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CZA vs CVY

Invesco Zacks Mid-Cap ETF vs Invesco Zacks Multi-Asset Income ETF

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

CVY

Invesco Zacks Multi-Asset Income ETF

Annual cost

1.21%

Fund size

$120M

Key differences

  • CZA costs 0.52% less per year.
  • CZA is classified as equity, while CVY is mixed asset — different risk/return profiles.
  • CZA covers north america markets; CVY covers global.
  • CZA follows a index tracking strategy; CVY uses active selection.
  • Over the last 3 years, CVY has delivered higher annualized returns.

Side-by-side comparison

CZACVY
Annual cost (TER)0.69%1.21%
Fund size (AUM)$184M$120M
Since20072006
Dividend yield1.47%3.72%
Asset classequitymixed asset
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+14.2%+18.6%
CAGR 3Y+13.9%+16.8%
CAGR 5Y+7.0%+7.4%
Sharpe 3Y0.720.91
Volatility 1Y12.79%11.02%
Max drawdown-46.18%-50.47%

Similar to CZA and CVY