BSMT vs WDIV
Comparison between INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF (BSMT, ETF) and STATE STREET(R) SPDR(R) S&P(R) GLOBAL DIVIDEND ETF (WDIV, ETF).
5-Year PerformanceWDIV has outperformed BSMT, delivering a return of +7.9% compared to -0.2%
BSMT vs WDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BSMT vs WDIV - Historical Returns
Returns include dividend reinvestment.
BSMT vs WDIV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | BSMT | WDIV |
|---|---|---|
| 2026 | +0.91% | +9.17% |
| 2025 | +3.62% | +27.76% |
| 2024 | +0.36% | +8.02% |
| 2023 | +5.16% | +7.72% |
| 2022 | -10.94% | -7.95% |
| 2021 | +1.42% | +14.56% |
| 2020 | +6.96% | -10.27% |
| 2019 | -0.35% | +20.45% |
| 2018 | N/A | -8.95% |
| 2017 | N/A | +18.36% |
| 2016 | N/A | +14.90% |
| 2015 | N/A | -7.16% |
| 2014 | N/A | +6.35% |
| 2013 | N/A | +10.16% |
BSMT vs WDIV 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 WDIV was -42.31%, occurring on Mar 23, 2020. Recovery took 312 trading sessions.
The current BSMT drawdown is -2.09%.
| Rank | BSMT | WDIV |
|---|---|---|
| #1 | -16.19% Jul 19, 2021 - Oct 31, 2022 | -42.31% Jan 17, 2020 - Apr 15, 2021 |
| #2 | -15.09% Feb 27, 2020 - Jul 23, 2020 | -22.34% May 15, 2015 - Aug 15, 2016 |
| #3 | -3.42% Feb 11, 2021 - Jun 9, 2021 | -22.15% Jan 14, 2022 - May 17, 2024 |
| #4 | -2.88% Aug 10, 2020 - Dec 8, 2020 | -15.39% Jan 26, 2018 - Oct 21, 2019 |
| #5 | -2.14% Oct 9, 2019 - Jan 9, 2020 | -9.27% Jul 1, 2014 - Feb 24, 2015 |
| #6 | -0.72% Jun 10, 2021 - Jul 6, 2021 | -9.21% Sep 26, 2024 - Apr 22, 2025 |
| #7 | -0.53% Jan 6, 2021 - Jan 26, 2021 | -8.81% Aug 18, 2016 - Jan 25, 2017 |
| #8 | -0.52% Sep 25, 2019 - Oct 9, 2019 | -8.62% Jun 10, 2021 - Jan 14, 2022 |
| #9 | -0.47% Jan 31, 2020 - Feb 18, 2020 | -8.61% Feb 20, 2026 - Jun 11, 2026 |
| #10 | -0.25% Jul 31, 2020 - Aug 4, 2020 | -5.90% Oct 22, 2013 - Feb 24, 2014 |
| #11 | -0.15% Dec 28, 2020 - Dec 30, 2020 | -5.90% May 30, 2013 - Jul 11, 2013 |
| #12 | -0.14% Jan 27, 2020 - Jan 31, 2020 | -5.39% Feb 25, 2015 - Apr 16, 2015 |
| #13 | -0.13% Dec 21, 2020 - Dec 28, 2020 | -4.23% Jul 31, 2024 - Aug 15, 2024 |
| #14 | -0.13% Aug 4, 2020 - Aug 10, 2020 | -4.19% May 17, 2024 - Jul 12, 2024 |
| #15 | -0.10% Jul 28, 2020 - Jul 31, 2020 | -3.83% Aug 8, 2013 - Sep 10, 2013 |
Correlation
Correlation between BSMT and WDIV is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2013 - 2026)
BSMT vs WDIV dividend yield comparison.
| Year | BSMT | WDIV |
|---|---|---|
| 2026 | 1.12% | 0.53% |
| 2025 | 2.78% | 4.27% |
| 2024 | 2.80% | 4.63% |
| 2023 | 2.62% | 4.73% |
| 2022 | 1.65% | 5.12% |
| 2021 | 1.31% | 4.15% |
| 2020 | 1.82% | 5.55% |
| 2019 | 0.48% | 3.99% |
| 2018 | 0.00% | 4.42% |
| 2017 | 0.00% | 3.62% |
| 2016 | 0.00% | 4.32% |
| 2015 | 0.00% | 5.03% |
| 2014 | 0.00% | 4.74% |
| 2013 | 0.00% | 2.17% |
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