PWZ vs CHPY
Comparison between INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF (PWZ, ETF) and YIELDMAX(R) SEMICONDUCTOR PORTFOLIO OPTION INCOME ETF (CHPY, ETF).
PWZ vs CHPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PWZ
$1.20B
CHPY
$1.20B
Expense Ratio
Winner
PWZ
0.28%
CHPY
1.03%
Max Drawdown
PWZ
24.70%
Winner
CHPY
15.11%
Sharpe Ratio
PWZ
1.13
Winner
CHPY
2.14
5Y Beta
Winner
PWZ
0.11
CHPY
1.72
P/E Ratio
PWZ
N/A
CHPY
61.22
Forward P/E
PWZ
N/A
CHPY
30.05
PEG Ratio
PWZ
N/A
CHPY
0.06
5Y Dividends CAGR
PWZ
6.43%
CHPY
N/A
5Y EPS CAGR
PWZ
N/A
CHPY
23.65%
P/S Ratio
PWZ
N/A
CHPY
1.67
P/B Ratio
PWZ
N/A
CHPY
9.74
PWZ vs CHPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PWZ
+0.57%
CHPY
-4.90%
3M
PWZ
+1.53%
Winner
CHPY
+36.36%
6M
PWZ
+2.34%
Winner
CHPY
+57.19%
1Y
PWZ
+9.42%
Winner
CHPY
+108.39%
5Y(CAGR)
PWZ
+0.06%
CHPY
N/A
10Y(CAGR)
PWZ
+1.77%
CHPY
N/A
Max(CAGR)
PWZ
+3.27%
Winner
CHPY
+122.66%
PWZ vs CHPY - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | PWZ | CHPY |
|---|---|---|
| 2026 | +2.76% | +64.53% |
| 2025 | +1.55% | +62.71% |
| 2024 | +2.03% | N/A |
| 2023 | +6.20% | N/A |
| 2022 | -11.22% | N/A |
| 2021 | +1.80% | N/A |
| 2020 | +4.94% | N/A |
| 2019 | +8.51% | N/A |
| 2018 | +0.63% | N/A |
| 2017 | +6.56% | N/A |
| 2016 | +0.51% | N/A |
| 2015 | +3.23% | N/A |
| 2014 | +15.24% | N/A |
| 2013 | -4.57% | N/A |
| 2012 | +8.85% | N/A |
| 2011 | +12.31% | N/A |
| 2010 | +0.40% | N/A |
| 2009 | +14.61% | N/A |
| 2008 | -10.62% | N/A |
| 2007 | +0.63% | N/A |
PWZ vs CHPY Drawdown Comparison
The maximum drawdown for PWZ was -21.49%, occurring on Dec 16, 2008. Recovery took 414 trading sessions.
The maximum drawdown for CHPY was -13.38%, occurring on Jul 7, 2026. This drawdown has not yet recovered.
The current PWZ drawdown is -0.63%. The current CHPY drawdown is -12.91%.
| Rank | PWZ | CHPY |
|---|---|---|
| #1 | -21.49% Jan 15, 2008 - Sep 4, 2009 | -13.38% Jun 22, 2026 - Jul 7, 2026 |
| #2 | -17.56% Jul 19, 2021 - Jun 24, 2026 | -12.19% Feb 25, 2026 - Apr 8, 2026 |
| #3 | -13.10% Mar 9, 2020 - Aug 11, 2020 | -10.94% Jun 3, 2026 - Jun 15, 2026 |
| #4 | -11.55% Sep 29, 2010 - Aug 4, 2011 | -10.62% Oct 29, 2025 - Dec 5, 2025 |
| #5 | -11.26% May 2, 2013 - Apr 11, 2014 | -8.76% Apr 9, 2025 - Apr 25, 2025 |
| #6 | -7.29% Jul 7, 2016 - Aug 30, 2017 | -8.75% Apr 3, 2025 - Apr 9, 2025 |
| #7 | -4.89% Oct 5, 2009 - Apr 30, 2010 | -8.36% Dec 10, 2025 - Jan 2, 2026 |
| #8 | -3.28% Feb 2, 2015 - Nov 18, 2015 | -6.28% Jan 28, 2026 - Feb 11, 2026 |
| #9 | -3.02% Dec 6, 2017 - Dec 28, 2018 | -5.75% Oct 8, 2025 - Oct 16, 2025 |
| #10 | -2.81% Feb 11, 2021 - Jun 3, 2021 | -4.78% May 14, 2026 - May 21, 2026 |
| #11 | -2.24% Aug 11, 2020 - Nov 20, 2020 | -4.51% Jun 15, 2026 - Jun 18, 2026 |
| #12 | -2.20% Oct 22, 2007 - Jan 8, 2008 | -4.25% Apr 24, 2026 - Apr 30, 2026 |
| #13 | -2.04% Sep 22, 2011 - Dec 12, 2011 | -4.00% Aug 14, 2025 - Sep 10, 2025 |
| #14 | -1.99% Nov 28, 2012 - May 1, 2013 | -3.46% Jul 30, 2025 - Aug 12, 2025 |
| #15 | -1.81% Aug 28, 2019 - Jan 6, 2020 | -3.01% May 14, 2025 - Jun 3, 2025 |
Correlation
Correlation between PWZ and CHPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2007 - 2026)
PWZ vs CHPY dividend yield comparison.
| Year | PWZ | CHPY |
|---|---|---|
| 2026 | 1.88% | 19.86% |
| 2025 | 3.41% | 28.19% |
| 2024 | 3.28% | 0.00% |
| 2023 | 2.85% | 0.00% |
| 2022 | 2.49% | 0.00% |
| 2021 | 2.28% | 0.00% |
| 2020 | 2.34% | 0.00% |
| 2019 | 2.51% | 0.00% |
| 2018 | 2.53% | 0.00% |
| 2017 | 2.48% | 0.00% |
| 2016 | 2.86% | 0.00% |
| 2015 | 3.16% | 0.00% |
| 2014 | 3.80% | 0.00% |
| 2013 | 3.97% | 0.00% |
| 2012 | 3.94% | 0.00% |
| 2011 | 4.29% | 0.00% |
| 2010 | 4.74% | 0.00% |
| 2009 | 4.65% | 0.00% |
| 2008 | 4.88% | 0.00% |
| 2007 | 0.94% | 0.00% |
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