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PZA vs XME

Comparison between INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF (PZA, ETF) and STATE STREET(R) SPDR(R) S&P(R) METALS & MINING ETF (XME, ETF).

5-Year PerformanceXME has outperformed PZA, delivering a return of +20.6% compared to -0.2%

PZA vs XME - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PZA
$4.30B
Winner
XME
$4.40B
Expense Ratio
Winner
PZA
0.28%
XME
0.35%
Max Drawdown
Winner
PZA
27.00%
XME
87.34%
Sharpe Ratio
Winner
PZA
1.17
XME
1.06
5Y Beta
Winner
PZA
0.05
XME
1.25
P/E Ratio
PZA
N/A
XME
112.33
Forward P/E
PZA
N/A
XME
13.69
5Y Dividends CAGR
Winner
PZA
6.11%
XME
2.31%
5Y EPS CAGR
PZA
N/A
XME
25.99%
Debt to Equity
PZA
N/A
XME
32.21%
P/S Ratio
PZA
N/A
XME
1.60
P/B Ratio
PZA
N/A
XME
2.26

PZA vs XME - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PZA
+0.27%
XME
-14.39%
3M
Winner
PZA
+1.42%
XME
-10.73%
6M
Winner
PZA
+2.00%
XME
-16.47%
1Y
PZA
+9.20%
Winner
XME
+43.29%
5Y(CAGR)
PZA
-0.16%
Winner
XME
+20.56%
10Y(CAGR)
PZA
+1.76%
Winner
XME
+15.35%
Max(CAGR)
PZA
+3.24%
Winner
XME
+5.54%

PZA vs XME - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearPZAXME
2026+2.44%-3.90%
2025+1.38%+80.66%
2024+0.81%-3.73%
2023+7.75%+23.21%
2022-13.00%+11.23%
2021+2.26%+34.10%
2020+4.91%+16.49%
2019+8.48%+12.72%
2018+0.07%-29.34%
2017+6.78%+18.51%
2016+0.62%+105.61%
2015+3.65%-50.54%
2014+15.05%-26.28%
2013-6.96%-7.92%
2012+9.84%-11.48%
2011+13.58%-29.56%
2010-0.41%+28.14%
2009+17.92%+73.23%
2008-12.12%-59.53%
2007+0.75%+45.96%
2006N/A+9.79%

PZA vs XME Drawdown Comparison

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

The maximum drawdown for XME was -85.89%, occurring on Jan 19, 2016. Recovery took 4288 trading sessions.

The current PZA drawdown is -0.87%. The current XME drawdown is -22.25%.

RankPZAXME
#1-24.48%
Jan 17, 2008 - Sep 11, 2009
-85.89%
Jun 30, 2008 - Jul 17, 2025
#2-21.69%
Mar 9, 2020 - Dec 7, 2020
-23.20%
Jun 2, 2026 - Jul 8, 2026
#3-18.55%
Jul 19, 2021 - Oct 25, 2022
-22.60%
Jan 23, 2026 - Jun 2, 2026
#4-12.46%
Nov 30, 2012 - Jul 14, 2014
-21.82%
Jul 13, 2007 - Oct 26, 2007
#5-11.77%
May 10, 2010 - Aug 3, 2011
-21.79%
Jul 3, 2006 - Nov 29, 2006
#6-7.07%
Jul 8, 2016 - Aug 29, 2017
-19.74%
Oct 14, 2025 - Jan 5, 2026
#7-4.07%
Oct 1, 2009 - Apr 27, 2010
-18.81%
Dec 10, 2007 - Feb 19, 2008
#8-3.43%
Feb 2, 2015 - Nov 19, 2015
-14.81%
Feb 28, 2008 - Apr 4, 2008
#9-2.99%
Dec 29, 2017 - Jan 2, 2019
-12.14%
Oct 26, 2007 - Dec 7, 2007
#10-2.99%
Oct 24, 2007 - Jan 2, 2008
-11.61%
Dec 7, 2006 - Feb 1, 2007
#11-2.80%
Feb 10, 2021 - May 28, 2021
-10.16%
Feb 26, 2007 - Mar 22, 2007
#12-2.29%
Sep 22, 2011 - Dec 14, 2011
-9.49%
Jun 1, 2007 - Jul 13, 2007
#13-1.72%
Sep 3, 2019 - Jan 6, 2020
-8.28%
Apr 16, 2008 - May 8, 2008
#14-1.72%
Oct 15, 2014 - Dec 12, 2014
-7.64%
Jul 23, 2025 - Aug 8, 2025
#15-1.58%
Feb 2, 2012 - Apr 13, 2012
-5.53%
Jun 9, 2008 - Jun 18, 2008

Correlation

Correlation between PZA and XME is 0.21 which considered as a very weak or no correlation - the stocks move independently of each other.

0.21
-101

Dividend Comparison (2006 - 2026)

PZA vs XME dividend yield comparison.

YearPZAXME
20261.84%0.14%
20253.55%0.38%
20243.22%0.65%
20232.91%1.00%
20222.68%1.64%
20212.34%0.70%
20202.44%0.99%
20192.81%2.43%
20183.19%2.23%
20173.04%1.15%
20163.23%1.02%
20153.59%2.61%
20143.96%2.21%
20134.27%1.32%
20124.11%1.36%
20114.48%0.94%
20104.90%0.89%
20094.68%0.89%
20085.07%1.81%
20070.93%0.59%
20060.00%0.40%

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