IMF vs BSMS
Comparison between INVESCO MANAGED FUTURES STRATEGY ETF (IMF, ETF) and INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF (BSMS, ETF).
IMF vs BSMS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IMF
$304M
Winner
BSMS
$304M
Expense Ratio
IMF
0.65%
Winner
BSMS
0.18%
Max Drawdown
Winner
IMF
15.10%
BSMS
16.51%
Sharpe Ratio
Winner
IMF
1.47
BSMS
0.23
5Y Beta
IMF
0.28
Winner
BSMS
0.01
5Y Dividends CAGR
IMF
N/A
BSMS
10.28%
IMF vs BSMS - Historical Returns
Returns include dividend reinvestment.
1M
IMF
-2.11%
Winner
BSMS
+0.64%
3M
Winner
IMF
+2.26%
BSMS
+0.43%
6M
Winner
IMF
+13.83%
BSMS
+1.46%
1Y
Winner
IMF
+20.28%
BSMS
+4.16%
5Y(CAGR)
IMF
N/A
BSMS
+0.05%
Max(CAGR)
Winner
IMF
+2.47%
BSMS
+1.22%
IMF vs BSMS - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IMF | BSMS |
|---|---|---|
| 2026 | +11.12% | +1.10% |
| 2025 | -7.96% | +3.52% |
| 2024 | N/A | +1.13% |
| 2023 | N/A | +4.78% |
| 2022 | N/A | -9.86% |
| 2021 | N/A | +1.34% |
| 2020 | N/A | +6.50% |
| 2019 | N/A | +0.22% |
IMF vs BSMS Drawdown Comparison
The maximum drawdown for IMF was -15.10%, occurring on Aug 1, 2025. Recovery took 242 trading sessions.
The maximum drawdown for BSMS was -14.95%, occurring on Oct 31, 2022. This drawdown has not yet recovered.
The current IMF drawdown is -2.61%. The current BSMS drawdown is -0.78%.
| Rank | IMF | BSMS |
|---|---|---|
| #1 | -15.10% Mar 19, 2025 - Mar 6, 2026 | -14.95% Jul 19, 2021 - Oct 31, 2022 |
| #2 | -2.97% Mar 12, 2026 - Mar 31, 2026 | -14.01% Feb 27, 2020 - Jul 16, 2020 |
| #3 | -2.95% May 19, 2026 - Jun 9, 2026 | -2.92% Feb 12, 2021 - Jun 8, 2021 |
| #4 | -1.67% Apr 6, 2026 - Apr 22, 2026 | -2.40% Aug 10, 2020 - Nov 25, 2020 |
| #5 | -0.84% Mar 6, 2026 - Mar 10, 2026 | -1.09% Sep 26, 2019 - Dec 3, 2019 |
| #6 | -0.75% May 5, 2026 - May 11, 2026 | -0.66% Jun 10, 2021 - Jul 7, 2021 |
| #7 | -0.66% May 13, 2026 - May 19, 2026 | -0.55% Jan 6, 2021 - Jan 28, 2021 |
| #8 | -0.28% Apr 23, 2026 - Apr 28, 2026 | -0.43% Jan 31, 2020 - Feb 18, 2020 |
| #9 | -0.09% Mar 31, 2026 - Apr 2, 2026 | -0.39% Jul 16, 2020 - Jul 20, 2020 |
| #10 | -0.06% May 1, 2026 - May 5, 2026 | -0.32% Dec 4, 2019 - Dec 18, 2019 |
| #11 | N/A | -0.23% Dec 18, 2019 - Jan 2, 2020 |
| #12 | N/A | -0.16% Jan 17, 2020 - Jan 31, 2020 |
| #13 | N/A | -0.13% Nov 25, 2020 - Dec 7, 2020 |
| #14 | N/A | -0.13% Jul 8, 2021 - Jul 14, 2021 |
| #15 | N/A | -0.11% Dec 29, 2020 - Jan 4, 2021 |
Correlation
Correlation between IMF and BSMS is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2019 - 2026)
IMF vs BSMS dividend yield comparison.
| Year | IMF | BSMS |
|---|---|---|
| 2026 | 0.00% | 1.13% |
| 2025 | 1.01% | 2.79% |
| 2024 | 0.00% | 2.81% |
| 2023 | 0.00% | 2.58% |
| 2022 | 0.00% | 1.56% |
| 2021 | 0.00% | 1.49% |
| 2020 | 0.00% | 1.61% |
| 2019 | 0.00% | 0.46% |
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