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PZA vs FEZ

Comparison between INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF (PZA, ETF) and STATE STREET(R) SPDR(R) EURO STOXX 50(R) ETF (FEZ, ETF).

5-Year PerformanceFEZ has outperformed PZA, delivering a return of +11.4% compared to -0.2%

PZA vs FEZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PZA
$4.30B
FEZ
$4.30B
Expense Ratio
Winner
PZA
0.28%
FEZ
0.29%
Max Drawdown
Winner
PZA
27.00%
FEZ
66.17%
Sharpe Ratio
Winner
PZA
1.17
FEZ
0.74
5Y Beta
Winner
PZA
0.05
FEZ
0.82
5Y Dividends CAGR
PZA
6.11%
Winner
FEZ
15.74%

PZA vs FEZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PZA
+0.27%
FEZ
-0.13%
3M
PZA
+1.42%
Winner
FEZ
+4.27%
6M
PZA
+2.00%
Winner
FEZ
+4.84%
1Y
PZA
+9.20%
Winner
FEZ
+18.49%
5Y(CAGR)
PZA
-0.16%
Winner
FEZ
+11.37%
10Y(CAGR)
PZA
+1.76%
Winner
FEZ
+10.98%
Max(CAGR)
PZA
+3.24%
Winner
FEZ
+7.64%

PZA vs FEZ - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearPZAFEZ
2026+2.44%+6.51%
2025+1.38%+39.20%
2024+0.81%+5.07%
2023+7.75%+25.34%
2022-13.00%-15.04%
2021+2.26%+13.98%
2020+4.91%+3.65%
2019+8.48%+26.61%
2018+0.07%-16.22%
2017+6.78%+24.52%
2016+0.62%+2.82%
2015+3.65%-3.89%
2014+15.05%-7.00%
2013-6.96%+24.54%
2012+9.84%+18.46%
2011+13.58%-17.11%
2010-0.41%-11.00%
2009+17.92%+23.23%
2008-12.12%-42.88%
2007+0.75%+19.59%
2006N/A+27.55%
2005N/A+8.91%
2004N/A+16.62%
2003N/A+37.66%
2002N/A+0.24%

PZA vs FEZ Drawdown Comparison

The maximum drawdown for PZA was -24.48%, occurring on Oct 15, 2008. Recovery took 416 trading sessions.

The maximum drawdown for FEZ was -64.21%, occurring on Mar 9, 2009. Recovery took 3279 trading sessions.

The current PZA drawdown is -0.87%. The current FEZ drawdown is -1.61%.

RankPZAFEZ
#1-24.48%
Jan 17, 2008 - Sep 11, 2009
-64.21%
Dec 10, 2007 - Dec 17, 2020
#2-21.69%
Mar 9, 2020 - Dec 7, 2020
-35.07%
Nov 5, 2021 - Jun 16, 2023
#3-18.55%
Jul 19, 2021 - Oct 25, 2022
-23.13%
Jan 6, 2003 - May 5, 2003
#4-12.46%
Nov 30, 2012 - Jul 14, 2014
-15.85%
Mar 19, 2025 - May 2, 2025
#5-11.77%
May 10, 2010 - Aug 3, 2011
-14.35%
Jul 13, 2023 - Dec 13, 2023
#6-7.07%
Jul 8, 2016 - Aug 29, 2017
-14.10%
Feb 17, 2004 - Nov 3, 2004
#7-4.07%
Oct 1, 2009 - Apr 27, 2010
-13.64%
May 5, 2006 - Aug 18, 2006
#8-3.43%
Feb 2, 2015 - Nov 19, 2015
-13.63%
Feb 25, 2026 - Jun 15, 2026
#9-2.99%
Dec 29, 2017 - Jan 2, 2019
-11.95%
Jul 12, 2007 - Oct 1, 2007
#10-2.99%
Oct 24, 2007 - Jan 2, 2008
-11.48%
Sep 26, 2024 - Feb 12, 2025
#11-2.80%
Feb 10, 2021 - May 28, 2021
-9.62%
May 15, 2024 - Sep 26, 2024
#12-2.29%
Sep 22, 2011 - Dec 14, 2011
-9.17%
Mar 10, 2005 - Aug 3, 2005
#13-1.72%
Sep 3, 2019 - Jan 6, 2020
-8.37%
Feb 26, 2007 - Apr 3, 2007
#14-1.72%
Oct 15, 2014 - Dec 12, 2014
-7.88%
Jun 15, 2021 - Nov 3, 2021
#15-1.58%
Feb 2, 2012 - Apr 13, 2012
-7.69%
Nov 22, 2002 - Jan 6, 2003

Correlation

Correlation between PZA and FEZ is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69
-101

Dividend Comparison (2003 - 2026)

PZA vs FEZ dividend yield comparison.

YearPZAFEZ
20261.84%1.76%
20253.55%2.78%
20243.22%2.94%
20232.91%2.75%
20222.68%3.06%
20212.34%2.61%
20202.44%2.13%
20192.81%2.61%
20183.19%3.45%
20173.04%2.44%
20163.23%3.35%
20153.59%3.03%
20143.96%3.78%
20134.27%2.72%
20124.11%3.64%
20114.48%5.22%
20104.90%3.36%
20094.68%3.11%
20085.07%5.71%
20070.93%4.15%
20060.00%2.43%
20050.00%2.34%
20040.00%2.07%
20030.00%1.89%

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