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ZECP vs SPY

Comparison between ZACKS EARNINGS CONSISTENT PORTFOLIO ETF (ZECP, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed ZECP, delivering a return of +13.3% compared to +9.3%

ZECP vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ZECP
$321M
Winner
SPY
$735B
Expense Ratio
ZECP
0.55%
Winner
SPY
0.09%
Max Drawdown
Winner
ZECP
21.86%
SPY
56.47%
Sharpe Ratio
ZECP
1.51
Winner
SPY
1.62
5Y Beta
Winner
ZECP
0.74
SPY
1.00
P/E Ratio
Winner
ZECP
26.19
SPY
28.99
Forward P/E
Winner
ZECP
21.93
SPY
22.37
PEG Ratio
ZECP
0.77
SPY
N/A
5Y Dividends CAGR
ZECP
N/A
SPY
5.43%
5Y EPS CAGR
ZECP
16.71%
Winner
SPY
26.05%
Debt to Equity
Winner
ZECP
17.17%
SPY
32.40%
P/S Ratio
Winner
ZECP
2.71
SPY
3.74
P/B Ratio
ZECP
5.74
Winner
SPY
5.61

ZECP vs SPY - Holdings Comparison

ZECP and SPY have 61 common holdings. Overlap is 31.55%

ZECP's top 25 holdings weight is 67.56%. SPY's top 25 holdings weight is 52.37%.

RankZECPSPY
#1
ALPHABET INC CLASS A (GOOGL) - 8.46%
NVIDIA CORP (NVDA) - 8.10%
#2
APPLE INC (AAPL) - 7.84%
APPLE INC (AAPL) - 7.02%
#3
MICROSOFT CORP (MSFT) - 6.43%
MICROSOFT CORP (MSFT) - 4.79%
#4
CATERPILLAR INC (CAT) - 4.36%
AMAZON.COM INC (AMZN) - 4.02%
#5
JPMORGAN CHASE & CO (JPM) - 3.04%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
WALMART INC (WMT) - 2.97%
BROADCOM INC (AVGO) - 3.10%
#7
ELI LILLY AND CO (LLY) - 2.57%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
CORNING INC (GLW) - 2.52%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
AMERICAN EXPRESS CO (AXP) - 2.32%
TESLA INC (TSLA) - 1.89%
#10
CISCO SYSTEMS INC (CSCO) - 2.08%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
APPLIED MATERIALS INC (AMAT) - 2.00%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
AMERICAN ELECTRIC POWER CO INC (AEP) - 1.96%
ELI LILLY AND CO (LLY) - 1.31%
#13
PROCTER & GAMBLE CO (PG) - 1.92%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
THE HARTFORD INSURANCE GROUP INC (HIG) - 1.77%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
EMCOR GROUP INC (EME) - 1.74%
EXXON MOBIL CORP (XOM) - 0.97%
#16
CARDINAL HEALTH INC (CAH) - 1.73%
INTEL CORP (INTC) - 0.90%
#17
JOHNSON & JOHNSON (JNJ) - 1.69%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
RTX CORP (RTX) - 1.68%
VISA INC CLASS A (V) - 0.85%
#19
THE HOME DEPOT INC (HD) - 1.65%
WALMART INC (WMT) - 0.81%
#20
TJX COMPANIES INC (TJX) - 1.64%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.53%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
ANALOG DEVICES INC (ADI) - 1.46%
CATERPILLAR INC (CAT) - 0.66%
#23
REPUBLIC SERVICES INC (RSG) - 1.43%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
CADENCE DESIGN SYSTEMS INC (CDNS) - 1.39%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
CINTAS CORP (CTAS) - 1.38%
ABBVIE INC (ABBV) - 0.58%
Total Holdings61505

ZECP vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
ZECP
+1.88%
Winner
SPY
+1.90%
3M
ZECP
+5.48%
Winner
SPY
+8.55%
6M
ZECP
+6.17%
Winner
SPY
+8.18%
1Y
ZECP
+21.43%
Winner
SPY
+25.79%
5Y(CAGR)
ZECP
+9.29%
Winner
SPY
+13.32%
10Y(CAGR)
ZECP
N/A
SPY
+15.19%
Max(CAGR)
Winner
ZECP
+9.29%
SPY
+8.47%

ZECP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearZECPSPY
2026+6.30%+8.26%
2025+15.51%+18.00%
2024+17.65%+25.59%
2023+14.19%+26.72%
2022-13.00%-18.64%
2021+7.75%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

ZECP vs SPY Drawdown Comparison

The maximum drawdown for ZECP was -21.86%, occurring on Oct 12, 2022. Recovery took 518 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current ZECP drawdown is -1.21%. The current SPY drawdown is -2.90%.

RankZECPSPY
#1-21.86%
Dec 29, 2021 - Jan 23, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-15.47%
Jan 30, 2025 - Jul 2, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-8.32%
Feb 9, 2026 - Apr 17, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-6.02%
Nov 29, 2024 - Jan 30, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.99%
Sep 3, 2021 - Oct 21, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.60%
Jul 16, 2024 - Aug 20, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.52%
Mar 28, 2024 - May 10, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.42%
Nov 16, 2021 - Dec 7, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.88%
Oct 18, 2024 - Nov 6, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.83%
May 21, 2024 - Jun 17, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.81%
Nov 12, 2025 - Nov 25, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.73%
Aug 30, 2024 - Sep 16, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.46%
Dec 15, 2021 - Dec 23, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.21%
Oct 6, 2025 - Oct 20, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.11%
Jul 25, 2025 - Aug 13, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ZECP and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

ZECP vs SPY dividend yield comparison.

YearZECPSPY
20260.00%0.24%
20250.79%1.07%
20240.63%1.21%
20230.73%1.40%
20220.91%1.65%
20210.11%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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