Compare · 2 funds side by side · dividends reinvested

CZA and VIG

CZAInvesco×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

CZA and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.3

Invesco Zacks Mid-Cap ETFUS Stock Styles · Mid cap0.69%1.35%+14.9%+19.3%+17.8%+7.7%−9.2%12.2%$180M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: CZA 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Zacks Mid-Cap ETF · $180M$14,507

CZA

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

CZAMeasureVIG

+14.9%Year to dateJan 1 → Nov 5+12.5%

+19.3%1 yearTotal return+15.2%

+17.8%3 years · per year$10,000 became $16,339 · $16,814+18.9%

+7.7%5 years · per year$10,000 became $14,507 · $16,331+10.3%

0.69%Expense ratio$69 · $4 a year on $10k · lower is better0.04%

1.35%Trailing 12-mo yield$136 · $149 a year on $10k1.49%

−9.2%Worst dropSmaller is better−7.9%

12.2%VolatilityLower is calmer10.8%

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

2–6VIG wins

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

More Ways to See the Pairs

CZA vs VIG: Top 5 Holdings

Today

CZA

10.7%in top 5

VIG

in top 522.1%

CZAStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.2%MSCInot top 5

2.2%WCNnot top 5

2.1%CMGnot top 5

2.1%WATnot top 5

2.0%EDnot top 5

Held in common2.6%

End-of-day Nov 5, 2026 · share of each fund

CZA vs VIG Returns, Every Period

InvescoCZA

+7.7%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

CZAVIGFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CZA vs VIG

YTD

InvescoCZA

+14.9%

VIGVanguard

+12.5%

+14.9%Year to date+12.5%

−9.2%Worst drop · 1Y−7.9%

12.2%Volatility · 1Y10.8%

1.4%Yield1.5%

$180MAssets$109B

3–1VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CZA, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CZA0.69%$69

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CZA, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

CZA1.35%$136

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

CZA$136 − $69 = $67

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CZA, VIG

Today

2.6%most shared, CZA and VIG

CZAVIG

CZA—2.6%

VIG2.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.3%CZA, at 12.2% volatility

VIGWorst drop−7.9%10.8% vol

CZAWorst drop−9.2%12.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGCZA

+12.5%Year to date+14.9%

1.5%Yield1.4%

+15.2%Past year+19.3%

0.04%Fee0.69%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026