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VO vs CZA

Vanguard Mid-Cap Index Fund ETF Shares vs Invesco Zacks Mid-Cap ETF

VO

Vanguard Mid-Cap Index Fund ETF Shares

Annual cost

0.03%

Fund size

$218.8B

CZA

Invesco Zacks Mid-Cap ETF

Annual cost

0.69%

Fund size

$184M

Key differences

Both VO and CZA are equity ETFs. VO charges 0.03% a year and CZA 0.69%. The main difference: VO costs 0.66% less per year.

  • VO costs 0.66% less per year.
  • VO is much larger than CZA. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, VO has delivered higher annualized returns.

Side-by-side comparison

VOCZA
Annual cost (TER)0.03%0.69%
Fund size (AUM)$218.8B$184M
Since20042007
Dividend yield1.37%1.47%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+17.0%+14.6%
CAGR 3Y+17.4%+14.2%
CAGR 5Y+7.7%+6.9%
Sharpe 3Y0.920.73
Volatility 1Y12.50%12.79%
Max drawdown-39.37%-46.18%

Similar to VO and CZA