DEFR vs PZT
Comparison between APTUS DEFERRED INCOME ETF (DEFR, ETF) and INVESCO NEW YORK AMT-FREE MUNICIPAL BOND ETF (PZT, ETF).
DEFR vs PZT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DEFR
$139M
Winner
PZT
$139M
Expense Ratio
DEFR
0.79%
Winner
PZT
0.28%
Max Drawdown
Winner
DEFR
3.90%
PZT
25.44%
Sharpe Ratio
DEFR
0.13
Winner
PZT
1.26
5Y Beta
DEFR
0.20
Winner
PZT
0.08
5Y Dividends CAGR
DEFR
N/A
PZT
5.15%
DEFR vs PZT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DEFR
-0.14%
PZT
-0.54%
3M
DEFR
-0.49%
Winner
PZT
+0.76%
6M
DEFR
-0.32%
Winner
PZT
+2.68%
1Y
DEFR
+3.83%
Winner
PZT
+9.88%
5Y(CAGR)
DEFR
N/A
PZT
-0.36%
10Y(CAGR)
DEFR
N/A
PZT
+1.75%
Max(CAGR)
Winner
DEFR
+5.22%
PZT
+2.96%
DEFR vs PZT - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | DEFR | PZT |
|---|---|---|
| 2026 | -0.60% | +2.37% |
| 2025 | +6.86% | +1.01% |
| 2024 | N/A | +1.65% |
| 2023 | N/A | +7.35% |
| 2022 | N/A | -12.87% |
| 2021 | N/A | +2.53% |
| 2020 | N/A | +5.60% |
| 2019 | N/A | +8.88% |
| 2018 | N/A | -0.34% |
| 2017 | N/A | +5.69% |
| 2016 | N/A | +1.19% |
| 2015 | N/A | +2.75% |
| 2014 | N/A | +15.43% |
| 2013 | N/A | -6.92% |
| 2012 | N/A | +7.13% |
| 2011 | N/A | +12.45% |
| 2010 | N/A | +0.02% |
| 2009 | N/A | +16.86% |
| 2008 | N/A | -13.72% |
| 2007 | N/A | +1.19% |
DEFR vs PZT Drawdown Comparison
The maximum drawdown for DEFR was -3.90%, occurring on May 19, 2026. This drawdown has not yet recovered.
The maximum drawdown for PZT was -22.71%, occurring on Oct 16, 2008. Recovery took 422 trading sessions.
The current DEFR drawdown is -2.89%. The current PZT drawdown is -1.87%.
| Rank | DEFR | PZT |
|---|---|---|
| #1 | -3.90% Feb 27, 2026 - May 19, 2026 | -22.71% Jan 16, 2008 - Sep 18, 2009 |
| #2 | -1.47% Oct 27, 2025 - Nov 26, 2025 | -19.13% Jul 19, 2021 - Oct 26, 2022 |
| #3 | -1.33% Jun 30, 2025 - Jul 29, 2025 | -16.55% Mar 9, 2020 - Aug 5, 2020 |
| #4 | -1.25% Nov 26, 2025 - Feb 9, 2026 | -12.33% Nov 30, 2012 - May 29, 2014 |
| #5 | -0.96% Sep 22, 2025 - Sep 29, 2025 | -10.45% Sep 27, 2010 - Aug 9, 2011 |
| #6 | -0.96% Aug 4, 2025 - Sep 2, 2025 | -7.34% Jul 5, 2016 - Nov 7, 2017 |
| #7 | -0.88% May 15, 2025 - May 27, 2025 | -4.19% Oct 6, 2009 - Apr 21, 2010 |
| #8 | -0.85% Jun 4, 2025 - Jun 9, 2025 | -3.41% Dec 29, 2017 - Jan 2, 2019 |
| #9 | -0.72% Sep 29, 2025 - Oct 15, 2025 | -3.33% Feb 12, 2021 - Jun 3, 2021 |
| #10 | -0.63% Jun 9, 2025 - Jun 16, 2025 | -2.94% Jan 30, 2015 - Oct 16, 2015 |
| #11 | -0.57% Sep 11, 2025 - Sep 22, 2025 | -2.55% Aug 7, 2020 - Nov 19, 2020 |
| #12 | -0.51% Jun 16, 2025 - Jun 23, 2025 | -2.31% Sep 23, 2011 - Dec 7, 2011 |
| #13 | -0.46% May 27, 2025 - May 29, 2025 | -2.02% Sep 3, 2019 - Jan 6, 2020 |
| #14 | -0.34% Sep 2, 2025 - Sep 4, 2025 | -1.86% Oct 22, 2007 - Dec 11, 2007 |
| #15 | -0.26% Feb 17, 2026 - Feb 20, 2026 | -1.67% Jan 31, 2012 - Apr 23, 2012 |
Correlation
Correlation between DEFR and PZT is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
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