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CZA vs EQAL
Invesco Zacks Mid-Cap ETF vs Invesco Russell 1000 Equal Weight ETF
Key differences
Both CZA and EQAL are equity ETFs. CZA charges 0.69% a year and EQAL 0.20%. The main difference: EQAL costs 0.49% less per year.
- EQAL costs 0.49% less per year.
- EQAL is much larger than CZA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, EQAL has delivered higher annualized returns.
- CZA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CZA | EQAL | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.20% |
| Fund size (AUM) | $184M | $806M |
| Since | 2007 | 2014 |
| Dividend yield | 1.47% | 1.64% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +14.6% | +23.2% |
| CAGR 3Y | +14.2% | +16.1% |
| CAGR 5Y | +6.9% | +6.8% |
| Sharpe 3Y | 0.73 | 0.83 |
| Volatility 1Y | 12.79% | 12.38% |
| Max drawdown | -46.18% | -40.44% |
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