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CZA vs VOE

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

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

VOE

Vanguard Mid-Cap Value Index Fund

Annual cost

0.05%

Fund size

$36.6B

Key differences

Both CZA and VOE are equity ETFs. CZA charges 0.69% a year and VOE 0.05%. The main difference: VOE costs 0.64% less per year.

  • VOE costs 0.64% less per year.
  • VOE is much larger than CZA. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, VOE has delivered higher annualized returns.

Side-by-side comparison

CZAVOE
Annual cost (TER)0.69%0.05%
Fund size (AUM)$184M$36.6B
Since20072006
Dividend yield1.47%1.89%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.6%+23.4%
CAGR 3Y+14.2%+17.8%
CAGR 5Y+6.9%+8.7%
Sharpe 3Y0.731.00
Volatility 1Y12.79%11.50%
Max drawdown-46.18%-43.18%

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