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PZT vs CATF

Invesco New York AMT-Free Municipal Bond ETF vs American Century California Municipal Bond ETF

PZT

Invesco New York AMT-Free Municipal Bond ETF

Invesco

Annual cost

0.28%

Fund size

$130M

CATF

American Century California Municipal Bond ETF

American Century Investments

Annual cost

0.27%

Fund size

$75M

Key differences

  • PZT follows a index tracking strategy; CATF uses active selection.
  • PZT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PZTCATF
Annual cost (TER)0.28%0.27%
Fund size (AUM)$130M$75M
Since20072024
Dividend yield3.57%3.55%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+7.1%+7.0%
CAGR 3Y+2.7%N/A
CAGR 5Y-0.3%N/A
Sharpe 3Y-0.09N/A
Volatility 1Y4.64%3.14%
Max drawdown-19.28%-4.83%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PZT and CATF