IAUG vs BSMZ
Comparison between International Developed Power Buffer ETF August (IAUG, ETF) and Invesco BulletShares 2035 Municipal Bond ETF (BSMZ, ETF).
IAUG vs BSMZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IAUG
$46M
BSMZ
$46M
Expense Ratio
IAUG
0.85%
Winner
BSMZ
0.18%
Max Drawdown
IAUG
8.03%
Winner
BSMZ
3.55%
Sharpe Ratio
Winner
IAUG
0.73
BSMZ
0.28
5Y Beta
IAUG
0.38
Winner
BSMZ
0.10
IAUG vs BSMZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IAUG
+0.76%
BSMZ
+0.51%
3M
Winner
IAUG
+2.68%
BSMZ
+0.40%
6M
Winner
IAUG
+5.52%
BSMZ
+1.84%
1Y
IAUG
+9.65%
BSMZ
N/A
Max(CAGR)
Winner
IAUG
+11.01%
BSMZ
+4.69%
IAUG vs BSMZ - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IAUG | BSMZ |
|---|---|---|
| 2026 | +3.79% | +1.23% |
| 2025 | +17.63% | +1.82% |
| 2024 | -1.12% | N/A |
IAUG vs BSMZ Drawdown Comparison
The maximum drawdown for IAUG was -8.03%, occurring on Apr 8, 2025. Recovery took 28 trading sessions.
The maximum drawdown for BSMZ was -3.27%, occurring on Mar 24, 2026. This drawdown has not yet recovered.
The current IAUG drawdown is -0.77%. The current BSMZ drawdown is -0.68%.
| Rank | IAUG | BSMZ |
|---|---|---|
| #1 | -8.03% Mar 19, 2025 - Apr 29, 2025 | -3.27% Feb 27, 2026 - Mar 24, 2026 |
| #2 | -6.17% Sep 26, 2024 - Mar 5, 2025 | -0.84% Nov 26, 2025 - Jan 6, 2026 |
| #3 | -4.75% Feb 25, 2026 - Apr 17, 2026 | -0.65% Nov 11, 2025 - Nov 26, 2025 |
| #4 | -4.49% Jul 23, 2025 - Oct 20, 2025 | -0.61% Jan 14, 2026 - Feb 2, 2026 |
| #5 | -2.60% Nov 12, 2025 - Dec 3, 2025 | -0.61% Oct 28, 2025 - Nov 11, 2025 |
| #6 | -2.47% Jun 12, 2025 - Jun 27, 2025 | -0.44% Sep 17, 2025 - Oct 2, 2025 |
| #7 | -2.31% Aug 30, 2024 - Sep 19, 2024 | -0.22% Feb 9, 2026 - Feb 12, 2026 |
| #8 | -2.07% Aug 1, 2024 - Aug 13, 2024 | -0.14% Jan 7, 2026 - Jan 14, 2026 |
| #9 | -1.97% Jul 9, 2025 - Jul 23, 2025 | -0.14% Oct 21, 2025 - Oct 28, 2025 |
| #10 | -1.60% Mar 5, 2025 - Mar 17, 2025 | -0.10% Feb 19, 2026 - Feb 23, 2026 |
| #11 | -1.30% Oct 27, 2025 - Nov 12, 2025 | -0.06% Feb 24, 2026 - Feb 26, 2026 |
| #12 | -1.05% Jul 2, 2025 - Jul 9, 2025 | -0.06% Oct 2, 2025 - Oct 7, 2025 |
| #13 | -1.02% Apr 17, 2026 - May 6, 2026 | -0.06% Feb 3, 2026 - Feb 5, 2026 |
| #14 | -0.93% May 27, 2025 - Jun 2, 2025 | -0.04% Feb 5, 2026 - Feb 9, 2026 |
| #15 | -0.77% Dec 15, 2025 - Dec 19, 2025 | -0.02% Oct 16, 2025 - Oct 20, 2025 |
Correlation
Correlation between IAUG and BSMZ is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
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