CZA vs QWLD
Comparison between INVESCO ZACKS MID-CAP ETF (CZA, ETF) and STATE STREET(R) SPDR(R) MSCI WORLD STRATEGICFACTORS(SM) ETF (QWLD, ETF).
5-Year PerformanceQWLD has outperformed CZA, delivering a return of +9.9% compared to +7.2%
CZA vs QWLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CZA
$184M
QWLD
$184M
Expense Ratio
CZA
0.69%
Winner
QWLD
0.30%
Max Drawdown
CZA
53.86%
Winner
QWLD
31.89%
Sharpe Ratio
CZA
0.94
Winner
QWLD
1.25
5Y Beta
CZA
0.75
Winner
QWLD
0.67
P/E Ratio
Winner
CZA
17.60
QWLD
25.13
Forward P/E
Winner
CZA
15.45
QWLD
20.05
PEG Ratio
Winner
CZA
0.23
QWLD
0.30
5Y Dividends CAGR
CZA
7.13%
Winner
QWLD
9.32%
5Y EPS CAGR
CZA
16.17%
QWLD
N/A
Debt to Equity
CZA
N/A
QWLD
65.90%
P/S Ratio
Winner
CZA
1.31
QWLD
2.85
P/B Ratio
Winner
CZA
2.13
QWLD
4.83
CZA vs QWLD - Holdings Comparison
CZA and QWLD have 56 common holdings. Overlap is 1.87%
CZA's top 25 holdings weight is 43.30%. QWLD's top 25 holdings weight is 27.57%.
| Rank | CZA | QWLD |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 2.79% | MICROSOFT CORP (MSFT) - 2.74% |
| #2 | STATE STREET CORP (STT) - 2.16% | APPLE INC (AAPL) - 2.47% |
| #3 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.98% | NVIDIA CORP (NVDA) - 2.44% |
| #4 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.93% | BROADCOM INC (AVGO) - 2.19% |
| #5 | VIKING HOLDINGS LTD (VIK) - 1.89% | META PLATFORMS INC CLASS A (META) - 1.88% |
| #6 | AGILENT TECHNOLOGIES INC (A) - 1.87% | ELI LILLY AND CO (LLY) - 1.28% |
| #7 | HUMANA INC (HUM) - 1.87% | ASML HOLDING NV (n/a) - 1.19% |
| #8 | PG&E CORP (PCG) - 1.82% | JOHNSON & JOHNSON (JNJ) - 1.18% |
| #9 | SYSCO CORP (SYY) - 1.75% | ALPHABET INC CLASS A (GOOGL) - 1.17% |
| #10 | ROPER TECHNOLOGIES INC (ROP) - 1.74% | CISCO SYSTEMS INC (CSCO) - 1.14% |
| #11 | LAS VEGAS SANDS CORP (LVS) - 1.74% | VISA INC CLASS A (V) - 1.05% |
| #12 | PRUDENTIAL FINANCIAL INC (PRU) - 1.74% | ALPHABET INC CLASS C (GOOG) - 1.04% |
| #13 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.72% | n/a (n/a) - 0.93% |
| #14 | HUNTINGTON BANCSHARES INC (HBAN) - 1.62% | EXXON MOBIL CORP (XOM) - 0.78% |
| #15 | TRIP.COM GROUP LTD ADR (TCOM) - 1.61% | NOVARTIS AG REGISTERED SHARES (n/a) - 0.77% |
| #16 | ZOOM COMMUNICATIONS INC (ZM) - 1.59% | PROCTER & GAMBLE CO (PG) - 0.76% |
| #17 | NORTHERN TRUST CORP (NTRS) - 1.55% | WALMART INC (WMT) - 0.76% |
| #18 | FISERV INC (FISV) - 1.55% | APPLIED MATERIALS INC (AMAT) - 0.73% |
| #19 | ARCH CAPITAL GROUP LTD (ACGL) - 1.53% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.72% |
| #20 | CENTENE CORP (CNC) - 1.51% | COCA-COLA CO (KO) - 0.69% |
| #21 | IQVIA HOLDINGS INC (IQV) - 1.50% | ARGENX SE (n/a) - 0.38% |
| #22 | EXTRA SPACE STORAGE INC (EXR) - 1.50% | ORANGE SA (n/a) - 0.32% |
| #23 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.45% | BHP GROUP LTD (n/a) - 0.32% |
| #24 | DTE ENERGY CO (DTE) - 1.45% | ACCENTURE PLC CLASS A (ACN) - 0.32% |
| #25 | AMRIZE LTD REGISTERED SHARE (AMRZ) - 1.44% | DEUTSCHE TELEKOM AG (n/a) - 0.32% |
