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BSMR vs BJUL

Comparison between INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF (BSMR, ETF) and Innovator U.S. Equity Buffer ETF - July (BJUL, ETF).

5-Year PerformanceBJUL has outperformed BSMR, delivering a return of +11.5% compared to +0.5%

BSMR vs BJUL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BSMR
$346M
BJUL
$346M
Expense Ratio
Winner
BSMR
0.18%
BJUL
0.79%
Max Drawdown
Winner
BSMR
13.63%
BJUL
24.03%
Sharpe Ratio
BSMR
-0.59
Winner
BJUL
1.39
5Y Beta
Winner
BSMR
0.00
BJUL
0.64
5Y Dividends CAGR
BSMR
16.23%
BJUL
N/A

BSMR vs BJUL - Historical Returns

Returns include dividend reinvestment.

1M
BSMR
+0.53%
Winner
BJUL
+2.45%
3M
BSMR
+0.86%
Winner
BJUL
+2.98%
6M
BSMR
+0.69%
Winner
BJUL
+7.95%
1Y
BSMR
+2.92%
Winner
BJUL
+14.03%
5Y(CAGR)
BSMR
+0.47%
Winner
BJUL
+11.45%
Max(CAGR)
BSMR
+1.27%
Winner
BJUL
+10.10%

BSMR vs BJUL - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearBSMRBJUL
2026+1.57%+8.82%
2025+2.89%+14.00%
2024+1.69%+19.20%
2023+4.32%+22.22%
2022-7.56%-7.58%
2021+1.08%+11.66%
2020+4.93%+8.50%
2019+0.16%+17.26%
2018N/A-8.49%

BSMR vs BJUL Drawdown Comparison

The maximum drawdown for BSMR was -13.49%, occurring on Mar 23, 2020. Recovery took 112 trading sessions.

The maximum drawdown for BJUL was -24.03%, occurring on Mar 23, 2020. Recovery took 125 trading sessions.

The current BSMR drawdown is -0.11%. The current BJUL drawdown is -1.00%.

RankBSMRBJUL
#1-13.49%
Mar 2, 2020 - Aug 10, 2020
-24.03%
Feb 13, 2020 - Aug 12, 2020
#2-12.01%
Jul 19, 2021 - Nov 25, 2025
-14.06%
Feb 19, 2025 - Jun 24, 2025
#3-2.46%
Feb 11, 2021 - Jun 9, 2021
-13.23%
Sep 21, 2018 - Apr 23, 2019
#4-2.10%
Aug 10, 2020 - Dec 3, 2020
-13.19%
Jan 4, 2022 - Jun 2, 2023
#5-1.04%
Oct 21, 2019 - Jan 6, 2020
-7.47%
Jul 31, 2023 - Nov 20, 2023
#6-0.67%
Jun 15, 2021 - Jul 8, 2021
-6.06%
Jul 16, 2024 - Aug 23, 2024
#7-0.57%
Feb 25, 2026 - Jun 3, 2026
-5.40%
Feb 25, 2026 - Apr 13, 2026
#8-0.43%
Jan 31, 2020 - Feb 18, 2020
-4.53%
Sep 2, 2020 - Oct 12, 2020
#9-0.42%
Aug 7, 2026 - Aug 21, 2026
-4.51%
Oct 12, 2020 - Nov 6, 2020
#10-0.36%
Jul 9, 2026 - Aug 5, 2026
-4.36%
Jul 26, 2019 - Oct 25, 2019
#11-0.31%
Jan 5, 2021 - Jan 26, 2021
-3.43%
Apr 1, 2024 - May 7, 2024
#12-0.27%
Jan 26, 2026 - Feb 5, 2026
-3.07%
Aug 30, 2021 - Oct 19, 2021
#13-0.23%
Jun 11, 2026 - Jun 18, 2026
-2.96%
Apr 29, 2019 - Jul 2, 2019
#14-0.23%
Feb 10, 2026 - Feb 13, 2026
-2.93%
Aug 30, 2024 - Sep 17, 2024
#15-0.15%
Jun 22, 2026 - Jul 9, 2026
-2.77%
Oct 27, 2025 - Nov 28, 2025

Correlation

Correlation between BSMR and BJUL is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64
-101

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