CZAvsCVMCETF Comparison
Invesco Zacks Mid-Cap ETF (CZA) belongs to the US Multi-Factor segment. Calvert US Mid-Cap Core Responsible Index ETF (CVMC) is part of the US Mid Cap segment. CZA's top 3 sector exposures are Financials, Industrials and Health Care. In contrast, CVMC's top sector exposures are Industrials, Information Technology and Financials. CZA is more expensive with a Total Expense Ratio (TER) of 0.69%, versus 0.15% for CVMC. CZA is up 7.86% year-to-date (YTD) with -$53M in YTD flows. CVMC performs better with 14.37% YTD performance, and +$647K in YTD flows. Run a side-by-side ETF comparison of CZA and CVMC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
CZA vs CVMC performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CZA CVMC | +2.41%+2.81% | +5.16%+11.13% | +7.86%+14.37% | +14.89%+23.73% | +43.15%+55.08% | +40.85%n/a |
| Flows | CZA CVMC | -$6M- | -$12M+$4M | -$53M+$647K | -$26M+$10M | -$73M+$51M | -$95M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CZA CVMC | +14.14%+17.38% | +12.85%+14.35% | +14.60%+16.07% | +16.13%n/a |
| Max drawdown | CZA CVMC | -5.36%-5.42% | -9.18%-9.34% | -18.73%-21.43% | -18.73%n/a |
| Max drawdown duration | CZA CVMC | 29d29d | 97d49d | 373d269d | 373dn/a |
CZA | CVMC | |
Last sale 6/9/2026 at 7:09 PM | $119.38 | $73.11 |
| Previous close 06/09/2026 | $117.83 | $72.74 |
| Consolidated volume 06/09/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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CZA | CVMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
CZA | CVMC | |
|---|---|---|
| Last price | $119.38 | $73.11 |
| 1D performance | +1.31% | +0.51% |
| AuM | $182.74 M | $98.70 M |
| E/R | 0.69% | 0.15% |
CZA | CVMC | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Invesco | Morgan Stanley |
| Benchmark | Zacks Mid-Cap Core Index | Calvert US Mid-Cap Core Responsible Index |
| N° of holdings | 92 | 566 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 2, 2007 | February 1, 2023 |
| ESG | No | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
