BSMR vs IVOL
Comparison between INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF (BSMR, ETF) and QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF (IVOL, ETF).
5-Year PerformanceBSMR has outperformed IVOL, delivering a return of +0.5% compared to -5.9%
BSMR vs IVOL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BSMR vs IVOL - Historical Returns
Returns include dividend reinvestment.
BSMR vs IVOL - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | BSMR | IVOL |
|---|---|---|
| 2026 | +0.86% | -6.68% |
| 2025 | +2.89% | +12.03% |
| 2024 | +1.69% | -10.51% |
| 2023 | +4.32% | -4.63% |
| 2022 | -7.56% | -12.97% |
| 2021 | +1.08% | -0.69% |
| 2020 | +4.93% | +14.96% |
| 2019 | +0.16% | +3.23% |
BSMR vs IVOL Drawdown Comparison
The maximum drawdown for BSMR was -13.49%, occurring on Mar 23, 2020. Recovery took 112 trading sessions.
The maximum drawdown for IVOL was -31.17%, occurring on Dec 18, 2024. This drawdown has not yet recovered.
The current BSMR drawdown is -0.14%. The current IVOL drawdown is -26.94%.
| Rank | BSMR | IVOL |
|---|---|---|
| #1 | -13.49% Mar 2, 2020 - Aug 10, 2020 | -31.17% May 10, 2021 - Dec 18, 2024 |
| #2 | -12.01% Jul 19, 2021 - Nov 25, 2025 | -8.02% Mar 6, 2020 - Mar 26, 2020 |
| #3 | -2.46% Feb 11, 2021 - Jun 9, 2021 | -3.93% Mar 26, 2020 - Apr 8, 2020 |
| #4 | -2.10% Aug 10, 2020 - Dec 3, 2020 | -3.23% Jun 6, 2019 - Feb 28, 2020 |
| #5 | -1.04% Oct 21, 2019 - Jan 6, 2020 | -2.52% Apr 13, 2020 - May 8, 2020 |
| #6 | -0.67% Jun 15, 2021 - Jul 8, 2021 | -2.26% Feb 16, 2021 - May 5, 2021 |
| #7 | -0.57% Feb 25, 2026 - Jun 3, 2026 | -1.94% Aug 31, 2020 - Dec 2, 2020 |
| #8 | -0.43% Jan 31, 2020 - Feb 18, 2020 | -1.50% May 16, 2019 - May 30, 2019 |
| #9 | -0.31% Jan 5, 2021 - Jan 26, 2021 | -1.37% May 8, 2020 - Jun 4, 2020 |
| #10 | -0.27% Jan 26, 2026 - Feb 5, 2026 | -1.22% Jun 5, 2020 - Aug 5, 2020 |
| #11 | -0.23% Feb 10, 2026 - Feb 13, 2026 | -0.51% Aug 17, 2020 - Aug 25, 2020 |
| #12 | -0.14% Dec 17, 2025 - Dec 23, 2025 | -0.47% Jan 21, 2021 - Feb 3, 2021 |
| #13 | -0.14% Jun 3, 2026 - Jun 5, 2026 | -0.39% Dec 21, 2020 - Jan 4, 2021 |
| #14 | -0.13% Jul 8, 2021 - Jul 15, 2021 | -0.39% Jan 7, 2021 - Jan 14, 2021 |
| #15 | -0.12% Dec 28, 2020 - Jan 5, 2021 | -0.31% Feb 8, 2021 - Feb 12, 2021 |
Correlation
Correlation between BSMR and IVOL is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2019 - 2026)
BSMR vs IVOL dividend yield comparison.
| Year | BSMR | IVOL |
|---|---|---|
| 2026 | 1.12% | 1.59% |
| 2025 | 2.77% | 3.61% |
| 2024 | 2.78% | 3.83% |
| 2023 | 2.72% | 3.73% |
| 2022 | 1.40% | 3.92% |
| 2021 | 1.00% | 3.93% |
| 2020 | 1.49% | 3.44% |
| 2019 | 0.45% | 2.02% |
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