LQDW vs BSMT
Comparison between ISHARES INVESTMENT GRADE CORPORATE BOND BUYWRITE STRATEGY ETF (LQDW, ETF) and INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF (BSMT, ETF).
LQDW vs BSMT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LQDW
$272M
BSMT
$271M
Expense Ratio
LQDW
0.34%
Winner
BSMT
0.18%
Max Drawdown
LQDW
40.79%
Winner
BSMT
17.74%
Sharpe Ratio
Winner
LQDW
0.73
BSMT
0.56
5Y Beta
LQDW
0.11
Winner
BSMT
0.01
5Y Dividends CAGR
LQDW
N/A
BSMT
9.71%
LQDW vs BSMT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LQDW
+0.88%
BSMT
+0.20%
3M
Winner
LQDW
+2.44%
BSMT
+0.15%
6M
Winner
LQDW
+2.06%
BSMT
+1.15%
1Y
Winner
LQDW
+6.66%
BSMT
+4.61%
5Y(CAGR)
LQDW
N/A
BSMT
-0.28%
Max(CAGR)
Winner
LQDW
+2.58%
BSMT
+0.94%
LQDW vs BSMT - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | LQDW | BSMT |
|---|---|---|
| 2026 | +1.54% | +0.76% |
| 2025 | +8.83% | +3.62% |
| 2024 | +2.88% | +0.36% |
| 2023 | +3.37% | +5.16% |
| 2022 | -6.78% | -10.94% |
| 2021 | N/A | +1.42% |
| 2020 | N/A | +6.96% |
| 2019 | N/A | -0.35% |
LQDW vs BSMT Drawdown Comparison
The maximum drawdown for LQDW was -9.20%, occurring on Oct 20, 2022. Recovery took 496 trading sessions.
The maximum drawdown for BSMT was -16.19%, occurring on Oct 31, 2022. This drawdown has not yet recovered.
The current LQDW drawdown is -0.01%. The current BSMT drawdown is -2.23%.
| Rank | LQDW | BSMT |
|---|---|---|
| #1 | -9.20% Aug 25, 2022 - Aug 16, 2024 | -16.19% Jul 19, 2021 - Oct 31, 2022 |
| #2 | -3.68% Oct 1, 2024 - Apr 1, 2025 | -15.09% Feb 27, 2020 - Jul 23, 2020 |
| #3 | -3.14% Apr 3, 2025 - May 15, 2025 | -3.42% Feb 11, 2021 - Jun 9, 2021 |
| #4 | -2.59% Feb 27, 2026 - Mar 13, 2026 | -2.88% Aug 10, 2020 - Dec 8, 2020 |
| #5 | -1.15% Oct 27, 2025 - Dec 18, 2025 | -2.14% Oct 9, 2019 - Jan 9, 2020 |
| #6 | -0.66% May 15, 2025 - May 27, 2025 | -0.72% Jun 10, 2021 - Jul 6, 2021 |
| #7 | -0.61% Jan 13, 2026 - Jan 23, 2026 | -0.53% Jan 6, 2021 - Jan 26, 2021 |
| #8 | -0.51% Aug 28, 2025 - Sep 4, 2025 | -0.52% Sep 25, 2019 - Oct 9, 2019 |
| #9 | -0.40% Sep 18, 2025 - Oct 1, 2025 | -0.47% Jan 31, 2020 - Feb 18, 2020 |
| #10 | -0.34% Oct 2, 2025 - Oct 10, 2025 | -0.25% Jul 31, 2020 - Aug 4, 2020 |
| #11 | -0.32% Jul 10, 2025 - Jul 17, 2025 | -0.15% Dec 28, 2020 - Dec 30, 2020 |
| #12 | -0.30% Jan 26, 2026 - Feb 6, 2026 | -0.14% Jan 27, 2020 - Jan 31, 2020 |
| #13 | -0.25% Sep 24, 2024 - Sep 27, 2024 | -0.13% Dec 21, 2020 - Dec 28, 2020 |
| #14 | -0.25% Aug 23, 2024 - Sep 4, 2024 | -0.13% Aug 4, 2020 - Aug 10, 2020 |
| #15 | -0.24% Jul 2, 2025 - Jul 10, 2025 | -0.10% Jul 28, 2020 - Jul 31, 2020 |
Correlation
Correlation between LQDW and BSMT is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2019 - 2026)
LQDW vs BSMT dividend yield comparison.
| Year | LQDW | BSMT |
|---|---|---|
| 2026 | 4.33% | 1.13% |
| 2025 | 16.02% | 2.78% |
| 2024 | 15.74% | 2.80% |
| 2023 | 19.28% | 2.62% |
| 2022 | 8.85% | 1.65% |
| 2021 | 0.00% | 1.31% |
| 2020 | 0.00% | 1.82% |
| 2019 | 0.00% | 0.48% |
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