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PWZ vs FLHY

Comparison between INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF (PWZ, ETF) and FRANKLIN HIGH YIELD CORPORATE ETF (FLHY, ETF).

5-Year PerformanceFLHY has outperformed PWZ, delivering a return of +4.6% compared to +0.1%

PWZ vs FLHY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PWZ
$1.20B
FLHY
$1.20B
Expense Ratio
Winner
PWZ
0.28%
FLHY
0.40%
Max Drawdown
PWZ
24.70%
Winner
FLHY
22.98%
Sharpe Ratio
Winner
PWZ
1.13
FLHY
0.68
5Y Beta
Winner
PWZ
0.11
FLHY
0.23
5Y Dividends CAGR
Winner
PWZ
6.43%
FLHY
4.94%

PWZ vs FLHY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PWZ
+0.57%
FLHY
+0.12%
3M
Winner
PWZ
+1.53%
FLHY
+0.83%
6M
Winner
PWZ
+2.34%
FLHY
+1.51%
1Y
Winner
PWZ
+9.42%
FLHY
+6.75%
5Y(CAGR)
PWZ
+0.06%
Winner
FLHY
+4.57%
10Y(CAGR)
PWZ
+1.77%
Winner
FLHY
+5.87%
Max(CAGR)
PWZ
+3.27%
Winner
FLHY
+5.87%

PWZ vs FLHY - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearPWZFLHY
2026+2.76%+2.07%
2025+1.55%+9.08%
2024+2.03%+8.69%
2023+6.20%+13.35%
2022-11.22%-10.35%
2021+1.80%+4.62%
2020+4.94%+7.41%
2019+8.51%+16.64%
2018+0.63%-1.32%
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 FLHY Drawdown Comparison

The maximum drawdown for PWZ was -21.49%, occurring on Dec 16, 2008. Recovery took 414 trading sessions.

The maximum drawdown for FLHY was -22.58%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.

The current PWZ drawdown is -0.63%. The current FLHY drawdown is -0.31%.

RankPWZFLHY
#1-21.49%
Jan 15, 2008 - Sep 4, 2009
-22.58%
Feb 12, 2020 - Jul 29, 2020
#2-17.56%
Jul 19, 2021 - Jun 24, 2026
-15.19%
Dec 27, 2021 - Dec 13, 2023
#3-13.10%
Mar 9, 2020 - Aug 11, 2020
-5.44%
Sep 28, 2018 - Jan 18, 2019
#4-11.55%
Sep 29, 2010 - Aug 4, 2011
-4.50%
Mar 3, 2025 - May 12, 2025
#5-11.26%
May 2, 2013 - Apr 11, 2014
-2.48%
Sep 15, 2021 - Dec 22, 2021
#6-7.29%
Jul 7, 2016 - Aug 30, 2017
-2.46%
Sep 2, 2020 - Oct 7, 2020
#7-4.89%
Oct 5, 2009 - Apr 30, 2010
-2.43%
Feb 18, 2026 - Apr 9, 2026
#8-3.28%
Feb 2, 2015 - Nov 18, 2015
-2.42%
Feb 12, 2021 - May 3, 2021
#9-3.02%
Dec 6, 2017 - Dec 28, 2018
-1.75%
Mar 27, 2024 - May 3, 2024
#10-2.81%
Feb 11, 2021 - Jun 3, 2021
-1.61%
Oct 12, 2020 - Nov 5, 2020
#11-2.24%
Aug 11, 2020 - Nov 20, 2020
-1.60%
Apr 30, 2019 - Jun 11, 2019
#12-2.20%
Oct 22, 2007 - Jan 8, 2008
-1.55%
Dec 4, 2024 - Jan 21, 2025
#13-2.04%
Sep 22, 2011 - Dec 12, 2011
-1.52%
Dec 27, 2023 - Jan 29, 2024
#14-1.99%
Nov 28, 2012 - May 1, 2013
-1.42%
Jul 3, 2019 - Aug 27, 2019
#15-1.81%
Aug 28, 2019 - Jan 6, 2020
-1.40%
Jan 16, 2020 - Feb 11, 2020

Correlation

Correlation between PWZ and FLHY is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65
-101

Dividend Comparison (2007 - 2026)

PWZ vs FLHY dividend yield comparison.

YearPWZFLHY
20261.88%3.17%
20253.41%6.53%
20243.28%6.51%
20232.85%6.26%
20222.49%6.54%
20212.28%5.76%
20202.34%5.47%
20192.51%5.61%
20182.53%4.27%
20172.48%0.00%
20162.86%0.00%
20153.16%0.00%
20143.80%0.00%
20133.97%0.00%
20123.94%0.00%
20114.29%0.00%
20104.74%0.00%
20094.65%0.00%
20084.88%0.00%
20070.94%0.00%

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