Screener
CZA vs SMIZ
Invesco Zacks Mid-Cap ETF vs Zacks Small/Mid Cap ETF
Key differences
- SMIZ costs 0.14% less per year.
- CZA follows a index tracking strategy; SMIZ uses active selection.
- CZA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CZA | SMIZ | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.55% |
| Fund size (AUM) | $184M | $258M |
| Since | 2007 | 2023 |
| Dividend yield | 1.47% | 0.54% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +14.2% | +32.2% |
| CAGR 3Y | +13.9% | N/A |
| CAGR 5Y | +7.0% | N/A |
| Sharpe 3Y | 0.72 | N/A |
| Volatility 1Y | 12.79% | 16.76% |
| Max drawdown | -46.18% | -25.04% |
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