Compare · 2 funds side by side · dividends reinvested

CZA and SPYM

CZAInvesco×SPYMSPDR×

Versus in desk

02 / 04

IWD+0.4%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,537SPYM · best of the two

Story of the two · IncomeMost incomeCZA · 1.32% · $132 a year on $10k

Story of the two · RiskSmallest drop

CZA and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Zacks Mid-Cap ETFUS Stock Styles · Mid cap0.69%1.32%+17.8%+20.4%+17.5%+8.1%−9.2%12.3%$185M1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: CZA 2007 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Zacks Mid-Cap ETF · $185M$14,741

CZA

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

CZAMeasureSPYM

+17.8%

More Ways to See the Pairs

CZA vs SPYM: Top 5 Holdings

Today

CZA

10.6%in top 5

SPYM

in top 526.9%

CZAStockSPYM

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: CZA, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

CZA0.69%$69

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: CZA, SPYM

1Y

1.32%highest, CZA

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+12.4%

+20.4%1 yearTotal return+12.8%

+17.5%3 years · per year$10,000 became $16,230 · $18,134+21.9%

+8.1%5 years · per year$10,000 became $14,741 · $17,537+11.9%

0.69%Expense ratio$69 · $2 a year on $10k · lower is better0.02%

1.32%Trailing 12-mo yield$132 · $102 a year on $10k1.02%

−9.2%Worst dropSmaller is better−8.9%

12.3%VolatilityLower is calmer13.7%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.2%WCNnot top 5

2.2%MSCInot top 5

2.2%CMGnot top 5

2.1%WATnot top 5

2.0%EDnot top 5

Held in common1.9%

End-of-day Nov 11, 2026 · share of each fund

CZA vs SPYM Returns, Every Period

5Y

InvescoCZA

+8.1%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

CZASPYMFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CZA vs SPYM

YTD

InvescoCZA

+17.8%

SPYMSPDR

+12.4%

+17.8%Year to date+12.4%

−9.2%Worst drop · 1Y−8.9%

12.3%Volatility · 1Y13.7%

1.3%Yield1.0%

$185MAssets$183B

3–1CZA wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

CZA1.32%$132

SPYM1.02%$102

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$100most kept, SPYM

SPYM$102 − $2 = $100

CZA$132 − $69 = $63

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CZA, SPYM

Today

1.9%most shared, CZA and SPYM

CZASPYM

CZA—1.9%

SPYM1.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+20.4%CZA, at 12.3% volatility

CZAWorst drop−9.2%12.3% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

CZASPYM

+17.8%Year to date+12.4%

1.3%Yield1.0%

+20.4%Past year+12.8%

0.69%Fee0.02%

3–1CZA wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

Loading…

CZA and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two