PZT vs CGMU

APZT

BCGMU

Measures won1–4CGMU wins · of 6 · 5Y

$10,000 · 5Y$9,709PZT

Lowest cost0.27%CGMU · $27 on $10k

Most income3.97%PZT · $397 on $10k

Smallest drop−5.6%CGMU · worst fall in 1Y

Held in common[…]PZT and CGMU

PZT

CGMU

Invesco New York AMT-Free Municipal Bond ETF · $127MCapital Group Municipal Income ETF · $7.5B

+4.3%3 years · per year$11,345 · $11,655+5.2%

−0.6%5 years · per year$9,709 · […][…]

0.28%Expense ratio$28 · $27 on $10k · lower wins0.27%

3.97%12-mo yield$397 · $342 on $10k3.42%

−10.0%Worst dropSmaller wins−5.6%

6.1%VolatilityLower wins3.0%

1–4CGMU wins

$10,000 · 5 yearsOne scale

Shared top holdingsPZT · CGMU

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	APZT	Invesco New York AMT-Free Municipal Bond ETFRead Desk		0.28%	3.97%	+0.1%	−1.2%	−1.6%	+4.3%	−0.6%	−10.0%	$127M
2	BCGMU	Capital Group Municipal Income ETFRead Desk		0.27%	3.42%	+0.1%	+0.5%	+1.1%	+5.2%	new	−5.6%	$7.5B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	APZT	Invesco New York AMT-Free Municipal Bond ETFRead Desk		0.28%	3.97%	+0.1%	−1.2%	−1.6%	+4.3%	−0.6%	−10.0%	$127M
2	BCGMU	Capital Group Municipal Income ETFRead Desk		0.27%	3.42%	+0.1%	+0.5%	+1.1%	+5.2%	new	−5.6%	$7.5B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PZT vs CGMU

PZT

Invesco New York AMT-Free Municipal Bond

$9,709

CGMU

Capital Group Municipal Income

[…]

MeasurePZTCGMU

Fee0.28%0.27%

Cost on $10k a year$28$27

Yield3.97%3.42%

5 years, per year−0.6%[…]

3 years, per year+4.3%+5.2%

Worst drop · 1Y−10.0%−5.6%

Volatility · 1Y6.1%3.0%

4–1measures won
CGMU first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: PZT, CGMU

Today

[…]holdings […]

PZTCGMU

PZT—[…]

CGMU[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$369most kept, PZT

PZT$397 − $28 = $369

CGMU$342 − $27 = $315

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee