BSMT vs OMFS
Comparison between INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF (BSMT, ETF) and INVESCO RUSSELL 2000(R) DYNAMIC MULTIFACTOR ETF (OMFS, ETF).
5-Year PerformanceOMFS has outperformed BSMT, delivering a return of +7.3% compared to -0.3%
BSMT vs OMFS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BSMT vs OMFS - Historical Returns
Returns include dividend reinvestment.
BSMT vs OMFS - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | BSMT | OMFS |
|---|---|---|
| 2026 | +0.88% | +19.91% |
| 2025 | +3.62% | +13.34% |
| 2024 | +0.36% | +4.63% |
| 2023 | +5.16% | +14.98% |
| 2022 | -10.94% | -17.39% |
| 2021 | +1.42% | +30.37% |
| 2020 | +6.96% | +15.67% |
| 2019 | -0.35% | +26.22% |
| 2018 | N/A | -9.04% |
| 2017 | N/A | +3.71% |
BSMT vs OMFS 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 OMFS was -42.50%, occurring on Mar 23, 2020. Recovery took 229 trading sessions.
The current BSMT drawdown is -2.11%. The current OMFS drawdown is -1.28%.
| Rank | BSMT | OMFS |
|---|---|---|
| #1 | -16.19% Jul 19, 2021 - Oct 31, 2022 | -42.50% Dec 19, 2019 - Nov 16, 2020 |
| #2 | -15.09% Feb 27, 2020 - Jul 23, 2020 | -29.23% Nov 12, 2021 - Nov 8, 2024 |
| #3 | -3.42% Feb 11, 2021 - Jun 9, 2021 | -22.94% Aug 27, 2018 - Sep 16, 2019 |
| #4 | -2.88% Aug 10, 2020 - Dec 8, 2020 | -22.35% Nov 25, 2024 - Sep 5, 2025 |
| #5 | -2.14% Oct 9, 2019 - Jan 9, 2020 | -11.30% Jun 8, 2021 - Oct 25, 2021 |
| #6 | -0.72% Jun 10, 2021 - Jul 6, 2021 | -10.10% Mar 15, 2021 - Jun 7, 2021 |
| #7 | -0.53% Jan 6, 2021 - Jan 26, 2021 | -9.38% Feb 6, 2026 - Apr 14, 2026 |
| #8 | -0.52% Sep 25, 2019 - Oct 9, 2019 | -8.60% Sep 18, 2025 - Dec 3, 2025 |
| #9 | -0.47% Jan 31, 2020 - Feb 18, 2020 | -8.42% Sep 16, 2019 - Nov 4, 2019 |
| #10 | -0.25% Jul 31, 2020 - Aug 4, 2020 | -7.63% Jan 26, 2018 - May 21, 2018 |
| #11 | -0.15% Dec 28, 2020 - Dec 30, 2020 | -6.57% Feb 9, 2021 - Mar 10, 2021 |
| #12 | -0.14% Jan 27, 2020 - Jan 31, 2020 | -4.90% Nov 24, 2020 - Dec 4, 2020 |
| #13 | -0.13% Dec 21, 2020 - Dec 28, 2020 | -4.52% Nov 11, 2024 - Nov 25, 2024 |
| #14 | -0.13% Aug 4, 2020 - Aug 10, 2020 | -4.21% Dec 11, 2025 - Jan 8, 2026 |
| #15 | -0.10% Jul 28, 2020 - Jul 31, 2020 | -3.85% May 6, 2026 - May 26, 2026 |
Correlation
Correlation between BSMT and OMFS is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2017 - 2026)
BSMT vs OMFS dividend yield comparison.
| Year | BSMT | OMFS |
|---|---|---|
| 2026 | 1.84% | 0.63% |
| 2025 | 2.78% | 0.80% |
| 2024 | 2.80% | 1.87% |
| 2023 | 2.62% | 1.27% |
| 2022 | 1.65% | 1.84% |
| 2021 | 1.31% | 0.66% |
| 2020 | 1.82% | 1.07% |
| 2019 | 0.48% | 1.29% |
| 2018 | 0.00% | 1.50% |
| 2017 | 0.00% | 0.34% |
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