Compare · 3 funds side by side · dividends reinvested

CZA, IJH and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

CZA, IJH and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Zacks Mid-Cap ETFUS Stock Styles · Mid cap0.69%1.36%+14.6%+18.5%+18.3%+7.6%−9.2%11.9%$181M1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CZA 2007 · IJH 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Zacks Mid-Cap ETF · $181M$14,397

CZA

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,303

$10,000 five years ago, dividends reinvested · they hold 9.6% in common

CZAMeasureIJH

+14.6%Year to dateJan 1 → Nov 3+13.2%

+18.5%1 yearTotal return+15.7%

+18.3%3 years · per year$10,000 became $16,575 · $16,625+18.5%

+7.6%5 years · per year$10,000 became $14,397 · $14,303+7.4%

0.69%Expense ratio$69 · $5 a year on $10k · lower is better0.05%

1.36%Trailing 12-mo yield$136 · $122 a year on $10k1.22%

−9.2%Worst dropSmaller is better−8.8%

11.9%VolatilityLower is calmer15.0%

CZAIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3CZA wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CZA vs IJH: Top 5 Holdings

Today

CZA

10.5%in top 5

IJH

in top 53.9%

CZAStockIJH

2.2%WCNnot top 5

2.1%MSCInot top 5

2.1%EDnot top 5

2.0%AIGnot top 5

2.0%CMGnot top 5

not top 5OKTA1.0%

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ENTG0.7%

not top 5ATI0.7%

Held in common9.6%

End-of-day Nov 3, 2026 · share of each fund

CZA vs IJH Returns, Every Period

InvescoCZA

+7.6%

5 years, per year

IJHiShares

+7.4%

5 years, per year

CZAIJHFaded: behind in that period

3–1CZA wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CZA vs IJH

YTD

InvescoCZA

+14.6%

IJHiShares

+13.2%

+14.6%Year to date+13.2%

−9.2%Worst drop · 1Y−8.8%

11.9%Volatility · 1Y15.0%

1.4%Yield1.2%

$181MAssets$125B

3–1CZA wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CZA, IJH, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJH0.05%$5

CZA0.69%$69

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CZA, IJH, VOO

1.36%highest, CZA

FundTrailing yieldYield$10k

CZA1.36%$136

IJH1.22%$122

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

VOO$107 − $3 = $104

CZA$136 − $69 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CZA, IJH, VOO

Today

9.6%most shared, CZA and IJH

CZAIJHVOO

CZA—9.6%1.7%

IJH9.6%—0.1%

VOO1.7%0.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.5%CZA, at 11.9% volatility

CZAWorst drop−9.2%11.9% vol

VOOWorst drop−8.9%12.7% vol

IJHWorst drop−8.8%15.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CZAIJH

+14.6%Year to date+13.2%

1.4%Yield1.2%

+18.5%Past year+15.7%

0.69%Fee0.05%

3–1CZA wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026