SMCO vs PZT
Comparison between HILTON SMALL-MIDCAP OPPORTUNITY ETF (SMCO, ETF) and INVESCO NEW YORK AMT-FREE MUNICIPAL BOND ETF (PZT, ETF).
SMCO vs PZT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMCO
$135M
PZT
$135M
Expense Ratio
SMCO
0.55%
Winner
PZT
0.28%
Max Drawdown
Winner
SMCO
22.88%
PZT
25.44%
Sharpe Ratio
Winner
SMCO
1.13
PZT
1.03
5Y Beta
SMCO
0.96
Winner
PZT
0.08
P/E Ratio
SMCO
32.76
PZT
N/A
Forward P/E
SMCO
20.07
PZT
N/A
PEG Ratio
SMCO
0.52
PZT
N/A
5Y Dividends CAGR
SMCO
N/A
PZT
5.75%
5Y EPS CAGR
SMCO
13.54%
PZT
N/A
Debt to Equity
SMCO
51.94%
PZT
N/A
P/S Ratio
SMCO
2.01
PZT
N/A
P/B Ratio
SMCO
3.80
PZT
N/A
SMCO vs PZT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SMCO
+3.03%
PZT
+0.57%
3M
Winner
SMCO
+12.72%
PZT
+2.12%
6M
Winner
SMCO
+11.06%
PZT
+2.58%
1Y
Winner
SMCO
+22.46%
PZT
+8.25%
5Y(CAGR)
SMCO
N/A
PZT
-0.25%
10Y(CAGR)
SMCO
N/A
PZT
+1.79%
Max(CAGR)
Winner
SMCO
+18.12%
PZT
+2.98%
SMCO vs PZT - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SMCO | PZT |
|---|---|---|
| 2026 | +11.21% | +2.39% |
| 2025 | +6.32% | +1.01% |
| 2024 | +18.74% | +1.65% |
| 2023 | +7.84% | +7.35% |
| 2022 | N/A | -12.87% |
| 2021 | N/A | +2.53% |
| 2020 | N/A | +5.60% |
| 2019 | N/A | +8.88% |
| 2018 | N/A | -0.34% |
| 2017 | N/A | +5.69% |
| 2016 | N/A | +1.19% |
| 2015 | N/A | +2.75% |
| 2014 | N/A | +15.43% |
| 2013 | N/A | -6.92% |
| 2012 | N/A | +7.13% |
| 2011 | N/A | +12.45% |
| 2010 | N/A | +0.02% |
| 2009 | N/A | +16.86% |
| 2008 | N/A | -13.72% |
| 2007 | N/A | +1.19% |
SMCO vs PZT Drawdown Comparison
The maximum drawdown for SMCO was -22.71%, occurring on Apr 8, 2025. Recovery took 178 trading sessions.
The maximum drawdown for PZT was -22.71%, occurring on Oct 16, 2008. Recovery took 422 trading sessions.
The current PZT drawdown is -1.85%.
| Rank | SMCO | PZT |
|---|---|---|
| #1 | -22.71% Jan 21, 2025 - Oct 6, 2025 | -22.71% Jan 16, 2008 - Sep 18, 2009 |
| #2 | -9.56% Feb 6, 2026 - Apr 17, 2026 | -19.13% Jul 19, 2021 - Oct 26, 2022 |
| #3 | -8.77% Jul 16, 2024 - Oct 11, 2024 | -16.55% Mar 9, 2020 - Aug 5, 2020 |
| #4 | -8.07% Mar 28, 2024 - Jul 11, 2024 | -12.33% Nov 30, 2012 - May 29, 2014 |
| #5 | -7.90% Oct 27, 2025 - Dec 10, 2025 | -10.45% Sep 27, 2010 - Aug 9, 2011 |
| #6 | -6.66% Dec 4, 2024 - Jan 21, 2025 | -7.34% Jul 5, 2016 - Nov 7, 2017 |
| #7 | -4.09% Dec 28, 2023 - Jan 29, 2024 | -4.19% Oct 6, 2009 - Apr 21, 2010 |
| #8 | -3.86% Oct 6, 2025 - Oct 15, 2025 | -3.41% Dec 29, 2017 - Jan 2, 2019 |
| #9 | -3.85% Dec 11, 2025 - Jan 6, 2026 | -3.33% Feb 12, 2021 - Jun 3, 2021 |
| #10 | -3.58% May 5, 2026 - May 26, 2026 | -2.94% Jan 30, 2015 - Oct 16, 2015 |
| #11 | -3.49% Nov 11, 2024 - Nov 22, 2024 | -2.55% Aug 7, 2020 - Nov 19, 2020 |
| #12 | -2.76% Oct 18, 2024 - Nov 6, 2024 | -2.31% Sep 23, 2011 - Dec 7, 2011 |
| #13 | -2.72% Jun 2, 2026 - Jun 12, 2026 | -2.02% Sep 3, 2019 - Jan 6, 2020 |
| #14 | -2.25% Feb 12, 2024 - Feb 15, 2024 | -1.86% Oct 22, 2007 - Dec 11, 2007 |
| #15 | -2.25% Apr 24, 2026 - Apr 30, 2026 | -1.67% Jan 31, 2012 - Apr 23, 2012 |
Correlation
Correlation between SMCO and PZT is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2007 - 2026)
SMCO vs PZT dividend yield comparison.
| Year | SMCO | PZT |
|---|---|---|
| 2026 | 0.00% | 1.54% |
| 2025 | 1.01% | 3.43% |
| 2024 | 0.47% | 3.04% |
| 2023 | 0.05% | 2.82% |
| 2022 | 0.00% | 2.66% |
| 2021 | 0.00% | 2.77% |
| 2020 | 0.00% | 2.55% |
| 2019 | 0.00% | 2.73% |
| 2018 | 0.00% | 3.01% |
| 2017 | 0.00% | 2.94% |
| 2016 | 0.00% | 3.36% |
| 2015 | 0.00% | 3.40% |
| 2014 | 0.00% | 3.75% |
| 2013 | 0.00% | 4.18% |
| 2012 | 0.00% | 4.00% |
| 2011 | 0.00% | 4.25% |
| 2010 | 0.00% | 4.82% |
| 2009 | 0.00% | 4.58% |
| 2008 | 0.00% | 5.06% |
| 2007 | 0.00% | 0.94% |
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