MUNX vs PSCU

Comparison between AMG GW&K MUNI INCOME ETF (MUNX, ETF) and INVESCO S&P SMALLCAP UTILITIES & COMMUNICATION SERVICES ETF (PSCU, ETF).

MUNX vs PSCU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MUNX(ETF)	PSCU(ETF)
Net Assets	$18M	$18M
Expense Ratio	0.29%	0.29%
Max Drawdown	3.20%	32.09%
Sharpe Ratio	0.06	0.90
5Y Beta	0.11	0.69
P/E Ratio	N/A	54.22
Forward P/E	N/A	17.97
PEG Ratio	N/A	-0.10
5Y Dividends CAGR	N/A	-2.04%
5Y EPS CAGR	N/A	4.40%
Debt to Equity	N/A	-7.68%
P/S Ratio	N/A	1.66
P/B Ratio	N/A	2.22

Net Assets

Winner

MUNX

$18M

PSCU

$18M

Expense Ratio

MUNX

0.29%

PSCU

0.29%

Max Drawdown

Winner

MUNX

3.20%

PSCU

32.09%

Sharpe Ratio

MUNX

0.06

Winner

PSCU

0.90

5Y Beta

Winner

MUNX

0.11

PSCU

0.69

P/E Ratio

MUNX

N/A

PSCU

54.22

Forward P/E

MUNX

N/A

PSCU

17.97

PEG Ratio

MUNX

N/A

PSCU

-0.10

5Y Dividends CAGR

MUNX

N/A

PSCU

-2.04%

5Y EPS CAGR

MUNX

N/A

PSCU

4.40%

Debt to Equity

MUNX

N/A

PSCU

-7.68%

P/S Ratio

MUNX

N/A

PSCU

1.66

P/B Ratio

MUNX

N/A

PSCU

2.22

MUNX vs PSCU - Historical Returns

Returns include dividend reinvestment.

Period	MUNX	PSCU
1 month	+0.63%	+2.75%
3 months	+1.20%	+11.08%
6 months	+2.13%	+11.81%
1 year	N/A	+18.80%
5 years(CAGR)	N/A	+0.68%
10 years(CAGR)	N/A	+5.65%
Max(CAGR)	+3.90%	+8.70%

MUNX

+0.63%

Winner

PSCU

+2.75%

MUNX

+1.20%

Winner

PSCU

+11.08%

MUNX

+2.13%

Winner

PSCU

+11.81%

MUNX

N/A

PSCU

+18.80%

5Y(CAGR)

MUNX

N/A

PSCU

+0.68%

10Y(CAGR)

MUNX

N/A

PSCU

+5.65%

Max(CAGR)

MUNX

+3.90%

Winner

PSCU

+8.70%

MUNX vs PSCU - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	MUNX	PSCU
2026	+1.67%	+13.18%
2025	+0.52%	-2.04%
2024	N/A	+11.25%
2023	N/A	+0.90%
2022	N/A	-20.41%
2021	N/A	+31.87%
2020	N/A	+4.18%
2019	N/A	+10.39%
2018	N/A	-4.47%
2017	N/A	+10.76%
2016	N/A	+26.92%
2015	N/A	+8.11%
2014	N/A	+19.99%
2013	N/A	+18.69%
2012	N/A	+0.13%
2011	N/A	+10.98%
2010	N/A	+13.88%

MUNX vs PSCU Drawdown Comparison

The maximum drawdown for MUNX was -2.95%, occurring on Mar 26, 2026. This drawdown has not yet recovered.

The maximum drawdown for PSCU was -29.97%, occurring on Oct 27, 2023. Recovery took 718 trading sessions.

The current MUNX drawdown is -0.39%. The current PSCU drawdown is -2.97%.

Rank	MUNX	PSCU
#1	-2.95% Feb 26, 2026 - Mar 26, 2026	-29.97% Jan 3, 2022 - Nov 11, 2024
#2	-0.36% Nov 11, 2025 - Nov 28, 2025	-28.71% Feb 20, 2020 - Jan 14, 2021
#3	-0.33% Nov 28, 2025 - Jan 2, 2026	-23.55% Nov 11, 2024 - Apr 20, 2026
#4	-0.27% Jan 14, 2026 - Jan 28, 2026	-18.52% Oct 9, 2018 - Feb 13, 2020
#5	-0.16% Jan 9, 2026 - Jan 14, 2026	-14.91% Nov 30, 2017 - Jul 6, 2018
#6	-0.15% Feb 10, 2026 - Feb 12, 2026	-13.19% Jul 7, 2011 - Dec 20, 2011
#7	-0.14% Nov 4, 2025 - Nov 6, 2025	-12.28% Sep 25, 2012 - Mar 8, 2013
#8	-0.12% Feb 24, 2026 - Feb 26, 2026	-12.00% Dec 29, 2014 - Oct 19, 2015
#9	-0.06% Feb 2, 2026 - Feb 4, 2026	-11.53% May 3, 2010 - Jul 27, 2010
#10	-0.05% Jan 28, 2026 - Jan 30, 2026	-11.31% Jul 13, 2016 - Nov 25, 2016
#11	-0.05% Feb 17, 2026 - Feb 20, 2026	-11.06% Jul 22, 2013 - Dec 20, 2013
#12	-0.03% Nov 6, 2025 - Nov 10, 2025	-8.97% Feb 3, 2012 - Jul 10, 2012
#13	-0.02% Oct 31, 2025 - Nov 4, 2025	-8.82% Jul 1, 2014 - Oct 27, 2014
#14	N/A	-8.03% May 15, 2013 - Jul 15, 2013
#15	N/A	-7.91% Nov 5, 2021 - Dec 30, 2021

Correlation

Correlation between MUNX and PSCU is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (2010 - 2026)

MUNX vs PSCU dividend yield comparison.

Year	MUNX	PSCU
2026	1.40%	0.18%
2025	0.55%	1.10%
2024	0.00%	0.98%
2023	0.00%	1.60%
2022	0.00%	1.71%
2021	0.00%	2.69%
2020	0.00%	1.20%
2019	0.00%	2.47%
2018	0.00%	2.35%
2017	0.00%	1.84%
2016	0.00%	6.93%
2015	0.00%	2.94%
2014	0.00%	2.42%
2013	0.00%	2.90%
2012	0.00%	4.30%
2011	0.00%	3.01%
2010	0.00%	2.05%