BSMT vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. BSMT offers more diversification with 509 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: BSMT

Side-by-Side Comparison

MetricBSMTSPYWinner
Expense Ratio0.18%0.09%
AUM$281M$789.1B
Dividend Yield2.74%1.01%
Holdings1,790505
YTD Return+1.01%+13.79%
1Y Return+3.35%+23.66%
3Y Return (annualized)+3.08%+21.40%
5Y Return (annualized)-0.35%+13.37%
Volatility (annualized)6.4%15.3%
Max Drawdown-16.2%-56.5%
Fund FamilyInvesco (US)State Street Investment Management
CategoryFixed IncomeEquity
InceptionSep 25, 2019Jan 22, 1993

BSMT vs SPY Performance

Invesco BulletShares 2029 Municipal Bond ETF (BSMT) is a ETF from Invesco (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year BSMT returned +3.35% while SPY returned +23.66%. Year to date, BSMT is up 1.01% versus a gain of 13.79% for SPY.

Over three years, BSMT compounded at +3.08% per year against +21.40% for SPY; over five years the annualized figures are -0.35% and +13.37% respectively. Across the full 7-year window we track, SPY has the edge at +8.85% annualized vs +0.59%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 6.4% for BSMT. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -16.2% for BSMT and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BSMT charges 0.18% per year while SPY charges 0.09%. On a $10,000 position that is $18 vs $9 annually, a gap of $9 per year that compounds over a long holding period. On income, BSMT currently yields 2.74% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

BSMT and SPY share 0 holdings out of 1012 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BSMT or SPY?

BSMT has an expense ratio of 0.18% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $9 per year of difference.

Which performed better, BSMT or SPY?

Over the past year BSMT returned +3.35% vs +23.66% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (7 years), BSMT annualized +0.59% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, BSMT or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 6.4% for BSMT. Worst drawdown: BSMT -16.2% vs SPY -56.5%.

Should I hold both BSMT and SPY?

BSMT and SPY have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BSMT and SPY?

BSMT and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1012 unique securities.

Which pays a higher dividend, BSMT or SPY?

BSMT yields 2.74% while SPY yields 1.01%, so BSMT currently pays the higher dividend yield.

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