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BSMR vs PBP

Comparison between INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF (BSMR, ETF) and INVESCO S&P 500 BUYWRITE ETF (PBP, ETF).

5-Year PerformancePBP has outperformed BSMR, delivering a return of +7.9% compared to +0.5%

BSMR vs PBP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BSMR
$337M
PBP
$335M
Expense Ratio
Winner
BSMR
0.18%
PBP
0.29%
Max Drawdown
Winner
BSMR
13.63%
PBP
45.11%
Sharpe Ratio
BSMR
0.15
Winner
PBP
1.75
5Y Beta
Winner
BSMR
0.00
PBP
0.64
P/E Ratio
BSMR
N/A
PBP
29.47
Forward P/E
BSMR
N/A
PBP
22.41
5Y Dividends CAGR
BSMR
16.82%
Winner
PBP
63.54%
5Y EPS CAGR
BSMR
N/A
PBP
29.37%
Debt to Equity
BSMR
N/A
PBP
40.80%
P/S Ratio
BSMR
N/A
PBP
3.73
P/B Ratio
BSMR
N/A
PBP
5.66

BSMR vs PBP - Historical Returns

Returns include dividend reinvestment.

1M
BSMR
+0.21%
Winner
PBP
+0.82%
3M
BSMR
+0.20%
Winner
PBP
+2.27%
6M
BSMR
+1.13%
Winner
PBP
+5.41%
1Y
BSMR
+3.88%
Winner
PBP
+17.16%
5Y(CAGR)
BSMR
+0.45%
Winner
PBP
+7.90%
10Y(CAGR)
BSMR
N/A
PBP
+7.04%
Max(CAGR)
BSMR
+1.21%
Winner
PBP
+5.17%

BSMR vs PBP - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearBSMRPBP
2026+0.86%+3.80%
2025+2.89%+8.98%
2024+1.69%+19.86%
2023+4.32%+11.74%
2022-7.56%-12.23%
2021+1.08%+20.87%
2020+4.93%-3.82%
2019+0.16%+13.35%
2018N/A-6.07%
2017N/A+11.20%
2016N/A+6.99%
2015N/A+5.54%
2014N/A+5.12%
2013N/A+11.48%
2012N/A+2.90%
2011N/A+4.10%
2010N/A+4.09%
2009N/A+21.34%
2008N/A-28.92%
2007N/A+2.07%

BSMR vs PBP Drawdown Comparison

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

The maximum drawdown for PBP was -43.43%, occurring on Mar 9, 2009. Recovery took 1243 trading sessions.

The current BSMR drawdown is -0.14%. The current PBP drawdown is -1.05%.

RankBSMRPBP
#1-13.49%
Mar 2, 2020 - Aug 10, 2020
-43.43%
Apr 30, 2008 - Apr 10, 2013
#2-12.01%
Jul 19, 2021 - Nov 25, 2025
-33.29%
Feb 19, 2020 - Apr 6, 2021
#3-2.46%
Feb 11, 2021 - Jun 9, 2021
-18.62%
Apr 13, 2022 - Feb 23, 2024
#4-2.10%
Aug 10, 2020 - Dec 3, 2020
-15.74%
Sep 21, 2018 - Nov 7, 2019
#5-1.04%
Oct 21, 2019 - Jan 6, 2020
-15.42%
Feb 19, 2025 - Oct 20, 2025
#6-0.67%
Jun 15, 2021 - Jul 8, 2021
-9.87%
Dec 21, 2007 - Apr 30, 2008
#7-0.57%
Feb 25, 2026 - Jun 3, 2026
-9.85%
Jul 20, 2015 - Nov 27, 2015
#8-0.43%
Jan 31, 2020 - Feb 18, 2020
-8.53%
Dec 1, 2015 - Jun 23, 2016
#9-0.31%
Jan 5, 2021 - Jan 26, 2021
-8.04%
Jan 26, 2018 - May 14, 2018
#10-0.27%
Jan 26, 2026 - Feb 5, 2026
-7.58%
Sep 17, 2014 - Apr 10, 2015
#11-0.23%
Feb 10, 2026 - Feb 13, 2026
-6.46%
Jan 3, 2022 - Mar 28, 2022
#12-0.14%
Dec 17, 2025 - Dec 23, 2025
-5.46%
Jul 23, 2024 - Aug 15, 2024
#13-0.14%
Jun 3, 2026 - Jun 5, 2026
-5.23%
Feb 25, 2026 - Apr 30, 2026
#14-0.13%
Jul 8, 2021 - Jul 15, 2021
-4.94%
Jan 15, 2014 - Feb 14, 2014
#15-0.12%
Dec 28, 2020 - Jan 5, 2021
-3.90%
May 21, 2013 - Oct 14, 2013

Correlation

Correlation between BSMR and PBP is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61
-101

Dividend Comparison (2008 - 2026)

BSMR vs PBP dividend yield comparison.

YearBSMRPBP
20261.12%4.54%
20252.77%11.12%
20242.78%9.36%
20232.72%3.35%
20221.40%1.33%
20211.00%6.21%
20201.49%1.41%
20190.45%5.04%
20180.00%2.59%
20170.00%10.86%
20160.00%2.56%
20150.00%6.19%
20140.00%4.96%
20130.00%6.62%
20120.00%4.38%
20110.00%10.88%
20100.00%7.91%
20090.00%1.53%
20080.00%2.38%

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