IVOL vs BSMR
Comparison between QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF (IVOL, ETF) and INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF (BSMR, ETF).
5-Year PerformanceBSMR has outperformed IVOL, delivering a return of +0.5% compared to -5.9%
IVOL vs BSMR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVOL vs BSMR - Historical Returns
Returns include dividend reinvestment.
IVOL vs BSMR - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IVOL | BSMR |
|---|---|---|
| 2026 | -6.68% | +0.86% |
| 2025 | +12.03% | +2.89% |
| 2024 | -10.51% | +1.69% |
| 2023 | -4.63% | +4.32% |
| 2022 | -12.97% | -7.56% |
| 2021 | -0.69% | +1.08% |
| 2020 | +14.96% | +4.93% |
| 2019 | +3.23% | +0.16% |
IVOL vs BSMR 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 BSMR was -13.49%, occurring on Mar 23, 2020. Recovery took 112 trading sessions.
The current IVOL drawdown is -26.94%. The current BSMR drawdown is -0.14%.
| Rank | IVOL | BSMR |
|---|---|---|
| #1 | -31.17% May 10, 2021 - Dec 18, 2024 | -13.49% Mar 2, 2020 - Aug 10, 2020 |
| #2 | -8.02% Mar 6, 2020 - Mar 26, 2020 | -12.01% Jul 19, 2021 - Nov 25, 2025 |
| #3 | -3.93% Mar 26, 2020 - Apr 8, 2020 | -2.46% Feb 11, 2021 - Jun 9, 2021 |
| #4 | -3.23% Jun 6, 2019 - Feb 28, 2020 | -2.10% Aug 10, 2020 - Dec 3, 2020 |
| #5 | -2.52% Apr 13, 2020 - May 8, 2020 | -1.04% Oct 21, 2019 - Jan 6, 2020 |
| #6 | -2.26% Feb 16, 2021 - May 5, 2021 | -0.67% Jun 15, 2021 - Jul 8, 2021 |
| #7 | -1.94% Aug 31, 2020 - Dec 2, 2020 | -0.57% Feb 25, 2026 - Jun 3, 2026 |
| #8 | -1.50% May 16, 2019 - May 30, 2019 | -0.43% Jan 31, 2020 - Feb 18, 2020 |
| #9 | -1.37% May 8, 2020 - Jun 4, 2020 | -0.31% Jan 5, 2021 - Jan 26, 2021 |
| #10 | -1.22% Jun 5, 2020 - Aug 5, 2020 | -0.27% Jan 26, 2026 - Feb 5, 2026 |
| #11 | -0.51% Aug 17, 2020 - Aug 25, 2020 | -0.23% Feb 10, 2026 - Feb 13, 2026 |
| #12 | -0.47% Jan 21, 2021 - Feb 3, 2021 | -0.14% Dec 17, 2025 - Dec 23, 2025 |
| #13 | -0.39% Dec 21, 2020 - Jan 4, 2021 | -0.14% Jun 3, 2026 - Jun 5, 2026 |
| #14 | -0.39% Jan 7, 2021 - Jan 14, 2021 | -0.13% Jul 8, 2021 - Jul 15, 2021 |
| #15 | -0.31% Feb 8, 2021 - Feb 12, 2021 | -0.12% Dec 28, 2020 - Jan 5, 2021 |
Correlation
Correlation between IVOL and BSMR is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2019 - 2026)
IVOL vs BSMR dividend yield comparison.
| Year | IVOL | BSMR |
|---|---|---|
| 2026 | 1.59% | 1.12% |
| 2025 | 3.61% | 2.77% |
| 2024 | 3.83% | 2.78% |
| 2023 | 3.73% | 2.72% |
| 2022 | 3.92% | 1.40% |
| 2021 | 3.93% | 1.00% |
| 2020 | 3.44% | 1.49% |
| 2019 | 2.02% | 0.45% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks