BSMW vs JHPI
Comparison between Invesco BulletShares 2032 Municipal Bond ETF (BSMW, ETF) and JOHN HANCOCK PREFERRED INCOME ETF (JHPI, ETF).
BSMW vs JHPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSMW
$212M
Winner
JHPI
$212M
Expense Ratio
Winner
BSMW
0.18%
JHPI
0.54%
Max Drawdown
Winner
BSMW
9.40%
JHPI
21.76%
Sharpe Ratio
Winner
BSMW
0.06
JHPI
0.05
5Y Beta
Winner
BSMW
-0.02
JHPI
0.14
BSMW vs JHPI - Historical Returns
Returns include dividend reinvestment.
1M
BSMW
-0.07%
Winner
JHPI
+0.46%
3M
BSMW
-0.37%
Winner
JHPI
-0.16%
6M
BSMW
-2.01%
Winner
JHPI
+0.15%
1Y
BSMW
+3.91%
Winner
JHPI
+3.98%
5Y(CAGR)
BSMW
N/A
JHPI
+3.61%
Max(CAGR)
BSMW
+2.91%
Winner
JHPI
+3.61%
BSMW vs JHPI - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | BSMW | JHPI |
|---|---|---|
| 2026 | +0.05% | +1.55% |
| 2025 | +3.34% | +6.82% |
| 2024 | -0.17% | +10.77% |
| 2023 | +7.00% | +6.78% |
| 2022 | N/A | -9.64% |
| 2021 | N/A | +0.62% |
BSMW vs JHPI Drawdown Comparison
The maximum drawdown for BSMW was -7.58%, occurring on Oct 25, 2023. Recovery took 164 trading sessions.
The maximum drawdown for JHPI was -13.45%, occurring on Mar 20, 2023. Recovery took 546 trading sessions.
The current BSMW drawdown is -2.01%. The current JHPI drawdown is -0.48%.
| Rank | BSMW | JHPI |
|---|---|---|
| #1 | -7.58% Apr 12, 2023 - Dec 5, 2023 | -13.45% Jan 3, 2022 - Mar 7, 2024 |
| #2 | -6.44% Dec 3, 2024 - Sep 15, 2025 | -4.04% Nov 8, 2024 - Jun 20, 2025 |
| #3 | -3.48% Dec 27, 2023 - Aug 2, 2024 | -3.07% Feb 20, 2026 - Mar 27, 2026 |
| #4 | -3.20% Oct 1, 2024 - Dec 3, 2024 | -2.51% Mar 27, 2024 - May 15, 2024 |
| #5 | -2.92% Feb 27, 2026 - Mar 26, 2026 | -1.70% Oct 27, 2025 - Jan 2, 2026 |
| #6 | -1.45% Aug 5, 2024 - Oct 1, 2024 | -1.14% Oct 14, 2024 - Nov 8, 2024 |
| #7 | -0.69% Mar 17, 2023 - Mar 24, 2023 | -1.00% Jul 17, 2024 - Aug 14, 2024 |
| #8 | -0.49% Sep 17, 2025 - Oct 7, 2025 | -0.99% Jul 10, 2025 - Jul 31, 2025 |
| #9 | -0.37% Nov 11, 2025 - Dec 29, 2025 | -0.96% May 17, 2024 - May 31, 2024 |
| #10 | -0.37% Apr 6, 2023 - Apr 11, 2023 | -0.81% Oct 6, 2025 - Oct 21, 2025 |
| #11 | -0.34% Mar 13, 2023 - Mar 15, 2023 | -0.79% Dec 15, 2021 - Dec 21, 2021 |
| #12 | -0.30% Mar 1, 2023 - Mar 6, 2023 | -0.73% Sep 23, 2024 - Oct 14, 2024 |
| #13 | -0.27% Dec 6, 2023 - Dec 13, 2023 | -0.71% Jun 18, 2024 - Jul 3, 2024 |
| #14 | -0.26% Oct 22, 2025 - Nov 11, 2025 | -0.60% Sep 19, 2025 - Oct 6, 2025 |
| #15 | -0.23% Dec 20, 2023 - Dec 27, 2023 | -0.51% Jun 6, 2024 - Jun 13, 2024 |
Correlation
Correlation between BSMW and JHPI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2021 - 2026)
BSMW vs JHPI dividend yield comparison.
| Year | BSMW | JHPI |
|---|---|---|
| 2026 | 2.21% | 3.42% |
| 2025 | 3.24% | 5.73% |
| 2024 | 3.48% | 6.32% |
| 2023 | 2.36% | 6.44% |
| 2022 | 0.00% | 6.27% |
| 2021 | 0.00% | 0.24% |
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