The California AMT-Free Municipal Bond ETF fund, symbol PWZ, is an exchange traded fund (ETF) within the Investco family. There aren't any other funds that we track with a return profile that is extremely similar to PWZ.

Which Investco funds are most similar to PWZ?

Similarity Symbol Fund Family Fund Name Compare
Somewhat Similar BSMP Investco BulletShares 2025 Municipal Bond ETF
Somewhat Similar BSMO Investco BulletShares 2024 Municipal Bond ETF
Somewhat Similar BSMN Investco BulletShares 2023 Municipal Bond ETF
Somewhat Similar BSMS Investco BulletShares 2028 Municipal Bond ETF
Somewhat Similar BSMM Investco BulletShares 2022 Municipal Bond ETF

Which Non-Investco funds are most similar to PWZ?

Similarity Symbol Fund Family Fund Name Compare
Somewhat Similar JMUB JPMorgan Municipal ETF
Somewhat Similar VTEAX Vanguard Mutual Funds Tax-Exempt Bond Index Fund Admiral Shares
Somewhat Similar FMB First Trust Managed Municipal ETF
Somewhat Similar FIMSX Fidelity Municipal Income 2025 Fund
Somewhat Similar IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF

Which Investco funds are negatively correlated to PWZ?

Correlation Symbol Fund Family Fund Name Compare
-16.6% UUP Investco DB US Dollar Index Bullish Fund
-6.6% PHDG Investco S&P 500® Downside Hedged ETF
-2.3% PXJ Investco Dynamic Oil & Gas Services ETF
-1.6% DBV Investco DB G10 Currency Harvest Fund
-1.4% PXE Investco Dynamic Energy Exploration & Production ETF
-0.5% PSCE Investco S&P SmallCap Energy ETF
-0.4% PXI Investco DWA Energy Momentum ETF
-0.4% PGJ Investco Golden Dragon China ETF
-0.0% DBA Investco DB Agriculture Fund
0.8% DBO Investco DB Oil Fund

Which Non-Investco funds are negatively correlated to PWZ?

Correlation Symbol Fund Family Fund Name Compare
-30.7% SJB PowerShares Short High Yield
-27.5% REK PowerShares Short Real Estate
-21.6% EMTY PowerShares Decline of the Retail Store ETF
-21.6% SDP PowerShares UltraShort Utilities
-21.0% PST PowerShares UltraShort 7-10 Year Treasury
-20.6% TTT PowerShares UltraPro Short 20+ Year Treasury
-20.5% TBF PowerShares Short 20+ Year Treasury
-19.8% CROC PowerShares UltraShort Australian Dollar **
-19.7% YCS PowerShares UltraShort Yen **
-18.2% SRS PowerShares UltraShort Real Estate

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