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IFRA vs PZA

Comparison between ISHARES U.S. INFRASTRUCTURE ETF (IFRA, ETF) and INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF (PZA, ETF).

5-Year PerformanceIFRA has outperformed PZA, delivering a return of +13.2% compared to -0.1%

IFRA vs PZA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IFRA
$4.10B
PZA
$4.10B
Expense Ratio
IFRA
0.30%
Winner
PZA
0.28%
Max Drawdown
IFRA
41.06%
Winner
PZA
27.00%
Sharpe Ratio
Winner
IFRA
1.56
PZA
1.15
5Y Beta
IFRA
0.73
Winner
PZA
0.04
P/E Ratio
IFRA
26.35
PZA
N/A
Forward P/E
IFRA
21.33
PZA
N/A
5Y Dividends CAGR
Winner
IFRA
14.81%
PZA
7.49%
5Y EPS CAGR
IFRA
14.50%
PZA
N/A
Debt to Equity
IFRA
67.12%
PZA
N/A
P/S Ratio
IFRA
2.62
PZA
N/A
P/B Ratio
IFRA
3.28
PZA
N/A

IFRA vs PZA - Historical Returns

Returns include dividend reinvestment.

1M
IFRA
+0.57%
Winner
PZA
+0.71%
3M
Winner
IFRA
+8.28%
PZA
+1.55%
6M
Winner
IFRA
+17.32%
PZA
+2.78%
1Y
Winner
IFRA
+29.67%
PZA
+8.22%
5Y(CAGR)
Winner
IFRA
+13.16%
PZA
-0.15%
10Y(CAGR)
Winner
IFRA
+13.67%
PZA
+1.78%
Max(CAGR)
Winner
IFRA
+13.67%
PZA
+3.23%

IFRA vs PZA - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearIFRAPZA
2026+16.71%+2.03%
2025+16.09%+1.38%
2024+17.17%+0.81%
2023+13.50%+7.75%
2022-3.13%-13.00%
2021+32.19%+2.26%
2020+8.22%+4.91%
2019+26.84%+8.48%
2018-8.54%+0.07%
2017N/A+6.78%
2016N/A+0.62%
2015N/A+3.65%
2014N/A+15.05%
2013N/A-6.96%
2012N/A+9.84%
2011N/A+13.58%
2010N/A-0.41%
2009N/A+17.92%
2008N/A-12.12%
2007N/A+0.75%

IFRA vs PZA Drawdown Comparison

The maximum drawdown for IFRA was -41.06%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The maximum drawdown for PZA was -24.48%, occurring on Oct 15, 2008. Recovery took 416 trading sessions.

The current IFRA drawdown is -1.30%. The current PZA drawdown is -1.26%.

RankIFRAPZA
#1-41.06%
Feb 20, 2020 - Nov 16, 2020
-24.48%
Jan 17, 2008 - Sep 11, 2009
#2-19.93%
Nov 25, 2024 - Jul 22, 2025
-21.69%
Mar 9, 2020 - Dec 7, 2020
#3-19.50%
Sep 18, 2018 - Jun 28, 2019
-18.55%
Jul 19, 2021 - Oct 25, 2022
#4-18.48%
Apr 20, 2022 - Feb 1, 2023
-12.46%
Nov 30, 2012 - Jul 14, 2014
#5-13.99%
Jul 26, 2023 - Dec 19, 2023
-11.77%
May 10, 2010 - Aug 3, 2011
#6-11.09%
Feb 2, 2023 - Jul 12, 2023
-7.07%
Jul 8, 2016 - Aug 29, 2017
#7-8.40%
Mar 2, 2026 - Apr 23, 2026
-4.07%
Oct 1, 2009 - Apr 27, 2010
#8-8.22%
Jan 4, 2022 - Mar 17, 2022
-3.43%
Feb 2, 2015 - Nov 19, 2015
#9-7.85%
Sep 2, 2021 - Nov 3, 2021
-2.99%
Dec 29, 2017 - Jan 2, 2019
#10-7.60%
May 7, 2021 - Aug 11, 2021
-2.99%
Oct 24, 2007 - Jan 2, 2008
#11-7.12%
Jul 5, 2019 - Sep 11, 2019
-2.80%
Feb 10, 2021 - May 28, 2021
#12-7.03%
May 21, 2024 - Jul 16, 2024
-2.29%
Sep 22, 2011 - Dec 14, 2011
#13-6.62%
Nov 23, 2021 - Dec 27, 2021
-1.72%
Sep 3, 2019 - Jan 6, 2020
#14-6.34%
Jul 31, 2024 - Sep 17, 2024
-1.72%
Oct 15, 2014 - Dec 12, 2014
#15-6.13%
Dec 26, 2023 - Feb 29, 2024
-1.58%
Feb 2, 2012 - Apr 13, 2012

Correlation

Correlation between IFRA and PZA is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42
-101

Dividend Comparison (2007 - 2026)

IFRA vs PZA dividend yield comparison.

YearIFRAPZA
20260.44%1.53%
20251.84%3.55%
20241.75%3.22%
20231.98%2.91%
20221.98%2.68%
20211.63%2.34%
20202.08%2.44%
20191.68%2.81%
20182.50%3.19%
20170.00%3.04%
20160.00%3.23%
20150.00%3.59%
20140.00%3.96%
20130.00%4.27%
20120.00%4.11%
20110.00%4.48%
20100.00%4.90%
20090.00%4.68%
20080.00%5.07%
20070.00%0.93%

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