ETF comparison

CMFvsPZA

Both US Municipal Bond.

iShares California Muni Bond ETF · Invesco National AMT-Free Municipal Bond ETF

Holdings overlap

Weighted by ISIN/CUSIP
5.7%

342 positions appear in both funds. Buying equal dollars of CMF and PZA would leave roughly5.7%of each dollar exposed to the same underlying securities.

CMF only 93.8%Shared 5.7%PZA only 90.1%
In CMF only
1,281 positions
Shared
342 positions
In PZA only
6,322 positions

Side by side

CMF

iShares California Muni Bond ETF

iShares · US Municipal Bond

92composite / 100
Expense ratio
0.080%
Net assets
$4.63B
TTM yield
3.07%
Top-10 conc.
4.4%
PZA

Invesco National AMT-Free Municipal Bond ETF

Invesco · US Municipal Bond

83composite / 100
Expense ratio
0.28%
Net assets
$4.24B
TTM yield
3.94%
Top-10 conc.
1.0%

Sub-score comparison

92
Cost
72
93
Tax efficiency
93
85
Liquidity
84
100
Concentration
100
Tracking quality
CMFsub-scorePZA

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

CMF is 20 bps cheaper than PZA. On a $100,000 position that's about $200/yr more in fees for PZA.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with CMF vs PZA.

Top shared holdings

342 shared in total
#HoldingIn CMFIn PZAOverlap
1San Diego Unified School District0.13%0.09%0.09%
2California Educational Facilities Authority0.19%0.09%0.09%
3Foothill-Eastern Transportation Corridor Agency0.29%0.07%0.07%
4State of California0.38%0.07%0.07%
5University of California0.14%0.07%0.07%
6State of California0.10%0.07%0.07%
7Los Angeles Unified School District0.07%0.06%0.06%
8State of California0.30%0.06%0.06%
9State of California0.17%0.06%0.06%
10State of California0.21%0.06%0.06%
11State of California0.24%0.06%0.06%
12San Diego Community College District0.12%0.06%0.06%

Only in CMF

1,281 total
  • Los Angeles Unified School District0.50%
  • University of California0.49%
  • Bay Area Toll Authority0.46%
  • Los Angeles Unified School District0.44%
  • Eastern Municipal Water District0.44%
  • University of California0.42%
  • Bay Area Toll Authority0.37%
  • State of California0.36%
  • Irvine Ranch Water District0.36%
  • Anaheim Housing & Public Improvements Authority0.33%

Only in PZA

6,322 total
  • California (State of) Health Facilities Financing Authority (Kaiser Permanente)0.13%
  • New York (State of) Dormitory Authority0.12%
  • New York (State of) Dormitory Authority0.11%
  • Salt River Project Agricultural Improvement & Power District0.10%
  • Texas Water Development Board0.10%
  • Regents of the University of California Medical Center0.10%
  • Regents of the University of California Medical Center0.10%
  • Orange (County of), FL Health Facilities Authority (Orlando Health Obligated Group)0.10%
  • Texas Transportation Finance Corp.0.09%
  • Triborough Bridge & Tunnel Authority0.09%

Open CMF or PZA at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.