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BSMV vs UOCT

Comparison between Invesco BulletShares 2031 Municipal Bond ETF (BSMV, ETF) and Innovator U.S. Equity Ultra Buffer ETF - October (UOCT, ETF).

5-Year PerformanceUOCT has outperformed BSMV, delivering a return of +8.1% compared to -1.1%

BSMV vs UOCT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BSMV
$184M
UOCT
$184M
Expense Ratio
Winner
BSMV
0.18%
UOCT
0.79%
Max Drawdown
BSMV
22.14%
Winner
UOCT
13.91%
Sharpe Ratio
BSMV
0.71
Winner
UOCT
1.52
5Y Beta
Winner
BSMV
0.03
UOCT
0.41

BSMV vs UOCT - Historical Returns

Returns include dividend reinvestment.

1M
BSMV
+0.23%
Winner
UOCT
+0.58%
3M
BSMV
+0.24%
Winner
UOCT
+5.56%
6M
BSMV
+0.81%
Winner
UOCT
+4.91%
1Y
BSMV
+5.10%
Winner
UOCT
+12.82%
5Y(CAGR)
BSMV
-1.05%
Winner
UOCT
+8.14%
Max(CAGR)
BSMV
-1.05%
Winner
UOCT
+7.16%

BSMV vs UOCT - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearBSMVUOCT
2026+0.50%+4.51%
2025+3.81%+10.60%
2024-0.20%+9.22%
2023+6.68%+19.09%
2022-15.05%-4.43%
2021+0.66%+6.56%
2020N/A+7.82%
2019N/A+11.28%
2018N/A-6.19%

BSMV vs UOCT 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 UOCT was -13.68%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The current BSMV drawdown is -5.53%. The current UOCT drawdown is -0.56%.

RankBSMVUOCT
#1-20.68%
Dec 16, 2021 - Oct 25, 2022
-13.68%
Feb 19, 2020 - Jul 20, 2020
#2-1.70%
Sep 22, 2021 - Dec 2, 2021
-9.21%
Feb 19, 2025 - Jun 10, 2025
#3-0.33%
Dec 3, 2021 - Dec 13, 2021
-8.67%
Jan 4, 2022 - Apr 3, 2023
#4-0.26%
Dec 13, 2021 - Dec 16, 2021
-7.72%
Oct 2, 2018 - Apr 12, 2019
#5N/A-5.05%
Jul 26, 2019 - Nov 27, 2019
#6N/A-4.34%
May 3, 2019 - Jun 20, 2019
#7N/A-4.24%
Jan 27, 2026 - Apr 14, 2026
#8N/A-3.08%
Oct 16, 2023 - Nov 3, 2023
#9N/A-2.50%
Oct 12, 2020 - Nov 6, 2020
#10N/A-2.22%
Oct 28, 2025 - Dec 3, 2025
#11N/A-1.70%
Jul 31, 2024 - Aug 13, 2024
#12N/A-1.57%
Dec 6, 2024 - Jan 21, 2025
#13N/A-1.48%
Nov 5, 2021 - Dec 27, 2021
#14N/A-1.36%
Jun 4, 2026 - Jun 10, 2026
#15N/A-1.25%
Mar 28, 2024 - May 3, 2024

Correlation

Correlation between BSMV and UOCT is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46
-101

Dividend Comparison (2019 - 2026)

BSMV vs UOCT dividend yield comparison.

YearBSMVUOCT
20261.20%0.00%
20252.93%0.00%
20243.10%0.00%
20232.59%0.00%
20222.21%0.00%
20210.24%0.00%
20190.00%2.33%

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