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CZA vs IVOV

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

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

IVOV

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

Annual cost

0.10%

Fund size

$1.4B

Key differences

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

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

Side-by-side comparison

CZAIVOV
Annual cost (TER)0.69%0.10%
Fund size (AUM)$184M$1.4B
Since20072010
Dividend yield1.47%1.68%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.6%+20.7%
CAGR 3Y+14.2%+15.3%
CAGR 5Y+6.9%+7.5%
Sharpe 3Y0.730.68
Volatility 1Y12.79%15.24%
Max drawdown-46.18%-45.99%

Similar to CZA and IVOV