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