SMIZ vs BSMQ
Comparison between ZACKS SMALL/MID CAP ETF (SMIZ, ETF) and INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF (BSMQ, ETF).
SMIZ vs BSMQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMIZ
$271M
Winner
BSMQ
$271M
Expense Ratio
SMIZ
0.55%
Winner
BSMQ
0.18%
Max Drawdown
SMIZ
26.16%
Winner
BSMQ
13.32%
Sharpe Ratio
Winner
SMIZ
0.95
BSMQ
-0.87
5Y Beta
SMIZ
1.04
Winner
BSMQ
0.01
P/E Ratio
SMIZ
27.79
BSMQ
N/A
Forward P/E
SMIZ
17.06
BSMQ
N/A
5Y Dividends CAGR
SMIZ
N/A
BSMQ
14.04%
5Y EPS CAGR
SMIZ
16.50%
BSMQ
N/A
Debt to Equity
SMIZ
45.67%
BSMQ
N/A
P/S Ratio
SMIZ
1.31
BSMQ
N/A
P/B Ratio
SMIZ
2.91
BSMQ
N/A
SMIZ vs BSMQ - Historical Returns
Returns include dividend reinvestment.
1M
SMIZ
-1.07%
Winner
BSMQ
+0.15%
3M
Winner
SMIZ
+1.99%
BSMQ
+0.54%
6M
Winner
SMIZ
+7.38%
BSMQ
+0.92%
1Y
Winner
SMIZ
+21.13%
BSMQ
+2.69%
5Y(CAGR)
SMIZ
N/A
BSMQ
+0.32%
Max(CAGR)
Winner
SMIZ
+21.99%
BSMQ
+1.21%
SMIZ vs BSMQ - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | SMIZ | BSMQ |
|---|---|---|
| 2026 | +13.72% | +1.28% |
| 2025 | +12.07% | +2.81% |
| 2024 | +19.02% | +2.05% |
| 2023 | +16.39% | +3.36% |
| 2022 | N/A | -7.56% |
| 2021 | N/A | +0.85% |
| 2020 | N/A | +5.15% |
| 2019 | N/A | +0.24% |
SMIZ vs BSMQ Drawdown Comparison
The maximum drawdown for SMIZ was -25.02%, occurring on Apr 8, 2025. Recovery took 178 trading sessions.
The maximum drawdown for BSMQ was -13.18%, occurring on Mar 23, 2020. Recovery took 179 trading sessions.
The current SMIZ drawdown is -4.51%. The current BSMQ drawdown is -0.17%.
| Rank | SMIZ | BSMQ |
|---|---|---|
| #1 | -25.02% Dec 4, 2024 - Aug 22, 2025 | -13.18% Mar 9, 2020 - Nov 19, 2020 |
| #2 | -10.51% Feb 9, 2026 - Apr 13, 2026 | -11.50% Jul 19, 2021 - Dec 31, 2025 |
| #3 | -9.41% Jul 16, 2024 - Sep 19, 2024 | -1.99% Feb 11, 2021 - Jun 8, 2021 |
| #4 | -7.69% Jun 30, 2026 - Jul 29, 2026 | -0.87% Oct 21, 2019 - Dec 3, 2019 |
| #5 | -7.65% Mar 28, 2024 - Jul 15, 2024 | -0.81% Jun 11, 2021 - Jul 19, 2021 |
| #6 | -7.56% Oct 27, 2025 - Dec 11, 2025 | -0.37% Jan 31, 2020 - Feb 18, 2020 |
| #7 | -7.28% Oct 11, 2023 - Nov 14, 2023 | -0.31% Jan 5, 2021 - Jan 25, 2021 |
| #8 | -4.17% May 6, 2026 - May 26, 2026 | -0.25% Mar 5, 2026 - Apr 2, 2026 |
| #9 | -4.10% Sep 22, 2025 - Oct 24, 2025 | -0.24% Mar 2, 2020 - Mar 9, 2020 |
| #10 | -3.87% Jun 4, 2026 - Jun 12, 2026 | -0.24% May 13, 2026 - May 29, 2026 |
| #11 | -3.85% Dec 28, 2023 - Jan 29, 2024 | -0.24% Apr 9, 2026 - May 13, 2026 |
| #12 | -3.73% Nov 11, 2024 - Nov 22, 2024 | -0.23% Jan 26, 2026 - Feb 24, 2026 |
| #13 | -3.59% Dec 11, 2025 - Jan 6, 2026 | -0.20% Dec 13, 2019 - Jan 2, 2020 |
| #14 | -2.73% Jan 22, 2026 - Feb 6, 2026 | -0.17% Nov 30, 2020 - Dec 7, 2020 |
| #15 | -2.59% Oct 18, 2024 - Nov 6, 2024 | -0.17% Aug 20, 2026 - Aug 21, 2026 |
Correlation
Correlation between SMIZ and BSMQ is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2019 - 2026)
SMIZ vs BSMQ dividend yield comparison.
| Year | SMIZ | BSMQ |
|---|---|---|
| 2026 | 0.00% | 1.63% |
| 2025 | 0.62% | 2.74% |
| 2024 | 1.57% | 2.75% |
| 2023 | 0.07% | 2.47% |
| 2022 | 0.00% | 1.60% |
| 2021 | 0.00% | 1.14% |
| 2020 | 0.00% | 1.57% |
| 2019 | 0.00% | 0.44% |
Select Stocks to Compare
Popular: SMIZ vs SPYBSMQ vs SPY
More Comparisons
Compare with similar stocks