NMB vs BSMZ
Comparison between Simplify National Muni Bond ETF (NMB, ETF) and Invesco BulletShares 2035 Municipal Bond ETF (BSMZ, ETF).
NMB vs BSMZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NMB
$48M
Winner
BSMZ
$48M
Expense Ratio
NMB
0.52%
Winner
BSMZ
0.18%
Max Drawdown
NMB
15.60%
Winner
BSMZ
3.55%
Sharpe Ratio
Winner
NMB
0.31
BSMZ
0.26
5Y Beta
NMB
0.35
Winner
BSMZ
0.10
NMB vs BSMZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NMB
+0.71%
BSMZ
+0.64%
3M
Winner
NMB
+2.93%
BSMZ
+1.51%
6M
NMB
+1.54%
Winner
BSMZ
+2.01%
1Y
NMB
+5.00%
BSMZ
N/A
Max(CAGR)
NMB
+3.99%
Winner
BSMZ
+4.71%
NMB vs BSMZ - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | NMB | BSMZ |
|---|---|---|
| 2026 | +0.96% | +1.32% |
| 2025 | +7.48% | +1.82% |
| 2024 | -1.90% | N/A |
NMB vs BSMZ Drawdown Comparison
The maximum drawdown for NMB was -13.67%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The maximum drawdown for BSMZ was -3.27%, occurring on Mar 24, 2026. This drawdown has not yet recovered.
The current NMB drawdown is -1.70%. The current BSMZ drawdown is -0.59%.
| Rank | NMB | BSMZ |
|---|---|---|
| #1 | -13.67% Dec 9, 2024 - May 12, 2025 | -3.27% Feb 27, 2026 - Mar 24, 2026 |
| #2 | -7.26% May 13, 2025 - Oct 13, 2025 | -0.84% Nov 26, 2025 - Jan 6, 2026 |
| #3 | -5.50% Oct 28, 2025 - Mar 24, 2026 | -0.65% Nov 11, 2025 - Nov 26, 2025 |
| #4 | -3.24% Oct 1, 2024 - Nov 25, 2024 | -0.61% Jan 14, 2026 - Feb 2, 2026 |
| #5 | -0.57% Oct 20, 2025 - Oct 24, 2025 | -0.61% Oct 28, 2025 - Nov 11, 2025 |
| #6 | -0.51% Oct 13, 2025 - Oct 20, 2025 | -0.44% Sep 17, 2025 - Oct 2, 2025 |
| #7 | -0.18% Sep 23, 2024 - Sep 27, 2024 | -0.22% Feb 9, 2026 - Feb 12, 2026 |
| #8 | -0.18% Dec 4, 2024 - Dec 6, 2024 | -0.14% Jan 7, 2026 - Jan 14, 2026 |
| #9 | -0.10% Sep 27, 2024 - Oct 1, 2024 | -0.14% Oct 21, 2025 - Oct 28, 2025 |
| #10 | -0.09% Sep 16, 2024 - Sep 19, 2024 | -0.10% Feb 19, 2026 - Feb 23, 2026 |
| #11 | N/A | -0.06% Feb 24, 2026 - Feb 26, 2026 |
| #12 | N/A | -0.06% Oct 2, 2025 - Oct 7, 2025 |
| #13 | N/A | -0.06% Feb 3, 2026 - Feb 5, 2026 |
| #14 | N/A | -0.04% Feb 5, 2026 - Feb 9, 2026 |
| #15 | N/A | -0.02% Oct 16, 2025 - Oct 20, 2025 |
Correlation
Correlation between NMB and BSMZ is 0.27 which considered as a very weak or no correlation - the stocks move independently of each other.
0.27
-101
Dividend Comparison (2024 - 2026)
NMB vs BSMZ dividend yield comparison.
| Year | NMB | BSMZ |
|---|---|---|
| 2026 | 2.39% | 1.35% |
| 2025 | 4.48% | 0.68% |
| 2024 | 1.13% | 0.00% |
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