Screener
ZECP vs CZA
Zacks Earnings Consistent Portfolio ETF vs Invesco Zacks Mid-Cap ETF
Key differences
- ZECP costs 0.14% less per year.
- ZECP follows a active selection strategy; CZA uses index tracking.
- Over the last 3 years, ZECP has delivered higher annualized returns.
- CZA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ZECP | CZA | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.69% |
| Fund size (AUM) | $342M | $184M |
| Since | 2021 | 2007 |
| Dividend yield | 0.74% | 1.47% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +14.6% |
| CAGR 3Y | +16.8% | +14.2% |
| CAGR 5Y | N/A | +6.9% |
| Sharpe 3Y | 1.03 | 0.73 |
| Volatility 1Y | 10.69% | 12.79% |
| Max drawdown | -21.85% | -46.18% |
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