BSMU vs SPY

BSMU vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. BSMU offers more diversification with 1,709 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: BSMU

Side-by-Side Comparison

MetricBSMUSPYWinner
Expense Ratio0.18%0.09%
AUM$276M$821.1B
Dividend Yield2.81%1.01%
Holdings1,709505
YTD Return+0.40%+12.22%
1Y Return+3.12%+20.83%
3Y Return (annualized)+3.24%+21.70%
5Y Return (annualized)-0.77%+12.98%
Volatility (annualized)7.2%15.3%
Max Drawdown-19.5%-56.5%
Fund FamilyInvesco (US)State Street Investment Management
CategoryFixed IncomeEquity
InceptionSep 16, 2020Jan 22, 1993

BSMU vs SPY Performance

Invesco BulletShares 2030 Municipal Bond ETF (BSMU) 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 BSMU returned +3.12% while SPY returned +20.83%. Year to date, BSMU is up 0.40% versus a gain of 12.22% for SPY.

Over three years, BSMU compounded at +3.24% per year against +21.70% for SPY; over five years the annualized figures are -0.77% and +12.98% respectively. Across the full 6-year window we track, SPY has the edge at +8.79% annualized vs +0.21%. 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 7.2% for BSMU. 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 -19.5% for BSMU 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BSMU 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, BSMU currently yields 2.81% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

BSMU and SPY share 0 holdings out of 963 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, BSMU or SPY?

BSMU 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, BSMU or SPY?

Over the past year BSMU returned +3.12% vs +20.83% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (6 years), BSMU annualized +0.21% vs +8.79% for SPY. Past performance does not guarantee future results.

Which is riskier, BSMU or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 7.2% for BSMU. Worst drawdown: BSMU -19.5% vs SPY -56.5%.

Should I hold both BSMU and SPY?

BSMU and SPY have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BSMU and SPY?

BSMU and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 963 unique securities.

Which pays a higher dividend, BSMU or SPY?

BSMU yields 2.81% while SPY yields 1.01%, so BSMU currently pays the higher dividend yield.

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