Compare · 2 funds side by side · dividends reinvested

PWZ and MUB

PWZInvesco×MUBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,373MUB · best of the two

02 / 04

PWZ and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.1%+0.7%+4.4%+0.7%−6.3%3.7%$54.5B1.3

Invesco California AMT-Free Municipal Bond ETFBonds & Cash · Municipal0.28%3.95%−0.8%−0.4%+4.4%−0.4%−9.1%5.0%$1.2B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PWZ 2007 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

Invesco California AMT-Free Municipal Bond ETF · $1.2B$9,818

PWZ

MUB

iShares National Muni Bond ETF · $54.5B$10,373

$10,000 five years ago, dividends reinvested

PWZMeasureMUB

−0.8%Year to dateJan 1 → Nov 4+0.1%

−0.4%1 yearTotal return+0.7%

+4.4%3 years · per year$10,000 became $11,382 · $11,374+4.4%

−0.4%5 years · per year$10,000 became $9,818 · $10,373+0.7%

0.28%Expense ratio$28 · $5 a year on $10k · lower is better0.05%

3.95%Trailing 12-mo yield$395 · $328 a year on $10k3.28%

−9.1%Worst dropSmaller is better−6.3%

5.0%VolatilityLower is calmer3.7%

PWZMUB Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6MUB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PWZ vs MUB: Top 5 Holdings

Today

PWZ

[…]in top 5

MUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

PWZ vs MUB Returns, Every Period

InvescoPWZ

−0.4%

5 years, per year

MUBiShares

+0.7%

5 years, per year

PWZMUBFaded: behind in that period

0–3MUB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PWZ vs MUB

YTD

InvescoPWZ

−0.8%

MUBiShares

+0.1%

−0.8%Year to date+0.1%

−9.1%Worst drop · 1Y−6.3%

5.0%Volatility · 1Y3.7%

4.0%Yield3.3%

$1.2BAssets$54.5B

3–1MUB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PWZ, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

PWZ0.28%$28

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PWZ, MUB

3.95%highest, PWZ

FundTrailing yieldYield$10k

PWZ3.95%$395

MUB3.28%$328

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$367most kept, PWZ

PWZ$395 − $28 = $367

MUB$328 − $5 = $323

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PWZ, MUB

Today

[…]holdings […]

PWZMUB

PWZ—[…]

MUB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.7%MUB, at 3.7% volatility

MUBWorst drop−6.3%3.7% vol

PWZWorst drop−9.1%5.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PWZMUB

−0.8%Year to date+0.1%

4.0%Yield3.3%

−0.4%Past year+0.7%

0.28%Fee0.05%

3–1MUB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026