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CZA vs IMCB

Invesco Zacks Mid-Cap ETF vs iShares Morningstar Mid-Cap ETF

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

IMCB

iShares Morningstar Mid-Cap ETF

Annual cost

0.04%

Fund size

$1.6B

Key differences

  • IMCB costs 0.65% less per year.
  • IMCB is significantly larger than CZA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IMCB has delivered higher annualized returns.

Side-by-side comparison

CZAIMCB
Annual cost (TER)0.69%0.04%
Fund size (AUM)$184M$1.6B
Since20072004
Dividend yield1.47%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.6%+21.6%
CAGR 3Y+14.2%+18.5%
CAGR 5Y+6.9%+8.6%
Sharpe 3Y0.730.96
Volatility 1Y12.79%12.96%
Max drawdown-46.18%-40.99%

Similar to CZA and IMCB