OMFS vs BSMT
Comparison between INVESCO RUSSELL 2000(R) DYNAMIC MULTIFACTOR ETF (OMFS, ETF) and INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF (BSMT, ETF).
5-Year PerformanceOMFS has outperformed BSMT, delivering a return of +7.3% compared to -0.3%
OMFS vs BSMT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OMFS vs BSMT - Historical Returns
Returns include dividend reinvestment.
OMFS vs BSMT - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | OMFS | BSMT |
|---|---|---|
| 2026 | +19.91% | +0.88% |
| 2025 | +13.34% | +3.62% |
| 2024 | +4.63% | +0.36% |
| 2023 | +14.98% | +5.16% |
| 2022 | -17.39% | -10.94% |
| 2021 | +30.37% | +1.42% |
| 2020 | +15.67% | +6.96% |
| 2019 | +26.22% | -0.35% |
| 2018 | -9.04% | N/A |
| 2017 | +3.71% | N/A |
OMFS vs BSMT Drawdown Comparison
The maximum drawdown for OMFS was -42.50%, occurring on Mar 23, 2020. Recovery took 229 trading sessions.
The maximum drawdown for BSMT was -16.19%, occurring on Oct 31, 2022. This drawdown has not yet recovered.
The current OMFS drawdown is -1.28%. The current BSMT drawdown is -2.11%.
| Rank | OMFS | BSMT |
|---|---|---|
| #1 | -42.50% Dec 19, 2019 - Nov 16, 2020 | -16.19% Jul 19, 2021 - Oct 31, 2022 |
| #2 | -29.23% Nov 12, 2021 - Nov 8, 2024 | -15.09% Feb 27, 2020 - Jul 23, 2020 |
| #3 | -22.94% Aug 27, 2018 - Sep 16, 2019 | -3.42% Feb 11, 2021 - Jun 9, 2021 |
| #4 | -22.35% Nov 25, 2024 - Sep 5, 2025 | -2.88% Aug 10, 2020 - Dec 8, 2020 |
| #5 | -11.30% Jun 8, 2021 - Oct 25, 2021 | -2.14% Oct 9, 2019 - Jan 9, 2020 |
| #6 | -10.10% Mar 15, 2021 - Jun 7, 2021 | -0.72% Jun 10, 2021 - Jul 6, 2021 |
| #7 | -9.38% Feb 6, 2026 - Apr 14, 2026 | -0.53% Jan 6, 2021 - Jan 26, 2021 |
| #8 | -8.60% Sep 18, 2025 - Dec 3, 2025 | -0.52% Sep 25, 2019 - Oct 9, 2019 |
| #9 | -8.42% Sep 16, 2019 - Nov 4, 2019 | -0.47% Jan 31, 2020 - Feb 18, 2020 |
| #10 | -7.63% Jan 26, 2018 - May 21, 2018 | -0.25% Jul 31, 2020 - Aug 4, 2020 |
| #11 | -6.57% Feb 9, 2021 - Mar 10, 2021 | -0.15% Dec 28, 2020 - Dec 30, 2020 |
| #12 | -4.90% Nov 24, 2020 - Dec 4, 2020 | -0.14% Jan 27, 2020 - Jan 31, 2020 |
| #13 | -4.52% Nov 11, 2024 - Nov 25, 2024 | -0.13% Dec 21, 2020 - Dec 28, 2020 |
| #14 | -4.21% Dec 11, 2025 - Jan 8, 2026 | -0.13% Aug 4, 2020 - Aug 10, 2020 |
| #15 | -3.85% May 6, 2026 - May 26, 2026 | -0.10% Jul 28, 2020 - Jul 31, 2020 |
Correlation
Correlation between OMFS and BSMT is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2017 - 2026)
OMFS vs BSMT dividend yield comparison.
| Year | OMFS | BSMT |
|---|---|---|
| 2026 | 0.63% | 1.84% |
| 2025 | 0.80% | 2.78% |
| 2024 | 1.87% | 2.80% |
| 2023 | 1.27% | 2.62% |
| 2022 | 1.84% | 1.65% |
| 2021 | 0.66% | 1.31% |
| 2020 | 1.07% | 1.82% |
| 2019 | 1.29% | 0.48% |
| 2018 | 1.50% | 0.00% |
| 2017 | 0.34% | 0.00% |
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