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BSMR vs JANW

Comparison between INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF (BSMR, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF ALLIANZIM EQUITY LARGE CAP BUFFER20 JAN ETF (JANW, ETF).

5-Year PerformanceJANW has outperformed BSMR, delivering a return of +8.2% compared to +0.4%

BSMR vs JANW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BSMR
$345M
Winner
JANW
$345M
Expense Ratio
Winner
BSMR
0.18%
JANW
0.74%
Max Drawdown
BSMR
13.63%
Winner
JANW
9.69%
Sharpe Ratio
BSMR
-0.55
Winner
JANW
1.33
5Y Beta
Winner
BSMR
0.00
JANW
0.37
5Y Dividends CAGR
BSMR
17.20%
JANW
N/A

BSMR vs JANW - Historical Returns

Returns include dividend reinvestment.

1M
BSMR
-0.19%
Winner
JANW
+0.66%
3M
BSMR
+0.42%
Winner
JANW
+3.01%
6M
BSMR
+0.74%
Winner
JANW
+4.65%
1Y
BSMR
+3.10%
Winner
JANW
+10.20%
5Y(CAGR)
BSMR
+0.35%
Winner
JANW
+8.19%
Max(CAGR)
BSMR
+1.22%
Winner
JANW
+8.38%

BSMR vs JANW - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearBSMRJANW
2026+1.07%+4.90%
2025+2.89%+10.12%
2024+1.69%+11.54%
2023+4.32%+14.93%
2022-7.56%-1.01%
2021+1.08%+7.00%
2020+4.93%N/A
2019+0.16%N/A

BSMR vs JANW Drawdown Comparison

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

The maximum drawdown for JANW was -9.69%, occurring on Jun 16, 2022. Recovery took 257 trading sessions.

The current BSMR drawdown is -0.19%. The current JANW drawdown is -0.13%.

RankBSMRJANW
#1-13.49%
Mar 2, 2020 - Aug 10, 2020
-9.69%
Jan 3, 2022 - Jan 11, 2023
#2-12.01%
Jul 19, 2021 - Nov 25, 2025
-8.66%
Feb 19, 2025 - Jun 6, 2025
#3-2.46%
Feb 11, 2021 - Jun 9, 2021
-4.09%
Sep 14, 2023 - Nov 7, 2023
#4-2.10%
Aug 10, 2020 - Dec 3, 2020
-3.65%
Feb 2, 2026 - Apr 13, 2026
#5-1.04%
Oct 21, 2019 - Jan 6, 2020
-3.29%
Feb 2, 2023 - Mar 31, 2023
#6-0.67%
Jun 15, 2021 - Jul 8, 2021
-2.55%
Jul 16, 2024 - Aug 15, 2024
#7-0.57%
Feb 25, 2026 - Jun 3, 2026
-1.79%
Mar 28, 2024 - May 6, 2024
#8-0.43%
Jan 31, 2020 - Feb 18, 2020
-1.42%
Jan 20, 2021 - Feb 5, 2021
#9-0.31%
Jan 5, 2021 - Jan 26, 2021
-1.33%
May 7, 2021 - May 27, 2021
#10-0.27%
Jan 26, 2026 - Feb 5, 2026
-1.32%
Feb 8, 2021 - Mar 11, 2021
#11-0.23%
Jun 11, 2026 - Jun 18, 2026
-1.24%
Jun 4, 2026 - Jul 6, 2026
#12-0.23%
Feb 10, 2026 - Feb 13, 2026
-1.23%
Jul 31, 2023 - Aug 29, 2023
#13-0.19%
Jul 9, 2026 - Jul 20, 2026
-1.10%
Aug 30, 2024 - Sep 13, 2024
#14-0.15%
Jun 22, 2026 - Jul 9, 2026
-1.09%
Nov 12, 2025 - Nov 25, 2025
#15-0.14%
Dec 17, 2025 - Dec 23, 2025
-1.07%
Jan 6, 2025 - Jan 17, 2025

Correlation

Correlation between BSMR and JANW is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62
-101

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