| Total Holdings | 103 | 1173 |
CZA vs QWLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CZA
+3.21%
QWLD
+1.25%
3M
Winner
CZA
+8.89%
QWLD
+5.56%
6M
Winner
CZA
+8.04%
QWLD
+7.20%
1Y
CZA
+15.85%
Winner
QWLD
+16.09%
5Y(CAGR)
CZA
+7.21%
Winner
QWLD
+9.90%
10Y(CAGR)
CZA
+10.51%
Winner
QWLD
+11.76%
Max(CAGR)
CZA
+9.61%
Winner
QWLD
+10.39%
CZA vs QWLD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | CZA | QWLD |
|---|---|---|
| 2026 | +8.02% | +6.52% |
| 2025 | +8.91% | +18.21% |
| 2024 | +12.40% | +14.75% |
| 2023 | +7.13% | +19.34% |
| 2022 | -5.38% | -13.37% |
| 2021 | +29.39% | +22.41% |
| 2020 | -0.00% | +9.47% |
| 2019 | +33.06% | +27.76% |
| 2018 | -9.19% | -7.26% |
| 2017 | +21.26% | +22.42% |
| 2016 | +16.93% | +11.30% |
| 2015 | -1.42% | +2.01% |
| 2014 | +10.81% | +2.62% |
| 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 QWLD Drawdown Comparison
The maximum drawdown for CZA was -53.20%, occurring on Mar 9, 2009. Recovery took 832 trading sessions.
The maximum drawdown for QWLD was -31.89%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The current QWLD drawdown is -0.36%.
| Rank | CZA | QWLD |
|---|---|---|
| #1 | -53.20% Jul 17, 2007 - Nov 2, 2010 | -31.89% Feb 12, 2020 - Nov 9, 2020 |
| #2 | -46.18% Feb 18, 2020 - Jan 12, 2021 | -22.83% Dec 29, 2021 - Dec 11, 2023 |
| #3 | -23.45% Jul 7, 2011 - Mar 15, 2012 | -16.47% Oct 3, 2018 - Apr 12, 2019 |
| #4 | -18.92% Nov 29, 2024 - Dec 10, 2025 | -14.11% May 22, 2015 - Apr 20, 2016 |
| #5 | -18.83% Jun 19, 2015 - Jun 1, 2016 | -12.40% Feb 20, 2025 - May 15, 2025 |
| #6 | -18.05% Sep 21, 2018 - Apr 1, 2019 | -9.27% Jun 13, 2014 - Feb 18, 2015 |
| #7 | -17.45% Jan 4, 2022 - Feb 2, 2023 | -8.60% Jan 23, 2018 - Sep 20, 2018 |
| #8 | -16.01% Feb 2, 2023 - Dec 27, 2023 | -7.66% Feb 27, 2026 - May 6, 2026 |
| #9 | -10.21% Sep 2, 2014 - Nov 21, 2014 | -5.76% Sep 3, 2021 - Nov 3, 2021 |
| #10 | -9.65% May 1, 2012 - Sep 6, 2012 | -5.52% Jul 16, 2024 - Aug 19, 2024 |
| #11 | -9.21% Mar 2, 2026 - Jun 4, 2026 | -5.07% Jul 29, 2019 - Sep 12, 2019 |
| #12 | -9.04% Jan 26, 2018 - Aug 27, 2018 | -5.05% Dec 5, 2024 - Jan 30, 2025 |
| #13 | -7.42% Jun 8, 2016 - Jul 14, 2016 | -4.98% Jun 23, 2016 - Jul 12, 2016 |
| #14 | -6.84% Jul 24, 2019 - Sep 16, 2019 | -4.75% Sep 6, 2016 - Jan 4, 2017 |
| #15 | -6.56% Nov 16, 2021 - Dec 27, 2021 | -4.51% Mar 28, 2024 - May 14, 2024 |
Correlation
Correlation between CZA and QWLD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2007 - 2026)
CZA vs QWLD dividend yield comparison.
| Year | CZA | QWLD |
|---|---|---|
| 2026 | 0.00% | 0.89% |
| 2025 | 1.56% | 1.85% |
| 2024 | 1.27% | 1.74% |
| 2023 | 1.36% | 1.78% |
| 2022 | 1.71% | 2.02% |
| 2021 | 0.89% | 1.77% |
| 2020 | 1.42% | 1.77% |
| 2019 | 1.40% | 2.13% |
| 2018 | 1.27% | 2.33% |
| 2017 | 1.10% | 2.73% |
| 2016 | 1.87% | 2.22% |
| 2015 | 1.37% | 3.42% |
| 2014 | 0.74% | 1.02% |
| 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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