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PVI vs MUB

Invesco Floating Rate Municipal Income ETF vs iShares National Muni Bond ETF

PVI

Invesco Floating Rate Municipal Income ETF

Annual cost

0.25%

Fund size

$31M

MUB

iShares National Muni Bond ETF

Annual cost

0.05%

Fund size

$43.7B

Key differences

  • MUB costs 0.20% less per year.
  • MUB is significantly larger than PVI — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, MUB has delivered higher annualized returns.

Side-by-side comparison

PVIMUB
Annual cost (TER)0.25%0.05%
Fund size (AUM)$31M$43.7B
Since20072007
Dividend yield2.16%3.17%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+2.0%+6.5%
CAGR 3Y+2.6%+3.7%
CAGR 5Y+1.9%+0.9%
Sharpe 3Y-0.400.04
Volatility 1Y2.62%2.93%
Max drawdown-1.16%-13.68%

Similar to PVI and MUB