Compare · 2 funds side by side · dividends reinvested

PZA and CGMU

PZAInvesco×CGMUCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,794PZA · best of the two

02 / 04

PZA and CGMU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Municipal Income ETFBonds & Cash · Municipal0.27%3.40%+1.1%+1.7%+5.5%[…]−5.6%3.0%$7.6B1.1

Invesco National AMT-Free Municipal Bond ETFBonds & Cash · Municipal0.28%3.96%−0.4%−0.4%+4.5%−0.4%−9.4%5.1%$4.1B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: PZA 2007 · CGMU 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco National AMT-Free Municipal Bond ETF · $4.1B$9,794

PZA

CGMU

Capital Group Municipal Income ETF · $7.6B[…]

$10,000 five years ago, dividends reinvested

PZAMeasureCGMU

−0.4%Year to dateJan 1 → Nov 5+1.1%

−0.4%1 yearTotal return+1.7%

+4.5%3 years · per year$10,000 became $11,426 · $11,735+5.5%

−0.4%5 years · per year$10,000 became $9,794 · […][…]

0.28%Expense ratio$28 · $27 a year on $10k · lower is better0.27%

3.96%Trailing 12-mo yield$396 · $340 a year on $10k3.40%

−9.4%Worst dropSmaller is better−5.6%

5.1%VolatilityLower is calmer3.0%

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

1–6CGMU wins

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

More Ways to See the Pairs

PZA vs CGMU: Top 5 Holdings

Today

PZA

[…]in top 5

CGMU

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

PZA vs CGMU Returns, Every Period

InvescoPZA

−0.4%

past year

CGMUCapital Group

+1.7%

past year

PZACGMUFaded: behind in that period

0–3CGMU wins

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

PZA vs CGMU

YTD

InvescoPZA

−0.4%

CGMUCapital Group

+1.1%

−0.4%Year to date+1.1%

−9.4%Worst drop · 1Y−5.6%

5.1%Volatility · 1Y3.0%

4.0%Yield3.4%

$4.1BAssets$7.6B

3–1CGMU wins

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

Cost, Income and Risk

Fees: PZA, CGMU

Today

0.27%lowest, CGMU

FundExpense ratioFee$10k

CGMU0.27%$27

PZA0.28%$28

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

Yields: PZA, CGMU

3.96%highest, PZA

FundTrailing yieldYield$10k

PZA3.96%$396

CGMU3.40%$340

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

Income After Fees on $10,000

$368most kept, PZA

PZA$396 − $28 = $368

CGMU$340 − $27 = $313

KeptFee

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

Overlap: PZA, CGMU

Today

[…]holdings […]

PZACGMU

PZA—[…]

CGMU[…]—

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

Return vs Bumpiness: 2 ETFs

+1.7%CGMU, at 3.0% volatility

CGMUWorst drop−5.6%3.0% vol

PZAWorst drop−9.4%5.1% vol

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

Paid More vs Made More

YTD

PZACGMU

−0.4%Year to date+1.1%

4.0%Yield3.4%

−0.4%Past year+1.7%

0.28%Fee0.27%

3–1CGMU wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026