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CZA vs XMHQ

Invesco Zacks Mid-Cap ETF vs Invesco S&P MidCap Quality ETF

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

XMHQ

Invesco S&P MidCap Quality ETF

Annual cost

0.25%

Fund size

$5.3B

Key differences

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

Side-by-side comparison

CZAXMHQ
Annual cost (TER)0.69%0.25%
Fund size (AUM)$184M$5.3B
Since20072006
Dividend yield1.47%0.56%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.6%+12.9%
CAGR 3Y+14.2%+17.5%
CAGR 5Y+6.9%+9.0%
Sharpe 3Y0.730.76
Volatility 1Y12.79%15.57%
Max drawdown-46.18%-36.90%

Similar to CZA and XMHQ