CZAInvesco Zacks Mid-Cap ETF

Grow my money#1676 of 2944 for Grow my money

Seeks to track the investment results of the Zacks Mid-Cap Core Index.

Invesco · Since 2007 (19 years)

Annual Cost

0.69%

#3283 out of 5,332 ETFs

Fund Size

$174M

#2229 out of 5,332 ETFs

Dividend Yield

1.57%

Track Record

19 years

#476 out of 5,332 ETFs

Performance

1 Year

+17.4%

3 Years

+12.9%

5 Years

+7.0%

What's inside

Asset class

equity

Region

north america

Strategy

index tracking

Cap

mid

Asset allocation

Stocks

99.8%

Cash

0.2%

Sector breakdown

Financial Services

21.7%

Industrials

18.3%

Technology

12.8%

Basic Materials

10.1%

Consumer Cyclical

9.3%

Real Estate

8.6%

Utilities

8.2%

Healthcare

7.5%

Other

3.6%

Top holdings

Keysight Technologies IncKEYS2.8%

Westinghouse Air Brake Technologies CorpWAB2.4%

Nucor CorpNUE2.1%

The Hartford Insurance Group IncHIG2.1%

PG&E CorpPCG2.1%

Archer-Daniels-Midland CoADM2.1%

Nutrien LtdNTR.TO2.0%

Arch Capital Group LtdACGL2.0%

State Street CorpSTT1.9%

GE HealthCare Technologies Inc Common StockGEHC1.9%

Risk profile

Volatility (1Y)

13.3%

Moderate

Max drawdown

-46.2%

Worst peak-to-trough loss

Sharpe (3Y)

0.66

Decent risk-adjusted returns

Sortino (3Y)

0.96

Moderate downside risk

Similar ETFs

SMIZ

Zacks Small/Mid Cap ETF

TER 0.55%3Y N/A

Grow my money

CVY

Invesco Zacks Multi-Asset Income ETF

TER 1.21%3Y +15.6%

Get income

RWK

Invesco S&P MidCap 400 Revenue ETF

TER 0.39%3Y +18.6%