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CZA vs RPV

Invesco Zacks Mid-Cap ETF vs Invesco S&P 500 Pure Value ETF

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

RPV

Invesco S&P 500 Pure Value ETF

Annual cost

0.35%

Fund size

$1.8B

Key differences

Both CZA and RPV are equity ETFs. CZA charges 0.69% a year and RPV 0.35%. The main difference: RPV costs 0.34% less per year.

  • RPV costs 0.34% less per year.
  • RPV is much larger than CZA. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, RPV has delivered higher annualized returns.

Side-by-side comparison

CZARPV
Annual cost (TER)0.69%0.35%
Fund size (AUM)$184M$1.8B
Since20072006
Dividend yield1.47%2.29%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.6%+29.3%
CAGR 3Y+14.2%+19.8%
CAGR 5Y+6.9%+9.7%
Sharpe 3Y0.731.02
Volatility 1Y12.79%12.58%
Max drawdown-46.18%-50.67%

Similar to CZA and RPV