Screener
CZA vs IJJ
Invesco Zacks Mid-Cap ETF vs iShares S&P Mid-Cap 400 Value ETF
Key differences
- IJJ costs 0.51% less per year.
- IJJ is significantly larger than CZA — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IJJ has delivered higher annualized returns.
- IJJ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CZA | IJJ | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.18% |
| Fund size (AUM) | $184M | $8.5B |
| Since | 2007 | 2000 |
| Dividend yield | 1.47% | 1.65% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +14.6% | +20.5% |
| CAGR 3Y | +14.2% | +15.2% |
| CAGR 5Y | +6.9% | +7.4% |
| Sharpe 3Y | 0.73 | 0.68 |
| Volatility 1Y | 12.79% | 15.31% |
| Max drawdown | -46.18% | -46.11% |
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