BSMZ vs FHYS
Comparison between Invesco BulletShares 2035 Municipal Bond ETF (BSMZ, ETF) and FEDERATED HERMES SHORT DURATION HIGH YIELD ETF (FHYS, ETF).
BSMZ vs FHYS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSMZ
$51M
Winner
FHYS
$51M
Expense Ratio
Winner
BSMZ
0.18%
FHYS
0.50%
Max Drawdown
Winner
BSMZ
3.79%
FHYS
14.39%
Sharpe Ratio
BSMZ
-0.45
Winner
FHYS
0.29
5Y Beta
Winner
BSMZ
0.11
FHYS
0.16
BSMZ vs FHYS - Historical Returns
Returns include dividend reinvestment.
1M
BSMZ
-2.07%
Winner
FHYS
-0.08%
3M
BSMZ
-1.41%
Winner
FHYS
+0.59%
6M
BSMZ
-0.61%
Winner
FHYS
+1.18%
1Y
BSMZ
+1.69%
Winner
FHYS
+4.64%
5Y(CAGR)
BSMZ
N/A
FHYS
+4.37%
Max(CAGR)
BSMZ
+2.00%
Winner
FHYS
+4.37%
BSMZ vs FHYS - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | BSMZ | FHYS |
|---|---|---|
| 2026 | -0.38% | +1.46% |
| 2025 | +1.82% | +7.58% |
| 2024 | N/A | +7.30% |
| 2023 | N/A | +10.74% |
| 2022 | N/A | -7.24% |
| 2021 | N/A | +0.98% |
BSMZ vs FHYS Drawdown Comparison
The maximum drawdown for BSMZ was -3.27%, occurring on Mar 24, 2026. Recovery took 80 trading sessions.
The maximum drawdown for FHYS was -11.63%, occurring on Jul 6, 2022. Recovery took 463 trading sessions.
The current BSMZ drawdown is -2.75%. The current FHYS drawdown is -0.51%.
| Rank | BSMZ | FHYS |
|---|---|---|
| #1 | -3.27% Feb 27, 2026 - Jun 24, 2026 | -11.63% Dec 31, 2021 - Nov 3, 2023 |
| #2 | -2.75% Jul 1, 2026 - Jul 23, 2026 | -3.16% Feb 28, 2025 - Apr 29, 2025 |
| #3 | -0.84% Nov 26, 2025 - Jan 6, 2026 | -1.66% Jan 26, 2026 - Apr 8, 2026 |
| #4 | -0.65% Nov 11, 2025 - Nov 26, 2025 | -0.94% Aug 1, 2024 - Aug 19, 2024 |
| #5 | -0.61% Jan 14, 2026 - Feb 2, 2026 | -0.85% Mar 27, 2024 - May 1, 2024 |
| #6 | -0.61% Oct 28, 2025 - Nov 11, 2025 | -0.85% Dec 6, 2024 - Jan 15, 2025 |
| #7 | -0.44% Sep 17, 2025 - Oct 2, 2025 | -0.82% Oct 2, 2025 - Oct 20, 2025 |
| #8 | -0.22% Feb 9, 2026 - Feb 12, 2026 | -0.78% Dec 27, 2023 - Jan 11, 2024 |
| #9 | -0.16% Jun 29, 2026 - Jul 1, 2026 | -0.71% May 6, 2026 - May 27, 2026 |
| #10 | -0.14% Jan 7, 2026 - Jan 14, 2026 | -0.61% Nov 3, 2023 - Nov 14, 2023 |
| #11 | -0.14% Oct 21, 2025 - Oct 28, 2025 | -0.51% Jul 20, 2026 - Jul 23, 2026 |
| #12 | -0.10% Feb 19, 2026 - Feb 23, 2026 | -0.47% Oct 18, 2024 - Nov 7, 2024 |
| #13 | -0.06% Feb 24, 2026 - Feb 26, 2026 | -0.47% Nov 11, 2025 - Nov 24, 2025 |
| #14 | -0.06% Oct 2, 2025 - Oct 7, 2025 | -0.44% Jan 29, 2024 - Feb 22, 2024 |
| #15 | -0.06% Feb 3, 2026 - Feb 5, 2026 | -0.44% May 16, 2025 - May 30, 2025 |
Correlation
Correlation between BSMZ and FHYS is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.70
-101
Dividend Comparison (2021 - 2026)
BSMZ vs FHYS dividend yield comparison.
| Year | BSMZ | FHYS |
|---|---|---|
| 2026 | 2.07% | 2.83% |
| 2025 | 0.68% | 5.96% |
| 2024 | 0.00% | 6.42% |
| 2023 | 0.00% | 6.76% |
| 2022 | 0.00% | 6.25% |
| 2021 | 0.00% | 0.16% |
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