BSMU vs WOOD

Comparison between INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF (BSMU, ETF) and ISHARES GLOBAL TIMBER & FORESTRY ETF (WOOD, ETF).

5-Year PerformanceBSMU has outperformed WOOD, delivering a return of -0.7% compared to -4.0%

BSMU vs WOOD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSMU(ETF)	WOOD(ETF)
Net Assets	$251M	$251M
Expense Ratio	0.18%	0.40%
Max Drawdown	21.34%	63.84%
Sharpe Ratio	0.71	-0.53
5Y Beta	0.00	0.70
5Y Dividends CAGR	24.99%	18.92%

Net Assets

Winner

BSMU

$251M

WOOD

$251M

Expense Ratio

Winner

BSMU

0.18%

WOOD

0.40%

Max Drawdown

Winner

BSMU

21.34%

WOOD

63.84%

Sharpe Ratio

Winner

BSMU

0.71

WOOD

-0.53

5Y Beta

Winner

BSMU

0.00

WOOD

0.70

5Y Dividends CAGR

Winner

BSMU

24.99%

WOOD

18.92%

BSMU vs WOOD - Historical Returns

Returns include dividend reinvestment.

Period	BSMU	WOOD
1 month	+0.29%	-2.50%
3 months	-0.40%	-10.19%
6 months	+0.92%	-4.52%
1 year	+5.17%	-8.61%
5 years(CAGR)	-0.68%	-4.04%
10 years(CAGR)	N/A	+5.11%
Max(CAGR)	+0.30%	+3.64%

Winner

BSMU

+0.29%

WOOD

-2.50%

Winner

BSMU

-0.40%

WOOD

-10.19%

Winner

BSMU

+0.92%

WOOD

-4.52%

Winner

BSMU

+5.17%

WOOD

-8.61%

5Y(CAGR)

Winner

BSMU

-0.68%

WOOD

-4.04%

10Y(CAGR)

BSMU

N/A

WOOD

+5.11%

Max(CAGR)

BSMU

+0.30%

Winner

WOOD

+3.64%

BSMU vs WOOD - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	BSMU	WOOD
2026	+0.47%	-8.60%
2025	+4.11%	-3.16%
2024	-0.24%	-3.47%
2023	+6.13%	+13.46%
2022	-13.56%	-18.86%
2021	+1.88%	+17.65%
2020	+4.10%	+20.67%
2019	N/A	+19.41%
2018	N/A	-18.93%
2017	N/A	+33.95%
2016	N/A	+15.79%
2015	N/A	-8.05%
2014	N/A	+3.51%
2013	N/A	+15.18%
2012	N/A	+21.19%
2011	N/A	-17.28%
2010	N/A	+13.88%
2009	N/A	+38.49%
2008	N/A	-38.85%

BSMU vs WOOD Drawdown Comparison

The maximum drawdown for BSMU was -19.48%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The maximum drawdown for WOOD was -63.24%, occurring on Mar 9, 2009. Recovery took 585 trading sessions.

The current BSMU drawdown is -4.83%. The current WOOD drawdown is -24.72%.

Rank	BSMU	WOOD
#1	-19.48% Jul 19, 2021 - Oct 31, 2022	-63.24% Sep 19, 2008 - Jan 14, 2011
#2	-3.80% Feb 11, 2021 - Jun 9, 2021	-50.20% Jun 6, 2018 - Dec 16, 2020
#3	-0.96% Jun 10, 2021 - Jul 9, 2021	-34.33% Apr 4, 2011 - Mar 27, 2013
#4	-0.64% Jan 5, 2021 - Jan 25, 2021	-31.85% May 10, 2021 - Sep 26, 2022
#5	-0.29% Nov 23, 2020 - Dec 11, 2020	-29.49% Feb 13, 2015 - Dec 8, 2016
#6	-0.24% Oct 16, 2020 - Nov 19, 2020	-11.99% May 20, 2013 - Sep 11, 2013
#7	-0.02% Jul 15, 2021 - Jul 19, 2021	-11.11% Mar 6, 2014 - Dec 23, 2014
#8	N/A	-9.05% Jun 25, 2008 - Aug 8, 2008
#9	N/A	-8.41% Sep 3, 2008 - Sep 19, 2008
#10	N/A	-8.40% Jan 29, 2018 - Feb 26, 2018
#11	N/A	-7.53% Feb 17, 2011 - Mar 29, 2011
#12	N/A	-6.46% Jan 16, 2014 - Feb 14, 2014
#13	N/A	-6.29% Mar 28, 2013 - May 8, 2013
#14	N/A	-5.44% Aug 8, 2008 - Sep 3, 2008
#15	N/A	-5.09% Sep 18, 2013 - Oct 16, 2013

Correlation

Correlation between BSMU and WOOD is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.38

-101

Dividend Comparison (2008 - 2026)

BSMU vs WOOD dividend yield comparison.

Year	BSMU	WOOD
2026	1.15%	0.00%
2025	2.82%	2.51%
2024	2.92%	2.09%
2023	2.66%	1.64%
2022	2.16%	2.26%
2021	1.60%	1.24%
2020	0.28%	0.98%
2019	0.00%	1.85%
2018	0.00%	2.82%
2017	0.00%	1.19%
2016	0.00%	1.65%
2015	0.00%	2.04%
2014	0.00%	1.71%
2013	0.00%	1.55%
2012	0.00%	1.29%
2011	0.00%	2.42%
2010	0.00%	2.48%
2009	0.00%	1.08%
2008	0.00%	1.57%