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PZA vs TDIV

Comparison between INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF (PZA, ETF) and FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND (TDIV, ETF).

5-Year PerformanceTDIV has outperformed PZA, delivering a return of +16.8% compared to -0.5%

PZA vs TDIV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PZA
$4.20B
TDIV
$4.20B
Expense Ratio
Winner
PZA
0.28%
TDIV
0.50%
Max Drawdown
Winner
PZA
27.00%
TDIV
33.00%
Sharpe Ratio
PZA
0.70
Winner
TDIV
1.10
5Y Beta
Winner
PZA
0.06
TDIV
1.18
P/E Ratio
PZA
N/A
TDIV
23.54
Forward P/E
PZA
N/A
TDIV
18.24
PEG Ratio
PZA
N/A
TDIV
0.47
5Y Dividends CAGR
PZA
6.50%
Winner
TDIV
7.97%
5Y EPS CAGR
PZA
N/A
TDIV
14.99%
P/S Ratio
PZA
N/A
TDIV
0.09
P/B Ratio
PZA
N/A
TDIV
4.57

PZA vs TDIV - Historical Returns

Returns include dividend reinvestment.

1M
PZA
-1.28%
Winner
TDIV
+4.69%
3M
PZA
+0.13%
Winner
TDIV
+1.69%
6M
PZA
-1.14%
Winner
TDIV
+16.60%
1Y
PZA
+7.06%
Winner
TDIV
+28.19%
5Y(CAGR)
PZA
-0.46%
Winner
TDIV
+16.83%
10Y(CAGR)
PZA
+1.56%
Winner
TDIV
+17.22%
Max(CAGR)
PZA
+3.10%
Winner
TDIV
+15.88%

PZA vs TDIV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearPZATDIV
2026+0.29%+18.74%
2025+1.38%+25.23%
2024+0.81%+26.42%
2023+7.75%+36.86%
2022-13.00%-23.15%
2021+2.26%+31.03%
2020+4.91%+15.75%
2019+8.48%+32.74%
2018+0.07%-4.28%
2017+6.78%+20.89%
2016+0.62%+21.22%
2015+3.65%-6.34%
2014+15.05%+17.17%
2013-6.96%+26.27%
2012+9.84%-2.06%
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 TDIV Drawdown Comparison

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

The maximum drawdown for TDIV was -31.97%, occurring on Oct 12, 2022. Recovery took 486 trading sessions.

The current PZA drawdown is -2.95%. The current TDIV drawdown is -10.35%.

RankPZATDIV
#1-24.48%
Jan 17, 2008 - Sep 11, 2009
-31.97%
Jan 4, 2022 - Dec 11, 2023
#2-21.69%
Mar 9, 2020 - Dec 7, 2020
-31.59%
Feb 12, 2020 - Aug 28, 2020
#3-18.55%
Jul 19, 2021 - Oct 25, 2022
-23.00%
Feb 20, 2025 - Jun 5, 2025
#4-12.46%
Nov 30, 2012 - Jul 14, 2014
-18.49%
Oct 3, 2018 - Mar 15, 2019
#5-11.77%
May 10, 2010 - Aug 3, 2011
-18.41%
Feb 24, 2015 - Jul 12, 2016
#6-7.07%
Jul 8, 2016 - Aug 29, 2017
-16.34%
Jun 2, 2026 - Jul 29, 2026
#7-4.07%
Oct 1, 2009 - Apr 27, 2010
-12.13%
Apr 23, 2019 - Jul 23, 2019
#8-3.43%
Feb 2, 2015 - Nov 19, 2015
-11.43%
Jul 16, 2024 - Sep 24, 2024
#9-2.99%
Dec 29, 2017 - Jan 2, 2019
-10.72%
Oct 28, 2025 - Apr 16, 2026
#10-2.99%
Oct 24, 2007 - Jan 2, 2008
-10.54%
Sep 2, 2020 - Nov 16, 2020
#11-2.80%
Feb 10, 2021 - May 28, 2021
-10.17%
Jan 26, 2018 - Mar 9, 2018
#12-2.29%
Sep 22, 2011 - Dec 14, 2011
-9.71%
Sep 14, 2012 - Jan 14, 2013
#13-1.72%
Sep 3, 2019 - Jan 6, 2020
-9.36%
Sep 18, 2014 - Nov 18, 2014
#14-1.72%
Oct 15, 2014 - Dec 12, 2014
-8.90%
Jul 24, 2019 - Oct 28, 2019
#15-1.58%
Feb 2, 2012 - Apr 13, 2012
-8.25%
Mar 12, 2018 - Aug 24, 2018

Correlation

Correlation between PZA and TDIV is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (2007 - 2026)

PZA vs TDIV dividend yield comparison.

YearPZATDIV
20262.21%0.64%
20253.55%1.40%
20243.22%1.59%
20232.91%1.74%
20222.68%2.51%
20212.34%1.76%
20202.44%2.07%
20192.81%2.27%
20183.19%2.97%
20173.04%2.27%
20163.23%2.45%
20153.59%2.52%
20143.96%2.80%
20134.27%2.31%
20124.11%1.04%
20114.48%0.00%
20104.90%0.00%
20094.68%0.00%
20085.07%0.00%
20070.93%0.00%

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