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PBUS vs CZA

Invesco MSCI USA ETF vs Invesco Zacks Mid-Cap ETF

PBUS

Invesco MSCI USA ETF

Annual cost

0.04%

Fund size

$11.4B

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

Key differences

  • PBUS costs 0.65% less per year.
  • PBUS is significantly larger than CZA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PBUS has delivered higher annualized returns.
  • CZA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PBUSCZA
Annual cost (TER)0.04%0.69%
Fund size (AUM)$11.4B$184M
Since20172007
Dividend yield0.98%1.47%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.6%+14.6%
CAGR 3Y+22.6%+14.2%
CAGR 5Y+13.1%+6.9%
Sharpe 3Y1.190.73
Volatility 1Y12.39%12.79%
Max drawdown-33.15%-46.18%

Similar to PBUS and CZA