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PZA vs IFRA

Comparison between INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF (PZA, ETF) and ISHARES U.S. INFRASTRUCTURE ETF (IFRA, ETF).

5-Year PerformanceIFRA has outperformed PZA, delivering a return of +13.2% compared to -0.1%

PZA vs IFRA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PZA
$4.10B
IFRA
$4.10B
Expense Ratio
Winner
PZA
0.28%
IFRA
0.30%
Max Drawdown
Winner
PZA
27.00%
IFRA
41.06%
Sharpe Ratio
PZA
1.15
Winner
IFRA
1.56
5Y Beta
Winner
PZA
0.04
IFRA
0.73
P/E Ratio
PZA
N/A
IFRA
26.35
Forward P/E
PZA
N/A
IFRA
21.33
5Y Dividends CAGR
PZA
7.49%
Winner
IFRA
14.81%
5Y EPS CAGR
PZA
N/A
IFRA
14.50%
Debt to Equity
PZA
N/A
IFRA
67.12%
P/S Ratio
PZA
N/A
IFRA
2.62
P/B Ratio
PZA
N/A
IFRA
3.28

PZA vs IFRA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PZA
+0.71%
IFRA
+0.57%
3M
PZA
+1.55%
Winner
IFRA
+8.28%
6M
PZA
+2.78%
Winner
IFRA
+17.32%
1Y
PZA
+8.22%
Winner
IFRA
+29.67%
5Y(CAGR)
PZA
-0.15%
Winner
IFRA
+13.16%
10Y(CAGR)
PZA
+1.78%
Winner
IFRA
+13.67%
Max(CAGR)
PZA
+3.23%
Winner
IFRA
+13.67%

PZA vs IFRA - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearPZAIFRA
2026+2.03%+16.71%
2025+1.38%+16.09%
2024+0.81%+17.17%
2023+7.75%+13.50%
2022-13.00%-3.13%
2021+2.26%+32.19%
2020+4.91%+8.22%
2019+8.48%+26.84%
2018+0.07%-8.54%
2017+6.78%N/A
2016+0.62%N/A
2015+3.65%N/A
2014+15.05%N/A
2013-6.96%N/A
2012+9.84%N/A
2011+13.58%N/A
2010-0.41%N/A
2009+17.92%N/A
2008-12.12%N/A
2007+0.75%N/A

PZA vs IFRA Drawdown Comparison

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

The maximum drawdown for IFRA was -41.06%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The current PZA drawdown is -1.26%. The current IFRA drawdown is -1.30%.

RankPZAIFRA
#1-24.48%
Jan 17, 2008 - Sep 11, 2009
-41.06%
Feb 20, 2020 - Nov 16, 2020
#2-21.69%
Mar 9, 2020 - Dec 7, 2020
-19.93%
Nov 25, 2024 - Jul 22, 2025
#3-18.55%
Jul 19, 2021 - Oct 25, 2022
-19.50%
Sep 18, 2018 - Jun 28, 2019
#4-12.46%
Nov 30, 2012 - Jul 14, 2014
-18.48%
Apr 20, 2022 - Feb 1, 2023
#5-11.77%
May 10, 2010 - Aug 3, 2011
-13.99%
Jul 26, 2023 - Dec 19, 2023
#6-7.07%
Jul 8, 2016 - Aug 29, 2017
-11.09%
Feb 2, 2023 - Jul 12, 2023
#7-4.07%
Oct 1, 2009 - Apr 27, 2010
-8.40%
Mar 2, 2026 - Apr 23, 2026
#8-3.43%
Feb 2, 2015 - Nov 19, 2015
-8.22%
Jan 4, 2022 - Mar 17, 2022
#9-2.99%
Dec 29, 2017 - Jan 2, 2019
-7.85%
Sep 2, 2021 - Nov 3, 2021
#10-2.99%
Oct 24, 2007 - Jan 2, 2008
-7.60%
May 7, 2021 - Aug 11, 2021
#11-2.80%
Feb 10, 2021 - May 28, 2021
-7.12%
Jul 5, 2019 - Sep 11, 2019
#12-2.29%
Sep 22, 2011 - Dec 14, 2011
-7.03%
May 21, 2024 - Jul 16, 2024
#13-1.72%
Sep 3, 2019 - Jan 6, 2020
-6.62%
Nov 23, 2021 - Dec 27, 2021
#14-1.72%
Oct 15, 2014 - Dec 12, 2014
-6.34%
Jul 31, 2024 - Sep 17, 2024
#15-1.58%
Feb 2, 2012 - Apr 13, 2012
-6.13%
Dec 26, 2023 - Feb 29, 2024

Correlation

Correlation between PZA and IFRA is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42
-101

Dividend Comparison (2007 - 2026)

PZA vs IFRA dividend yield comparison.

YearPZAIFRA
20261.53%0.44%
20253.55%1.84%
20243.22%1.75%
20232.91%1.98%
20222.68%1.98%
20212.34%1.63%
20202.44%2.08%
20192.81%1.68%
20183.19%2.50%
20173.04%0.00%
20163.23%0.00%
20153.59%0.00%
20143.96%0.00%
20134.27%0.00%
20124.11%0.00%
20114.48%0.00%
20104.90%0.00%
20094.68%0.00%
20085.07%0.00%
20070.93%0.00%

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