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BSMV vs PSDM

Comparison between Invesco BulletShares 2031 Municipal Bond ETF (BSMV, ETF) and PGIM SHORT DURATION MULTI-SECTOR BOND ETF (PSDM, ETF).

BSMV vs PSDM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BSMV
$184M
Winner
PSDM
$185M
Expense Ratio
Winner
BSMV
0.18%
PSDM
0.40%
Max Drawdown
BSMV
22.14%
Winner
PSDM
1.97%
Sharpe Ratio
Winner
BSMV
0.75
PSDM
0.63
5Y Beta
BSMV
0.03
Winner
PSDM
0.01

BSMV vs PSDM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BSMV
+0.49%
PSDM
-0.00%
3M
BSMV
-0.41%
Winner
PSDM
+0.51%
6M
BSMV
+1.03%
Winner
PSDM
+1.59%
1Y
Winner
BSMV
+5.82%
PSDM
+4.93%
5Y(CAGR)
BSMV
-1.03%
PSDM
N/A
Max(CAGR)
BSMV
-1.03%
Winner
PSDM
+5.85%

BSMV vs PSDM - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

YearBSMVPSDM
2026+0.65%+1.09%
2025+3.81%+6.19%
2024-0.20%+5.66%
2023+6.68%+3.95%
2022-15.05%N/A
2021+0.66%N/A

BSMV vs PSDM 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 PSDM was -1.19%, occurring on Mar 20, 2026. Recovery took 28 trading sessions.

The current BSMV drawdown is -5.40%. The current PSDM drawdown is -0.30%.

RankBSMVPSDM
#1-20.68%
Dec 16, 2021 - Oct 25, 2022
-1.19%
Feb 27, 2026 - Apr 9, 2026
#2-1.70%
Sep 22, 2021 - Dec 2, 2021
-1.18%
Apr 3, 2025 - Apr 30, 2025
#3-0.33%
Dec 3, 2021 - Dec 13, 2021
-0.84%
Sep 27, 2024 - Dec 4, 2024
#4-0.26%
Dec 13, 2021 - Dec 16, 2021
-0.69%
Feb 1, 2024 - Mar 7, 2024
#5N/A-0.68%
Mar 27, 2024 - May 3, 2024
#6N/A-0.58%
May 8, 2026 - May 28, 2026
#7N/A-0.50%
Sep 1, 2023 - Nov 1, 2023
#8N/A-0.44%
Aug 2, 2024 - Aug 19, 2024
#9N/A-0.41%
Dec 6, 2024 - Jan 15, 2025
#10N/A-0.37%
Apr 30, 2025 - May 19, 2025
#11N/A-0.37%
Mar 4, 2025 - Mar 28, 2025
#12N/A-0.37%
Sep 16, 2025 - Oct 14, 2025
#13N/A-0.35%
Dec 27, 2023 - Jan 11, 2024
#14N/A-0.34%
Apr 20, 2026 - May 8, 2026
#15N/A-0.32%
May 15, 2024 - Jun 3, 2024

Correlation

Correlation between BSMV and PSDM is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2021 - 2026)

BSMV vs PSDM dividend yield comparison.

YearBSMVPSDM
20261.20%2.19%
20252.93%4.57%
20243.10%5.17%
20232.59%2.91%
20222.21%0.00%
20210.24%0.00%

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