Compare · 2 funds side by side · dividends reinvested

PZT and SGOV

PZTInvesco×SGOViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,086SGOV · best of the two

02 / 04

PZT and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.3

Invesco New York AMT-Free Municipal Bond ETFBonds & Cash · Municipal0.28%3.94%−0.4%−0.8%+4.8%−0.5%−10.0%6.1%$128M1.8

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: PZT 2007 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Invesco New York AMT-Free Municipal Bond ETF · $128M$9,746

PZT

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,086

$10,000 five years ago, dividends reinvested

PZTMeasureSGOV

−0.4%Year to dateJan 1 → Nov 5+3.1%

−0.8%1 yearTotal return+3.7%

+4.8%3 years · per year$10,000 became $11,527 · $11,417+4.5%

−0.5%5 years · per year$10,000 became $9,746 · $12,086+3.9%

0.28%Expense ratio$28 · $9 a year on $10k · lower is better0.09%

3.94%Trailing 12-mo yield$394 · $363 a year on $10k3.63%

−10.0%Worst dropSmaller is better0.0%

6.1%VolatilityLower is calmer0.2%

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

2–6SGOV wins

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

More Ways to See the Pairs

PZT vs SGOV: Top 5 Holdings

Today

PZT

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

PZT vs SGOV Returns, Every Period

InvescoPZT

−0.5%

5 years, per year

SGOViShares

+3.9%

5 years, per year

PZTSGOVFaded: behind in that period

1–3SGOV wins

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

PZT vs SGOV

YTD

InvescoPZT

−0.4%

SGOViShares

+3.1%

−0.4%Year to date+3.1%

−10.0%Worst drop · 1Y+0.0%

6.1%Volatility · 1Y0.2%

3.9%Yield3.6%

$128MAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: PZT, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

PZT0.28%$28

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

Yields: PZT, SGOV

3.94%highest, PZT

FundTrailing yieldYield$10k

PZT3.94%$394

SGOV3.63%$363

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

Income After Fees on $10,000

$366most kept, PZT

PZT$394 − $28 = $366

SGOV$363 − $9 = $354

KeptFee

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

Overlap: PZT, SGOV

Today

[…]holdings […]

PZTSGOV

PZT—[…]

SGOV[…]—

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

Return vs Bumpiness: 2 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

PZTWorst drop−10.0%6.1% vol

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

Paid More vs Made More

YTD

PZTSGOV

−0.4%Year to date+3.1%

3.9%Yield3.6%

−0.8%Past year+3.7%

0.28%Fee0.09%

3–1SGOV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

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%

$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