BSMY vs CXE

Comparison between Invesco BulletShares 2034 Municipal Bond ETF (BSMY, ETF) and MFS High Income Municipal Trust (CXE, ETF).

BSMY vs CXE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSMY(ETF)	CXE(ETF)
Net Assets	$130M	$130M
Expense Ratio	0.18%	N/A
Max Drawdown	7.98%	63.84%
Sharpe Ratio	1.12	0.78
5Y Beta	0.06	0.13
5Y Dividends CAGR	N/A	-0.28%

Net Assets

BSMY

$130M

Winner

CXE

$130M

Expense Ratio

BSMY

0.18%

CXE

N/A

Max Drawdown

Winner

BSMY

7.98%

CXE

63.84%

Sharpe Ratio

Winner

BSMY

1.12

CXE

0.78

5Y Beta

Winner

BSMY

0.06

CXE

0.13

5Y Dividends CAGR

BSMY

N/A

CXE

-0.28%

BSMY vs CXE - Historical Returns

Returns include dividend reinvestment.

Period	BSMY	CXE
1 month	+0.52%	-0.51%
3 months	+0.30%	-1.68%
6 months	+1.88%	+1.60%
1 year	+7.72%	+11.23%
5 years(CAGR)	N/A	-2.59%
10 years(CAGR)	N/A	+1.34%
Max(CAGR)	+1.92%	+4.19%

Winner

BSMY

+0.52%

CXE

-0.51%

Winner

BSMY

+0.30%

CXE

-1.68%

Winner

BSMY

+1.88%

CXE

+1.60%

BSMY

+7.72%

Winner

CXE

+11.23%

5Y(CAGR)

BSMY

N/A

CXE

-2.59%

10Y(CAGR)

BSMY

N/A

CXE

+1.34%

Max(CAGR)

BSMY

+1.92%

Winner

CXE

+4.19%

BSMY vs CXE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BSMY	CXE
2026	+1.22%	+1.94%
2025	+3.39%	+6.29%
2024	-1.86%	+6.49%
2023	N/A	+5.19%
2022	N/A	-27.57%
2021	N/A	+7.05%
2020	N/A	-1.56%
2019	N/A	+17.75%
2018	N/A	-7.61%
2017	N/A	+12.89%
2016	N/A	+4.82%
2015	N/A	+8.46%
2014	N/A	+14.53%
2013	N/A	-14.04%
2012	N/A	+11.07%
2011	N/A	+21.82%
2010	N/A	+4.70%
2009	N/A	+75.31%
2008	N/A	-43.87%
2007	N/A	-16.27%
2006	N/A	+9.01%
2005	N/A	+11.02%
2004	N/A	+5.77%
2003	N/A	+9.75%
2002	N/A	+7.15%
2001	N/A	+3.46%
2000	N/A	-0.89%
1999	N/A	+0.00%

BSMY vs CXE Drawdown Comparison

The maximum drawdown for BSMY was -6.81%, occurring on Apr 11, 2025. Recovery took 210 trading sessions.

The maximum drawdown for CXE was -56.75%, occurring on Dec 16, 2008. Recovery took 1103 trading sessions.

The current BSMY drawdown is -0.80%. The current CXE drawdown is -14.38%.

Rank	BSMY	CXE
#1	-6.81% Dec 6, 2024 - Oct 10, 2025	-56.75% Mar 23, 2006 - Aug 10, 2010
#2	-3.55% Oct 1, 2024 - Dec 2, 2024	-39.20% Aug 27, 2021 - Oct 19, 2023
#3	-3.31% Feb 27, 2026 - Mar 26, 2026	-34.08% Feb 25, 2020 - May 4, 2021
#4	-0.67% Nov 11, 2025 - Jan 2, 2026	-24.27% Sep 28, 2012 - Nov 30, 2015
#5	-0.51% Jan 14, 2026 - Feb 3, 2026	-14.93% Sep 2, 2010 - Sep 29, 2011
#6	-0.38% Sep 16, 2024 - Oct 1, 2024	-14.57% Mar 9, 2004 - Oct 12, 2004
#7	-0.26% Oct 28, 2025 - Nov 11, 2025	-14.03% Sep 8, 2000 - Jan 5, 2001
#8	-0.21% Feb 10, 2026 - Feb 13, 2026	-13.94% Jul 8, 2016 - Jul 3, 2017
#9	-0.18% Dec 4, 2024 - Dec 6, 2024	-11.93% Nov 5, 1999 - Sep 8, 2000
#10	-0.16% Feb 5, 2026 - Feb 10, 2026	-11.51% Nov 28, 2017 - Mar 29, 2019
#11	-0.12% Feb 19, 2026 - Feb 24, 2026	-10.76% Aug 1, 2019 - Feb 24, 2020
#12	-0.08% Jan 9, 2026 - Jan 14, 2026	-9.79% Sep 17, 2002 - Apr 23, 2003
#13	-0.08% Sep 11, 2024 - Sep 13, 2024	-8.57% Aug 29, 2001 - Feb 22, 2002
#14	-0.07% Jan 7, 2026 - Jan 9, 2026	-7.96% Feb 14, 2005 - Sep 28, 2005
#15	-0.06% Feb 17, 2026 - Feb 19, 2026	-7.85% Jan 16, 2001 - Aug 16, 2001

Correlation

Correlation between BSMY and CXE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2000 - 2026)

BSMY vs CXE dividend yield comparison.

Year	BSMY	CXE
2026	1.49%	3.36%
2025	3.31%	5.59%
2024	0.79%	4.97%
2023	0.00%	4.39%
2022	0.00%	5.70%
2021	0.00%	4.74%
2020	0.00%	4.86%
2019	0.00%	4.73%
2018	0.00%	6.17%
2017	0.00%	5.72%
2016	0.00%	6.04%
2015	0.00%	6.27%
2014	0.00%	6.39%
2013	0.00%	7.25%
2012	0.00%	6.67%
2011	0.00%	7.23%
2010	0.00%	8.26%
2009	0.00%	7.56%
2008	0.00%	11.99%
2007	0.00%	6.42%
2006	0.00%	6.32%
2005	0.00%	6.70%
2004	0.00%	7.87%
2003	0.00%	7.59%
2002	0.00%	8.03%
2001	0.00%	7.00%
2000	0.00%	3.17%