Compare · 2 funds side by side · dividends reinvested

PWZ and SUB

PWZInvesco×SUBiShares×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,844SUB · best of the two

Story of the two · IncomeMost incomePWZ · 3.94% · $394 a year on $10k

Story of the two · RiskSmallest drop

PWZ and SUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short-Term National Muni Bond ETFBonds & Cash · Municipal0.07%2.57%+1.5%+2.2%+3.2%+1.6%−1.9%1.4%$13.4B1.3

Invesco California AMT-Free Municipal Bond ETFBonds & Cash · Municipal0.28%3.94%−0.6%−0.4%+3.6%−0.4%−9.1%5.0%$1.3B1.8

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

End-of-day Nov 11, 2026 · returns include dividends · since: PWZ 2007 · SUB 2008

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco California AMT-Free Municipal Bond ETF · $1.3B$9,823

PWZ

SUB

iShares Short-Term National Muni Bond ETF · $13.4B$10,844

$10,000 five years ago, dividends reinvested

PWZMeasureSUB

−0.6%

More Ways to See the Pairs

PWZ vs SUB: Top 5 Holdings

Today

PWZ

[…]in top 5

SUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

PWZ vs SUB Returns, Every Period

5Y

InvescoPWZ

Cost, Income and Risk

Fees: PWZ, SUB

Today

0.07%lowest, SUB

FundExpense ratioFee$10k

SUB0.07%$7

PWZ0.28%$28

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: PWZ, SUB

1Y

3.94%highest, PWZ

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to date

Jan 1 → Nov 11

+1.5%

−0.4%1 yearTotal return+2.2%

+3.6%3 years · per year$10,000 became $11,134 · $10,985+3.2%

−0.4%5 years · per year$10,000 became $9,823 · $10,844+1.6%

0.28%Expense ratio$28 · $7 a year on $10k · lower is better0.07%

3.94%Trailing 12-mo yield$394 · $257 a year on $10k2.57%

−9.1%Worst dropSmaller is better−1.9%

5.0%VolatilityLower is calmer1.4%

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

2–6SUB wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

−0.4%

5 years, per year

SUBiShares

+1.6%

5 years, per year

PWZSUBFaded: behind in that period

1–3SUB wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

PWZ vs SUB

YTD

InvescoPWZ

−0.6%

SUBiShares

+1.5%

−0.6%Year to date+1.5%

−9.1%Worst drop · 1Y−1.9%

5.0%Volatility · 1Y1.4%

3.9%Yield2.6%

$1.3BAssets$13.4B

3–1SUB wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

PWZ3.94%$394

SUB2.57%$257

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$366most kept, PWZ

PWZ$394 − $28 = $366

SUB$257 − $7 = $250

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: PWZ, SUB

Today

[…]holdings […]

PWZSUB

PWZ—[…]

SUB[…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+2.2%SUB, at 1.4% volatility

SUBWorst drop−1.9%1.4% vol

PWZWorst drop−9.1%5.0% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

PWZSUB

−0.6%Year to date+1.5%

3.9%Yield2.6%

−0.4%Past year+2.2%

0.28%Fee0.07%

3–1SUB wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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PWZ and SUB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two