Invesco Zacks Mid-Cap ETF (CZA)
CZA is a passive ETF by Invesco tracking the investment results of the Zacks Mid-Cap Core Index. CZA launched on Apr 2, 2007 and has a 0.69% expense ratio.
ETF Info
US46137Y4017
46137Y401
Apr 2, 2007
North America (U.S.)
1x
Zacks Mid-Cap Core Index
Mid-Cap
Blend
Expense Ratio
CZA has an expense ratio of 0.69%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Invesco Zacks Mid-Cap ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Invesco Zacks Mid-Cap ETF (CZA) returned -2.25% year-to-date (YTD) and 4.11% over the past 12 months. Over the past 10 years, CZA returned 8.57% annually, underperforming the S&P 500 benchmark at 10.26%.
CZA
-2.25%
7.87%
-5.53%
4.11%
14.07%
8.57%
^GSPC (Benchmark)
-4.67%
10.50%
-3.04%
8.23%
14.30%
10.26%
Monthly Returns
The table below presents the monthly returns of CZA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.58% | -0.21% | -3.25% | -2.92% | 0.69% | -2.25% | |||||||
| 2024 | -1.66% | 4.61% | 5.37% | -4.93% | 3.17% | -2.11% | 5.14% | 3.30% | 2.11% | -0.27% | 5.17% | -7.37% | 12.14% |
| 2023 | 5.46% | -1.95% | -5.01% | -0.97% | -3.87% | 7.38% | 1.79% | -2.20% | -4.12% | -4.63% | 9.14% | 7.26% | 7.00% |
| 2022 | -4.89% | -0.13% | 4.15% | -5.37% | 0.89% | -7.61% | 7.77% | -2.52% | -9.24% | 8.43% | 7.35% | -2.84% | -5.91% |
| 2021 | -1.37% | 3.14% | 8.75% | 5.64% | 2.02% | -0.94% | 2.77% | 2.18% | -4.79% | 4.39% | -3.49% | 7.11% | 27.42% |
| 2020 | -0.40% | -9.95% | -23.26% | 8.53% | 5.67% | 1.17% | 5.65% | 2.75% | -1.17% | 1.67% | 11.34% | 3.46% | 0.35% |
| 2019 | 9.65% | 3.75% | 1.51% | 3.82% | -5.08% | 6.58% | 1.11% | -2.63% | 3.40% | 0.86% | 3.77% | 2.35% | 32.27% |
| 2018 | 3.63% | -4.42% | -0.00% | -0.12% | 0.36% | -0.64% | 4.68% | 1.51% | -0.81% | -7.27% | 4.00% | -9.14% | -8.89% |
| 2017 | 2.91% | 3.97% | 0.08% | 1.37% | 0.80% | 1.34% | 1.76% | 0.51% | 1.96% | 2.74% | 3.03% | -0.40% | 21.90% |
| 2016 | -6.60% | 1.27% | 7.75% | 2.40% | 2.34% | -0.90% | 3.92% | 0.46% | 0.71% | -1.87% | 3.40% | 2.39% | 15.61% |
| 2015 | -2.18% | 5.39% | 0.41% | -1.11% | 1.14% | -0.74% | 1.93% | -5.35% | -3.89% | 5.98% | -0.16% | -2.71% | -1.91% |
| 2014 | -2.86% | 4.31% | 0.76% | -0.15% | 2.42% | 2.49% | -2.14% | 5.26% | -3.49% | 2.27% | 0.81% | 0.17% | 9.86% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CZA is 39, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco Zacks Mid-Cap ETF (CZA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Invesco Zacks Mid-Cap ETF provided a 1.30% dividend yield over the last twelve months, with an annual payout of $1.32 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.32 | $1.32 | $1.28 | $1.52 | $0.85 | $1.08 | $1.07 | $0.75 | $0.72 | $1.02 | $0.66 | $0.37 |
Dividend yield | 1.30% | 1.27% | 1.36% | 1.71% | 0.89% | 1.42% | 1.40% | 1.26% | 1.10% | 1.87% | 1.37% | 0.74% |
Monthly Dividends
The table displays the monthly dividend distributions for Invesco Zacks Mid-Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.32 | $1.32 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.28 | $1.28 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.52 | $1.52 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.85 | $0.85 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.08 | $1.08 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.07 | $1.07 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.75 | $0.75 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $0.72 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.02 | $1.02 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.66 | $0.66 |
| 2014 | $0.37 | $0.37 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco Zacks Mid-Cap ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Invesco Zacks Mid-Cap ETF was 53.20%, occurring on Mar 6, 2009. Recovery took 304 trading sessions.
The current Invesco Zacks Mid-Cap ETF drawdown is 9.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.2% | Jul 18, 2007 | 277 | Mar 6, 2009 | 304 | Nov 2, 2010 | 581 |
| -46.18% | Feb 21, 2020 | 22 | Mar 23, 2020 | 204 | Jan 12, 2021 | 226 |
| -23.45% | Jul 8, 2011 | 61 | Oct 3, 2011 | 113 | Mar 15, 2012 | 174 |
| -18.93% | Dec 2, 2024 | 87 | Apr 8, 2025 | — | — | — |
| -18.83% | Jun 22, 2015 | 163 | Feb 11, 2016 | 76 | Jun 1, 2016 | 239 |
Volatility
Volatility Chart
The current Invesco Zacks Mid-Cap ETF volatility is 10.05%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.