BSMT vs LQDW
Comparison between INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF (BSMT, ETF) and ISHARES INVESTMENT GRADE CORPORATE BOND BUYWRITE STRATEGY ETF (LQDW, ETF).
BSMT vs LQDW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSMT
$271M
Winner
LQDW
$272M
Expense Ratio
Winner
BSMT
0.18%
LQDW
0.34%
Max Drawdown
Winner
BSMT
17.74%
LQDW
40.79%
Sharpe Ratio
BSMT
0.56
Winner
LQDW
0.73
5Y Beta
Winner
BSMT
0.01
LQDW
0.11
5Y Dividends CAGR
BSMT
9.71%
LQDW
N/A
BSMT vs LQDW - Historical Returns
Returns include dividend reinvestment.
1M
BSMT
+0.67%
Winner
LQDW
+1.53%
3M
BSMT
+0.14%
Winner
LQDW
+2.20%
6M
BSMT
+1.30%
Winner
LQDW
+2.04%
1Y
BSMT
+4.87%
Winner
LQDW
+6.51%
5Y(CAGR)
BSMT
-0.25%
LQDW
N/A
Max(CAGR)
BSMT
+0.96%
Winner
LQDW
+2.59%
BSMT vs LQDW - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | BSMT | LQDW |
|---|---|---|
| 2026 | +0.91% | +1.60% |
| 2025 | +3.62% | +8.83% |
| 2024 | +0.36% | +2.88% |
| 2023 | +5.16% | +3.37% |
| 2022 | -10.94% | -6.78% |
| 2021 | +1.42% | N/A |
| 2020 | +6.96% | N/A |
| 2019 | -0.35% | N/A |
BSMT vs LQDW Drawdown Comparison
The maximum drawdown for BSMT was -16.19%, occurring on Oct 31, 2022. This drawdown has not yet recovered.
The maximum drawdown for LQDW was -9.20%, occurring on Oct 20, 2022. Recovery took 496 trading sessions.
The current BSMT drawdown is -2.09%.
| Rank | BSMT | LQDW |
|---|---|---|
| #1 | -16.19% Jul 19, 2021 - Oct 31, 2022 | -9.20% Aug 25, 2022 - Aug 16, 2024 |
| #2 | -15.09% Feb 27, 2020 - Jul 23, 2020 | -3.68% Oct 1, 2024 - Apr 1, 2025 |
| #3 | -3.42% Feb 11, 2021 - Jun 9, 2021 | -3.14% Apr 3, 2025 - May 15, 2025 |
| #4 | -2.88% Aug 10, 2020 - Dec 8, 2020 | -2.59% Feb 27, 2026 - Jun 15, 2026 |
| #5 | -2.14% Oct 9, 2019 - Jan 9, 2020 | -1.15% Oct 27, 2025 - Dec 18, 2025 |
| #6 | -0.72% Jun 10, 2021 - Jul 6, 2021 | -0.66% May 15, 2025 - May 27, 2025 |
| #7 | -0.53% Jan 6, 2021 - Jan 26, 2021 | -0.61% Jan 13, 2026 - Jan 23, 2026 |
| #8 | -0.52% Sep 25, 2019 - Oct 9, 2019 | -0.51% Aug 28, 2025 - Sep 4, 2025 |
| #9 | -0.47% Jan 31, 2020 - Feb 18, 2020 | -0.40% Sep 18, 2025 - Oct 1, 2025 |
| #10 | -0.25% Jul 31, 2020 - Aug 4, 2020 | -0.34% Oct 2, 2025 - Oct 10, 2025 |
| #11 | -0.15% Dec 28, 2020 - Dec 30, 2020 | -0.32% Jul 10, 2025 - Jul 17, 2025 |
| #12 | -0.14% Jan 27, 2020 - Jan 31, 2020 | -0.30% Jan 26, 2026 - Feb 6, 2026 |
| #13 | -0.13% Dec 21, 2020 - Dec 28, 2020 | -0.25% Sep 24, 2024 - Sep 27, 2024 |
| #14 | -0.13% Aug 4, 2020 - Aug 10, 2020 | -0.25% Aug 23, 2024 - Sep 4, 2024 |
| #15 | -0.10% Jul 28, 2020 - Jul 31, 2020 | -0.24% Jul 2, 2025 - Jul 10, 2025 |
Correlation
Correlation between BSMT and LQDW is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2019 - 2026)
BSMT vs LQDW dividend yield comparison.
| Year | BSMT | LQDW |
|---|---|---|
| 2026 | 1.12% | 4.32% |
| 2025 | 2.78% | 16.02% |
| 2024 | 2.80% | 15.74% |
| 2023 | 2.62% | 19.28% |
| 2022 | 1.65% | 8.85% |
| 2021 | 1.31% | 0.00% |
| 2020 | 1.82% | 0.00% |
| 2019 | 0.48% | 0.00% |
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