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CZA vs PWV

Invesco Zacks Mid-Cap ETF vs Invesco Dynamic Large Cap Value ETF

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

PWV

Invesco Dynamic Large Cap Value ETF

Annual cost

0.55%

Fund size

$1.5B

Key differences

  • PWV costs 0.14% less per year.
  • PWV is significantly larger than CZA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PWV has delivered higher annualized returns.

Side-by-side comparison

CZAPWV
Annual cost (TER)0.69%0.55%
Fund size (AUM)$184M$1.5B
Since20072005
Dividend yield1.47%1.82%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.6%+28.3%
CAGR 3Y+14.2%+22.6%
CAGR 5Y+6.9%+13.0%
Sharpe 3Y0.731.37
Volatility 1Y12.79%9.37%
Max drawdown-46.18%-37.67%

Similar to CZA and PWV