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RFV vs CZA

Invesco S&P MidCap 400 Pure Value ETF vs Invesco Zacks Mid-Cap ETF

RFV

Invesco S&P MidCap 400 Pure Value ETF

Annual cost

0.35%

Fund size

$318M

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

Key differences

  • RFV costs 0.34% less per year.
  • Over the last 3 years, RFV has delivered higher annualized returns.

Side-by-side comparison

RFVCZA
Annual cost (TER)0.35%0.69%
Fund size (AUM)$318M$184M
Since20062007
Dividend yield1.88%1.47%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.6%+14.6%
CAGR 3Y+17.8%+14.2%
CAGR 5Y+9.7%+6.9%
Sharpe 3Y0.720.73
Volatility 1Y18.07%12.79%
Max drawdown-52.24%-46.18%

Similar to RFV and CZA