BSMV vs FYT
Comparison between Invesco BulletShares 2031 Municipal Bond ETF (BSMV, ETF) and FIRST TRUST SMALL CAP VALUE ALPHADEX FUND (FYT, ETF).
5-Year PerformanceFYT has outperformed BSMV, delivering a return of +6.0% compared to -1.0%
BSMV vs FYT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BSMV vs FYT - Historical Returns
Returns include dividend reinvestment.
BSMV vs FYT - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | BSMV | FYT |
|---|---|---|
| 2026 | +0.65% | +16.12% |
| 2025 | +3.81% | +4.71% |
| 2024 | -0.20% | +3.48% |
| 2023 | +6.68% | +22.47% |
| 2022 | -15.05% | -14.91% |
| 2021 | +0.66% | +31.20% |
| 2020 | N/A | +10.76% |
| 2019 | N/A | +23.32% |
| 2018 | N/A | -15.85% |
| 2017 | N/A | +6.21% |
| 2016 | N/A | +33.13% |
| 2015 | N/A | -16.19% |
| 2014 | N/A | +5.52% |
| 2013 | N/A | +39.54% |
| 2012 | N/A | +15.02% |
| 2011 | N/A | -4.08% |
BSMV vs FYT Drawdown Comparison
The maximum drawdown for BSMV was -20.68%, occurring on Oct 25, 2022. This drawdown has not yet recovered.
The maximum drawdown for FYT was -50.48%, occurring on Mar 18, 2020. Recovery took 565 trading sessions.
The current BSMV drawdown is -5.40%. The current FYT drawdown is -1.38%.
| Rank | BSMV | FYT |
|---|---|---|
| #1 | -20.68% Dec 16, 2021 - Oct 25, 2022 | -50.48% Aug 21, 2018 - Nov 17, 2020 |
| #2 | -1.70% Sep 22, 2021 - Dec 2, 2021 | -33.20% Apr 15, 2015 - Dec 6, 2016 |
| #3 | -0.33% Dec 3, 2021 - Dec 13, 2021 | -28.90% Nov 25, 2024 - Jan 9, 2026 |
| #4 | -0.26% Dec 13, 2021 - Dec 16, 2021 | -24.95% Jan 4, 2022 - Dec 14, 2023 |
| #5 | N/A | -22.93% Jul 7, 2011 - Jan 20, 2012 |
| #6 | N/A | -17.71% Feb 3, 2012 - Sep 14, 2012 |
| #7 | N/A | -13.93% Jul 3, 2014 - Feb 19, 2015 |
| #8 | N/A | -11.39% Sep 14, 2012 - Dec 21, 2012 |
| #9 | N/A | -10.87% Jun 8, 2021 - Nov 3, 2021 |
| #10 | N/A | -10.75% Jul 31, 2024 - Nov 6, 2024 |
| #11 | N/A | -10.12% Jan 12, 2018 - Jun 6, 2018 |
| #12 | N/A | -9.53% Dec 9, 2016 - Sep 27, 2017 |
| #13 | N/A | -9.15% Dec 26, 2023 - Jul 16, 2024 |
| #14 | N/A | -8.27% Apr 29, 2011 - Jul 7, 2011 |
| #15 | N/A | -8.15% Nov 11, 2021 - Jan 4, 2022 |
Correlation
Correlation between BSMV and FYT is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2011 - 2026)
BSMV vs FYT dividend yield comparison.
| Year | BSMV | FYT |
|---|---|---|
| 2026 | 1.20% | 0.30% |
| 2025 | 2.93% | 0.94% |
| 2024 | 3.10% | 2.07% |
| 2023 | 2.59% | 1.50% |
| 2022 | 2.21% | 1.36% |
| 2021 | 0.24% | 1.19% |
| 2020 | 0.00% | 0.96% |
| 2019 | 0.00% | 1.44% |
| 2018 | 0.00% | 1.78% |
| 2017 | 0.00% | 1.16% |
| 2016 | 0.00% | 1.16% |
| 2015 | 0.00% | 0.96% |
| 2014 | 0.00% | 0.85% |
| 2013 | 0.00% | 0.42% |
| 2012 | 0.00% | 1.80% |
| 2011 | 0.00% | 0.38% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks