IVVW vs BSMQ
Comparison between ISHARES S&P 500 BUYWRITE ETF (IVVW, ETF) and INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF (BSMQ, ETF).
IVVW vs BSMQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVVW
$292M
Winner
BSMQ
$295M
Expense Ratio
IVVW
0.25%
Winner
BSMQ
0.18%
Max Drawdown
IVVW
19.66%
Winner
BSMQ
13.32%
Sharpe Ratio
Winner
IVVW
1.77
BSMQ
-0.50
5Y Beta
IVVW
0.73
Winner
BSMQ
0.02
5Y Dividends CAGR
IVVW
N/A
BSMQ
14.20%
IVVW vs BSMQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVVW
+0.83%
BSMQ
+0.24%
3M
Winner
IVVW
+5.20%
BSMQ
+0.51%
6M
Winner
IVVW
+5.65%
BSMQ
+1.43%
1Y
Winner
IVVW
+18.72%
BSMQ
+2.99%
5Y(CAGR)
IVVW
N/A
BSMQ
+0.20%
Max(CAGR)
Winner
IVVW
+13.05%
BSMQ
+1.19%
IVVW vs BSMQ - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IVVW | BSMQ |
|---|---|---|
| 2026 | +4.41% | +0.95% |
| 2025 | +11.80% | +2.81% |
| 2024 | +12.89% | +2.05% |
| 2023 | N/A | +3.36% |
| 2022 | N/A | -7.56% |
| 2021 | N/A | +0.85% |
| 2020 | N/A | +5.15% |
| 2019 | N/A | +0.24% |
IVVW vs BSMQ Drawdown Comparison
The maximum drawdown for IVVW was -16.79%, occurring on Apr 8, 2025. Recovery took 140 trading sessions.
The maximum drawdown for BSMQ was -13.18%, occurring on Mar 23, 2020. Recovery took 179 trading sessions.
The current IVVW drawdown is -0.65%. The current BSMQ drawdown is -0.04%.
| Rank | IVVW | BSMQ |
|---|---|---|
| #1 | -16.79% Feb 18, 2025 - Sep 9, 2025 | -13.18% Mar 9, 2020 - Nov 19, 2020 |
| #2 | -6.19% Jul 22, 2024 - Aug 15, 2024 | -11.50% Jul 19, 2021 - Dec 31, 2025 |
| #3 | -5.81% Feb 25, 2026 - Apr 17, 2026 | -1.99% Feb 11, 2021 - Jun 8, 2021 |
| #4 | -3.66% Mar 28, 2024 - Jun 5, 2024 | -0.87% Oct 21, 2019 - Dec 3, 2019 |
| #5 | -2.77% Jun 4, 2026 - Jun 10, 2026 | -0.81% Jun 11, 2021 - Jul 19, 2021 |
| #6 | -2.59% Dec 16, 2024 - Jan 17, 2025 | -0.37% Jan 31, 2020 - Feb 18, 2020 |
| #7 | -2.45% Nov 12, 2025 - Nov 28, 2025 | -0.31% Jan 5, 2021 - Jan 25, 2021 |
| #8 | -1.84% Aug 30, 2024 - Sep 12, 2024 | -0.25% Mar 5, 2026 - Apr 2, 2026 |
| #9 | -1.82% Feb 2, 2026 - Feb 9, 2026 | -0.24% Mar 2, 2020 - Mar 9, 2020 |
| #10 | -1.58% Oct 18, 2024 - Nov 6, 2024 | -0.24% May 13, 2026 - May 29, 2026 |
| #11 | -1.50% Jan 16, 2026 - Jan 26, 2026 | -0.24% Apr 9, 2026 - May 13, 2026 |
| #12 | -1.47% Oct 6, 2025 - Oct 17, 2025 | -0.23% Jan 26, 2026 - Feb 24, 2026 |
| #13 | -1.27% Feb 9, 2026 - Feb 25, 2026 | -0.20% Dec 13, 2019 - Jan 2, 2020 |
| #14 | -0.90% Nov 14, 2024 - Nov 22, 2024 | -0.17% Nov 30, 2020 - Dec 7, 2020 |
| #15 | -0.81% May 12, 2026 - May 22, 2026 | -0.16% Nov 24, 2020 - Nov 30, 2020 |
Correlation
Correlation between IVVW and BSMQ is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2019 - 2026)
IVVW vs BSMQ dividend yield comparison.
| Year | IVVW | BSMQ |
|---|---|---|
| 2026 | 7.70% | 1.16% |
| 2025 | 18.55% | 2.74% |
| 2024 | 13.72% | 2.75% |
| 2023 | 0.00% | 2.47% |
| 2022 | 0.00% | 1.60% |
| 2021 | 0.00% | 1.14% |
| 2020 | 0.00% | 1.57% |
| 2019 | 0.00% | 0.44% |
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