PZT vs XHE
Comparison between INVESCO NEW YORK AMT-FREE MUNICIPAL BOND ETF (PZT, ETF) and STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE EQUIPMENT ETF (XHE, ETF).
5-Year PerformancePZT has outperformed XHE, delivering a return of -0.1% compared to -7.5%
PZT vs XHE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PZT vs XHE - Historical Returns
Returns include dividend reinvestment.
PZT vs XHE - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | PZT | XHE |
|---|---|---|
| 2026 | +2.66% | -7.64% |
| 2025 | +1.01% | -0.75% |
| 2024 | +1.65% | +6.09% |
| 2023 | +7.35% | -5.73% |
| 2022 | -12.87% | -24.77% |
| 2021 | +2.53% | +3.60% |
| 2020 | +5.60% | +32.76% |
| 2019 | +8.88% | +24.69% |
| 2018 | -0.34% | +7.34% |
| 2017 | +5.69% | +30.33% |
| 2016 | +1.19% | +15.86% |
| 2015 | +2.75% | +10.94% |
| 2014 | +15.43% | +17.45% |
| 2013 | -6.92% | +34.35% |
| 2012 | +7.13% | +12.28% |
| 2011 | +12.45% | -1.58% |
| 2010 | +0.02% | N/A |
| 2009 | +16.86% | N/A |
| 2008 | -13.72% | N/A |
| 2007 | +1.19% | N/A |
PZT vs XHE Drawdown Comparison
The maximum drawdown for PZT was -22.71%, occurring on Oct 16, 2008. Recovery took 422 trading sessions.
The maximum drawdown for XHE was -49.92%, occurring on Oct 30, 2023. This drawdown has not yet recovered.
The current PZT drawdown is -1.59%. The current XHE drawdown is -39.27%.
| Rank | PZT | XHE |
|---|---|---|
| #1 | -22.71% Jan 16, 2008 - Sep 18, 2009 | -49.92% Sep 2, 2021 - Oct 30, 2023 |
| #2 | -19.13% Jul 19, 2021 - Oct 26, 2022 | -34.17% Feb 19, 2020 - Jul 2, 2020 |
| #3 | -16.55% Mar 9, 2020 - Aug 5, 2020 | -27.37% Sep 13, 2018 - Jan 22, 2020 |
| #4 | -12.33% Nov 30, 2012 - May 29, 2014 | -22.05% Jul 7, 2011 - May 1, 2012 |
| #5 | -10.45% Sep 27, 2010 - Aug 9, 2011 | -20.04% Jul 22, 2015 - Jun 7, 2016 |
| #6 | -7.34% Jul 5, 2016 - Nov 7, 2017 | -11.92% Sep 7, 2016 - Feb 9, 2017 |
| #7 | -4.19% Oct 6, 2009 - Apr 21, 2010 | -11.24% Feb 12, 2021 - Jun 24, 2021 |
| #8 | -3.41% Dec 29, 2017 - Jan 2, 2019 | -10.41% Oct 3, 2012 - Jan 25, 2013 |
| #9 | -3.33% Feb 12, 2021 - Jun 3, 2021 | -10.13% Jan 29, 2018 - Mar 9, 2018 |
| #10 | -2.94% Jan 30, 2015 - Oct 16, 2015 | -9.42% May 2, 2012 - Jun 29, 2012 |
| #11 | -2.55% Aug 7, 2020 - Nov 19, 2020 | -9.25% Mar 4, 2014 - Oct 29, 2014 |
| #12 | -2.31% Sep 23, 2011 - Dec 7, 2011 | -8.30% Jul 3, 2012 - Sep 6, 2012 |
| #13 | -2.02% Sep 3, 2019 - Jan 6, 2020 | -6.97% Aug 5, 2020 - Oct 7, 2020 |
| #14 | -1.86% Oct 22, 2007 - Dec 11, 2007 | -6.92% Jun 25, 2021 - Aug 31, 2021 |
| #15 | -1.67% Jan 31, 2012 - Apr 23, 2012 | -6.51% Jan 16, 2014 - Mar 4, 2014 |
Correlation
Correlation between PZT and XHE is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
PZT vs XHE dividend yield comparison.
| Year | PZT | XHE |
|---|---|---|
| 2026 | 1.54% | 0.00% |
| 2025 | 3.43% | 0.08% |
| 2024 | 3.04% | 0.04% |
| 2023 | 2.82% | 0.03% |
| 2022 | 2.66% | 0.04% |
| 2021 | 2.77% | 0.00% |
| 2020 | 2.55% | 0.00% |
| 2019 | 2.73% | 0.05% |
| 2018 | 3.01% | 0.09% |
| 2017 | 2.94% | 0.78% |
| 2016 | 3.36% | 0.17% |
| 2015 | 3.40% | 7.22% |
| 2014 | 3.75% | 1.83% |
| 2013 | 4.18% | 0.19% |
| 2012 | 4.00% | 2.03% |
| 2011 | 4.25% | 0.45% |
| 2010 | 4.82% | 0.00% |
| 2009 | 4.58% | 0.00% |
| 2008 | 5.06% | 0.00% |
| 2007 | 0.94% | 0.00% |
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