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Screener

PZA vs FMB

Invesco National AMT-Free Municipal Bond ETF vs First Trust Managed Municipal ETF

PZA

Invesco National AMT-Free Municipal Bond ETF

Annual cost

0.28%

Fund size

$4.1B

FMB

First Trust Managed Municipal ETF

Annual cost

0.39%

Fund size

$2.0B

Key differences

Both PZA and FMB are fixed income ETFs. PZA charges 0.28% a year and FMB 0.39%. The main difference: PZA costs 0.11% less per year.

  • PZA costs 0.11% less per year.
  • PZA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PZAFMB
Annual cost (TER)0.28%0.39%
Fund size (AUM)$4.1B$2.0B
Since20072014
Dividend yield3.65%3.51%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.8%+6.9%
CAGR 3Y+3.3%+4.0%
CAGR 5Y-0.1%+0.7%
Sharpe 3Y-0.020.11
Volatility 1Y4.18%2.63%
Max drawdown-21.69%-14.16%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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