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CZA vs PBUS

Invesco Zacks Mid-Cap ETF vs Invesco MSCI USA ETF

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

PBUS

Invesco MSCI USA ETF

Annual cost

0.04%

Fund size

$11.4B

Key differences

  • PBUS costs 0.65% less per year.
  • PBUS is significantly larger than CZA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PBUS has delivered higher annualized returns.
  • CZA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CZAPBUS
Annual cost (TER)0.69%0.04%
Fund size (AUM)$184M$11.4B
Since20072017
Dividend yield1.47%0.98%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.6%+24.6%
CAGR 3Y+14.2%+22.6%
CAGR 5Y+6.9%+13.1%
Sharpe 3Y0.731.19
Volatility 1Y12.79%12.39%
Max drawdown-46.18%-33.15%

Similar to CZA and PBUS