PWZ vs SFGV
Comparison between INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF (PWZ, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
PWZ vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PWZ
$1.10B
SFGV
$1.10B
Expense Ratio
Winner
PWZ
0.28%
SFGV
0.33%
Max Drawdown
PWZ
24.70%
Winner
SFGV
15.68%
Sharpe Ratio
PWZ
0.78
Winner
SFGV
1.85
5Y Beta
Winner
PWZ
0.11
SFGV
0.68
5Y Dividends CAGR
PWZ
5.92%
SFGV
N/A
PWZ vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
PWZ
+0.65%
Winner
SFGV
+1.67%
3M
Winner
PWZ
+0.79%
SFGV
-0.44%
6M
PWZ
+1.95%
Winner
SFGV
+13.11%
1Y
PWZ
+7.35%
Winner
SFGV
+27.74%
5Y(CAGR)
PWZ
+0.10%
SFGV
N/A
10Y(CAGR)
PWZ
+1.88%
SFGV
N/A
Max(CAGR)
PWZ
+3.23%
Winner
SFGV
+17.20%
PWZ vs SFGV - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | PWZ | SFGV |
|---|---|---|
| 2026 | +1.57% | +8.65% |
| 2025 | +1.55% | +19.10% |
| 2024 | +2.03% | +10.72% |
| 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 SFGV Drawdown Comparison
The maximum drawdown for PWZ was -21.49%, occurring on Dec 16, 2008. Recovery took 414 trading sessions.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current PWZ drawdown is -1.21%. The current SFGV drawdown is -1.42%.
| Rank | PWZ | SFGV |
|---|---|---|
| #1 | -21.49% Jan 15, 2008 - Sep 4, 2009 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -17.56% Jul 19, 2021 - Oct 24, 2022 | -8.36% Feb 27, 2026 - Mar 20, 2026 |
| #3 | -13.10% Mar 9, 2020 - Aug 11, 2020 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -11.55% Sep 29, 2010 - Aug 4, 2011 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -11.26% May 2, 2013 - Apr 11, 2014 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -7.29% Jul 7, 2016 - Aug 30, 2017 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -4.89% Oct 5, 2009 - Apr 30, 2010 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -3.28% Feb 2, 2015 - Nov 18, 2015 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -3.02% Dec 6, 2017 - Dec 28, 2018 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -2.81% Feb 11, 2021 - Jun 3, 2021 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -2.24% Aug 11, 2020 - Nov 20, 2020 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #12 | -2.20% Oct 22, 2007 - Jan 8, 2008 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #13 | -2.04% Sep 22, 2011 - Dec 12, 2011 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -1.99% Nov 28, 2012 - May 1, 2013 | -1.28% Jan 29, 2024 - Feb 9, 2024 |
| #15 | -1.81% Aug 28, 2019 - Jan 6, 2020 | -1.24% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between PWZ and SFGV is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.64
-101
Dividend Comparison (2007 - 2026)
PWZ vs SFGV dividend yield comparison.
| Year | PWZ | SFGV |
|---|---|---|
| 2026 | 1.27% | 0.26% |
| 2025 | 3.41% | 2.52% |
| 2024 | 3.28% | 2.23% |
| 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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