BSMZ vs VOO
Invesco BulletShares 2035 Municipal Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. BSMZ offers more diversification with 1,271 holdings.
Side-by-Side Comparison
| Metric | BSMZ | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $55M | $997.4B | |
| Dividend Yield | 2.76% | 1.08% | |
| Holdings | 1,271 | 509 | |
| YTD Return | -0.10% | +12.25% | |
| 1Y Return | +1.98% | +20.92% | |
| 3Y Return (annualized) | - | +21.79% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -3.3% | -34.3% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 17, 2025 | Sep 7, 2010 |
BSMZ vs VOO Performance
Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BSMZ returned +1.98% while VOO returned +20.92%. Year to date, BSMZ is down 0.10% versus a gain of 12.25% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -3.3% for BSMZ and -34.3% for VOO. 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 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, BSMZ currently yields 2.76% against 1.08% for VOO.
Holdings Overlap
BSMZ and VOO 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 VOO?
BSMZ has an expense ratio of 0.18% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, BSMZ or VOO?
Over the past year BSMZ returned +1.98% vs +20.92% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between BSMZ and VOO?
BSMZ and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 791 unique securities.
Which pays a higher dividend, BSMZ or VOO?
BSMZ yields 2.76% while VOO yields 1.08%, so BSMZ currently pays the higher dividend yield.
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