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RWK vs CZA

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

RWK

Invesco S&P MidCap 400 Revenue ETF

Annual cost

0.39%

Fund size

$1.2B

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

Key differences

  • RWK costs 0.30% less per year.
  • RWK is significantly larger than CZA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RWK has delivered higher annualized returns.

Side-by-side comparison

RWKCZA
Annual cost (TER)0.39%0.69%
Fund size (AUM)$1.2B$184M
Since20082007
Dividend yield1.14%1.47%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.3%+14.6%
CAGR 3Y+19.3%+14.2%
CAGR 5Y+10.5%+6.9%
Sharpe 3Y0.840.73
Volatility 1Y16.68%12.79%
Max drawdown-46.20%-46.18%

Similar to RWK and CZA