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BAB vs DLS

Comparison between INVESCO TAXABLE MUNICIPAL BOND ETF (BAB, ETF) and WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND (DLS, ETF).

5-Year PerformanceDLS has outperformed BAB, delivering a return of +7.1% compared to -0.5%

BAB vs DLS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BAB
$1.10B
DLS
$1.10B
Expense Ratio
Winner
BAB
0.28%
DLS
0.58%
Max Drawdown
Winner
BAB
29.50%
DLS
66.03%
Sharpe Ratio
BAB
0.47
Winner
DLS
1.24
5Y Beta
Winner
BAB
0.04
DLS
0.62
5Y Dividends CAGR
BAB
5.51%
Winner
DLS
14.86%

BAB vs DLS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BAB
+1.44%
DLS
-0.44%
3M
BAB
-0.31%
Winner
DLS
+4.69%
6M
BAB
+0.47%
Winner
DLS
+9.83%
1Y
BAB
+6.38%
Winner
DLS
+22.66%
5Y(CAGR)
BAB
-0.55%
Winner
DLS
+7.13%
10Y(CAGR)
BAB
+2.19%
Winner
DLS
+7.95%
Max(CAGR)
BAB
+4.72%
Winner
DLS
+6.41%

BAB vs DLS - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearBABDLS
2026+0.46%+6.45%
2025+8.22%+34.27%
2024+1.68%+4.27%
2023+7.83%+14.59%
2022-18.48%-17.68%
2021+1.06%+11.96%
2020+8.66%-2.15%
2019+10.85%+22.23%
2018+1.36%-19.62%
2017+9.76%+30.78%
2016+4.06%+7.85%
2015-0.61%+7.24%
2014+16.75%-7.85%
2013-5.13%+24.82%
2012+11.26%+20.95%
2011+21.17%-12.76%
2010+9.24%+15.13%
2009-2.68%+35.00%
2008N/A-44.80%
2007N/A+3.88%
2006N/A+25.04%

BAB vs DLS Drawdown Comparison

The maximum drawdown for BAB was -27.80%, occurring on Mar 19, 2020. Recovery took 224 trading sessions.

The maximum drawdown for DLS was -63.10%, occurring on Mar 9, 2009. Recovery took 1473 trading sessions.

The current BAB drawdown is -5.41%. The current DLS drawdown is -2.92%.

RankBABDLS
#1-27.80%
Mar 9, 2020 - Jan 27, 2021
-63.10%
Oct 31, 2007 - Sep 9, 2013
#2-24.94%
Aug 3, 2021 - Oct 24, 2022
-44.74%
Jan 26, 2018 - Apr 5, 2021
#3-12.13%
May 1, 2013 - May 28, 2014
-32.24%
Sep 3, 2021 - Sep 26, 2024
#4-8.31%
Jul 29, 2016 - Aug 23, 2017
-18.00%
Jul 3, 2014 - Sep 8, 2016
#5-7.40%
Jan 30, 2015 - Feb 2, 2016
-14.13%
Jul 19, 2007 - Oct 31, 2007
#6-6.99%
Aug 26, 2010 - May 4, 2011
-12.69%
Sep 26, 2024 - Apr 25, 2025
#7-6.51%
Aug 4, 2011 - Aug 18, 2011
-11.03%
Feb 27, 2026 - Mar 30, 2026
#8-5.52%
Oct 3, 2011 - Nov 23, 2011
-9.06%
Feb 26, 2007 - Mar 21, 2007
#9-5.40%
Jan 27, 2021 - Jul 6, 2021
-6.05%
Jan 22, 2014 - Feb 18, 2014
#10-4.65%
Jul 25, 2012 - Nov 8, 2012
-5.65%
Sep 16, 2025 - Dec 11, 2025
#11-4.26%
Aug 28, 2019 - Jan 27, 2020
-5.49%
Jul 3, 2006 - Jul 31, 2006
#12-3.75%
Dec 29, 2017 - Dec 19, 2018
-4.93%
Jun 7, 2021 - Aug 12, 2021
#13-3.62%
Nov 30, 2009 - Feb 5, 2010
-4.69%
Sep 28, 2016 - Jan 4, 2017
#14-3.20%
Mar 7, 2012 - Apr 9, 2012
-4.45%
Jun 4, 2007 - Jul 12, 2007
#15-2.95%
Sep 22, 2011 - Oct 3, 2011
-4.44%
Oct 22, 2013 - Dec 30, 2013

Correlation

Correlation between BAB and DLS is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2006 - 2026)

BAB vs DLS dividend yield comparison.

YearBABDLS
20261.73%0.19%
20253.96%3.87%
20243.97%4.56%
20233.65%4.29%
20223.40%4.96%
20212.63%3.29%
20202.96%2.50%
20193.77%3.37%
20184.20%3.66%
20173.96%2.79%
20164.26%3.29%
20154.71%2.72%
20144.59%3.61%
20135.18%3.89%
20124.87%3.56%
20115.21%4.11%
20105.89%2.85%
20090.00%2.60%
20080.00%5.80%
20070.00%2.29%
20060.00%0.41%

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