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MSLC vs PZA

Comparison between MORGAN STANLEY PATHWAY LARGE CAP EQUITY ETF (MSLC, ETF) and INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF (PZA, ETF).

MSLC vs PZA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MSLC
$4B
Winner
PZA
$4.10B
Expense Ratio
MSLC
0.39%
Winner
PZA
0.28%
Max Drawdown
Winner
MSLC
17.86%
PZA
27.00%
Sharpe Ratio
Winner
MSLC
1.25
PZA
1.14
5Y Beta
MSLC
0.93
Winner
PZA
0.05
P/E Ratio
MSLC
27.61
PZA
N/A
Forward P/E
MSLC
21.00
PZA
N/A
5Y Dividends CAGR
MSLC
N/A
PZA
6.11%
5Y EPS CAGR
MSLC
24.56%
PZA
N/A
P/S Ratio
MSLC
3.14
PZA
N/A
P/B Ratio
MSLC
5.17
PZA
N/A

MSLC vs PZA - Historical Returns

Returns include dividend reinvestment.

1M
MSLC
-1.23%
Winner
PZA
+2.10%
3M
Winner
MSLC
+10.79%
PZA
+2.97%
6M
Winner
MSLC
+5.41%
PZA
+2.79%
1Y
Winner
MSLC
+19.09%
PZA
+8.47%
5Y(CAGR)
MSLC
N/A
PZA
+0.05%
10Y(CAGR)
MSLC
N/A
PZA
+1.84%
Max(CAGR)
Winner
MSLC
+11.94%
PZA
+3.25%

MSLC vs PZA - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearMSLCPZA
2026+6.09%+2.39%
2025+15.85%+1.38%
2024-3.29%+0.81%
2023N/A+7.75%
2022N/A-13.00%
2021N/A+2.26%
2020N/A+4.91%
2019N/A+8.48%
2018N/A+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%

MSLC vs PZA Drawdown Comparison

The maximum drawdown for MSLC was -17.86%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

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

The current MSLC drawdown is -2.87%. The current PZA drawdown is -0.91%.

RankMSLCPZA
#1-17.86%
Feb 19, 2025 - Jun 26, 2025
-24.48%
Jan 17, 2008 - Sep 11, 2009
#2-9.31%
Jan 12, 2026 - Apr 15, 2026
-21.69%
Mar 9, 2020 - Dec 7, 2020
#3-5.29%
Oct 28, 2025 - Dec 11, 2025
-18.55%
Jul 19, 2021 - Oct 25, 2022
#4-4.51%
Dec 11, 2024 - Jan 22, 2025
-12.46%
Nov 30, 2012 - Jul 14, 2014
#5-4.08%
Jun 1, 2026 - Jun 10, 2026
-11.77%
May 10, 2010 - Aug 3, 2011
#6-2.85%
Oct 8, 2025 - Oct 24, 2025
-7.07%
Jul 8, 2016 - Aug 29, 2017
#7-2.51%
Jul 25, 2025 - Aug 12, 2025
-4.07%
Oct 1, 2009 - Apr 27, 2010
#8-2.43%
Dec 11, 2025 - Dec 23, 2025
-3.43%
Feb 2, 2015 - Nov 19, 2015
#9-1.83%
May 14, 2026 - May 26, 2026
-2.99%
Dec 29, 2017 - Jan 2, 2019
#10-1.57%
Sep 22, 2025 - Oct 3, 2025
-2.99%
Oct 24, 2007 - Jan 2, 2008
#11-1.49%
Jan 23, 2025 - Feb 18, 2025
-2.80%
Feb 10, 2021 - May 28, 2021
#12-1.43%
Aug 14, 2025 - Aug 22, 2025
-2.29%
Sep 22, 2011 - Dec 14, 2011
#13-1.22%
Aug 28, 2025 - Sep 8, 2025
-1.72%
Sep 3, 2019 - Jan 6, 2020
#14-1.12%
Dec 26, 2025 - Jan 6, 2026
-1.72%
Oct 15, 2014 - Dec 12, 2014
#15-0.83%
Jul 3, 2025 - Jul 17, 2025
-1.58%
Feb 2, 2012 - Apr 13, 2012

Correlation

Correlation between MSLC and PZA is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71
-101

Dividend Comparison (2007 - 2026)

MSLC vs PZA dividend yield comparison.

YearMSLCPZA
20260.00%1.84%
20252.15%3.55%
20240.00%3.22%
20230.00%2.91%
20220.00%2.68%
20210.00%2.34%
20200.00%2.44%
20190.00%2.81%
20180.00%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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