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