FYT vs BSMV
Comparison between FIRST TRUST SMALL CAP VALUE ALPHADEX FUND (FYT, ETF) and Invesco BulletShares 2031 Municipal Bond ETF (BSMV, ETF).
5-Year PerformanceFYT has outperformed BSMV, delivering a return of +6.0% compared to -1.0%
FYT vs BSMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FYT vs BSMV - Historical Returns
Returns include dividend reinvestment.
FYT vs BSMV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | FYT | BSMV |
|---|---|---|
| 2026 | +16.12% | +0.65% |
| 2025 | +4.71% | +3.81% |
| 2024 | +3.48% | -0.20% |
| 2023 | +22.47% | +6.68% |
| 2022 | -14.91% | -15.05% |
| 2021 | +31.20% | +0.66% |
| 2020 | +10.76% | N/A |
| 2019 | +23.32% | N/A |
| 2018 | -15.85% | N/A |
| 2017 | +6.21% | N/A |
| 2016 | +33.13% | N/A |
| 2015 | -16.19% | N/A |
| 2014 | +5.52% | N/A |
| 2013 | +39.54% | N/A |
| 2012 | +15.02% | N/A |
| 2011 | -4.08% | N/A |
FYT vs BSMV Drawdown Comparison
The maximum drawdown for FYT was -50.48%, occurring on Mar 18, 2020. Recovery took 565 trading sessions.
The maximum drawdown for BSMV was -20.68%, occurring on Oct 25, 2022. This drawdown has not yet recovered.
The current FYT drawdown is -1.38%. The current BSMV drawdown is -5.40%.
| Rank | FYT | BSMV |
|---|---|---|
| #1 | -50.48% Aug 21, 2018 - Nov 17, 2020 | -20.68% Dec 16, 2021 - Oct 25, 2022 |
| #2 | -33.20% Apr 15, 2015 - Dec 6, 2016 | -1.70% Sep 22, 2021 - Dec 2, 2021 |
| #3 | -28.90% Nov 25, 2024 - Jan 9, 2026 | -0.33% Dec 3, 2021 - Dec 13, 2021 |
| #4 | -24.95% Jan 4, 2022 - Dec 14, 2023 | -0.26% Dec 13, 2021 - Dec 16, 2021 |
| #5 | -22.93% Jul 7, 2011 - Jan 20, 2012 | N/A |
| #6 | -17.71% Feb 3, 2012 - Sep 14, 2012 | N/A |
| #7 | -13.93% Jul 3, 2014 - Feb 19, 2015 | N/A |
| #8 | -11.39% Sep 14, 2012 - Dec 21, 2012 | N/A |
| #9 | -10.87% Jun 8, 2021 - Nov 3, 2021 | N/A |
| #10 | -10.75% Jul 31, 2024 - Nov 6, 2024 | N/A |
| #11 | -10.12% Jan 12, 2018 - Jun 6, 2018 | N/A |
| #12 | -9.53% Dec 9, 2016 - Sep 27, 2017 | N/A |
| #13 | -9.15% Dec 26, 2023 - Jul 16, 2024 | N/A |
| #14 | -8.27% Apr 29, 2011 - Jul 7, 2011 | N/A |
| #15 | -8.15% Nov 11, 2021 - Jan 4, 2022 | N/A |
Correlation
Correlation between FYT and BSMV is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2011 - 2026)
FYT vs BSMV dividend yield comparison.
| Year | FYT | BSMV |
|---|---|---|
| 2026 | 0.30% | 1.20% |
| 2025 | 0.94% | 2.93% |
| 2024 | 2.07% | 3.10% |
| 2023 | 1.50% | 2.59% |
| 2022 | 1.36% | 2.21% |
| 2021 | 1.19% | 0.24% |
| 2020 | 0.96% | 0.00% |
| 2019 | 1.44% | 0.00% |
| 2018 | 1.78% | 0.00% |
| 2017 | 1.16% | 0.00% |
| 2016 | 1.16% | 0.00% |
| 2015 | 0.96% | 0.00% |
| 2014 | 0.85% | 0.00% |
| 2013 | 0.42% | 0.00% |
| 2012 | 1.80% | 0.00% |
| 2011 | 0.38% | 0.00% |
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