PZT vs EFFE
Comparison between INVESCO NEW YORK AMT-FREE MUNICIPAL BOND ETF (PZT, ETF) and HARBOR OSMOSIS EMERGING MARKETS RESOURCE EFFICIENT ETF (EFFE, ETF).
5-Year PerformanceEFFE has outperformed PZT, delivering a return of +1.5% compared to -0.1%
PZT vs EFFE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PZT vs EFFE - Historical Returns
Returns include dividend reinvestment.
PZT vs EFFE - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | PZT | EFFE |
|---|---|---|
| 2026 | +2.66% | +15.85% |
| 2025 | +1.01% | +22.70% |
| 2024 | +1.65% | -0.84% |
| 2023 | +7.35% | N/A |
| 2022 | -12.87% | N/A |
| 2021 | +2.53% | N/A |
| 2020 | +5.60% | N/A |
| 2019 | +8.88% | +5.04% |
| 2018 | -0.34% | -4.76% |
| 2017 | +5.69% | +14.12% |
| 2016 | +1.19% | +11.36% |
| 2015 | +2.75% | -9.58% |
| 2014 | +15.43% | +4.43% |
| 2013 | -6.92% | N/A |
| 2012 | +7.13% | N/A |
| 2011 | +12.45% | N/A |
| 2010 | +0.02% | N/A |
| 2009 | +16.86% | N/A |
| 2008 | -13.72% | N/A |
| 2007 | +1.19% | N/A |
PZT vs EFFE Drawdown Comparison
The maximum drawdown for PZT was -22.71%, occurring on Oct 16, 2008. Recovery took 422 trading sessions.
The maximum drawdown for EFFE was -32.35%, occurring on Apr 8, 2025. Recovery took 703 trading sessions.
The current PZT drawdown is -1.59%. The current EFFE drawdown is -8.81%.
| Rank | PZT | EFFE |
|---|---|---|
| #1 | -22.71% Jan 16, 2008 - Sep 18, 2009 | -32.35% Jan 26, 2018 - May 5, 2026 |
| #2 | -19.13% Jul 19, 2021 - Oct 26, 2022 | -15.96% Mar 23, 2015 - Apr 25, 2017 |
| #3 | -16.55% Mar 9, 2020 - Aug 5, 2020 | -8.81% Jun 2, 2026 - Jun 5, 2026 |
| #4 | -12.33% Nov 30, 2012 - May 29, 2014 | -7.24% May 14, 2026 - May 26, 2026 |
| #5 | -10.45% Sep 27, 2010 - Aug 9, 2011 | -5.27% Sep 11, 2017 - Dec 26, 2017 |
| #6 | -7.34% Jul 5, 2016 - Nov 7, 2017 | -3.55% Nov 26, 2014 - Dec 22, 2014 |
| #7 | -4.19% Oct 6, 2009 - Apr 21, 2010 | -3.47% Feb 5, 2015 - Mar 18, 2015 |
| #8 | -3.41% Dec 29, 2017 - Jan 2, 2019 | -1.84% Apr 26, 2017 - May 30, 2017 |
| #9 | -3.33% Feb 12, 2021 - Jun 3, 2021 | -1.63% May 11, 2026 - May 14, 2026 |
| #10 | -2.94% Jan 30, 2015 - Oct 16, 2015 | -1.48% Jun 19, 2017 - Jul 14, 2017 |
| #11 | -2.55% Aug 7, 2020 - Nov 19, 2020 | -1.41% May 26, 2026 - May 29, 2026 |
| #12 | -2.31% Sep 23, 2011 - Dec 7, 2011 | -1.31% Dec 28, 2017 - Jan 5, 2018 |
| #13 | -2.02% Sep 3, 2019 - Jan 6, 2020 | -1.20% May 6, 2026 - May 8, 2026 |
| #14 | -1.86% Oct 22, 2007 - Dec 11, 2007 | -0.85% Dec 29, 2014 - Jan 8, 2015 |
| #15 | -1.67% Jan 31, 2012 - Apr 23, 2012 | -0.81% Jan 16, 2018 - Jan 23, 2018 |
Correlation
Correlation between PZT and EFFE is 0.30 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2007 - 2026)
PZT vs EFFE dividend yield comparison.
| Year | PZT | EFFE |
|---|---|---|
| 2026 | 1.54% | 0.00% |
| 2025 | 3.43% | 4.69% |
| 2024 | 3.04% | 0.00% |
| 2023 | 2.82% | 0.00% |
| 2022 | 2.66% | 0.00% |
| 2021 | 2.77% | 0.00% |
| 2020 | 2.55% | 0.00% |
| 2019 | 2.73% | 0.00% |
| 2018 | 3.01% | 1.82% |
| 2017 | 2.94% | 3.90% |
| 2016 | 3.36% | 1.76% |
| 2015 | 3.40% | 4.68% |
| 2014 | 3.75% | 0.61% |
| 2013 | 4.18% | 0.00% |
| 2012 | 4.00% | 0.00% |
| 2011 | 4.25% | 0.00% |
| 2010 | 4.82% | 0.00% |
| 2009 | 4.58% | 0.00% |
| 2008 | 5.06% | 0.00% |
| 2007 | 0.94% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks