WOOD vs BSMU

Comparison between ISHARES GLOBAL TIMBER & FORESTRY ETF (WOOD, ETF) and INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF (BSMU, ETF).

5-Year PerformanceBSMU has outperformed WOOD, delivering a return of -0.7% compared to -4.0%

WOOD vs BSMU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WOOD(ETF)	BSMU(ETF)
Net Assets	$251M	$251M
Expense Ratio	0.40%	0.18%
Max Drawdown	63.84%	21.34%
Sharpe Ratio	-0.53	0.71
5Y Beta	0.70	0.00
5Y Dividends CAGR	18.92%	24.99%

Net Assets

WOOD

$251M

Winner

BSMU

$251M

Expense Ratio

WOOD

0.40%

Winner

BSMU

0.18%

Max Drawdown

WOOD

63.84%

Winner

BSMU

21.34%

Sharpe Ratio

WOOD

-0.53

Winner

BSMU

0.71

5Y Beta

WOOD

0.70

Winner

BSMU

0.00

5Y Dividends CAGR

WOOD

18.92%

Winner

BSMU

24.99%

WOOD vs BSMU - Historical Returns

Returns include dividend reinvestment.

Period	WOOD	BSMU
1 month	-2.50%	+0.29%
3 months	-10.19%	-0.40%
6 months	-4.52%	+0.92%
1 year	-8.61%	+5.17%
5 years(CAGR)	-4.04%	-0.68%
10 years(CAGR)	+5.11%	N/A
Max(CAGR)	+3.64%	+0.30%

WOOD

-2.50%

Winner

BSMU

+0.29%

WOOD

-10.19%

Winner

BSMU

-0.40%

WOOD

-4.52%

Winner

BSMU

+0.92%

WOOD

-8.61%

Winner

BSMU

+5.17%

5Y(CAGR)

WOOD

-4.04%

Winner

BSMU

-0.68%

10Y(CAGR)

WOOD

+5.11%

BSMU

N/A

Max(CAGR)

Winner

WOOD

+3.64%

BSMU

+0.30%

WOOD vs BSMU - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	WOOD	BSMU
2026	-8.60%	+0.47%
2025	-3.16%	+4.11%
2024	-3.47%	-0.24%
2023	+13.46%	+6.13%
2022	-18.86%	-13.56%
2021	+17.65%	+1.88%
2020	+20.67%	+4.10%
2019	+19.41%	N/A
2018	-18.93%	N/A
2017	+33.95%	N/A
2016	+15.79%	N/A
2015	-8.05%	N/A
2014	+3.51%	N/A
2013	+15.18%	N/A
2012	+21.19%	N/A
2011	-17.28%	N/A
2010	+13.88%	N/A
2009	+38.49%	N/A
2008	-38.85%	N/A

WOOD vs BSMU Drawdown Comparison

The maximum drawdown for WOOD was -63.24%, occurring on Mar 9, 2009. Recovery took 585 trading sessions.

The maximum drawdown for BSMU was -19.48%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The current WOOD drawdown is -24.72%. The current BSMU drawdown is -4.83%.

Rank	WOOD	BSMU
#1	-63.24% Sep 19, 2008 - Jan 14, 2011	-19.48% Jul 19, 2021 - Oct 31, 2022
#2	-50.20% Jun 6, 2018 - Dec 16, 2020	-3.80% Feb 11, 2021 - Jun 9, 2021
#3	-34.33% Apr 4, 2011 - Mar 27, 2013	-0.96% Jun 10, 2021 - Jul 9, 2021
#4	-31.85% May 10, 2021 - Sep 26, 2022	-0.64% Jan 5, 2021 - Jan 25, 2021
#5	-29.49% Feb 13, 2015 - Dec 8, 2016	-0.29% Nov 23, 2020 - Dec 11, 2020
#6	-11.99% May 20, 2013 - Sep 11, 2013	-0.24% Oct 16, 2020 - Nov 19, 2020
#7	-11.11% Mar 6, 2014 - Dec 23, 2014	-0.02% Jul 15, 2021 - Jul 19, 2021
#8	-9.05% Jun 25, 2008 - Aug 8, 2008	N/A
#9	-8.41% Sep 3, 2008 - Sep 19, 2008	N/A
#10	-8.40% Jan 29, 2018 - Feb 26, 2018	N/A
#11	-7.53% Feb 17, 2011 - Mar 29, 2011	N/A
#12	-6.46% Jan 16, 2014 - Feb 14, 2014	N/A
#13	-6.29% Mar 28, 2013 - May 8, 2013	N/A
#14	-5.44% Aug 8, 2008 - Sep 3, 2008	N/A
#15	-5.09% Sep 18, 2013 - Oct 16, 2013	N/A

Correlation

Correlation between WOOD and BSMU is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.38

-101

Dividend Comparison (2008 - 2026)

WOOD vs BSMU dividend yield comparison.

Year	WOOD	BSMU
2026	0.00%	1.15%
2025	2.51%	2.82%
2024	2.09%	2.92%
2023	1.64%	2.66%
2022	2.26%	2.16%
2021	1.24%	1.60%
2020	0.98%	0.28%
2019	1.85%	0.00%
2018	2.82%	0.00%
2017	1.19%	0.00%
2016	1.65%	0.00%
2015	2.04%	0.00%
2014	1.71%	0.00%
2013	1.55%	0.00%
2012	1.29%	0.00%
2011	2.42%	0.00%
2010	2.48%	0.00%
2009	1.08%	0.00%
2008	1.57%	0.00%