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CZA vs RWK

Invesco Zacks Mid-Cap ETF vs Invesco S&P MidCap 400 Revenue ETF

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

RWK

Invesco S&P MidCap 400 Revenue ETF

Annual cost

0.39%

Fund size

$1.2B

Key differences

  • RWK costs 0.30% less per year.
  • RWK is significantly larger than CZA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RWK has delivered higher annualized returns.

Side-by-side comparison

CZARWK
Annual cost (TER)0.69%0.39%
Fund size (AUM)$184M$1.2B
Since20072008
Dividend yield1.47%1.14%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.2%+28.0%
CAGR 3Y+13.9%+19.0%
CAGR 5Y+7.0%+10.6%
Sharpe 3Y0.720.83
Volatility 1Y12.79%16.65%
Max drawdown-46.18%-46.20%

Similar to CZA and RWK