BSMS vs USDX
Comparison between INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF (BSMS, ETF) and SGI ENHANCED CORE ETF (USDX, ETF).
BSMS vs USDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BSMS
$307M
USDX
$305M
Expense Ratio
Winner
BSMS
0.18%
USDX
1.08%
Max Drawdown
BSMS
16.51%
Winner
USDX
3.80%
Sharpe Ratio
BSMS
0.18
Winner
USDX
1.05
5Y Beta
BSMS
0.01
Winner
USDX
0.00
5Y Dividends CAGR
BSMS
9.58%
USDX
N/A
BSMS vs USDX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BSMS
+0.07%
USDX
-0.04%
3M
BSMS
+0.50%
Winner
USDX
+0.88%
6M
BSMS
+0.72%
Winner
USDX
+2.17%
1Y
BSMS
+4.01%
Winner
USDX
+5.95%
5Y(CAGR)
BSMS
-0.10%
USDX
N/A
Max(CAGR)
BSMS
+1.21%
Winner
USDX
+6.54%
BSMS vs USDX - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | BSMS | USDX |
|---|---|---|
| 2026 | +1.13% | +2.46% |
| 2025 | +3.52% | +6.20% |
| 2024 | +1.13% | +6.87% |
| 2023 | +4.78% | N/A |
| 2022 | -9.86% | N/A |
| 2021 | +1.34% | N/A |
| 2020 | +6.50% | N/A |
| 2019 | +0.22% | N/A |
BSMS vs USDX Drawdown Comparison
The maximum drawdown for BSMS was -14.95%, occurring on Oct 31, 2022. This drawdown has not yet recovered.
The maximum drawdown for USDX was -0.94%, occurring on Jan 27, 2026. Recovery took 22 trading sessions.
The current BSMS drawdown is -0.75%. The current USDX drawdown is -0.18%.
| Rank | BSMS | USDX |
|---|---|---|
| #1 | -14.95% Jul 19, 2021 - Oct 31, 2022 | -0.94% Jan 21, 2026 - Feb 23, 2026 |
| #2 | -14.01% Feb 27, 2020 - Jul 16, 2020 | -0.74% Apr 7, 2025 - May 16, 2025 |
| #3 | -2.92% Feb 12, 2021 - Jun 8, 2021 | -0.64% May 29, 2026 - Jun 22, 2026 |
| #4 | -2.40% Aug 10, 2020 - Nov 25, 2020 | -0.35% May 7, 2026 - May 14, 2026 |
| #5 | -1.09% Sep 26, 2019 - Dec 3, 2019 | -0.31% Apr 30, 2026 - May 7, 2026 |
| #6 | -0.66% Jun 10, 2021 - Jul 7, 2021 | -0.30% Jul 9, 2026 - Jul 17, 2026 |
| #7 | -0.55% Jan 6, 2021 - Jan 28, 2021 | -0.29% May 21, 2026 - May 29, 2026 |
| #8 | -0.43% Jan 31, 2020 - Feb 18, 2020 | -0.26% May 14, 2026 - May 20, 2026 |
| #9 | -0.39% Jul 16, 2020 - Jul 20, 2020 | -0.25% Jun 30, 2026 - Jul 9, 2026 |
| #10 | -0.32% Dec 4, 2019 - Dec 18, 2019 | -0.24% Jul 1, 2024 - Jul 3, 2024 |
| #11 | -0.23% Dec 18, 2019 - Jan 2, 2020 | -0.23% Oct 25, 2024 - Nov 4, 2024 |
| #12 | -0.16% Jan 17, 2020 - Jan 31, 2020 | -0.23% Dec 23, 2024 - Jan 2, 2025 |
| #13 | -0.13% Nov 25, 2020 - Dec 7, 2020 | -0.21% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -0.13% Jul 8, 2021 - Jul 14, 2021 | -0.21% Nov 11, 2024 - Nov 14, 2024 |
| #15 | -0.11% Dec 29, 2020 - Jan 4, 2021 | -0.21% Dec 16, 2024 - Dec 23, 2024 |
Correlation
Correlation between BSMS and USDX is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2019 - 2026)
BSMS vs USDX dividend yield comparison.
| Year | BSMS | USDX |
|---|---|---|
| 2026 | 1.62% | 3.06% |
| 2025 | 2.79% | 5.88% |
| 2024 | 2.81% | 4.60% |
| 2023 | 2.58% | 0.00% |
| 2022 | 1.56% | 0.00% |
| 2021 | 1.49% | 0.00% |
| 2020 | 1.61% | 0.00% |
| 2019 | 0.46% | 0.00% |
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