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CZA vs IVOG

Invesco Zacks Mid-Cap ETF vs Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

IVOG

Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares

Annual cost

0.10%

Fund size

$1.8B

Key differences

Both CZA and IVOG are equity ETFs. CZA charges 0.69% a year and IVOG 0.10%. The main difference: IVOG costs 0.59% less per year.

  • IVOG costs 0.59% less per year.
  • IVOG is much larger than CZA. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IVOG has delivered higher annualized returns.

Side-by-side comparison

CZAIVOG
Annual cost (TER)0.69%0.10%
Fund size (AUM)$184M$1.8B
Since20072010
Dividend yield1.47%0.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.6%+27.0%
CAGR 3Y+14.2%+18.8%
CAGR 5Y+6.9%+8.0%
Sharpe 3Y0.730.82
Volatility 1Y12.79%17.33%
Max drawdown-46.18%-39.32%

Similar to CZA and IVOG