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CZA vs ZECP

Invesco Zacks Mid-Cap ETF vs Zacks Earnings Consistent Portfolio ETF

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

ZECP

Zacks Earnings Consistent Portfolio ETF

Annual cost

0.55%

Fund size

$342M

Key differences

  • ZECP costs 0.14% less per year.
  • CZA follows a index tracking strategy; ZECP uses active selection.
  • Over the last 3 years, ZECP has delivered higher annualized returns.
  • CZA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CZAZECP
Annual cost (TER)0.69%0.55%
Fund size (AUM)$184M$342M
Since20072021
Dividend yield1.47%0.74%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+14.6%+21.2%
CAGR 3Y+14.2%+16.8%
CAGR 5Y+6.9%N/A
Sharpe 3Y0.731.03
Volatility 1Y12.79%10.69%
Max drawdown-46.18%-21.85%

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