERNOVA INC (GEV) - 2.60% |
| #9 | AMERICAN EXPRESS CO (AXP) - 2.35% | META PLATFORMS INC CLASS A (META) - 2.09% |
| #10 | APPLIED MATERIALS INC (AMAT) - 2.08% | WESTERN DIGITAL CORP (WDC) - 2.06% |
| #11 | CISCO SYSTEMS INC (CSCO) - 2.07% | KLA CORP (KLAC) - 1.92% |
| #12 | PROCTER & GAMBLE CO (PG) - 1.91% | LAM RESEARCH CORP (LRCX) - 1.81% |
| #13 | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.88% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.77% |
| #14 | RTX CORP (RTX) - 1.71% | ARISTA NETWORKS INC (ANET) - 1.35% |
| #15 | CARDINAL HEALTH INC (CAH) - 1.70% | AMPHENOL CORP CLASS A (APH) - 1.30% |
| #16 | EMCOR GROUP INC (EME) - 1.69% | WATERS CORP (WAT) - 1.26% |
| #17 | THE HOME DEPOT INC (HD) - 1.67% | TJX COMPANIES INC (TJX) - 1.16% |
| #18 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.65% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.13% |
| #19 | JOHNSON & JOHNSON (JNJ) - 1.62% | MORGAN STANLEY (MS) - 1.12% |
| #20 | TJX COMPANIES INC (TJX) - 1.60% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.97% |
| #21 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.55% | CADENCE DESIGN SYSTEMS INC (CDNS) - 0.97% |
| #22 | ANALOG DEVICES INC (ADI) - 1.52% | GILEAD SCIENCES INC (GILD) - 0.95% |
| #23 | ORACLE CORP (ORCL) - 1.51% | LINDE PLC (LIN) - 0.94% |
| #24 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.39% | AMETEK INC (AME) - 0.94% |
| #25 | CINTAS CORP (CTAS) - 1.37% | EATON CORP PLC (ETN) - 0.91% |
| Total Holdings | 61 | 60 |
ZECP vs MFSG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ZECP
+2.63%
MFSG
+1.61%
3M
ZECP
+9.00%
Winner
MFSG
+15.01%
6M
ZECP
+7.98%
Winner
MFSG
+9.11%
1Y
Winner
ZECP
+21.71%
MFSG
+19.59%
5Y(CAGR)
ZECP
+9.55%
MFSG
N/A
Max(CAGR)
ZECP
+9.55%
Winner
MFSG
+12.49%
ZECP vs MFSG - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | ZECP | MFSG |
|---|---|---|
| 2026 | +7.78% | +7.49% |
| 2025 | +15.51% | +14.22% |
| 2024 | +17.65% | -2.74% |
| 2023 | +14.19% | N/A |
| 2022 | -13.00% | N/A |
| 2021 | +7.75% | N/A |
ZECP vs MFSG Drawdown Comparison
The maximum drawdown for ZECP was -21.86%, occurring on Oct 12, 2022. Recovery took 518 trading sessions.
The maximum drawdown for MFSG was -23.24%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The current MFSG drawdown is -1.07%.
| Rank | ZECP | MFSG |
|---|---|---|
| #1 | -21.86% Dec 29, 2021 - Jan 23, 2024 | -23.24% Jan 23, 2025 - Jun 27, 2025 |
| #2 | -15.47% Jan 30, 2025 - Jul 2, 2025 | -16.15% Oct 29, 2025 - Apr 27, 2026 |
| #3 | -8.32% Feb 9, 2026 - Apr 17, 2026 | -6.21% Jun 1, 2026 - Jun 10, 2026 |
| #4 | -6.02% Nov 29, 2024 - Jan 30, 2025 | -4.75% Dec 11, 2024 - Jan 22, 2025 |
| #5 | -5.99% Sep 3, 2021 - Oct 21, 2021 | -3.12% Oct 9, 2025 - Oct 24, 2025 |
| #6 | -5.60% Jul 16, 2024 - Aug 20, 2024 | -3.05% Aug 12, 2025 - Sep 15, 2025 |
| #7 | -4.52% Mar 28, 2024 - May 10, 2024 | -2.83% May 14, 2026 - May 28, 2026 |
| #8 | -3.42% Nov 16, 2021 - Dec 7, 2021 | -2.46% Sep 22, 2025 - Oct 9, 2025 |
| #9 | -2.88% Oct 18, 2024 - Nov 6, 2024 | -2.39% Jul 31, 2025 - Aug 8, 2025 |
| #10 | -2.83% May 21, 2024 - Jun 17, 2024 | -1.17% Jun 30, 2025 - Jul 3, 2025 |
| #11 | -2.81% Nov 12, 2025 - Nov 25, 2025 | -1.06% Apr 27, 2026 - May 6, 2026 |
| #12 | -2.73% Aug 30, 2024 - Sep 16, 2024 | -0.99% Dec 6, 2024 - Dec 11, 2024 |
| #13 | -2.46% Dec 15, 2021 - Dec 23, 2021 | -0.85% Jul 21, 2025 - Jul 23, 2025 |
| #14 | -2.21% Oct 6, 2025 - Oct 20, 2025 | -0.71% Sep 15, 2025 - Sep 18, 2025 |
| #15 | -2.18% Jun 4, 2026 - Jun 15, 2026 | -0.50% Jul 3, 2025 - Jul 9, 2025 |
Correlation
Correlation between ZECP and MFSG is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2021 - 2025)
ZECP vs MFSG dividend yield comparison.
| Year | ZECP | MFSG |
|---|---|---|
| 2025 | 0.79% | 0.08% |
| 2024 | 0.63% | 0.00% |
| 2023 | 0.73% | 0.00% |
| 2022 | 0.91% | 0.00% |
| 2021 | 0.11% | 0.00% |
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