Screener
IWR vs CZA
iShares Russell Mid-Cap ETF vs Invesco Zacks Mid-Cap ETF
Key differences
- IWR costs 0.51% less per year.
- IWR is significantly larger than CZA — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IWR has delivered higher annualized returns.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWR | CZA | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.69% |
| Fund size (AUM) | $54.8B | $184M |
| Since | 2001 | 2007 |
| Dividend yield | 1.16% | 1.47% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +19.9% | +14.6% |
| CAGR 3Y | +17.8% | +14.2% |
| CAGR 5Y | +7.7% | +6.9% |
| Sharpe 3Y | 0.89 | 0.73 |
| Volatility 1Y | 13.54% | 12.79% |
| Max drawdown | -40.59% | -46.18% |
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