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CZA vs SPLV

Invesco Zacks Mid-Cap ETF vs Invesco S&P 500 Low Volatility ETF

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

SPLV

Invesco S&P 500 Low Volatility ETF

Annual cost

0.25%

Fund size

$6.9B

Key differences

  • SPLV costs 0.44% less per year.
  • SPLV is significantly larger than CZA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, CZA has delivered higher annualized returns.

Side-by-side comparison

CZASPLV
Annual cost (TER)0.69%0.25%
Fund size (AUM)$184M$6.9B
Since20072011
Dividend yield1.47%2.21%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.6%+3.0%
CAGR 3Y+14.2%+9.0%
CAGR 5Y+6.9%+6.0%
Sharpe 3Y0.730.51
Volatility 1Y12.79%9.92%
Max drawdown-46.18%-36.26%

Similar to CZA and SPLV