Compare · 2 funds side by side · dividends reinvested

CZA and VOO

CZAInvesco×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

CZA and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Zacks Mid-Cap ETFUS Stock Styles · Mid cap0.69%1.33%+16.9%+21.5%+18.9%+8.3%−9.2%12.1%$181M1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: CZA 2007 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Zacks Mid-Cap ETF · $181M$14,897

CZA

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

CZAMeasureVOO

+16.9%Year to dateJan 1 → Nov 4+13.4%

+21.5%1 yearTotal return+13.5%

+18.9%3 years · per year$10,000 became $16,789 · $19,172+24.2%

+8.3%5 years · per year$10,000 became $14,897 · $18,115+12.6%

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

1.33%Trailing 12-mo yield$133 · $105 a year on $10k1.05%

−9.2%Worst dropSmaller is better−8.9%

12.1%VolatilityLower is calmer12.8%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CZA vs VOO: Top 5 Holdings

Today

CZA

10.5%in top 5

VOO

in top 528.3%

CZAStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

2.2%WCNnot top 5

2.2%MSCInot top 5

2.1%WATnot top 5

2.0%CMGnot top 5

2.0%EDnot top 5

Held in common1.7%

End-of-day Nov 4, 2026 · share of each fund

CZA vs VOO Returns, Every Period

InvescoCZA

+8.3%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

CZAVOOFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CZA vs VOO

YTD

InvescoCZA

+16.9%

VOOVanguard

+13.4%

+16.9%Year to date+13.4%

−9.2%Worst drop · 1Y−8.9%

12.1%Volatility · 1Y12.8%

1.3%Yield1.1%

$181MAssets$1.00T

3–1CZA wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CZA, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

CZA0.69%$69

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CZA, VOO

1.33%highest, CZA

FundTrailing yieldYield$10k

CZA1.33%$133

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

CZA$133 − $69 = $64

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CZA, VOO

Today

1.7%most shared, CZA and VOO

CZAVOO

CZA—1.7%

VOO1.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.5%CZA, at 12.1% volatility

CZAWorst drop−9.2%12.1% vol

VOOWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CZAVOO

+16.9%Year to date+13.4%

1.3%Yield1.1%

+21.5%Past year+13.5%

0.69%Fee0.03%

3–1CZA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026