YAFFX vs. CZA
Compare and contrast key facts about AMG Yacktman Focused Fund (YAFFX) and Invesco Zacks Mid-Cap ETF (CZA).
YAFFX is managed by AMG. It was launched on May 1, 1997. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: YAFFX or CZA.
Correlation
The correlation between YAFFX and CZA is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
YAFFX vs. CZA - Performance Comparison
Key characteristics
YAFFX:
-0.37
CZA:
0.14
YAFFX:
-0.44
CZA:
0.32
YAFFX:
0.94
CZA:
1.04
YAFFX:
-0.31
CZA:
0.13
YAFFX:
-0.99
CZA:
0.50
YAFFX:
4.91%
CZA:
4.78%
YAFFX:
13.17%
CZA:
17.34%
YAFFX:
-55.32%
CZA:
-53.20%
YAFFX:
-9.57%
CZA:
-13.55%
Returns By Period
In the year-to-date period, YAFFX achieves a -1.62% return, which is significantly higher than CZA's -6.67% return. Over the past 10 years, YAFFX has outperformed CZA with an annualized return of 8.65%, while CZA has yielded a comparatively lower 8.06% annualized return.
YAFFX
-1.62%
-3.55%
-7.39%
-5.05%
11.09%
8.65%
CZA
-6.67%
-7.21%
-11.07%
3.28%
12.90%
8.06%
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YAFFX vs. CZA - Expense Ratio Comparison
YAFFX has a 1.25% expense ratio, which is higher than CZA's 0.69% expense ratio.
Risk-Adjusted Performance
YAFFX vs. CZA — Risk-Adjusted Performance Rank
YAFFX
CZA
YAFFX vs. CZA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Focused Fund (YAFFX) 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.
Dividends
YAFFX vs. CZA - Dividend Comparison
YAFFX's dividend yield for the trailing twelve months is around 1.99%, more than CZA's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YAFFX AMG Yacktman Focused Fund | 1.99% | 1.96% | 1.23% | 1.17% | 0.75% | 0.81% | 1.38% | 1.75% | 0.97% | 1.54% | 1.19% | 0.68% |
CZA Invesco Zacks Mid-Cap ETF | 1.36% | 1.27% | 1.36% | 1.71% | 0.89% | 1.42% | 1.40% | 1.26% | 1.10% | 1.87% | 1.37% | 0.74% |
Drawdowns
YAFFX vs. CZA - Drawdown Comparison
The maximum YAFFX drawdown since its inception was -55.32%, roughly equal to the maximum CZA drawdown of -53.20%. Use the drawdown chart below to compare losses from any high point for YAFFX and CZA. For additional features, visit the drawdowns tool.
Volatility
YAFFX vs. CZA - Volatility Comparison
The current volatility for AMG Yacktman Focused Fund (YAFFX) is 9.04%, while Invesco Zacks Mid-Cap ETF (CZA) has a volatility of 12.34%. This indicates that YAFFX experiences smaller price fluctuations and is considered to be less risky than CZA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.