CZA vs JIII
Comparison between INVESCO ZACKS MID-CAP ETF (CZA, ETF) and JANUS HENDERSON INCOME ETF (JIII, ETF).
CZA vs JIII - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CZA
$187M
JIII
$186M
Expense Ratio
CZA
0.69%
Winner
JIII
0.54%
Max Drawdown
CZA
53.86%
Winner
JIII
4.45%
Sharpe Ratio
Winner
CZA
0.93
JIII
0.42
5Y Beta
CZA
0.73
Winner
JIII
0.09
P/E Ratio
CZA
17.97
JIII
N/A
Forward P/E
CZA
15.05
JIII
N/A
PEG Ratio
CZA
0.37
JIII
N/A
5Y Dividends CAGR
CZA
7.13%
JIII
N/A
5Y EPS CAGR
CZA
17.16%
JIII
N/A
P/S Ratio
CZA
1.54
JIII
N/A
P/B Ratio
CZA
2.36
JIII
N/A
CZA vs JIII - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CZA
+2.97%
JIII
-0.06%
3M
Winner
CZA
+5.19%
JIII
+0.74%
6M
Winner
CZA
+7.27%
JIII
+1.24%
1Y
Winner
CZA
+16.71%
JIII
+5.26%
5Y(CAGR)
CZA
+7.63%
JIII
N/A
10Y(CAGR)
CZA
+10.45%
JIII
N/A
Max(CAGR)
Winner
CZA
+9.68%
JIII
+6.13%
CZA vs JIII - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | CZA | JIII |
|---|---|---|
| 2026 | +10.34% | +1.51% |
| 2025 | +8.91% | +8.32% |
| 2024 | +12.40% | +0.54% |
| 2023 | +7.13% | N/A |
| 2022 | -5.38% | N/A |
| 2021 | +29.39% | N/A |
| 2020 | -0.00% | N/A |
| 2019 | +33.06% | N/A |
| 2018 | -9.19% | N/A |
| 2017 | +21.26% | N/A |
| 2016 | +16.93% | N/A |
| 2015 | -1.42% | N/A |
| 2014 | +10.81% | N/A |
| 2013 | +32.43% | N/A |
| 2012 | +14.15% | N/A |
| 2011 | +2.97% | N/A |
| 2010 | +21.93% | N/A |
| 2009 | +40.05% | N/A |
| 2008 | -35.54% | N/A |
| 2007 | +1.98% | N/A |
CZA vs JIII Drawdown Comparison
The maximum drawdown for CZA was -53.20%, occurring on Mar 9, 2009. Recovery took 832 trading sessions.
The maximum drawdown for JIII was -3.55%, occurring on Apr 11, 2025. Recovery took 65 trading sessions.
The current CZA drawdown is -1.25%. The current JIII drawdown is -0.51%.
| Rank | CZA | JIII |
|---|---|---|
| #1 | -53.20% Jul 17, 2007 - Nov 2, 2010 | -3.55% Mar 3, 2025 - Jun 4, 2025 |
| #2 | -46.18% Feb 18, 2020 - Jan 12, 2021 | -2.27% Feb 27, 2026 - Apr 17, 2026 |
| #3 | -23.45% Jul 7, 2011 - Mar 15, 2012 | -1.56% Dec 6, 2024 - Jan 28, 2025 |
| #4 | -18.92% Nov 29, 2024 - Dec 10, 2025 | -1.35% May 6, 2026 - Jun 15, 2026 |
| #5 | -18.83% Jun 19, 2015 - Jun 1, 2016 | -1.23% Oct 28, 2025 - Dec 24, 2025 |
| #6 | -18.05% Sep 21, 2018 - Apr 1, 2019 | -1.03% Sep 16, 2025 - Oct 24, 2025 |
| #7 | -17.45% Jan 4, 2022 - Feb 2, 2023 | -0.74% Apr 17, 2026 - May 6, 2026 |
| #8 | -16.01% Feb 2, 2023 - Dec 27, 2023 | -0.67% Jun 16, 2026 - Jun 17, 2026 |
| #9 | -10.21% Sep 2, 2014 - Nov 21, 2014 | -0.51% Nov 19, 2024 - Nov 27, 2024 |
| #10 | -9.65% May 1, 2012 - Sep 6, 2012 | -0.50% Feb 5, 2025 - Feb 14, 2025 |
| #11 | -9.21% Mar 2, 2026 - Jun 4, 2026 | -0.44% Jun 16, 2025 - Jun 23, 2025 |
| #12 | -9.04% Jan 26, 2018 - Aug 27, 2018 | -0.41% Feb 10, 2026 - Feb 13, 2026 |
| #13 | -7.42% Jun 8, 2016 - Jul 14, 2016 | -0.41% Jun 4, 2025 - Jun 11, 2025 |
| #14 | -6.84% Jul 24, 2019 - Sep 16, 2019 | -0.36% Sep 10, 2025 - Sep 16, 2025 |
| #15 | -6.56% Nov 16, 2021 - Dec 27, 2021 | -0.33% Jan 6, 2026 - Jan 12, 2026 |
Correlation
Correlation between CZA and JIII is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2007 - 2026)
CZA vs JIII dividend yield comparison.
| Year | CZA | JIII |
|---|---|---|
| 2026 | 0.00% | 3.07% |
| 2025 | 1.56% | 7.33% |
| 2024 | 1.27% | 0.44% |
| 2023 | 1.36% | 0.00% |
| 2022 | 1.71% | 0.00% |
| 2021 | 0.89% | 0.00% |
| 2020 | 1.42% | 0.00% |
| 2019 | 1.40% | 0.00% |
| 2018 | 1.27% | 0.00% |
| 2017 | 1.10% | 0.00% |
| 2016 | 1.87% | 0.00% |
| 2015 | 1.37% | 0.00% |
| 2014 | 0.74% | 0.00% |
| 2013 | 1.01% | 0.00% |
| 2012 | 1.23% | 0.00% |
| 2011 | 0.24% | 0.00% |
| 2010 | 0.68% | 0.00% |
| 2009 | 0.08% | 0.00% |
| 2008 | 1.01% | 0.00% |
| 2007 | 0.37% | 0.00% |
Select Stocks to Compare
Popular: CZA vs SPYJIII vs SPY
More Comparisons
Compare with similar stocks