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CZA vs XMLV

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

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

XMLV

Invesco S&P MidCap Low Volatility ETF

Annual cost

0.25%

Fund size

$716M

Key differences

  • XMLV costs 0.44% less per year.
  • XMLV 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.
  • CZA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CZAXMLV
Annual cost (TER)0.69%0.25%
Fund size (AUM)$184M$716M
Since20072013
Dividend yield1.47%2.87%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.6%+8.4%
CAGR 3Y+14.2%+12.1%
CAGR 5Y+6.9%+5.9%
Sharpe 3Y0.730.67
Volatility 1Y12.79%10.41%
Max drawdown-46.18%-39.86%

Similar to CZA and XMLV