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Screener

TAXF vs PZA

American Century Diversified Municipal Bond ETF vs Invesco National AMT-Free Municipal Bond ETF

TAXF

American Century Diversified Municipal Bond ETF

American Century Investments

Annual cost

0.27%

Fund size

$627M

PZA

Invesco National AMT-Free Municipal Bond ETF

Invesco

Annual cost

0.28%

Fund size

$4.0B

Key differences

  • PZA is significantly larger than TAXF — larger funds tend to be more liquid and less likely to close.
  • TAXF follows a active selection strategy; PZA uses index tracking.
  • PZA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TAXFPZA
Annual cost (TER)0.27%0.28%
Fund size (AUM)$627M$4.0B
Since20182007
Dividend yield3.82%3.63%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+7.0%+6.6%
CAGR 3Y+3.6%+2.7%
CAGR 5Y+0.9%-0.2%
Sharpe 3Y0.03-0.12
Volatility 1Y3.09%4.20%
Max drawdown-13.94%-21.69%

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

Similar to TAXF and PZA