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CZA vs IJH

Invesco Zacks Mid-Cap ETF vs iShares Core S&P Mid-Cap ETF

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

IJH

iShares Core S&P Mid-Cap ETF

Annual cost

0.05%

Fund size

$119.2B

Key differences

  • IJH costs 0.64% less per year.
  • IJH is significantly larger than CZA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IJH has delivered higher annualized returns.
  • IJH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CZAIJH
Annual cost (TER)0.69%0.05%
Fund size (AUM)$184M$119.2B
Since20072000
Dividend yield1.47%1.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.6%+23.7%
CAGR 3Y+14.2%+17.1%
CAGR 5Y+6.9%+7.8%
Sharpe 3Y0.730.77
Volatility 1Y12.79%15.64%
Max drawdown-46.18%-42.18%

Similar to CZA and IJH