CZA vs MAMB
Comparison between INVESCO ZACKS MID-CAP ETF (CZA, ETF) and MONARCH AMBASSADOR INCOME INDEX ETF (MAMB, ETF).
5-Year PerformanceCZA has outperformed MAMB, delivering a return of +7.6% compared to +0.4%
CZA vs MAMB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CZA
$187M
Winner
MAMB
$187M
Expense Ratio
Winner
CZA
0.69%
MAMB
1.15%
Max Drawdown
CZA
53.86%
Winner
MAMB
20.04%
Sharpe Ratio
Winner
CZA
0.93
MAMB
0.45
5Y Beta
CZA
0.73
Winner
MAMB
0.08
P/E Ratio
CZA
17.97
MAMB
N/A
Forward P/E
CZA
15.05
MAMB
N/A
PEG Ratio
CZA
0.37
MAMB
N/A
5Y Dividends CAGR
CZA
7.13%
Winner
MAMB
87.64%
5Y EPS CAGR
CZA
17.16%
MAMB
N/A
P/S Ratio
CZA
1.54
MAMB
N/A
P/B Ratio
CZA
2.36
MAMB
N/A
CZA vs MAMB - Holdings Comparison
CZA and MAMB have 0 common holdings. Overlap is 0.00%
CZA's top 25 holdings weight is 42.30%. MAMB's top 25 holdings weight is 99.63%.
| Rank | CZA | MAMB |
|---|---|---|
| #1 | BECTON DICKINSON & CO (BDX) - 2.05% | ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) - 19.94% |
| #2 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 2.03% | ISHARES GOLD TRUST (IAU) - 12.58% |
| #3 | WASTE CONNECTIONS INC (WCN) - 2.02% | ISHARES MBS ETF (MBB) - 12.48% |
| #4 | PRUDENTIAL FINANCIAL INC (PRU) - 2.01% | ISHARES CORE US AGGREGATE BOND ETF (AGG) - 12.46% |
| #5 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.94% | INVESCO TAXABLE MUNICIPAL BOND ETF (BAB) - 12.43% |
| #6 | CREDICORP LTD (BAP) - 1.91% | ISHARES 20& YEAR TREASURY BOND ETF (TLT) - 12.31% |
| #7 | SYSCO CORP (SYY) - 1.90% | ISHARES IBOXX $ INVMT GRADE CORP BD ETF (LQD) - 9.90% |
| #8 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.83% | ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) - 5.02% |
| #9 | AGILENT TECHNOLOGIES INC (A) - 1.80% | STATE STREET® SPDR® S/T CORP BD ETF (SPSB) - 2.51% |
| #10 | HUNTINGTON BANCSHARES INC (HBAN) - 1.75% | N/A |
| #11 | NORTHERN TRUST CORP (NTRS) - 1.75% | N/A |
| #12 | ARCH CAPITAL GROUP LTD (ACGL) - 1.68% | N/A |
| #13 | n/a (VG) - 1.65% | N/A |
| #14 | ZOETIS INC CLASS A (ZTS) - 1.60% | N/A |
| #15 | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.59% | N/A |
| #16 | LAS VEGAS SANDS CORP (LVS) - 1.58% | N/A |
| #17 | TRIP.COM GROUP LTD ADR (TCOM) - 1.57% | N/A |
| #18 | IQVIA HOLDINGS INC (IQV) - 1.57% | N/A |
| #19 | EXTRA SPACE STORAGE INC (EXR) - 1.52% | N/A |
| #20 | DTE ENERGY CO (DTE) - 1.49% | N/A |
| #21 | TELEDYNE TECHNOLOGIES INC (TDY) - 1.44% | N/A |
| #22 | ZOOM COMMUNICATIONS INC (ZM) - 1.43% | N/A |
| #23 | AMRIZE LTD REGISTERED SHARE (AMRZ) - 1.40% | N/A |
| #24 | DOVER CORP (DOV) - 1.40% | N/A |
| #25 | OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 1.39% | N/A |
| Total Holdings | 102 | 9 |
CZA vs MAMB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CZA
+2.97%
MAMB
-1.26%
3M
Winner
CZA
+5.19%
MAMB
-1.62%
6M
Winner
CZA
+7.27%
MAMB
-0.99%
1Y
Winner
CZA
+16.71%
MAMB
+5.91%
5Y(CAGR)
Winner
CZA
+7.63%
MAMB
+0.36%
10Y(CAGR)
CZA
+10.45%
MAMB
N/A
Max(CAGR)
Winner
CZA
+9.68%
MAMB
+0.79%
CZA vs MAMB - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | CZA | MAMB |
|---|---|---|
| 2026 | +10.34% | +0.49% |
| 2025 | +8.91% | +10.47% |
| 2024 | +12.40% | +1.78% |
| 2023 | +7.13% | +4.53% |
| 2022 | -5.38% | -12.53% |
| 2021 | +29.39% | +1.46% |
| 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 MAMB Drawdown Comparison
The maximum drawdown for CZA was -53.20%, occurring on Mar 9, 2009. Recovery took 832 trading sessions.
