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IJJ vs CZA
iShares S&P Mid-Cap 400 Value ETF vs Invesco Zacks Mid-Cap ETF
Key differences
Both IJJ and CZA are equity ETFs. IJJ charges 0.18% a year and CZA 0.69%. The main difference: IJJ costs 0.51% less per year.
- IJJ costs 0.51% less per year.
- IJJ is much larger than CZA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IJJ has delivered higher annualized returns.
- IJJ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IJJ | CZA | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.69% |
| Fund size (AUM) | $8.5B | $184M |
| Since | 2000 | 2007 |
| Dividend yield | 1.65% | 1.47% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +20.5% | +14.6% |
| CAGR 3Y | +15.2% | +14.2% |
| CAGR 5Y | +7.4% | +6.9% |
| Sharpe 3Y | 0.68 | 0.73 |
| Volatility 1Y | 15.31% | 12.79% |
| Max drawdown | -46.11% | -46.18% |
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