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ZECP
+1.91 · +5.70%
$35.43 · BATS

Zacks Trust - Zacks Earnings Consistent Portfolio ETF (ZECP) ETF Analysis | Large Blend

Zacks Funds · USA
AUM:$309.5M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 15.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.55% — moderate cost. Consider how fees compound over long holding periods.

What is ZECP?

The advisor pursues the fund's investment objective by constructing a portfolio of companies that exhibit a track record of moving through recessionary periods with little to minimal impact on aggregate earnings growth relative to the overall equity market. The Advisor selects the fund"s portfolio securities from a universe of the largest 750 equity securities listed in the U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
ZECP delivered 15.7% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.55%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 39.2% of the ETF — a moderate level of name concentration.
ETF Information
AUM$309.5M
Expense Ratio0.55%
Dividend Yield0.78%
Holdings49
Inception DateAug 2021
Domicile–
Distribution–
Index–
ProviderZacks Funds
Beta0.85
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.3%
1Y
+16.5%
3Y
+55.0%
5Y
+56.7%
OpenBook InsightIf you had invested £10,000 in ZECP 5 years ago, it would have grown to £15,673 — a gain of £5,673.

Annual Returns

Calendar year performance

ZECP delivered positive returns in 4 of the last 5 calendar years.
YearZECP
2026 YTD+9.5%
2025+15.5%
2024+17.6%
2023+14.2%
2022-13.0%
CAGR 4yr+7.8%
4/5 positive yearsAvg return: +8.8%Worst year: -13.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
9.2%
Low
Momentum
+2.6%
30-day change
Support Level
37.99
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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