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RPV vs CZA

Invesco S&P 500 Pure Value ETF vs Invesco Zacks Mid-Cap ETF

RPV

Invesco S&P 500 Pure Value ETF

Annual cost

0.35%

Fund size

$1.8B

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

Key differences

  • RPV costs 0.34% less per year.
  • RPV is significantly larger than CZA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RPV has delivered higher annualized returns.

Side-by-side comparison

RPVCZA
Annual cost (TER)0.35%0.69%
Fund size (AUM)$1.8B$184M
Since20062007
Dividend yield2.29%1.47%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.3%+14.6%
CAGR 3Y+19.8%+14.2%
CAGR 5Y+9.7%+6.9%
Sharpe 3Y1.020.73
Volatility 1Y12.58%12.79%
Max drawdown-50.67%-46.18%

Similar to RPV and CZA