Screener
SCMB vs PZT
Schwab Municipal Bond ETF vs Invesco New York AMT-Free Municipal Bond ETF
Key differences
- SCMB costs 0.25% less per year.
- SCMB is significantly larger than PZT — larger funds tend to be more liquid and less likely to close.
- PZT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCMB | PZT | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.28% |
| Fund size (AUM) | $3.7B | $130M |
| Since | 2022 | 2007 |
| Dividend yield | 3.41% | 3.57% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.7% | +7.1% |
| CAGR 3Y | +2.8% | +2.7% |
| CAGR 5Y | N/A | -0.3% |
| Sharpe 3Y | -0.17 | -0.09 |
| Volatility 1Y | 2.92% | 4.64% |
| Max drawdown | -6.13% | -19.28% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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