Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
CZAvsMCDSETF Comparison
Invesco Zacks Mid-Cap ETF (CZA) belongs to the US Multi-Factor segment. JPMorgan Fundamental Data Science Mid Core ETF (MCDS) is part of the US Mid Cap segment. CZA's top 3 sector exposures are Financials, Industrials and Materials. In contrast, MCDS's top sector exposures are Industrials, Information Technology and Financials. CZA is more expensive with a Total Expense Ratio (TER) of 0.69%, versus 0.35% for MCDS. CZA is down -0.25% year-to-date (YTD) with -$42M in YTD flows. MCDS performs better with 0.53% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of CZA and MCDS 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 MCDS performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CZA MCDS | -5.31%-5.10% | -1.36%-0.35% | -0.25%+0.53% | +10.92%+16.07% | +36.60%n/a | +41.56%n/a |
| Flows | CZA MCDS | -- | -$3M- | -$42M- | -$19M+$32K | -$67M- | -$98M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CZA MCDS | +12.45%+13.47% | +17.64%+19.08% | +14.77%n/a | +16.06%n/a |
| Max drawdown | CZA MCDS | -6.67%-6.29% | -13.23%-14.55% | -18.73%n/a | -18.73%n/a |
| Max drawdown duration | CZA MCDS | 15d15d | 37d46d | 373dn/a | 373dn/a |
CZA | MCDS | |
Last sale 3/13/2026 at 1:30 PM | $110.44 | $58.85 |
| Previous close 03/12/2026 | $110.66 | $58.84 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
CZA | MCDS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
CZA | MCDS | |
|---|---|---|
| Last price | $110.44 | $58.85 |
| 1D performance | -0.20% | +0.02% |
| AuM | $180.04 M | $7.06 M |
| E/R | 0.69% | 0.35% |
CZA | MCDS | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Invesco | J.P. Morgan Asset Management |
| Benchmark | Zacks Mid-Cap Core Index | - |
| N° of holdings | 90 | 174 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 2, 2007 | August 7, 2024 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the CZA and MCDS ETFs performed in 2026?
As of March 13, 2026, CZA is down -0.25% year-to-date (YTD), while MCDS has returned 0.53%. That puts MCDS better performer ahead so far this year.
Which ETF is attracting more investor money: CZA or MCDS?
Year-to-date, the CZA ETF saw -$42M in flows, compared to - for MCDS.
Which ETF is more volatile: CZA or MCDS?
Over the past year, CZA had a volatility of 17.64%, while MCDS experienced 19.08%.
Which ETF is bigger: CZA or MCDS?
As of March 13, 2026, CZA holds $180.04 M in assets under management (AUM), while MCDS manages $7.06 M.
What sectors do the CZA and MCDS ETFs invest in?
CZA leans toward sectors like Financials, Industrials and Materials. Meanwhile, MCDS focuses on Industrials, Information Technology and Financials.
What are the top holdings of the CZA ETF and MCDS ETF?
CZA top holdings include IQVIA HOLDINGS INC, NUCOR and WABTEC. MCDS holds in its top three: WESTERN DIGITAL, HOWMET AEROSPACE INC and CARDINAL HEALTH.
Which ETF is more diversified: CZA or MCDS?
CZA holds 101 securities with 28.8% of its assets in the top 15. MCDS has 180 securities and a top 15 weight of 17.28%.
Active Trader Report: Use of Leveraged & Inverse ETFs Way Up
Direxion partnered with Compound Insights and Vanda to explore what’s driving the evolution of active trading — and how active traders are using leveraged and inverse funds across equities, single stocks, commodities, and volatility.
