Compare · 2 funds side by side · dividends reinvested

CZA and VO

CZAInvesco×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,397CZA · best of the two

02 / 04

CZA and VO, 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%$181M1.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.8%+13.9%+20.5%+6.9%−8.2%12.4%$103B1.6

Rank among the two1st → 2ndFee, 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 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CZA

Vanguard Morningstar Mid-Cap ETF · $103B$13,977

$10,000 five years ago, dividends reinvested · they hold 9.1% in common

CZAMeasureVO

+14.6%Year to dateJan 1 → Nov 3+13.8%

+18.5%1 yearTotal return+13.9%

+18.3%3 years · per year$10,000 became $16,575 · $17,496+20.5%

+7.6%5 years · per year$10,000 became $14,397 · $13,977+6.9%

0.69%Expense ratio$69 · $3 a year on $10k · lower is better0.03%

1.36%Trailing 12-mo yield$136 · $135 a year on $10k1.35%

−9.2%Worst dropSmaller is better−8.2%

11.9%VolatilityLower is calmer12.4%

CZAVO 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 VO: Top 5 Holdings

Today

CZA

10.5%in top 5

in top 55.3%

CZAStockVO

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 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common9.1%

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

CZA vs VO Returns, Every Period

InvescoCZA

+7.6%

5 years, per year

VOVanguard

+6.9%

5 years, per year

CZAVOFaded: behind in that period

3–1CZA wins

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

CZA vs VO

YTD

InvescoCZA

+14.6%

VOVanguard

+13.8%

+14.6%Year to date+13.8%

−9.2%Worst drop · 1Y−8.2%

11.9%Volatility · 1Y12.4%

1.4%Yield1.3%

$181MAssets$103B

3–1CZA wins

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

Cost, Income and Risk

Fees: CZA, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

CZA0.69%$69

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

Yields: CZA, VO

1.36%highest, CZA

FundTrailing yieldYield$10k

CZA1.36%$136

VO1.35%$135

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

CZA$136 − $69 = $67

KeptFee

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

Overlap: CZA, VO

Today

9.1%most shared, CZA and VO

CZAVO

CZA—9.1%

VO9.1%—

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

Return vs Bumpiness: 2 ETFs

+18.5%CZA, at 11.9% volatility

CZAWorst drop−9.2%11.9% vol

VOWorst drop−8.2%12.4% vol

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

Paid More vs Made More

YTD

CZAVO

+14.6%Year to date+13.8%

1.4%Yield1.3%

+18.5%Past year+13.9%

0.69%Fee0.03%

3–1CZA wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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