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CZA vs EQWL

Invesco Zacks Mid-Cap ETF vs Invesco S&P 100 Equal Weight ETF

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

EQWL

Invesco S&P 100 Equal Weight ETF

Annual cost

0.25%

Fund size

$2.6B

Key differences

Both CZA and EQWL are equity ETFs. CZA charges 0.69% a year and EQWL 0.25%. The main difference: EQWL costs 0.44% less per year.

  • EQWL costs 0.44% less per year.
  • EQWL is much larger than CZA. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, EQWL has delivered higher annualized returns.

Side-by-side comparison

CZAEQWL
Annual cost (TER)0.69%0.25%
Fund size (AUM)$184M$2.6B
Since20072006
Dividend yield1.47%1.53%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.6%+20.6%
CAGR 3Y+14.2%+20.1%
CAGR 5Y+6.9%+11.6%
Sharpe 3Y0.731.20
Volatility 1Y12.79%10.56%
Max drawdown-46.18%-34.30%

Similar to CZA and EQWL