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IJH vs. CZA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

IJH vs. CZA

Last updated May 12, 2025

Compare and contrast key facts about iShares Core S&P Mid-Cap ETF (IJH) and Invesco Zacks Mid-Cap ETF (CZA).

IJH and CZA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IJH is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400 Index. It was launched on May 22, 2000. CZA is a passively managed fund by Invesco that tracks the performance of the Zacks Mid-Cap Core Index. It was launched on Apr 2, 2007. Both IJH and CZA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IJH or CZA.

Correlation

The correlation between IJH and CZA is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Performance

IJH vs. CZA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core S&P Mid-Cap ETF (IJH) and Invesco Zacks Mid-Cap ETF (CZA). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

IJH:

13.14%

CZA:

9.18%

Max Drawdown

IJH:

-0.72%

CZA:

-0.45%

Current Drawdown

IJH:

-0.12%

CZA:

-0.03%

Returns By Period

IJH

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

CZA

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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IJH vs. CZA - Expense Ratio Comparison

IJH has a 0.06% expense ratio, which is lower than CZA's 0.69% expense ratio.

CZA
Invesco Zacks Mid-Cap ETF
IJH
iShares Core S&P Mid-Cap ETF

Risk-Adjusted Performance

IJH vs. CZA — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IJH
The Risk-Adjusted Performance Rank of IJH is 2020
Overall Rank
The Sharpe Ratio Rank of IJH is 1818
Sharpe Ratio Rank
The Sortino Ratio Rank of IJH is 2020
Sortino Ratio Rank
The Omega Ratio Rank of IJH is 2020
Omega Ratio Rank
The Calmar Ratio Rank of IJH is 2020
Calmar Ratio Rank
The Martin Ratio Rank of IJH is 1919
Martin Ratio Rank
CZA
The Risk-Adjusted Performance Rank of CZA is 3939
Overall Rank
The Sharpe Ratio Rank of CZA is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of CZA is 3939
Sortino Ratio Rank
The Omega Ratio Rank of CZA is 3939
Omega Ratio Rank
The Calmar Ratio Rank of CZA is 4242
Calmar Ratio Rank
The Martin Ratio Rank of CZA is 4040
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IJH vs. CZA - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Mid-Cap ETF (IJH) and Invesco Zacks Mid-Cap ETF (CZA). 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.

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Dividends

IJH vs. CZA - Dividend Comparison

IJH's dividend yield for the trailing twelve months is around 1.41%, more than CZA's 1.28% yield.

TTM20242023202220212020201920182017201620152014
IJH
iShares Core S&P Mid-Cap ETF		1.41%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CZA
Invesco Zacks Mid-Cap ETF		1.28%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

IJH vs. CZA - Drawdown Comparison

The maximum IJH drawdown since its inception was -0.72%, which is greater than CZA's maximum drawdown of -0.45%. Use the drawdown chart below to compare losses from any high point for IJH and CZA. For additional features, visit the drawdowns tool.

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Volatility

IJH vs. CZA - Volatility Comparison

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