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PZT vs PWZ

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

PZT

Invesco New York AMT-Free Municipal Bond ETF

Invesco

Annual cost

0.28%

Fund size

$130M

PWZ

Invesco California AMT-Free Municipal Bond ETF

Invesco

Annual cost

0.28%

Fund size

$1.1B

Key differences

  • PWZ is significantly larger than PZT — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

PZTPWZ
Annual cost (TER)0.28%0.28%
Fund size (AUM)$130M$1.1B
Since20072007
Dividend yield3.57%3.57%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.1%+6.7%
CAGR 3Y+2.7%+2.5%
CAGR 5Y-0.3%-0.2%
Sharpe 3Y-0.09-0.13
Volatility 1Y4.64%4.39%
Max drawdown-19.28%-17.73%

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

Similar to PZT and PWZ