CZA vs MINV

Comparison between INVESCO ZACKS MID-CAP ETF (CZA, ETF) and MATTHEWS ASIA INNOVATORS ACTIVE ETF (MINV, ETF).

CZA vs MINV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CZA(ETF)	MINV(ETF)
Net Assets	$187M	$186M
Expense Ratio	0.69%	0.79%
Max Drawdown	53.86%	23.49%
Sharpe Ratio	0.93	1.44
5Y Beta	0.73	1.04
P/E Ratio	17.97	N/A
Forward P/E	15.05	N/A
PEG Ratio	0.37	N/A
5Y Dividends CAGR	7.13%	N/A
5Y EPS CAGR	17.16%	N/A
P/S Ratio	1.54	N/A
P/B Ratio	2.36	N/A

Net Assets

Winner

CZA

$187M

MINV

$186M

Expense Ratio

Winner

CZA

0.69%

MINV

0.79%

Max Drawdown

CZA

53.86%

Winner

MINV

23.49%

Sharpe Ratio

CZA

0.93

Winner

MINV

1.44

5Y Beta

Winner

CZA

0.73

MINV

1.04

P/E Ratio

CZA

17.97

MINV

N/A

Forward P/E

CZA

15.05

MINV

N/A

PEG Ratio

CZA

0.37

MINV

N/A

5Y Dividends CAGR

CZA

7.13%

MINV

N/A

5Y EPS CAGR

CZA

17.16%

MINV

N/A

P/S Ratio

CZA

1.54

MINV

N/A

P/B Ratio

CZA

2.36

MINV

N/A

CZA vs MINV - Holdings Comparison

CZA and MINV have 1 common holdings. Overlap is 0.00%

CZA's top 25 holdings weight is 42.30%. MINV's top 25 holdings weight is 68.15%.

Rank	CZA	MINV
#1	BECTON DICKINSON & CO (BDX) - 2.05%	JP MORGAN US GOVT CAPITAL 3164 (n/a) - 13.90%
#2	AMERICAN INTERNATIONAL GROUP INC (AIG) - 2.03%	n/a (n/a) - 4.04%
#3	WASTE CONNECTIONS INC (WCN) - 2.02%	SAMSUNG ELECTRONICS CO LTD (n/a) - 3.87%
#4	PRUDENTIAL FINANCIAL INC (PRU) - 2.01%	SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 3.60%
#5	PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.94%	SK HYNIX INC (n/a) - 3.30%
#6	CREDICORP LTD (BAP) - 1.91%	MTAR TECHNOLOGIES LTD (n/a) - 2.77%
#7	SYSCO CORP (SYY) - 1.90%	WNC CORP (n/a) - 2.60%
#8	THE HARTFORD INSURANCE GROUP INC (HIG) - 1.83%	MIDEA GROUP CO LTD CLASS A (n/a) - 2.57%
#9	AGILENT TECHNOLOGIES INC (A) - 1.80%	UNIMICRON TECHNOLOGY CORP (n/a) - 2.44%
#10	HUNTINGTON BANCSHARES INC (HBAN) - 1.75%	NAURA TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 2.35%
#11	NORTHERN TRUST CORP (NTRS) - 1.75%	TENCENT HOLDINGS LTD (n/a) - 2.33%
#12	ARCH CAPITAL GROUP LTD (ACGL) - 1.68%	n/a (n/a) - 2.27%
#13	n/a (VG) - 1.65%	QUANTA COMPUTER INC (n/a) - 2.22%
#14	ZOETIS INC CLASS A (ZTS) - 1.60%	n/a (n/a) - 2.00%
#15	ROYALTY PHARMA PLC CLASS A (RPRX) - 1.59%	DELTA ELECTRONICS INC (n/a) - 2.00%
#16	LAS VEGAS SANDS CORP (LVS) - 1.58%	MEDIATEK INC (n/a) - 1.95%
#17	TRIP.COM GROUP LTD ADR (TCOM) - 1.57%	n/a (n/a) - 1.79%
#18	IQVIA HOLDINGS INC (IQV) - 1.57%	KAORI HEAT TREATMENT CO LTD (n/a) - 1.74%
#19	EXTRA SPACE STORAGE INC (EXR) - 1.52%	COMPEQ MANUFATURING CO LTD (n/a) - 1.61%
#20	DTE ENERGY CO (DTE) - 1.49%	PANASONIC HOLDINGS CORP (n/a) - 1.57%
#21	TELEDYNE TECHNOLOGIES INC (TDY) - 1.44%	UNITED MICROELECTRONICS CORP (n/a) - 1.56%
#22	ZOOM COMMUNICATIONS INC (ZM) - 1.43%	n/a (n/a) - 1.53%
#23	AMRIZE LTD REGISTERED SHARE (AMRZ) - 1.40%	ACCTON TECHNOLOGY CORP (n/a) - 1.52%
#24	DOVER CORP (DOV) - 1.40%	EOPTOLINK TECHNOLOGY INC LTD CLASS A (n/a) - 1.47%
#25	OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 1.39%	INNOVENT BIOLOGICS INC (n/a) - 1.15%
Total Holdings	102	73

