CZA vs. POAGX

In the year-to-date period, CZA achieves a -0.92% return, which is significantly higher than POAGX's -5.56% return. Over the past 10 years, CZA has outperformed POAGX with an annualized return of 8.79%, while POAGX has yielded a comparatively lower 1.76% annualized return.

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CZA has a 0.69% expense ratio, which is higher than POAGX's 0.65% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Zacks Mid-Cap ETF (CZA) and PrimeCap Odyssey Aggressive Growth Fund (POAGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current CZA Sharpe Ratio is 0.25, which is higher than the POAGX Sharpe Ratio of -0.25. The chart below compares the historical Sharpe Ratios of CZA and POAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CZA's dividend yield for the trailing twelve months is around 1.28%, more than POAGX's 0.03% yield.

The maximum CZA drawdown since its inception was -53.20%, smaller than the maximum POAGX drawdown of -56.06%. Use the drawdown chart below to compare losses from any high point for CZA and POAGX. For additional features, visit the drawdowns tool.

The current volatility for Invesco Zacks Mid-Cap ETF (CZA) is 6.27%, while PrimeCap Odyssey Aggressive Growth Fund (POAGX) has a volatility of 8.34%. This indicates that CZA experiences smaller price fluctuations and is considered to be less risky than POAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.