BSMR vs JXI
Comparison between INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF (BSMR, ETF) and ISHARES GLOBAL UTILITIES ETF (JXI, ETF).
5-Year PerformanceJXI has outperformed BSMR, delivering a return of +9.5% compared to +0.5%
BSMR vs JXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BSMR vs JXI - Historical Returns
Returns include dividend reinvestment.
BSMR vs JXI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | BSMR | JXI |
|---|---|---|
| 2026 | +0.86% | +5.50% |
| 2025 | +2.89% | +25.05% |
| 2024 | +1.69% | +12.72% |
| 2023 | +4.32% | +0.76% |
| 2022 | -7.56% | -3.75% |
| 2021 | +1.08% | +12.21% |
| 2020 | +4.93% | +5.98% |
| 2019 | +0.16% | +25.43% |
| 2018 | N/A | +2.68% |
| 2017 | N/A | +15.13% |
| 2016 | N/A | +7.20% |
| 2015 | N/A | -7.16% |
| 2014 | N/A | +17.43% |
| 2013 | N/A | +10.81% |
| 2012 | N/A | +2.09% |
| 2011 | N/A | -3.41% |
| 2010 | N/A | -2.83% |
| 2009 | N/A | +6.14% |
| 2008 | N/A | -28.31% |
| 2007 | N/A | +22.04% |
| 2006 | N/A | +14.27% |
BSMR vs JXI Drawdown Comparison
The maximum drawdown for BSMR was -13.49%, occurring on Mar 23, 2020. Recovery took 112 trading sessions.
The maximum drawdown for JXI was -50.23%, occurring on Mar 9, 2009. Recovery took 2379 trading sessions.
The current BSMR drawdown is -0.14%. The current JXI drawdown is -6.21%.
| Rank | BSMR | JXI |
|---|---|---|
| #1 | -13.49% Mar 2, 2020 - Aug 10, 2020 | -50.23% Dec 6, 2007 - May 19, 2017 |
| #2 | -12.01% Jul 19, 2021 - Nov 25, 2025 | -34.20% Feb 18, 2020 - Apr 15, 2021 |
| #3 | -2.46% Feb 11, 2021 - Jun 9, 2021 | -22.43% Apr 8, 2022 - May 9, 2024 |
| #4 | -2.10% Aug 10, 2020 - Dec 3, 2020 | -12.65% Sep 11, 2017 - Dec 3, 2018 |
| #5 | -1.04% Oct 21, 2019 - Jan 6, 2020 | -10.44% Oct 16, 2024 - Apr 3, 2025 |
| #6 | -0.67% Jun 15, 2021 - Jul 8, 2021 | -9.43% Jun 1, 2007 - Sep 26, 2007 |
| #7 | -0.57% Feb 25, 2026 - Jun 3, 2026 | -8.93% Aug 20, 2021 - Dec 28, 2021 |
| #8 | -0.43% Jan 31, 2020 - Feb 18, 2020 | -8.17% Apr 3, 2025 - Apr 22, 2025 |
| #9 | -0.31% Jan 5, 2021 - Jan 26, 2021 | -8.09% Apr 9, 2026 - Jun 1, 2026 |
| #10 | -0.27% Jan 26, 2026 - Feb 5, 2026 | -7.52% Dec 31, 2021 - Mar 29, 2022 |
| #11 | -0.23% Feb 10, 2026 - Feb 13, 2026 | -6.87% Feb 27, 2026 - Apr 9, 2026 |
| #12 | -0.14% Dec 17, 2025 - Dec 23, 2025 | -6.62% Feb 26, 2007 - Mar 21, 2007 |
| #13 | -0.14% Jun 3, 2026 - Jun 5, 2026 | -6.54% Dec 13, 2018 - Jan 31, 2019 |
| #14 | -0.13% Jul 8, 2021 - Jul 15, 2021 | -6.39% May 21, 2024 - Jul 31, 2024 |
| #15 | -0.12% Dec 28, 2020 - Jan 5, 2021 | -4.88% Apr 20, 2021 - Aug 5, 2021 |
Correlation
Correlation between BSMR and JXI is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2006 - 2026)
BSMR vs JXI dividend yield comparison.
| Year | BSMR | JXI |
|---|---|---|
| 2026 | 1.12% | 0.00% |
| 2025 | 2.77% | 2.56% |
| 2024 | 2.78% | 3.02% |
| 2023 | 2.72% | 3.58% |
| 2022 | 1.40% | 3.13% |
| 2021 | 1.00% | 2.78% |
| 2020 | 1.49% | 2.65% |
| 2019 | 0.45% | 3.43% |
| 2018 | 0.00% | 3.16% |
| 2017 | 0.00% | 3.62% |
| 2016 | 0.00% | 4.77% |
| 2015 | 0.00% | 3.78% |
| 2014 | 0.00% | 3.55% |
| 2013 | 0.00% | 4.30% |
| 2012 | 0.00% | 4.19% |
| 2011 | 0.00% | 4.67% |
| 2010 | 0.00% | 4.24% |
| 2009 | 0.00% | 3.49% |
| 2008 | 0.00% | 5.23% |
| 2007 | 0.00% | 0.78% |
| 2006 | 0.00% | 0.58% |
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