Compare · 3 funds side by side · dividends reinvested

PWZ, MUB and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

PWZ, MUB and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.6

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.7B1.9

Invesco California AMT-Free Municipal Bond ETFBonds & Cash · Municipal0.28%3.94%−0.4%−0.2%+4.6%−0.3%−9.1%5.0%$1.2B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: PWZ 2007 · MUB 2007 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco California AMT-Free Municipal Bond ETF · $1.2B$9,856

PWZ

MUB

iShares National Muni Bond ETF · $54.7B$10,414

$10,000 five years ago, dividends reinvested

PWZMeasureMUB

−0.4%Year to dateJan 1 → Nov 5+0.5%

−0.2%1 yearTotal return+0.9%

+4.6%3 years · per year$10,000 became $11,449 · $11,418+4.5%

−0.3%5 years · per year$10,000 became $9,856 · $10,414+0.8%

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

3.94%Trailing 12-mo yield$394 · $327 a year on $10k3.27%

−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

2–6MUB wins

End-of-day Nov 5, 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 5, 2026 · share of each fund

PWZ vs MUB Returns, Every Period

InvescoPWZ

−0.3%

5 years, per year

MUBiShares

+0.8%

5 years, per year

PWZMUBFaded: behind in that period

1–3MUB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

PWZ vs MUB

YTD

InvescoPWZ

−0.4%

MUBiShares

+0.5%

−0.4%Year to date+0.5%

−9.1%Worst drop · 1Y−6.3%

5.0%Volatility · 1Y3.7%

3.9%Yield3.3%

$1.2BAssets$54.7B

3–1MUB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PWZ, MUB, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MUB0.05%$5

PWZ0.28%$28

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PWZ, MUB, VOO

3.94%highest, PWZ

FundTrailing yieldYield$10k

PWZ3.94%$394

MUB3.27%$327

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$366most kept, PWZ

PWZ$394 − $28 = $366

MUB$327 − $5 = $322

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PWZ, MUB, VOO

Today

[…]holdings […]

PWZMUBVOO

PWZ—[…][…]

MUB[…]—[…]

VOO[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

MUBWorst drop−6.3%3.7% vol

PWZWorst drop−9.1%5.0% vol

VOOWorst drop−8.9%13.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PWZVOO

−0.4%Year to date+8.4%

3.9%Yield1.1%

−0.2%Past year+9.8%

0.28%Fee0.03%

3–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026