BSMW vs IVAL
Comparison between Invesco BulletShares 2032 Municipal Bond ETF (BSMW, ETF) and ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF (IVAL, ETF).
BSMW vs IVAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BSMW
$208M
IVAL
$208M
Expense Ratio
Winner
BSMW
0.18%
IVAL
0.38%
Max Drawdown
Winner
BSMW
9.40%
IVAL
49.20%
Sharpe Ratio
BSMW
0.81
Winner
IVAL
1.63
5Y Beta
Winner
BSMW
-0.03
IVAL
0.67
5Y Dividends CAGR
BSMW
N/A
IVAL
18.76%
BSMW vs IVAL - Historical Returns
Returns include dividend reinvestment.
1M
BSMW
-0.52%
Winner
IVAL
+1.59%
3M
BSMW
-0.08%
Winner
IVAL
+2.39%
6M
BSMW
+0.11%
Winner
IVAL
+8.99%
1Y
BSMW
+5.68%
Winner
IVAL
+30.65%
5Y(CAGR)
BSMW
N/A
IVAL
+9.22%
10Y(CAGR)
BSMW
N/A
IVAL
+7.99%
Max(CAGR)
BSMW
+3.20%
Winner
IVAL
+6.35%
BSMW vs IVAL - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | BSMW | IVAL |
|---|---|---|
| 2026 | +0.72% | +12.51% |
| 2025 | +3.34% | +34.83% |
| 2024 | -0.17% | -0.14% |
| 2023 | +7.00% | +21.45% |
| 2022 | N/A | -10.65% |
| 2021 | N/A | -0.49% |
| 2020 | N/A | -5.86% |
| 2019 | N/A | +21.63% |
| 2018 | N/A | -23.13% |
| 2017 | N/A | +30.02% |
| 2016 | N/A | +10.36% |
| 2015 | N/A | -3.15% |
| 2014 | N/A | +0.36% |
BSMW vs IVAL Drawdown Comparison
The maximum drawdown for BSMW was -7.58%, occurring on Oct 25, 2023. Recovery took 164 trading sessions.
The maximum drawdown for IVAL was -46.04%, occurring on Mar 23, 2020. Recovery took 1797 trading sessions.
The current BSMW drawdown is -1.35%. The current IVAL drawdown is -2.83%.
| Rank | BSMW | IVAL |
|---|---|---|
| #1 | -7.58% Apr 12, 2023 - Dec 5, 2023 | -46.04% Jan 24, 2018 - Mar 19, 2025 |
| #2 | -6.44% Dec 3, 2024 - Sep 15, 2025 | -25.82% May 18, 2015 - Feb 21, 2017 |
| #3 | -3.48% Dec 27, 2023 - Aug 2, 2024 | -13.12% Mar 19, 2025 - Apr 28, 2025 |
| #4 | -3.20% Oct 1, 2024 - Dec 3, 2024 | -11.24% Feb 27, 2026 - Mar 20, 2026 |
| #5 | -2.92% Feb 27, 2026 - Mar 26, 2026 | -5.22% Oct 27, 2025 - Dec 4, 2025 |
| #6 | -1.45% Aug 5, 2024 - Oct 1, 2024 | -4.62% Dec 26, 2014 - Feb 3, 2015 |
| #7 | -0.69% Mar 17, 2023 - Mar 24, 2023 | -4.58% Nov 8, 2017 - Dec 21, 2017 |
| #8 | -0.49% Sep 17, 2025 - Oct 7, 2025 | -4.28% Jul 23, 2025 - Aug 8, 2025 |
| #9 | -0.37% Nov 11, 2025 - Dec 29, 2025 | -4.27% Sep 16, 2025 - Oct 27, 2025 |
| #10 | -0.37% Apr 6, 2023 - Apr 11, 2023 | -3.35% Mar 23, 2015 - Apr 15, 2015 |
| #11 | -0.34% Mar 13, 2023 - Mar 15, 2023 | -3.09% Feb 20, 2015 - Mar 23, 2015 |
| #12 | -0.30% Mar 1, 2023 - Mar 6, 2023 | -2.64% Jun 2, 2017 - Jul 12, 2017 |
| #13 | -0.27% Dec 6, 2023 - Dec 13, 2023 | -2.64% Jul 2, 2025 - Jul 23, 2025 |
| #14 | -0.26% Oct 22, 2025 - Nov 11, 2025 | -2.62% Aug 1, 2017 - Aug 25, 2017 |
| #15 | -0.23% Dec 20, 2023 - Dec 27, 2023 | -2.49% Jun 2, 2025 - Jun 27, 2025 |
Correlation
Correlation between BSMW and IVAL is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2014 - 2026)
BSMW vs IVAL dividend yield comparison.
| Year | BSMW | IVAL |
|---|---|---|
| 2026 | 1.90% | 1.54% |
| 2025 | 3.24% | 2.75% |
| 2024 | 3.48% | 3.60% |
| 2023 | 2.36% | 5.15% |
| 2022 | 0.00% | 8.00% |
| 2021 | 0.00% | 3.95% |
| 2020 | 0.00% | 2.07% |
| 2019 | 0.00% | 2.51% |
| 2018 | 0.00% | 2.93% |
| 2017 | 0.00% | 1.73% |
| 2016 | 0.00% | 2.02% |
| 2015 | 0.00% | 1.86% |
| 2014 | 0.00% | 0.20% |
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