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NYF vs PZT

Comparison between ISHARES NEW YORK MUNI BOND ETF (NYF, ETF) and INVESCO NEW YORK AMT-FREE MUNICIPAL BOND ETF (PZT, ETF).

5-Year PerformanceNYF has outperformed PZT, delivering a return of +0.8% compared to -0.1%

NYF vs PZT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
NYF
$1.30B
PZT
$130M
Expense Ratio
Winner
NYF
0.09%
PZT
0.28%
Max Drawdown
Winner
NYF
14.77%
PZT
25.44%
Sharpe Ratio
NYF
0.99
Winner
PZT
1.12
5Y Beta
Winner
NYF
0.02
PZT
0.08
5Y Dividends CAGR
Winner
NYF
8.01%
PZT
5.75%

NYF vs PZT - Historical Returns

Returns include dividend reinvestment.

1M
NYF
+0.48%
Winner
PZT
+0.95%
3M
NYF
+0.19%
Winner
PZT
+1.55%
6M
NYF
+1.72%
Winner
PZT
+3.04%
1Y
NYF
+6.48%
Winner
PZT
+8.94%
5Y(CAGR)
Winner
NYF
+0.81%
PZT
-0.07%
10Y(CAGR)
NYF
+1.81%
Winner
PZT
+1.89%
Max(CAGR)
Winner
NYF
+3.12%
PZT
+3.00%

NYF vs PZT - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearNYFPZT
2026+1.23%+2.66%
2025+3.58%+1.01%
2024+1.13%+1.65%
2023+5.65%+7.35%
2022-7.67%-12.87%
2021+1.44%+2.53%
2020+4.04%+5.60%
2019+6.55%+8.88%
2018+0.84%-0.34%
2017+4.85%+5.69%
2016-0.48%+1.19%
2015+3.19%+2.75%
2014+9.68%+15.43%
2013-3.69%-6.92%
2012+6.29%+7.13%
2011+12.05%+12.45%
2010-0.25%+0.02%
2009+10.67%+16.86%
2008+0.33%-13.72%
2007+1.41%+1.19%

NYF vs PZT Drawdown Comparison

The maximum drawdown for NYF was -13.12%, occurring on Mar 23, 2020. Recovery took 100 trading sessions.

The maximum drawdown for PZT was -22.71%, occurring on Oct 16, 2008. Recovery took 422 trading sessions.

The current NYF drawdown is -0.64%. The current PZT drawdown is -1.59%.

RankNYFPZT
#1-13.12%
Mar 9, 2020 - Jul 30, 2020
-22.71%
Jan 16, 2008 - Sep 18, 2009
#2-12.72%
Jul 20, 2021 - Sep 11, 2025
-19.13%
Jul 19, 2021 - Oct 26, 2022
#3-10.51%
Apr 14, 2008 - Jan 12, 2009
-16.55%
Mar 9, 2020 - Aug 5, 2020
#4-10.42%
Nov 29, 2012 - May 29, 2014
-12.33%
Nov 30, 2012 - May 29, 2014
#5-8.68%
Mar 30, 2009 - Oct 1, 2009
-10.45%
Sep 27, 2010 - Aug 9, 2011
#6-7.52%
Aug 27, 2010 - Jul 6, 2011
-7.34%
Jul 5, 2016 - Nov 7, 2017
#7-6.04%
Jul 5, 2016 - Aug 30, 2017
-4.19%
Oct 6, 2009 - Apr 21, 2010
#8-5.50%
Mar 17, 2009 - Mar 30, 2009
-3.41%
Dec 29, 2017 - Jan 2, 2019
#9-4.55%
Oct 20, 2009 - Jul 2, 2010
-3.33%
Feb 12, 2021 - Jun 3, 2021
#10-4.55%
Jan 23, 2008 - Apr 9, 2008
-2.94%
Jan 30, 2015 - Oct 16, 2015
#11-3.39%
Mar 4, 2009 - Mar 11, 2009
-2.55%
Aug 7, 2020 - Nov 19, 2020
#12-3.04%
Jan 15, 2009 - Feb 6, 2009
-2.31%
Sep 23, 2011 - Dec 7, 2011
#13-2.85%
Oct 6, 2009 - Oct 16, 2009
-2.02%
Sep 3, 2019 - Jan 6, 2020
#14-2.76%
Feb 27, 2026 - Mar 24, 2026
-1.86%
Oct 22, 2007 - Dec 11, 2007
#15-2.70%
Jan 30, 2015 - Oct 30, 2015
-1.67%
Jan 31, 2012 - Apr 23, 2012

Correlation

Correlation between NYF and PZT is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2007 - 2026)

NYF vs PZT dividend yield comparison.

YearNYFPZT
20261.30%1.54%
20252.99%3.43%
20242.77%3.04%
20232.36%2.82%
20222.04%2.66%
20211.85%2.77%
20201.98%2.55%
20192.19%2.73%
20182.48%3.01%
20172.46%2.94%
20162.43%3.36%
20152.60%3.40%
20142.81%3.75%
20133.05%4.18%
20123.10%4.00%
20113.37%4.25%
20103.73%4.82%
20093.64%4.58%
20083.80%5.06%
20070.88%0.94%

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