EFFE vs PZT
Comparison between HARBOR OSMOSIS EMERGING MARKETS RESOURCE EFFICIENT ETF (EFFE, ETF) and INVESCO NEW YORK AMT-FREE MUNICIPAL BOND ETF (PZT, ETF).
5-Year PerformanceEFFE has outperformed PZT, delivering a return of +1.5% compared to -0.1%
EFFE vs PZT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EFFE vs PZT - Historical Returns
Returns include dividend reinvestment.
EFFE vs PZT - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EFFE | PZT |
|---|---|---|
| 2026 | +15.85% | +2.66% |
| 2025 | +22.70% | +1.01% |
| 2024 | -0.84% | +1.65% |
| 2023 | N/A | +7.35% |
| 2022 | N/A | -12.87% |
| 2021 | N/A | +2.53% |
| 2020 | N/A | +5.60% |
| 2019 | +5.04% | +8.88% |
| 2018 | -4.76% | -0.34% |
| 2017 | +14.12% | +5.69% |
| 2016 | +11.36% | +1.19% |
| 2015 | -9.58% | +2.75% |
| 2014 | +4.43% | +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% |
EFFE vs PZT Drawdown Comparison
The maximum drawdown for EFFE was -32.35%, occurring on Apr 8, 2025. Recovery took 703 trading sessions.
The maximum drawdown for PZT was -22.71%, occurring on Oct 16, 2008. Recovery took 422 trading sessions.
The current EFFE drawdown is -8.81%. The current PZT drawdown is -1.59%.
| Rank | EFFE | PZT |
|---|---|---|
| #1 | -32.35% Jan 26, 2018 - May 5, 2026 | -22.71% Jan 16, 2008 - Sep 18, 2009 |
| #2 | -15.96% Mar 23, 2015 - Apr 25, 2017 | -19.13% Jul 19, 2021 - Oct 26, 2022 |
| #3 | -8.81% Jun 2, 2026 - Jun 5, 2026 | -16.55% Mar 9, 2020 - Aug 5, 2020 |
| #4 | -7.24% May 14, 2026 - May 26, 2026 | -12.33% Nov 30, 2012 - May 29, 2014 |
| #5 | -5.27% Sep 11, 2017 - Dec 26, 2017 | -10.45% Sep 27, 2010 - Aug 9, 2011 |
| #6 | -3.55% Nov 26, 2014 - Dec 22, 2014 | -7.34% Jul 5, 2016 - Nov 7, 2017 |
| #7 | -3.47% Feb 5, 2015 - Mar 18, 2015 | -4.19% Oct 6, 2009 - Apr 21, 2010 |
| #8 | -1.84% Apr 26, 2017 - May 30, 2017 | -3.41% Dec 29, 2017 - Jan 2, 2019 |
| #9 | -1.63% May 11, 2026 - May 14, 2026 | -3.33% Feb 12, 2021 - Jun 3, 2021 |
| #10 | -1.48% Jun 19, 2017 - Jul 14, 2017 | -2.94% Jan 30, 2015 - Oct 16, 2015 |
| #11 | -1.41% May 26, 2026 - May 29, 2026 | -2.55% Aug 7, 2020 - Nov 19, 2020 |
| #12 | -1.31% Dec 28, 2017 - Jan 5, 2018 | -2.31% Sep 23, 2011 - Dec 7, 2011 |
| #13 | -1.20% May 6, 2026 - May 8, 2026 | -2.02% Sep 3, 2019 - Jan 6, 2020 |
| #14 | -0.85% Dec 29, 2014 - Jan 8, 2015 | -1.86% Oct 22, 2007 - Dec 11, 2007 |
| #15 | -0.81% Jan 16, 2018 - Jan 23, 2018 | -1.67% Jan 31, 2012 - Apr 23, 2012 |
Correlation
Correlation between EFFE and PZT is 0.30 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2007 - 2026)
EFFE vs PZT dividend yield comparison.
| Year | EFFE | PZT |
|---|---|---|
| 2026 | 0.00% | 1.54% |
| 2025 | 4.69% | 3.43% |
| 2024 | 0.00% | 3.04% |
| 2023 | 0.00% | 2.82% |
| 2022 | 0.00% | 2.66% |
| 2021 | 0.00% | 2.77% |
| 2020 | 0.00% | 2.55% |
| 2019 | 0.00% | 2.73% |
| 2018 | 1.82% | 3.01% |
| 2017 | 3.90% | 2.94% |
| 2016 | 1.76% | 3.36% |
| 2015 | 4.68% | 3.40% |
| 2014 | 0.61% | 3.75% |
| 2013 | 0.00% | 4.18% |
| 2012 | 0.00% | 4.00% |
| 2011 | 0.00% | 4.25% |
| 2010 | 0.00% | 4.82% |
| 2009 | 0.00% | 4.58% |
| 2008 | 0.00% | 5.06% |
| 2007 | 0.00% | 0.94% |
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