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CZA vs VOT

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

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

VOT

Vanguard Mid-Cap Growth Index Fund

Annual cost

0.05%

Fund size

$33.8B

Key differences

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

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

Side-by-side comparison

CZAVOT
Annual cost (TER)0.69%0.05%
Fund size (AUM)$184M$33.8B
Since20072006
Dividend yield1.47%0.62%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.6%+8.4%
CAGR 3Y+14.2%+16.2%
CAGR 5Y+6.9%+6.3%
Sharpe 3Y0.730.73
Volatility 1Y12.79%16.18%
Max drawdown-46.18%-37.19%

Similar to CZA and VOT