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IJH vs CZA

iShares Core S&P Mid-Cap ETF vs Invesco Zacks Mid-Cap ETF

IJH

iShares Core S&P Mid-Cap ETF

Annual cost

0.05%

Fund size

$119.2B

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

Key differences

  • IJH costs 0.64% less per year.
  • IJH is significantly larger than CZA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IJH has delivered higher annualized returns.
  • IJH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJHCZA
Annual cost (TER)0.05%0.69%
Fund size (AUM)$119.2B$184M
Since20002007
Dividend yield1.19%1.47%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.7%+14.6%
CAGR 3Y+17.1%+14.2%
CAGR 5Y+7.8%+6.9%
Sharpe 3Y0.770.73
Volatility 1Y15.64%12.79%
Max drawdown-42.18%-46.18%

Similar to IJH and CZA