AUM $359.2MER 0.66%NAV $38.35Holdings 62Inception Aug 2021
Price Chart
Key Statistics
Previous Close
$38.27Day Range
$38.28$38.37
52-Week Range
$32.75$38.68
Avg Volume
42.3KDividend Yield
0.78%Expense Ratio
0.66%AUM
$359.2MShares Outstanding
9.4METF Grades
?ETF Grades compare this fund against others in the same category using percentile rankings across six factors. Grades range from A+ (top 5%) to F (bottom 20%). Updated daily.Sector Breakdown
| Sector | Weight % |
|---|---|
| Technology | 25.78% |
| Financial Services | 16.92% |
| Healthcare | 14.70% |
| Industrials | 14.45% |
| Communication Services | 8.83% |
| Consumer Defensive | 8.41% |
| Consumer Cyclical | 5.72% |
| Utilities | 3.69% |
| Energy | 0.76% |
| Real Estate | 0.73% |
| Cash & Others | 0.01% |
Country Allocation
| Country | Weight % |
|---|---|
| United States | 98.35% |
| Other | 1.65% |
Fund Information
- Issuer
- Zacks
- Category
- Technology
- Inception Date
- Aug 26, 2021
- Exchange
- BATS
- Description
- 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.S. equity market, which may be a combination of large, mid, and small capitalization companies.
Similar ETFs
The Zacks Earnings Consistent Portfolio ETF (ZECP) is an exchange-traded fund issued by Zacks that launched on Aug 26, 2021. It currently manages $359.2M in assets under management. The fund charges an expense ratio of 0.66%. The fund holds 62 securities in its portfolio. It falls under the Technology category.
Top 10 holdings represent 41.4% of the fund
| Rank | Symbol | Name | Weight % | Shares | Market Value |
|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 7.64% | 91,583 | $28.5M |
| 2 | GOOGL | ALPHABET INC-A | 7.28% | 79,708 | $27.2M |
| 3 | MSFT | MICROSOFT CORP | 7.18% | 55,666 | $26.8M |
| 4 | CAT | CATERPILLAR INC | 3.91% | 17,894 | $14.6M |
| 5 | JPM | JPMORGAN CHASE | 3.39% | 36,022 | $12.7M |
| 6 | LLY | ELI LILLY & CO | 2.92% | 8,760 | $10.9M |
| 7 | WMT | WALMART INC | 2.50% | 89,719 | $9.3M |
| 8 | AXP | AMERICAN EXPRESS | 2.40% | 27,038 | $9.0M |
| 9 | AMAT | APPLIED MATERIAL | 2.24% | 16,852 | $8.4M |
| 10 | RTX | RTX CORP | 1.97% | 34,599 | $7.3M |
| 11 | CAH | CARDINAL HEALTH | 1.92% | 31,392 | $7.2M |
| 12 | JNJ | JOHNSON&JOHNSON | 1.88% | 26,210 | $7.0M |
| 13 | PG | PROCTER & GAMBLE | 1.85% | 48,374 | $6.9M |
| 14 | CSCO | CISCO SYSTEMS | 1.84% | 62,659 | $6.9M |
| 15 | AEP | AMERICAN ELECTRI | 1.82% | 54,182 | $6.8M |
Page 1 of 2
Detailed Returns
| Period | Return | ETF |
|---|---|---|
| 1D | +0.10% | |
| 1W | -0.09% | |
| 1M | +2.01% | |
| 3M | +3.18% | |
| 6M | +6.62% | |
| YTD | +9.82% | |
| 1Y | +16.75% | |
| 3Y | +53.77% | |
| 5Y | +52.34% |
Moving Averages
20-Day MA
$38.31
Below 20-Day MA50-Day MA
$37.82
Above 50-Day MA200-Day MA
$36.03
Above 200-Day MAPrice with Moving Averages
Support & Resistance
52-Week High
$38.68
Current Price
$38.30
52-Week Low
$32.75
$32.75$38.68
Current Yield
0.78%
Annual Dividend
$0.8690
Frequency
1x/year
Last Ex-Date
Dec 29, 2025
Dividend History
| Ex-Date | Amount | Pay Date |
|---|---|---|
| Dec 29, 2025 | $0.2743 | Jan 2, 2026 |
| Dec 27, 2024 | $0.1923 | Jan 3, 2025 |
| Dec 22, 2023 | $0.1912 | Dec 29, 2023 |
| Dec 23, 2022 | $0.2112 | Jan 3, 2023 |
| Dec 23, 2022 | $0.2110 | Jan 3, 2023 |
| Dec 21, 2021 | $0.0293 | Dec 27, 2021 |
| Dec 21, 2021 | $0.0290 | Dec 27, 2021 |
Dividend Payments Over Time
Category Comparison
| Metric | ZECP | Technology(1499 ETFs) | Small Cap(308 ETFs) |
|---|---|---|---|
| Fund Info | |||
| Expense Ratio | 0.66% | 0.60% | 0.52% |
| AUM | $359.2M | $7.66B | $13.16B |
| Dividend Yield | 0.78% | 3.03% | 2.56% |
| Avg Volume | 42.3K | 588.2K | 474.5K |
| Holdings | 62 | 215 | 500 |
| Performance | |||
| 1-Month Return | +1.37% | +4.68% | +3.05% |
| 6-Month Return | +8.25% | +12.96% | +12.34% |
| YTD Return | +10.09% | +13.86% | +18.11% |
| 1-Year Return | +8.65% | +12.60% | +17.48% |
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