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PVI vs. PUSH
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PVI vs. PUSH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco VRDO Tax-Free ETF (PVI) and PGIM Ultra Short Municipal Bond ETF (PUSH). The values are adjusted to include any dividend payments, if applicable.

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PVI vs. PUSH - Yearly Performance Comparison


2026 (YTD)20252024
PVI
Invesco VRDO Tax-Free ETF
0.29%3.12%1.01%
PUSH
PGIM Ultra Short Municipal Bond ETF
0.64%4.16%1.74%

Returns By Period

In the year-to-date period, PVI achieves a 0.29% return, which is significantly lower than PUSH's 0.64% return.


PVI

1D
0.20%
1M
0.59%
YTD
0.29%
6M
1.29%
1Y
2.40%
3Y*
2.67%
5Y*
1.87%
10Y*
1.26%

PUSH

1D
0.01%
1M
-0.37%
YTD
0.64%
6M
1.46%
1Y
3.70%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PVI vs. PUSH - Expense Ratio Comparison

PVI has a 0.25% expense ratio, which is higher than PUSH's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

PVI vs. PUSH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PVI
PVI Risk / Return Rank: 6161
Overall Rank
PVI Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
PVI Sortino Ratio Rank: 4949
Sortino Ratio Rank
PVI Omega Ratio Rank: 4545
Omega Ratio Rank
PVI Calmar Ratio Rank: 8484
Calmar Ratio Rank
PVI Martin Ratio Rank: 7878
Martin Ratio Rank

PUSH
PUSH Risk / Return Rank: 9595
Overall Rank
PUSH Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
PUSH Sortino Ratio Rank: 9696
Sortino Ratio Rank
PUSH Omega Ratio Rank: 9797
Omega Ratio Rank
PUSH Calmar Ratio Rank: 9696
Calmar Ratio Rank
PUSH Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PVI vs. PUSH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco VRDO Tax-Free ETF (PVI) and PGIM Ultra Short Municipal Bond ETF (PUSH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


PVIPUSHDifference

Sharpe ratio

Return per unit of total volatility

0.87

2.27

-1.40

Sortino ratio

Return per unit of downside risk

1.32

3.31

-1.99

Omega ratio

Gain probability vs. loss probability

1.17

1.61

-0.44

Calmar ratio

Return relative to maximum drawdown

2.48

4.34

-1.86

Martin ratio

Return relative to average drawdown

8.39

15.34

-6.95

PVI vs. PUSH - Sharpe Ratio Comparison

The current PVI Sharpe Ratio is 0.87, which is lower than the PUSH Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of PVI and PUSH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PVIPUSHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.87

2.27

-1.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.97

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

2.84

-2.31

Correlation

The correlation between PVI and PUSH is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

PVI vs. PUSH - Dividend Comparison

PVI's dividend yield for the trailing twelve months is around 2.19%, less than PUSH's 3.60% yield.


TTM20252024202320222021202020192018201720162015
PVI
Invesco VRDO Tax-Free ETF
2.19%2.22%2.72%3.36%0.56%0.00%0.36%1.15%1.14%0.56%0.13%0.00%
PUSH
PGIM Ultra Short Municipal Bond ETF
3.60%3.45%1.86%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PVI vs. PUSH - Drawdown Comparison

The maximum PVI drawdown since its inception was -4.10%, which is greater than PUSH's maximum drawdown of -0.85%. Use the drawdown chart below to compare losses from any high point for PVI and PUSH.


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Drawdown Indicators


PVIPUSHDifference

Max Drawdown

Largest peak-to-trough decline

-4.10%

-0.85%

-3.25%

Max Drawdown (1Y)

Largest decline over 1 year

-0.99%

-0.85%

-0.14%

Max Drawdown (5Y)

Largest decline over 5 years

-1.17%

Max Drawdown (10Y)

Largest decline over 10 years

-1.17%

Current Drawdown

Current decline from peak

-0.12%

-0.37%

+0.25%

Average Drawdown

Average peak-to-trough decline

-0.28%

-0.11%

-0.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.29%

0.24%

+0.05%

Volatility

PVI vs. PUSH - Volatility Comparison

Invesco VRDO Tax-Free ETF (PVI) has a higher volatility of 0.74% compared to PGIM Ultra Short Municipal Bond ETF (PUSH) at 0.23%. This indicates that PVI's price experiences larger fluctuations and is considered to be riskier than PUSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PVIPUSHDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.74%

0.23%

+0.51%

Volatility (6M)

Calculated over the trailing 6-month period

1.93%

1.08%

+0.85%

Volatility (1Y)

Calculated over the trailing 1-year period

2.79%

1.64%

+1.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.93%

1.33%

+0.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.72%

1.33%

+0.39%