BSMZ vs IVV
Invesco BulletShares 2035 Municipal Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. BSMZ offers more diversification with 1,271 holdings.
Side-by-Side Comparison
| Metric | BSMZ | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $55M | $907.0B | |
| Dividend Yield | 2.76% | 1.10% | |
| Holdings | 1,271 | 508 | |
| YTD Return | -0.26% | +12.71% | |
| 1Y Return | +1.82% | +21.89% | |
| 3Y Return (annualized) | - | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -3.3% | -56.5% | |
| Fund Family | Invesco (US) | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 17, 2025 | May 15, 2000 |
BSMZ vs IVV Performance
Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) is a ETF from Invesco (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BSMZ returned +1.82% while IVV returned +21.89%. Year to date, BSMZ is down 0.26% versus a gain of 12.71% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -3.3% for BSMZ and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BSMZ charges 0.18% per year while IVV 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, BSMZ currently yields 2.76% against 1.10% for IVV.
Holdings Overlap
BSMZ and IVV share 0 holdings out of 791 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, BSMZ or IVV?
BSMZ has an expense ratio of 0.18% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, BSMZ or IVV?
Over the past year BSMZ returned +1.82% vs +21.89% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between BSMZ and IVV?
BSMZ and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 791 unique securities.
Which pays a higher dividend, BSMZ or IVV?
BSMZ yields 2.76% while IVV yields 1.10%, so BSMZ currently pays the higher dividend yield.
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