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DEXC vs BSMS

Comparison between DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF (DEXC, ETF) and INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF (BSMS, ETF).

DEXC vs BSMS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
DEXC
$300M
BSMS
$299M
Expense Ratio
DEXC
0.43%
Winner
BSMS
0.18%
Max Drawdown
Winner
DEXC
15.37%
BSMS
16.51%
Sharpe Ratio
Winner
DEXC
1.79
BSMS
0.17
5Y Beta
DEXC
0.82
Winner
BSMS
0.01
5Y Dividends CAGR
DEXC
N/A
BSMS
10.28%

DEXC vs BSMS - Historical Returns

Returns include dividend reinvestment.

1M
DEXC
-0.35%
Winner
BSMS
-0.02%
3M
Winner
DEXC
+16.82%
BSMS
-0.22%
6M
Winner
DEXC
+30.25%
BSMS
+1.10%
1Y
Winner
DEXC
+48.48%
BSMS
+3.85%
5Y(CAGR)
DEXC
N/A
BSMS
+0.03%
Max(CAGR)
Winner
DEXC
+34.71%
BSMS
+1.15%

DEXC vs BSMS - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearDEXCBSMS
2026+24.04%+0.60%
2025+26.51%+3.52%
2024-1.20%+1.13%
2023N/A+4.78%
2022N/A-9.86%
2021N/A+1.34%
2020N/A+6.50%
2019N/A+0.22%

DEXC vs BSMS Drawdown Comparison

The maximum drawdown for DEXC was -15.07%, occurring on Apr 8, 2025. Recovery took 102 trading sessions.

The maximum drawdown for BSMS was -14.95%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The current DEXC drawdown is -8.64%. The current BSMS drawdown is -1.26%.

RankDEXCBSMS
#1-15.07%
Dec 11, 2024 - May 12, 2025
-14.95%
Jul 19, 2021 - Oct 31, 2022
#2-12.86%
Feb 25, 2026 - Apr 14, 2026
-14.01%
Feb 27, 2020 - Jul 16, 2020
#3-8.64%
Jun 2, 2026 - Jun 5, 2026
-2.92%
Feb 12, 2021 - Jun 8, 2021
#4-5.93%
May 8, 2026 - May 26, 2026
-2.40%
Aug 10, 2020 - Nov 25, 2020
#5-4.41%
Nov 3, 2025 - Dec 23, 2025
-1.09%
Sep 26, 2019 - Dec 3, 2019
#6-3.25%
Oct 8, 2025 - Oct 15, 2025
-0.66%
Jun 10, 2021 - Jul 7, 2021
#7-3.17%
Jul 23, 2025 - Sep 10, 2025
-0.55%
Jan 6, 2021 - Jan 28, 2021
#8-2.48%
Jan 28, 2026 - Feb 9, 2026
-0.43%
Jan 31, 2020 - Feb 18, 2020
#9-2.36%
Jun 12, 2025 - Jun 24, 2025
-0.39%
Jul 16, 2020 - Jul 20, 2020
#10-2.16%
Sep 23, 2025 - Oct 6, 2025
-0.32%
Dec 4, 2019 - Dec 18, 2019
#11-1.90%
Apr 22, 2026 - Apr 24, 2026
-0.23%
Dec 18, 2019 - Jan 2, 2020
#12-1.80%
Jul 3, 2025 - Jul 23, 2025
-0.16%
Jan 17, 2020 - Jan 31, 2020
#13-1.75%
Apr 17, 2026 - Apr 22, 2026
-0.13%
Nov 25, 2020 - Dec 7, 2020
#14-1.47%
Apr 24, 2026 - Apr 30, 2026
-0.13%
Jul 8, 2021 - Jul 14, 2021
#15-1.33%
May 6, 2026 - May 8, 2026
-0.11%
Dec 29, 2020 - Jan 4, 2021

Correlation

Correlation between DEXC and BSMS is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (2019 - 2026)

DEXC vs BSMS dividend yield comparison.

YearDEXCBSMS
20260.12%1.14%
20251.97%2.79%
20240.19%2.81%
20230.00%2.58%
20220.00%1.56%
20210.00%1.49%
20200.00%1.61%
20190.00%0.46%

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