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XT vs PZA

Comparison between ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF (XT, ETF) and INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF (PZA, ETF).

5-Year PerformanceXT has outperformed PZA, delivering a return of +7.3% compared to -0.1%

XT vs PZA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XT
$4.10B
PZA
$4.10B
Expense Ratio
XT
0.46%
Winner
PZA
0.28%
Max Drawdown
XT
34.97%
Winner
PZA
27.00%
Sharpe Ratio
Winner
XT
1.72
PZA
1.15
5Y Beta
XT
1.07
Winner
PZA
0.04
P/E Ratio
XT
38.30
PZA
N/A
Forward P/E
XT
26.20
PZA
N/A
5Y Dividends CAGR
Winner
XT
51.14%
PZA
7.49%
5Y EPS CAGR
XT
22.79%
PZA
N/A
Debt to Equity
XT
48.75%
PZA
N/A
P/S Ratio
XT
7.29
PZA
N/A
P/B Ratio
XT
7.30
PZA
N/A

XT vs PZA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XT
+2.63%
PZA
+0.71%
3M
Winner
XT
+16.58%
PZA
+1.55%
6M
Winner
XT
+16.38%
PZA
+2.78%
1Y
Winner
XT
+36.84%
PZA
+8.22%
5Y(CAGR)
Winner
XT
+7.35%
PZA
-0.15%
10Y(CAGR)
Winner
XT
+14.62%
PZA
+1.78%
Max(CAGR)
Winner
XT
+12.56%
PZA
+3.23%

XT vs PZA - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearXTPZA
2026+15.40%+2.03%
2025+26.40%+1.38%
2024+2.22%+0.81%
2023+26.79%+7.75%
2022-28.20%-13.00%
2021+16.59%+2.26%
2020+33.53%+4.91%
2019+30.61%+8.48%
2018-6.17%+0.07%
2017+32.97%+6.78%
2016+11.61%+0.62%
2015-2.29%+3.65%
2014N/A+15.05%
2013N/A-6.96%
2012N/A+9.84%
2011N/A+13.58%
2010N/A-0.41%
2009N/A+17.92%
2008N/A-12.12%
2007N/A+0.75%

XT vs PZA Drawdown Comparison

The maximum drawdown for XT was -34.40%, occurring on Oct 14, 2022. Recovery took 908 trading sessions.

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

The current XT drawdown is -3.81%. The current PZA drawdown is -1.26%.

RankXTPZA
#1-34.40%
Nov 16, 2021 - Jul 2, 2025
-24.48%
Jan 17, 2008 - Sep 11, 2009
#2-32.21%
Feb 19, 2020 - Jul 2, 2020
-21.69%
Mar 9, 2020 - Dec 7, 2020
#3-19.47%
Jun 22, 2015 - Aug 5, 2016
-18.55%
Jul 19, 2021 - Oct 25, 2022
#4-18.90%
Aug 29, 2018 - Apr 3, 2019
-12.46%
Nov 30, 2012 - Jul 14, 2014
#5-10.45%
Jan 28, 2026 - Apr 16, 2026
-11.77%
May 10, 2010 - Aug 3, 2011
#6-9.55%
Jan 26, 2018 - Aug 7, 2018
-7.07%
Jul 8, 2016 - Aug 29, 2017
#7-9.31%
Feb 12, 2021 - Apr 26, 2021
-4.07%
Oct 1, 2009 - Apr 27, 2010
#8-8.11%
Apr 8, 2019 - Jul 1, 2019
-3.43%
Feb 2, 2015 - Nov 19, 2015
#9-7.30%
Sep 3, 2021 - Nov 4, 2021
-2.99%
Dec 29, 2017 - Jan 2, 2019
#10-7.29%
Oct 12, 2020 - Nov 5, 2020
-2.99%
Oct 24, 2007 - Jan 2, 2008
#11-7.16%
Sep 2, 2020 - Oct 9, 2020
-2.80%
Feb 10, 2021 - May 28, 2021
#12-7.03%
Jul 24, 2019 - Oct 25, 2019
-2.29%
Sep 22, 2011 - Dec 14, 2011
#13-6.92%
Jun 2, 2026 - Jun 10, 2026
-1.72%
Sep 3, 2019 - Jan 6, 2020
#14-6.52%
Sep 22, 2016 - Dec 7, 2016
-1.72%
Oct 15, 2014 - Dec 12, 2014
#15-6.46%
Nov 3, 2025 - Dec 10, 2025
-1.58%
Feb 2, 2012 - Apr 13, 2012

Correlation

Correlation between XT and PZA is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2007 - 2026)

XT vs PZA dividend yield comparison.

YearXTPZA
20260.00%1.53%
20257.95%3.55%
20240.66%3.22%
20230.41%2.91%
20220.78%2.68%
20210.84%2.34%
20200.77%2.44%
20191.55%2.81%
20181.40%3.19%
20170.97%3.04%
20161.37%3.23%
20151.34%3.59%
20140.00%3.96%
20130.00%4.27%
20120.00%4.11%
20110.00%4.48%
20100.00%4.90%
20090.00%4.68%
20080.00%5.07%
20070.00%0.93%

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