APRT vs BSMZ
Comparison between ALLIANZIM U.S. EQUITY BUFFER10 APR ETF (APRT, ETF) and Invesco BulletShares 2035 Municipal Bond ETF (BSMZ, ETF).
APRT vs BSMZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
APRT
$48M
Winner
BSMZ
$48M
Expense Ratio
APRT
0.74%
Winner
BSMZ
0.18%
Max Drawdown
APRT
14.98%
Winner
BSMZ
3.55%
Sharpe Ratio
Winner
APRT
2.53
BSMZ
0.26
5Y Beta
APRT
0.60
Winner
BSMZ
0.10
APRT vs BSMZ - Historical Returns
Returns include dividend reinvestment.
1M
APRT
+0.60%
Winner
BSMZ
+0.64%
3M
Winner
APRT
+8.73%
BSMZ
+1.51%
6M
Winner
APRT
+10.10%
BSMZ
+2.01%
1Y
APRT
+17.81%
BSMZ
N/A
5Y(CAGR)
APRT
+10.47%
BSMZ
N/A
Max(CAGR)
Winner
APRT
+11.21%
BSMZ
+4.71%
APRT vs BSMZ - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | APRT | BSMZ |
|---|---|---|
| 2026 | +9.40% | +1.32% |
| 2025 | +7.98% | +1.82% |
| 2024 | +15.54% | N/A |
| 2023 | +22.36% | N/A |
| 2022 | -6.97% | N/A |
| 2021 | +12.35% | N/A |
| 2020 | +9.08% | N/A |
APRT vs BSMZ Drawdown Comparison
The maximum drawdown for APRT was -14.98%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The maximum drawdown for BSMZ was -3.27%, occurring on Mar 24, 2026. This drawdown has not yet recovered.
The current APRT drawdown is -0.65%. The current BSMZ drawdown is -0.59%.
| Rank | APRT | BSMZ |
|---|---|---|
| #1 | -14.98% Feb 19, 2025 - Aug 12, 2025 | -3.27% Feb 27, 2026 - Mar 24, 2026 |
| #2 | -13.91% Mar 31, 2022 - Apr 28, 2023 | -0.84% Nov 26, 2025 - Jan 6, 2026 |
| #3 | -6.64% Jul 28, 2023 - Nov 15, 2023 | -0.65% Nov 11, 2025 - Nov 26, 2025 |
| #4 | -5.89% Jul 16, 2024 - Aug 23, 2024 | -0.61% Jan 14, 2026 - Feb 2, 2026 |
| #5 | -5.67% Jan 3, 2022 - Mar 24, 2022 | -0.61% Oct 28, 2025 - Nov 11, 2025 |
| #6 | -4.04% Jun 8, 2020 - Jul 17, 2020 | -0.44% Sep 17, 2025 - Oct 2, 2025 |
| #7 | -3.62% Apr 1, 2024 - May 10, 2024 | -0.22% Feb 9, 2026 - Feb 12, 2026 |
| #8 | -3.02% Aug 30, 2024 - Sep 19, 2024 | -0.14% Jan 7, 2026 - Jan 14, 2026 |
| #9 | -2.85% Oct 12, 2020 - Nov 5, 2020 | -0.14% Oct 21, 2025 - Oct 28, 2025 |
| #10 | -2.68% Sep 2, 2020 - Oct 9, 2020 | -0.10% Feb 19, 2026 - Feb 23, 2026 |
| #11 | -2.49% May 7, 2021 - Jun 4, 2021 | -0.06% Feb 24, 2026 - Feb 26, 2026 |
| #12 | -2.34% Dec 6, 2024 - Jan 21, 2025 | -0.06% Oct 2, 2025 - Oct 7, 2025 |
| #13 | -2.01% Sep 2, 2021 - Oct 15, 2021 | -0.06% Feb 3, 2026 - Feb 5, 2026 |
| #14 | -1.82% May 1, 2023 - May 17, 2023 | -0.04% Feb 5, 2026 - Feb 9, 2026 |
| #15 | -1.74% Nov 16, 2021 - Dec 10, 2021 | -0.02% Oct 16, 2025 - Oct 20, 2025 |
Correlation
Correlation between APRT and BSMZ is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.64
-101
Dividend Comparison (2020 - 2026)
APRT vs BSMZ dividend yield comparison.
| Year | APRT | BSMZ |
|---|---|---|
| 2026 | 0.00% | 1.35% |
| 2025 | 0.00% | 0.68% |
| 2020 | 4.67% | 0.00% |
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