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SMCY vs BSMV

Comparison between YIELDMAX(R) SMCI OPTION INCOME STRATEGY ETF (SMCY, ETF) and Invesco BulletShares 2031 Municipal Bond ETF (BSMV, ETF).

SMCY vs BSMV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SMCY
$185M
BSMV
$184M
Expense Ratio
SMCY
1.01%
Winner
BSMV
0.18%
Max Drawdown
SMCY
91.26%
Winner
BSMV
22.14%
Sharpe Ratio
SMCY
-0.21
Winner
BSMV
0.71
5Y Beta
SMCY
1.90
Winner
BSMV
0.03

SMCY vs BSMV - Historical Returns

Returns include dividend reinvestment.

1M
SMCY
-10.90%
Winner
BSMV
+0.23%
3M
SMCY
-12.18%
Winner
BSMV
+0.24%
6M
SMCY
-12.44%
Winner
BSMV
+0.81%
1Y
SMCY
-33.00%
Winner
BSMV
+5.10%
5Y(CAGR)
SMCY
N/A
BSMV
-1.05%
Max(CAGR)
SMCY
-29.82%
Winner
BSMV
-1.05%

SMCY vs BSMV - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

YearSMCYBSMV
2026-10.18%+0.50%
2025-12.85%+3.81%
2024-33.60%-0.20%
2023N/A+6.68%
2022N/A-15.05%
2021N/A+0.66%

SMCY vs BSMV Drawdown Comparison

The maximum drawdown for SMCY was -64.35%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The maximum drawdown for BSMV was -20.68%, occurring on Oct 25, 2022. This drawdown has not yet recovered.

The current SMCY drawdown is -54.03%. The current BSMV drawdown is -5.53%.

RankSMCYBSMV
#1-64.35%
Oct 29, 2024 - Mar 20, 2026
-20.68%
Dec 16, 2021 - Oct 25, 2022
#2-11.28%
Sep 24, 2024 - Oct 7, 2024
-1.70%
Sep 22, 2021 - Dec 2, 2021
#3-4.15%
Oct 16, 2024 - Oct 25, 2024
-0.33%
Dec 3, 2021 - Dec 13, 2021
#4-3.96%
Oct 7, 2024 - Oct 11, 2024
-0.26%
Dec 13, 2021 - Dec 16, 2021
#5-1.79%
Sep 13, 2024 - Sep 20, 2024
N/A
#6-0.23%
Oct 11, 2024 - Oct 15, 2024
N/A

Correlation

Correlation between SMCY and BSMV is -0.38 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.38
-101

Dividend Comparison (2021 - 2026)

SMCY vs BSMV dividend yield comparison.

YearSMCYBSMV
202649.36%1.20%
2025231.43%2.93%
202438.43%3.10%
20230.00%2.59%
20220.00%2.21%
20210.00%0.24%

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