CZA vs MINV - Historical Returns

Returns include dividend reinvestment.

Period	CZA	MINV
1 month	+2.97%	-16.94%
3 months	+5.19%	+9.53%
6 months	+7.27%	+29.40%
1 year	+16.71%	+53.93%
5 years(CAGR)	+7.63%	+19.18%
10 years(CAGR)	+10.45%	N/A
Max(CAGR)	+9.68%	+19.18%

Winner

CZA

+2.97%

MINV

-16.94%

CZA

+5.19%

Winner

MINV

+9.53%

CZA

+7.27%

Winner

MINV

+29.40%

CZA

+16.71%

Winner

MINV

+53.93%

5Y(CAGR)

CZA

+7.63%

Winner

MINV

+19.18%

10Y(CAGR)

CZA

+10.45%

MINV

N/A

Max(CAGR)

CZA

+9.68%

Winner

MINV

+19.18%

CZA vs MINV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	CZA	MINV
2026	+10.34%	+35.36%
2025	+8.91%	+31.39%
2024	+12.40%	+19.04%
2023	+7.13%	-5.31%
2022	-5.38%	-3.11%
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 MINV Drawdown Comparison

The maximum drawdown for CZA was -53.20%, occurring on Mar 9, 2009. Recovery took 832 trading sessions.

The maximum drawdown for MINV was -23.49%, occurring on Oct 24, 2022. Recovery took 115 trading sessions.

The current CZA drawdown is -1.25%. The current MINV drawdown is -16.94%.

Rank	CZA	MINV
#1	-53.20% Jul 17, 2007 - Nov 2, 2010	-23.49% Jul 21, 2022 - Jan 4, 2023
#2	-46.18% Feb 18, 2020 - Jan 12, 2021	-23.10% Jan 26, 2023 - Jul 9, 2024
#3	-23.45% Jul 7, 2011 - Mar 15, 2012	-19.81% Oct 7, 2024 - Jun 6, 2025
#4	-18.92% Nov 29, 2024 - Dec 10, 2025	-19.42% Jun 22, 2026 - Jul 20, 2026
#5	-18.83% Jun 19, 2015 - Jun 1, 2016	-12.67% Jul 12, 2024 - Sep 24, 2024
#6	-18.05% Sep 21, 2018 - Apr 1, 2019	-10.91% Jun 1, 2026 - Jun 18, 2026
#7	-17.45% Jan 4, 2022 - Feb 2, 2023	-10.86% Feb 25, 2026 - Apr 10, 2026
#8	-16.01% Feb 2, 2023 - Dec 27, 2023	-10.85% Oct 6, 2025 - Jan 12, 2026
#9	-10.21% Sep 2, 2014 - Nov 21, 2014	-5.41% May 14, 2026 - May 22, 2026
#10	-9.65% May 1, 2012 - Sep 6, 2012	-5.19% Jan 28, 2026 - Feb 11, 2026
#11	-9.21% Mar 2, 2026 - Jun 4, 2026	-3.92% Jan 12, 2026 - Jan 28, 2026
#12	-9.04% Jan 26, 2018 - Aug 27, 2018	-3.80% Jul 23, 2025 - Aug 12, 2025
#13	-7.42% Jun 8, 2016 - Jul 14, 2016	-2.96% Jan 13, 2023 - Jan 20, 2023
#14	-6.84% Jul 24, 2019 - Sep 16, 2019	-2.82% May 11, 2026 - May 13, 2026
#15	-6.56% Nov 16, 2021 - Dec 27, 2021	-2.60% Apr 22, 2026 - Apr 30, 2026

Correlation

Correlation between CZA and MINV is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2007 - 2025)

CZA vs MINV dividend yield comparison.

Year	CZA	MINV
2025	1.56%	1.51%
2024	1.27%	0.25%
2023	1.36%	1.00%
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%