The maximum drawdown for MAMB was -19.33%, occurring on Oct 20, 2022. Recovery took 1030 trading sessions.
The current CZA drawdown is -1.25%. The current MAMB drawdown is -3.18%.
| Rank | CZA | MAMB |
|---|---|---|
| #1 | -53.20% Jul 17, 2007 - Nov 2, 2010 | -19.33% Sep 3, 2021 - Oct 13, 2025 |
| #2 | -46.18% Feb 18, 2020 - Jan 12, 2021 | -3.55% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -23.45% Jul 7, 2011 - Mar 15, 2012 | -2.39% Oct 20, 2025 - Jan 13, 2026 |
| #4 | -18.92% Nov 29, 2024 - Dec 10, 2025 | -2.31% Jan 29, 2026 - Feb 20, 2026 |
| #5 | -18.83% Jun 19, 2015 - Jun 1, 2016 | -1.15% Jul 29, 2021 - Aug 27, 2021 |
| #6 | -18.05% Sep 21, 2018 - Apr 1, 2019 | -1.15% Apr 26, 2021 - May 24, 2021 |
| #7 | -17.45% Jan 4, 2022 - Feb 2, 2023 | -1.01% Jun 10, 2021 - Jul 29, 2021 |
| #8 | -16.01% Feb 2, 2023 - Dec 27, 2023 | -0.50% Jun 2, 2021 - Jun 8, 2021 |
| #9 | -10.21% Sep 2, 2014 - Nov 21, 2014 | -0.46% Jan 14, 2026 - Jan 21, 2026 |
| #10 | -9.65% May 1, 2012 - Sep 6, 2012 | -0.46% Mar 26, 2021 - Mar 31, 2021 |
| #11 | -9.21% Mar 2, 2026 - Jun 4, 2026 | -0.42% Apr 15, 2021 - Apr 26, 2021 |
| #12 | -9.04% Jan 26, 2018 - Aug 27, 2018 | -0.37% Apr 6, 2021 - Apr 13, 2021 |
| #13 | -7.42% Jun 8, 2016 - Jul 14, 2016 | -0.37% Oct 16, 2025 - Oct 20, 2025 |
| #14 | -6.84% Jul 24, 2019 - Sep 16, 2019 | -0.28% Apr 13, 2021 - Apr 15, 2021 |
| #15 | -6.56% Nov 16, 2021 - Dec 27, 2021 | -0.21% Oct 14, 2025 - Oct 16, 2025 |
Correlation
Correlation between CZA and MAMB is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.62
-101
Dividend Comparison (2007 - 2026)
CZA vs MAMB dividend yield comparison.
| Year | CZA | MAMB |
|---|---|---|
| 2026 | 0.00% | 1.06% |
| 2025 | 1.56% | 2.47% |
| 2024 | 1.27% | 2.11% |
| 2023 | 1.36% | 1.73% |
| 2022 | 1.71% | 0.92% |
| 2021 | 0.89% | 0.56% |
| 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% |
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