Screener
SCHM vs CZA
Schwab U.S. Mid-Cap ETF vs Invesco Zacks Mid-Cap ETF
Key differences
Both SCHM and CZA are equity ETFs. SCHM charges 0.04% a year and CZA 0.69%. The main difference: SCHM costs 0.65% less per year.
- SCHM costs 0.65% less per year.
- SCHM is much larger than CZA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SCHM has delivered higher annualized returns.
Side-by-side comparison
| SCHM | CZA | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.69% |
| Fund size (AUM) | $14.6B | $184M |
| Since | 2011 | 2007 |
| Dividend yield | 1.23% | 1.47% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.5% | +14.6% |
| CAGR 3Y | +18.6% | +14.2% |
| CAGR 5Y | +7.6% | +6.9% |
| Sharpe 3Y | 0.85 | 0.73 |
| Volatility 1Y | 15.82% | 12.79% |
| Max drawdown | -42.43% | -46.18% |
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