BSMZ vs VYM
Invesco BulletShares 2035 Municipal Bond ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | BSMZ | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.04% | |
| AUM | $55M | $79.0B | |
| Dividend Yield | 2.35% | 2.86% | |
| Holdings | 1,252 | 568 | |
| YTD Return | +0.50% | +16.53% | |
| 1Y Return | +2.60% | +25.03% | |
| 3Y Return (annualized) | - | +18.54% | |
| 5Y Return (annualized) | - | +12.25% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -3.3% | -58.8% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 17, 2025 | Nov 10, 2006 |
BSMZ vs VYM Performance
Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BSMZ returned +2.60% while VYM returned +25.03%. Year to date, BSMZ is up 0.50% versus a gain of 16.53% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -3.3% for BSMZ and -58.8% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $18 vs $4 annually, a gap of $14 per year that compounds over a long holding period. On income, BSMZ currently yields 2.35% against 2.86% for VYM.
Holdings Overlap
BSMZ and VYM share 0 holdings out of 839 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 VYM?
BSMZ has an expense ratio of 0.18% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $14 per year of difference.
Which performed better, BSMZ or VYM?
Over the past year BSMZ returned +2.60% vs +25.03% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between BSMZ and VYM?
BSMZ and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 839 unique securities.
Which pays a higher dividend, BSMZ or VYM?
BSMZ yields 2.35% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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