ETF comparison

NYFvsPZA

Both US Municipal Bond.

iShares New York Muni Bond ETF · Invesco National AMT-Free Municipal Bond ETF

Holdings overlap

Weighted by ISIN/CUSIP
5.1%

245 positions appear in both funds. Buying equal dollars of NYF and PZA would leave roughly5.1%of each dollar exposed to the same underlying securities.

NYF only 94.7%Shared 5.1%PZA only 90.7%
In NYF only
640 positions
Shared
245 positions
In PZA only
6,419 positions

Side by side

NYF

iShares New York Muni Bond ETF

iShares · US Municipal Bond

86composite / 100
Expense ratio
0.090%
Net assets
$1.46B
TTM yield
3.26%
Top-10 conc.
6.0%
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

91
Cost
72
93
Tax efficiency
93
64
Liquidity
84
100
Concentration
100
Tracking quality
NYFsub-scorePZA

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

Cost difference

NYF is 19 bps cheaper than PZA. On a $100,000 position that's about $190/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 NYF vs PZA.

Top shared holdings

245 shared in total
#HoldingIn NYFIn PZAOverlap
1New York State Dormitory Authority0.43%0.12%0.12%
2Triborough Bridge & Tunnel Authority Sales Tax0.28%0.08%0.08%
3Empire State Development Corp.0.10%0.08%0.08%
4New York City Municipal Water Finance Authority0.16%0.08%0.08%
5Metropolitan Transportation Authority0.08%0.08%0.08%
6Battery Park City Authority0.11%0.08%0.08%
7Metropolitan Transportation Authority0.15%0.07%0.07%
8Triborough Bridge & Tunnel Authority0.43%0.07%0.07%
9New York City Transitional Finance Authority Future Tax Secured0.12%0.07%0.07%
10New York State Dormitory Authority0.13%0.07%0.07%
11New York City Municipal Water Finance Authority0.16%0.07%0.07%
12Hudson Yards Infrastructure Corp.0.35%0.07%0.07%

Only in NYF

640 total
  • Battery Park City Authority0.80%
  • New York City Transitional Finance Authority Future Tax Secured0.73%
  • Metropolitan Transportation Authority0.65%
  • Long Island Power Authority0.58%
  • New York State Dormitory Authority0.51%
  • New York State Dormitory Authority0.47%
  • New York State Dormitory Authority0.47%
  • Empire State Development Corp.0.43%
  • New York City Municipal Water Finance Authority0.41%
  • Monroe County Industrial Development Corp.0.40%

Only in PZA

6,419 total
  • California (State of) Health Facilities Financing Authority (Kaiser Permanente)0.13%
  • 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%
  • California (State of) Health Facilities Financing Authority (Cedars-Sinai Medical Center)0.09%

Open NYF 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.