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BSJU vs BSMT

Comparison between Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU, ETF) and INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF (BSMT, ETF).

BSJU vs BSMT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BSJU
$260M
BSMT
$260M
Expense Ratio
BSJU
0.42%
Winner
BSMT
0.18%
Max Drawdown
Winner
BSJU
8.40%
BSMT
17.74%
Sharpe Ratio
Winner
BSJU
0.72
BSMT
0.72
5Y Beta
BSJU
0.24
Winner
BSMT
0.01
5Y Dividends CAGR
BSJU
N/A
BSMT
9.71%

BSJU vs BSMT - Historical Returns

Returns include dividend reinvestment.

1M
BSJU
-0.03%
Winner
BSMT
+0.35%
3M
Winner
BSJU
+0.92%
BSMT
-0.06%
6M
Winner
BSJU
+1.59%
BSMT
+1.37%
1Y
Winner
BSJU
+6.79%
BSMT
+5.06%
5Y(CAGR)
BSJU
N/A
BSMT
-0.14%
Max(CAGR)
Winner
BSJU
+7.58%
BSMT
+0.96%

BSJU vs BSMT - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearBSJUBSMT
2026+1.19%+0.87%
2025+8.32%+3.62%
2024+8.63%+0.36%
2023+12.66%+5.16%
2022-2.11%-10.94%
2021N/A+1.42%
2020N/A+6.96%
2019N/A-0.35%

BSJU vs BSMT Drawdown Comparison

The maximum drawdown for BSJU was -7.51%, occurring on Sep 27, 2022. Recovery took 65 trading sessions.

The maximum drawdown for BSMT was -16.19%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The current BSJU drawdown is -0.68%. The current BSMT drawdown is -2.12%.

RankBSJUBSMT
#1-7.51%
Sep 12, 2022 - Dec 13, 2022
-16.19%
Jul 19, 2021 - Oct 31, 2022
#2-5.93%
Feb 2, 2023 - Jun 15, 2023
-15.09%
Feb 27, 2020 - Jul 23, 2020
#3-5.12%
Jul 13, 2023 - Nov 3, 2023
-3.42%
Feb 11, 2021 - Jun 9, 2021
#4-5.09%
Feb 28, 2025 - May 12, 2025
-2.88%
Aug 10, 2020 - Dec 8, 2020
#5-4.93%
Dec 13, 2022 - Jan 9, 2023
-2.14%
Oct 9, 2019 - Jan 9, 2020
#6-2.53%
Feb 9, 2026 - Apr 8, 2026
-0.72%
Jun 10, 2021 - Jul 6, 2021
#7-2.47%
Mar 27, 2024 - May 3, 2024
-0.53%
Jan 6, 2021 - Jan 26, 2021
#8-2.12%
Dec 6, 2024 - Jan 27, 2025
-0.52%
Sep 25, 2019 - Oct 9, 2019
#9-1.79%
Dec 27, 2023 - Jan 29, 2024
-0.47%
Jan 31, 2020 - Feb 18, 2020
#10-1.66%
Jun 15, 2023 - Jun 30, 2023
-0.25%
Jul 31, 2020 - Aug 4, 2020
#11-1.59%
Sep 27, 2024 - Nov 8, 2024
-0.15%
Dec 28, 2020 - Dec 30, 2020
#12-1.53%
Jun 30, 2023 - Jul 12, 2023
-0.14%
Jan 27, 2020 - Jan 31, 2020
#13-1.42%
Jan 12, 2023 - Feb 1, 2023
-0.13%
Dec 21, 2020 - Dec 28, 2020
#14-1.39%
Sep 22, 2025 - Oct 24, 2025
-0.13%
Aug 4, 2020 - Aug 10, 2020
#15-1.31%
May 15, 2024 - Jun 5, 2024
-0.10%
Jul 28, 2020 - Jul 31, 2020

Correlation

Correlation between BSJU and BSMT is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2019 - 2026)

BSJU vs BSMT dividend yield comparison.

YearBSJUBSMT
20262.76%1.13%
20256.52%2.78%
20247.08%2.80%
20236.74%2.62%
20222.38%1.65%
20210.00%1.31%
20200.00%1.82%
20190.00%0.48%

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