IYLD vs BSSX
Comparison between ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF (IYLD, ETF) and Invesco BulletShares 2033 Municipal Bond ETF (BSSX, ETF).
IYLD vs BSSX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IYLD
$128M
BSSX
$128M
Expense Ratio
IYLD
0.50%
Winner
BSSX
0.18%
Max Drawdown
IYLD
34.52%
Winner
BSSX
11.28%
Sharpe Ratio
Winner
IYLD
1.57
BSSX
0.93
5Y Beta
IYLD
0.25
Winner
BSSX
0.01
5Y Dividends CAGR
IYLD
2.90%
BSSX
N/A
IYLD vs BSSX - Historical Returns
Returns include dividend reinvestment.
1M
IYLD
+0.05%
Winner
BSSX
+0.34%
3M
Winner
IYLD
+2.98%
BSSX
+1.00%
6M
Winner
IYLD
+5.56%
BSSX
+1.72%
1Y
Winner
IYLD
+13.40%
BSSX
+6.92%
5Y(CAGR)
IYLD
+3.27%
BSSX
N/A
10Y(CAGR)
IYLD
+4.06%
BSSX
N/A
Max(CAGR)
IYLD
+4.35%
Winner
BSSX
+4.45%
IYLD vs BSSX - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | IYLD | BSSX |
|---|---|---|
| 2026 | +4.77% | +1.02% |
| 2025 | +15.02% | +3.59% |
| 2024 | +3.69% | +0.25% |
| 2023 | +12.27% | +7.51% |
| 2022 | -16.22% | N/A |
| 2021 | +3.72% | N/A |
| 2020 | -1.66% | N/A |
| 2019 | +15.57% | N/A |
| 2018 | -4.67% | N/A |
| 2017 | +10.40% | N/A |
| 2016 | +10.26% | N/A |
| 2015 | -4.94% | N/A |
| 2014 | +10.28% | N/A |
| 2013 | -0.31% | N/A |
| 2012 | +9.00% | N/A |
IYLD vs BSSX Drawdown Comparison
The maximum drawdown for IYLD was -30.23%, occurring on Mar 19, 2020. Recovery took 388 trading sessions.
The maximum drawdown for BSSX was -8.12%, occurring on Apr 11, 2025. Recovery took 472 trading sessions.
The current IYLD drawdown is -0.30%. The current BSSX drawdown is -1.02%.
| Rank | IYLD | BSSX |
|---|---|---|
| #1 | -30.23% Feb 20, 2020 - Sep 2, 2021 | -8.12% Feb 22, 2024 - Jan 9, 2026 |
| #2 | -22.58% Sep 15, 2021 - Apr 29, 2025 | -4.25% Nov 17, 2023 - Dec 14, 2023 |
| #3 | -11.74% Apr 27, 2015 - Jun 8, 2016 | -4.04% Sep 20, 2023 - Nov 14, 2023 |
| #4 | -11.06% May 2, 2013 - Apr 8, 2014 | -3.28% Feb 26, 2026 - Mar 27, 2026 |
| #5 | -7.04% Jan 26, 2018 - Jan 31, 2019 | -1.98% Feb 1, 2024 - Feb 22, 2024 |
| #6 | -5.20% Sep 7, 2016 - Feb 21, 2017 | -1.57% Jan 12, 2024 - Feb 1, 2024 |
| #7 | -4.63% Feb 25, 2026 - Mar 27, 2026 | -0.51% Dec 29, 2023 - Jan 9, 2024 |
| #8 | -3.81% Aug 29, 2014 - Feb 3, 2015 | -0.46% Jan 9, 2024 - Jan 12, 2024 |
| #9 | -2.86% Feb 25, 2015 - Apr 15, 2015 | -0.42% Jan 14, 2026 - Feb 3, 2026 |
| #10 | -2.59% Jul 24, 2019 - Sep 20, 2019 | -0.24% Nov 14, 2023 - Nov 16, 2023 |
| #11 | -2.41% Oct 17, 2012 - Dec 5, 2012 | -0.18% Dec 15, 2023 - Dec 19, 2023 |
| #12 | -2.38% Apr 23, 2019 - Jun 18, 2019 | -0.11% Dec 21, 2023 - Dec 27, 2023 |
| #13 | -2.34% Jun 8, 2016 - Jun 30, 2016 | -0.09% Dec 27, 2023 - Dec 29, 2023 |
| #14 | -2.00% Oct 17, 2017 - Dec 8, 2017 | -0.08% Dec 19, 2023 - Dec 21, 2023 |
| #15 | -1.98% Jul 23, 2014 - Aug 19, 2014 | -0.06% Feb 11, 2026 - Feb 13, 2026 |
Correlation
Correlation between IYLD and BSSX is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2012 - 2026)
IYLD vs BSSX dividend yield comparison.
| Year | IYLD | BSSX |
|---|---|---|
| 2026 | 1.47% | 1.36% |
| 2025 | 4.72% | 3.27% |
| 2024 | 5.32% | 3.29% |
| 2023 | 5.76% | 0.95% |
| 2022 | 5.45% | 0.00% |
| 2021 | 3.47% | 0.00% |
| 2020 | 4.38% | 0.00% |
| 2019 | 5.25% | 0.00% |
| 2018 | 5.78% | 0.00% |
| 2017 | 4.22% | 0.00% |
| 2016 | 4.84% | 0.00% |
| 2015 | 5.26% | 0.00% |
| 2014 | 6.33% | 0.00% |
| 2013 | 6.29% | 0.00% |
| 2012 | 3.89% | 0.00% |
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