BSMT vs VOO
Invesco BulletShares 2029 Municipal Bond ETF vs Vanguard S&P 500 ETF
Which is better, BSMT or VOO?
Municipal Bond against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BSMT | VOO |
|---|---|---|
| Expense Ratio | 0.18% | 0.03%Best |
| AUM | $289M | $997.4B |
| Dividend Yield | 2.74% | 1.04% |
| Holdings | 1,834 | 509 |
| YTD Return | -0.37% | +12.25%Best |
| 1Y Return | +0.16% | +17.03%Best |
| 3Y Return (annualized) | +2.85% | +21.25%Best |
| 5Y Return (annualized) | -0.47% | +13.08%Best |
| Volatility (annualized) | 6.3%Best | 16.7% |
| Max Drawdown | -16.2%Best | -34.3% |
| $10,000 over 5 years | $9,767 | $18,490Best |
| Fund Family | Invesco (US) | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Municipal Bond | Large Cap Blend |
| Inception | Sep 25, 2019 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 25, 2019 to Sep 17, 2026 (7 years).
BSMT vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BSMT vs VOO Performance
Invesco BulletShares 2029 Municipal Bond ETF (BSMT) is an ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BSMT returned +0.16% while VOO returned +17.03%. Year to date, BSMT is down 0.37% versus a gain of 12.25% for VOO.
Over three years, BSMT compounded at +2.85% per year against +21.25% for VOO; over five years the annualized figures are -0.47% and +13.08% respectively. Across the full 7-year window we track, VOO has the edge at +15.65% annualized vs +0.38%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 16.7% compared with 6.3% 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 -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.57. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BSMT charges 0.18% per year while VOO charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, BSMT currently yields 2.74% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 534 holdings in BSMT and 494 in VOO, totalling 27.5% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 534 positions we hold weights for in BSMT and 494 in VOO, against full books of 1,834 and 509.
You are not choosing between two funds in isolation.
Whichever of BSMT and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BSMT or VOO?
BSMT has an expense ratio of 0.18% while VOO charges 0.03%. VOO is the cheaper option, by $15 a year on a $10,000 investment.
Which performed better, BSMT or VOO?
Over the past year BSMT returned +0.16% vs +17.03% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), BSMT annualized +0.38% vs +15.65% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSMT or VOO?
VOO has been the more volatile fund at 16.7% annualized versus 6.3% for BSMT. Worst drawdown: BSMT -16.2% vs VOO -34.3%.
Should I hold both BSMT and VOO?
BSMT and VOO have a monthly-return correlation of 0.57, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BSMT or VOO?
BSMT yields 2.74% while VOO yields 1.04%, so BSMT currently pays the higher dividend yield.
Is VOO better than BSMT?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.