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CZA vs SPY

Comparison between INVESCO ZACKS MID-CAP ETF (CZA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CZA, delivering a return of +12.4% compared to +7.6%

CZA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CZA
$187M
Winner
SPY
$781B
Expense Ratio
CZA
0.69%
Winner
SPY
0.09%
Max Drawdown
Winner
CZA
53.86%
SPY
56.47%
Sharpe Ratio
CZA
1.00
Winner
SPY
1.22
5Y Beta
Winner
CZA
0.74
SPY
1.00
P/E Ratio
Winner
CZA
17.97
SPY
28.78
Forward P/E
Winner
CZA
15.03
SPY
21.25
PEG Ratio
CZA
0.37
SPY
N/A
5Y Dividends CAGR
Winner
CZA
7.13%
SPY
6.00%
5Y EPS CAGR
CZA
17.16%
Winner
SPY
25.62%
Debt to Equity
CZA
N/A
SPY
31.92%
P/S Ratio
Winner
CZA
1.54
SPY
3.76
P/B Ratio
Winner
CZA
2.36
SPY
5.64

CZA vs SPY - Holdings Comparison

CZA and SPY have 43 common holdings. Overlap is 1.66%

CZA's top 25 holdings weight is 42.30%. SPY's top 25 holdings weight is 51.74%.

RankCZASPY
#1
BECTON DICKINSON & CO (BDX) - 2.05%
NVIDIA CORP (NVDA) - 7.89%
#2
AMERICAN INTERNATIONAL GROUP INC (AIG) - 2.03%
APPLE INC (AAPL) - 7.37%
#3
WASTE CONNECTIONS INC (WCN) - 2.02%
MICROSOFT CORP (MSFT) - 4.50%
#4
PRUDENTIAL FINANCIAL INC (PRU) - 2.01%
AMAZON.COM INC (AMZN) - 3.82%
#5
PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.94%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
CREDICORP LTD (BAP) - 1.91%
BROADCOM INC (AVGO) - 2.86%
#7
SYSCO CORP (SYY) - 1.90%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
THE HARTFORD INSURANCE GROUP INC (HIG) - 1.83%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
AGILENT TECHNOLOGIES INC (A) - 1.80%
TESLA INC (TSLA) - 1.70%
#10
HUNTINGTON BANCSHARES INC (HBAN) - 1.75%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
NORTHERN TRUST CORP (NTRS) - 1.75%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
ARCH CAPITAL GROUP LTD (ACGL) - 1.68%
ELI LILLY AND CO (LLY) - 1.40%
#13
n/a (VG) - 1.65%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
ZOETIS INC CLASS A (ZTS) - 1.60%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
ROYALTY PHARMA PLC CLASS A (RPRX) - 1.59%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
LAS VEGAS SANDS CORP (LVS) - 1.58%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
TRIP.COM GROUP LTD ADR (TCOM) - 1.57%
VISA INC CLASS A (V) - 0.90%
#18
IQVIA HOLDINGS INC (IQV) - 1.57%
WALMART INC (WMT) - 0.76%
#19
EXTRA SPACE STORAGE INC (EXR) - 1.52%
INTEL CORP (INTC) - 0.75%
#20
DTE ENERGY CO (DTE) - 1.49%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
TELEDYNE TECHNOLOGIES INC (TDY) - 1.44%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
ZOOM COMMUNICATIONS INC (ZM) - 1.43%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
AMRIZE LTD REGISTERED SHARE (AMRZ) - 1.40%
ABBVIE INC (ABBV) - 0.66%
#24
DOVER CORP (DOV) - 1.40%
CATERPILLAR INC (CAT) - 0.65%
#25
OTIS WORLDWIDE CORP ORDINARY SHARES (OTIS) - 1.39%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings102505

CZA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CZA
+2.53%
SPY
+0.63%
3M
Winner
CZA
+5.74%
SPY
+4.46%
6M
Winner
CZA
+7.80%
SPY
+7.67%
1Y
CZA
+14.44%
Winner
SPY
+17.68%
5Y(CAGR)
CZA
+7.55%
Winner
SPY
+12.42%
10Y(CAGR)
CZA
+10.36%
Winner
SPY
+14.84%
Max(CAGR)
Winner
CZA
+9.68%
SPY
+8.44%

CZA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCZASPY
2026+10.38%+8.63%
2025+8.91%+18.00%
2024+12.40%+25.59%
2023+7.13%+26.72%
2022-5.38%-18.64%
2021+29.39%+30.52%
2020-0.00%+17.28%
2019+33.06%+31.09%
2018-9.19%-5.24%
2017+21.26%+20.78%
2016+16.93%+13.59%
2015-1.42%+1.31%
2014+10.81%+14.56%
2013+32.43%+29.00%
2012+14.15%+14.17%
2011+2.97%+0.85%
2010+21.93%+13.14%
2009+40.05%+22.67%
2008-35.54%-36.25%
2007+1.98%+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

CZA vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current CZA drawdown is -1.22%. The current SPY drawdown is -2.57%.

RankCZASPY
#1-53.20%
Jul 17, 2007 - Nov 2, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-46.18%
Feb 18, 2020 - Jan 12, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-23.45%
Jul 7, 2011 - Mar 15, 2012		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-18.92%
Nov 29, 2024 - Dec 10, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.83%
Jun 19, 2015 - Jun 1, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.05%
Sep 21, 2018 - Apr 1, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.45%
Jan 4, 2022 - Feb 2, 2023		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-16.01%
Feb 2, 2023 - Dec 27, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.21%
Sep 2, 2014 - Nov 21, 2014		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.65%
May 1, 2012 - Sep 6, 2012		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.21%
Mar 2, 2026 - Jun 4, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.04%
Jan 26, 2018 - Aug 27, 2018		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.42%
Jun 8, 2016 - Jul 14, 2016		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.84%
Jul 24, 2019 - Sep 16, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.56%
Nov 16, 2021 - Dec 27, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CZA and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

CZA vs SPY dividend yield comparison.

YearCZASPY
20260.00%0.50%
20251.56%1.07%
20241.27%1.21%
20231.36%1.40%
20221.71%1.65%
20210.89%1.20%
20201.42%1.52%
20191.40%1.75%
20181.27%2.04%
20171.10%1.80%
20161.87%2.03%
20151.37%2.06%
20140.74%1.87%
20131.01%1.81%
20121.23%2.18%
20110.24%2.05%
20100.68%1.80%
20090.08%1.95%
20081.01%3.02%
20070.37%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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