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