BSSX vs DMO
Comparison between Invesco BulletShares 2033 Municipal Bond ETF (BSSX, ETF) and Western Asset Mortgage Opportunity Fund Inc (DMO, ETF).
BSSX vs DMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSSX
$129M
Winner
DMO
$129M
Expense Ratio
BSSX
0.18%
DMO
N/A
Max Drawdown
Winner
BSSX
11.28%
DMO
62.91%
Sharpe Ratio
Winner
BSSX
0.90
DMO
-0.15
5Y Beta
Winner
BSSX
0.02
DMO
0.14
5Y Dividends CAGR
BSSX
N/A
DMO
3.26%
BSSX vs DMO - Historical Returns
Returns include dividend reinvestment.
1M
BSSX
-0.47%
Winner
DMO
+1.23%
3M
Winner
BSSX
+0.05%
DMO
-0.38%
6M
BSSX
+0.18%
Winner
DMO
+3.20%
1Y
Winner
BSSX
+6.42%
DMO
+1.71%
5Y(CAGR)
BSSX
N/A
DMO
+3.75%
10Y(CAGR)
BSSX
N/A
DMO
+3.97%
Max(CAGR)
BSSX
+4.12%
Winner
DMO
+8.39%
BSSX vs DMO - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | BSSX | DMO |
|---|---|---|
| 2026 | +0.59% | +4.33% |
| 2025 | +3.59% | +7.32% |
| 2024 | +0.25% | +19.98% |
| 2023 | +7.51% | +15.85% |
| 2022 | N/A | -21.50% |
| 2021 | N/A | +17.98% |
| 2020 | N/A | -23.14% |
| 2019 | N/A | +6.94% |
| 2018 | N/A | -1.47% |
| 2017 | N/A | +25.91% |
| 2016 | N/A | +9.92% |
| 2015 | N/A | +13.23% |
| 2014 | N/A | +18.82% |
| 2013 | N/A | +8.60% |
| 2012 | N/A | +39.56% |
| 2011 | N/A | -0.97% |
| 2010 | N/A | +13.81% |
BSSX vs DMO Drawdown Comparison
The maximum drawdown for BSSX was -8.12%, occurring on Apr 11, 2025. Recovery took 472 trading sessions.
The maximum drawdown for DMO was -49.09%, occurring on Apr 3, 2020. Recovery took 1427 trading sessions.
The current BSSX drawdown is -1.44%. The current DMO drawdown is -3.12%.
| Rank | BSSX | DMO |
|---|---|---|
| #1 | -8.12% Feb 22, 2024 - Jan 9, 2026 | -49.09% Oct 16, 2019 - Jun 23, 2025 |
| #2 | -4.25% Nov 17, 2023 - Dec 14, 2023 | -14.52% Jan 24, 2018 - Jun 17, 2019 |
| #3 | -4.04% Sep 20, 2023 - Nov 14, 2023 | -14.50% Jan 30, 2013 - Feb 21, 2014 |
| #4 | -3.28% Feb 26, 2026 - Mar 27, 2026 | -13.05% Mar 8, 2011 - Jan 31, 2012 |
| #5 | -1.98% Feb 1, 2024 - Feb 22, 2024 | -13.04% Oct 18, 2016 - Feb 10, 2017 |
| #6 | -1.57% Jan 12, 2024 - Feb 1, 2024 | -11.64% Oct 19, 2017 - Jan 5, 2018 |
| #7 | -0.51% Dec 29, 2023 - Jan 9, 2024 | -8.36% Nov 11, 2025 - May 22, 2026 |
| #8 | -0.46% Jan 9, 2024 - Jan 12, 2024 | -8.00% Sep 25, 2015 - Dec 28, 2015 |
| #9 | -0.42% Jan 14, 2026 - Feb 3, 2026 | -7.97% Jul 17, 2017 - Aug 22, 2017 |
| #10 | -0.24% Nov 14, 2023 - Nov 16, 2023 | -6.98% Jan 8, 2016 - Feb 4, 2016 |
| #11 | -0.18% Dec 15, 2023 - Dec 19, 2023 | -6.52% Feb 4, 2016 - Apr 19, 2016 |
| #12 | -0.11% Dec 21, 2023 - Dec 27, 2023 | -6.16% Dec 5, 2012 - Jan 11, 2013 |
| #13 | -0.09% Dec 27, 2023 - Dec 29, 2023 | -5.48% May 7, 2010 - Jul 26, 2010 |
| #14 | -0.08% Dec 19, 2023 - Dec 21, 2023 | -5.30% Nov 2, 2012 - Nov 28, 2012 |
| #15 | -0.06% Feb 11, 2026 - Feb 13, 2026 | -5.23% Jun 23, 2015 - Jul 20, 2015 |
Correlation
Correlation between BSSX and DMO is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2010 - 2026)
BSSX vs DMO dividend yield comparison.
| Year | BSSX | DMO |
|---|---|---|
| 2026 | 1.95% | 6.74% |
| 2025 | 3.27% | 14.01% |
| 2024 | 3.29% | 12.92% |
| 2023 | 0.95% | 11.46% |
| 2022 | 0.00% | 11.51% |
| 2021 | 0.00% | 8.88% |
| 2020 | 0.00% | 10.95% |
| 2019 | 0.00% | 9.63% |
| 2018 | 0.00% | 18.93% |
| 2017 | 0.00% | 13.30% |
| 2016 | 0.00% | 13.19% |
| 2015 | 0.00% | 14.09% |
| 2014 | 0.00% | 12.95% |
| 2013 | 0.00% | 15.96% |
| 2012 | 0.00% | 11.89% |
| 2011 | 0.00% | 9.79% |
| 2010 | 0.00% | 5.19% |
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