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IVOL vs BSMQ

Comparison between QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF (IVOL, ETF) and INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF (BSMQ, ETF).

5-Year PerformanceBSMQ has outperformed IVOL, delivering a return of +0.3% compared to -5.5%

IVOL vs BSMQ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IVOL
$272M
BSMQ
$271M
Expense Ratio
IVOL
0.98%
Winner
BSMQ
0.18%
Max Drawdown
IVOL
40.71%
Winner
BSMQ
13.32%
Sharpe Ratio
IVOL
-1.79
Winner
BSMQ
-0.83
5Y Beta
Winner
IVOL
-0.19
BSMQ
0.01
5Y Dividends CAGR
IVOL
-6.18%
Winner
BSMQ
12.87%

IVOL vs BSMQ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IVOL
+1.61%
BSMQ
+0.17%
3M
IVOL
-1.52%
Winner
BSMQ
+0.54%
6M
IVOL
-6.68%
Winner
BSMQ
+0.77%
1Y
IVOL
-8.63%
Winner
BSMQ
+2.69%
5Y(CAGR)
IVOL
-5.53%
Winner
BSMQ
+0.29%
Max(CAGR)
IVOL
-1.37%
Winner
BSMQ
+1.21%

IVOL vs BSMQ - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearIVOLBSMQ
2026-6.55%+1.32%
2025+12.03%+2.81%
2024-10.51%+2.05%
2023-4.63%+3.36%
2022-12.97%-7.56%
2021-0.69%+0.85%
2020+14.96%+5.15%
2019+3.23%+0.24%

IVOL vs BSMQ Drawdown Comparison

The maximum drawdown for IVOL was -31.17%, occurring on Dec 18, 2024. This drawdown has not yet recovered.

The maximum drawdown for BSMQ was -13.18%, occurring on Mar 23, 2020. Recovery took 179 trading sessions.

The current IVOL drawdown is -26.83%. The current BSMQ drawdown is -0.13%.

RankIVOLBSMQ
#1-31.17%
May 10, 2021 - Dec 18, 2024
-13.18%
Mar 9, 2020 - Nov 19, 2020
#2-8.02%
Mar 6, 2020 - Mar 26, 2020
-11.50%
Jul 19, 2021 - Dec 31, 2025
#3-3.93%
Mar 26, 2020 - Apr 8, 2020
-1.99%
Feb 11, 2021 - Jun 8, 2021
#4-3.23%
Jun 6, 2019 - Feb 28, 2020
-0.87%
Oct 21, 2019 - Dec 3, 2019
#5-2.52%
Apr 13, 2020 - May 8, 2020
-0.81%
Jun 11, 2021 - Jul 19, 2021
#6-2.26%
Feb 16, 2021 - May 5, 2021
-0.37%
Jan 31, 2020 - Feb 18, 2020
#7-1.94%
Aug 31, 2020 - Dec 2, 2020
-0.31%
Jan 5, 2021 - Jan 25, 2021
#8-1.50%
May 16, 2019 - May 30, 2019
-0.25%
Mar 5, 2026 - Apr 2, 2026
#9-1.37%
May 8, 2020 - Jun 4, 2020
-0.24%
Mar 2, 2020 - Mar 9, 2020
#10-1.22%
Jun 5, 2020 - Aug 5, 2020
-0.24%
May 13, 2026 - May 29, 2026
#11-0.51%
Aug 17, 2020 - Aug 25, 2020
-0.24%
Apr 9, 2026 - May 13, 2026
#12-0.47%
Jan 21, 2021 - Feb 3, 2021
-0.23%
Jan 26, 2026 - Feb 24, 2026
#13-0.39%
Dec 21, 2020 - Jan 4, 2021
-0.20%
Dec 13, 2019 - Jan 2, 2020
#14-0.39%
Jan 7, 2021 - Jan 14, 2021
-0.17%
Nov 30, 2020 - Dec 7, 2020
#15-0.31%
Feb 8, 2021 - Feb 12, 2021
-0.17%
Aug 20, 2026 - Aug 21, 2026

Correlation

Correlation between IVOL and BSMQ is 0.03 which considered as a very weak or no correlation - the stocks move independently of each other.

0.03
-101

Dividend Comparison (2019 - 2026)

IVOL vs BSMQ dividend yield comparison.

YearIVOLBSMQ
20262.19%1.87%
20253.61%2.74%
20243.83%2.75%
20233.73%2.47%
20223.92%1.60%
20213.93%1.14%
20203.44%1.57%
20192.02%0.44%

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