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CZA vs VO

Invesco Zacks Mid-Cap ETF vs Vanguard Mid-Cap Index Fund ETF Shares

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

VO

Vanguard Mid-Cap Index Fund ETF Shares

Annual cost

0.03%

Fund size

$218.8B

Key differences

Both CZA and VO are equity ETFs. CZA charges 0.69% a year and VO 0.03%. The main difference: VO costs 0.66% less per year.

  • VO costs 0.66% less per year.
  • VO is much larger than CZA. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, VO has delivered higher annualized returns.

Side-by-side comparison

CZAVO
Annual cost (TER)0.69%0.03%
Fund size (AUM)$184M$218.8B
Since20072004
Dividend yield1.47%1.37%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.6%+17.0%
CAGR 3Y+14.2%+17.4%
CAGR 5Y+6.9%+7.7%
Sharpe 3Y0.730.92
Volatility 1Y12.79%12.50%
Max drawdown-46.18%-39.37%

Similar to CZA and VO