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RWL vs CZA

Invesco S&P 500 Revenue ETF vs Invesco Zacks Mid-Cap ETF

RWL

Invesco S&P 500 Revenue ETF

Annual cost

0.39%

Fund size

$9.1B

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

Key differences

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

Side-by-side comparison

RWLCZA
Annual cost (TER)0.39%0.69%
Fund size (AUM)$9.1B$184M
Since20082007
Dividend yield1.24%1.47%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.5%+14.6%
CAGR 3Y+21.1%+14.2%
CAGR 5Y+13.1%+6.9%
Sharpe 3Y1.330.73
Volatility 1Y10.11%12.79%
Max drawdown-36.04%-46.18%

Similar to RWL and CZA