BNDY vs CZA
Comparison between HORIZON CORE BOND ETF (BNDY, ETF) and INVESCO ZACKS MID-CAP ETF (CZA, ETF).
BNDY vs CZA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BNDY
$186M
Winner
CZA
$186M
Expense Ratio
Winner
BNDY
0.66%
CZA
0.69%
Max Drawdown
Winner
BNDY
4.53%
CZA
53.86%
Sharpe Ratio
BNDY
0.48
Winner
CZA
0.85
5Y Beta
Winner
BNDY
0.23
CZA
0.75
P/E Ratio
BNDY
N/A
CZA
17.42
Forward P/E
BNDY
N/A
CZA
15.23
PEG Ratio
BNDY
N/A
CZA
0.24
5Y Dividends CAGR
BNDY
N/A
CZA
7.13%
5Y EPS CAGR
BNDY
N/A
CZA
16.05%
P/S Ratio
BNDY
N/A
CZA
1.31
P/B Ratio
BNDY
N/A
CZA
2.11
BNDY vs CZA - Historical Returns
Returns include dividend reinvestment.
1M
BNDY
-0.31%
Winner
CZA
+2.03%
3M
BNDY
-1.11%
Winner
CZA
+3.06%
6M
BNDY
+0.88%
Winner
CZA
+7.55%
1Y
BNDY
+5.61%
Winner
CZA
+15.29%
5Y(CAGR)
BNDY
N/A
CZA
+6.86%
10Y(CAGR)
BNDY
N/A
CZA
+10.17%
Max(CAGR)
BNDY
+6.10%
Winner
CZA
+9.54%
BNDY vs CZA - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | BNDY | CZA |
|---|---|---|
| 2026 | +0.29% | +6.36% |
| 2025 | +5.33% | +8.91% |
| 2024 | N/A | +12.40% |
| 2023 | N/A | +7.13% |
| 2022 | N/A | -5.38% |
| 2021 | N/A | +29.39% |
| 2020 | N/A | -0.00% |
| 2019 | N/A | +33.06% |
| 2018 | N/A | -9.19% |
| 2017 | N/A | +21.26% |
| 2016 | N/A | +16.93% |
| 2015 | N/A | -1.42% |
| 2014 | N/A | +10.81% |
| 2013 | N/A | +32.43% |
| 2012 | N/A | +14.15% |
| 2011 | N/A | +2.97% |
| 2010 | N/A | +21.93% |
| 2009 | N/A | +40.05% |
| 2008 | N/A | -35.54% |
| 2007 | N/A | +1.98% |
BNDY vs CZA Drawdown Comparison
The maximum drawdown for BNDY was -3.93%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for CZA was -53.20%, occurring on Mar 9, 2009. Recovery took 832 trading sessions.
The current BNDY drawdown is -1.74%.
| Rank | BNDY | CZA |
|---|---|---|
| #1 | -3.93% Feb 27, 2026 - Mar 27, 2026 | -53.20% Jul 17, 2007 - Nov 2, 2010 |
| #2 | -1.30% Oct 28, 2025 - Nov 26, 2025 | -46.18% Feb 18, 2020 - Jan 12, 2021 |
| #3 | -0.98% Jul 10, 2025 - Jul 22, 2025 | -23.45% Jul 7, 2011 - Mar 15, 2012 |
| #4 | -0.93% Jan 14, 2026 - Feb 2, 2026 | -18.92% Nov 29, 2024 - Dec 10, 2025 |
| #5 | -0.80% Nov 26, 2025 - Dec 24, 2025 | -18.83% Jun 19, 2015 - Jun 1, 2016 |
| #6 | -0.72% Sep 15, 2025 - Oct 2, 2025 | -18.05% Sep 21, 2018 - Apr 1, 2019 |
| #7 | -0.59% Aug 13, 2025 - Aug 22, 2025 | -17.45% Jan 4, 2022 - Feb 2, 2023 |
| #8 | -0.58% Jul 3, 2025 - Jul 9, 2025 | -16.01% Feb 2, 2023 - Dec 27, 2023 |
| #9 | -0.56% Feb 2, 2026 - Feb 9, 2026 | -10.21% Sep 2, 2014 - Nov 21, 2014 |
| #10 | -0.49% Aug 28, 2025 - Sep 4, 2025 | -9.65% May 1, 2012 - Sep 6, 2012 |
| #11 | -0.39% Jan 7, 2026 - Jan 14, 2026 | -9.21% Mar 2, 2026 - Jun 4, 2026 |
| #12 | -0.35% Oct 2, 2025 - Oct 10, 2025 | -9.04% Jan 26, 2018 - Aug 27, 2018 |
| #13 | -0.32% Jul 22, 2025 - Jul 29, 2025 | -7.42% Jun 8, 2016 - Jul 14, 2016 |
| #14 | -0.31% Feb 13, 2026 - Feb 24, 2026 | -6.84% Jul 24, 2019 - Sep 16, 2019 |
| #15 | -0.27% Dec 29, 2025 - Jan 6, 2026 | -6.56% Nov 16, 2021 - Dec 27, 2021 |
Correlation
Correlation between BNDY and CZA is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2007 - 2026)
BNDY vs CZA dividend yield comparison.
| Year | BNDY | CZA |
|---|---|---|
| 2026 | 2.93% | 0.00% |
| 2025 | 1.89% | 1.56% |
| 2024 | 0.00% | 1.27% |
| 2023 | 0.00% | 1.36% |
| 2022 | 0.00% | 1.71% |
| 2021 | 0.00% | 0.89% |
| 2020 | 0.00% | 1.42% |
| 2019 | 0.00% | 1.40% |
| 2018 | 0.00% | 1.27% |
| 2017 | 0.00% | 1.10% |
| 2016 | 0.00% | 1.87% |
| 2015 | 0.00% | 1.37% |
| 2014 | 0.00% | 0.74% |
| 2013 | 0.00% | 1.01% |
| 2012 | 0.00% | 1.23% |
| 2011 | 0.00% | 0.24% |
| 2010 | 0.00% | 0.68% |
| 2009 | 0.00% | 0.08% |
| 2008 | 0.00% | 1.01% |
| 2007 | 0.00% | 0.37% |
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