BSMP vs. IEZ
BSMP (Invesco BulletShares 2025 Municipal Bond ETF) and IEZ (iShares U.S. Oil Equipment & Services ETF) are both exchange-traded funds - BSMP is a Municipal Bonds fund tracking the Invesco BulletShares Municipal Bond 2025 Index, while IEZ is a Energy Equities fund tracking the Dow Jones U.S. Select Oil Equipment & Services Index. Both are passively managed. At a correlation of -0.04, they often move in opposite directions. BSMP charges 0.18%/yr vs 0.42%/yr for IEZ.
Performance
BSMP vs. IEZ - Performance Comparison
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Returns By Period
BSMP
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IEZ
- 1D
- -3.36%
- 1M
- -15.91%
- YTD
- 28.84%
- 6M
- 29.84%
- 1Y
- 59.92%
- 3Y*
- 14.39%
- 5Y*
- 12.23%
- 10Y*
- -1.80%
BSMP vs. IEZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BSMP Invesco BulletShares 2025 Municipal Bond ETF | 0.00% | 2.27% | 2.46% | 3.14% | -5.09% | 0.60% | 4.91% | 0.62% |
IEZ iShares U.S. Oil Equipment & Services ETF | 28.84% | 7.51% | -8.15% | 4.43% | 65.73% | 15.98% | -42.98% | 11.56% |
Correlation
The correlation between BSMP and IEZ is -0.13, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.00 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.03 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019 | -0.04 |
The correlation between BSMP and IEZ shifts across timeframes, from -0.13 (1 year) to -0.00 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
BSMP vs. IEZ — Risk / Return Rank
BSMP
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IEZ
BSMP vs. IEZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2025 Municipal Bond ETF (BSMP) and iShares U.S. Oil Equipment & Services ETF (IEZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BSMP | IEZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.33 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.43 | — |
| Martin ratioReturn relative to average drawdown | — | 13.63 | — |
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Drawdowns
BSMP vs. IEZ - Drawdown Comparison
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Drawdown Indicators
| BSMP | IEZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -92.52% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -17.56% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -40.25% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -40.25% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -88.29% | — |
Current DrawdownCurrent decline from peak | — | -57.48% | — |
Average DrawdownAverage peak-to-trough decline | — | -48.26% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.41% | — |
Volatility
BSMP vs. IEZ - Volatility Comparison
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Volatility by Period
| BSMP | IEZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 10.23% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 21.15% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 29.38% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 36.35% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 41.53% | — |
BSMP vs. IEZ - Expense Ratio Comparison
BSMP has a 0.18% expense ratio, which is lower than IEZ's 0.42% expense ratio.
Dividends
BSMP vs. IEZ - Dividend Comparison
BSMP's dividend yield for the trailing twelve months is around 1.05%, less than IEZ's 1.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSMP Invesco BulletShares 2025 Municipal Bond ETF | 1.05% | 2.35% | 2.53% | 2.20% | 1.23% | 0.72% | 1.32% | 0.35% | 0.00% | 0.00% | 0.00% | 0.00% |
IEZ iShares U.S. Oil Equipment & Services ETF | 1.29% | 1.87% | 1.76% | 0.97% | 0.65% | 1.20% | 2.07% | 2.28% | 1.81% | 3.42% | 0.91% | 2.40% |
Frequently Asked Questions
BSMP and IEZ have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BSMP is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BSMP is cheaper with a 0.18% expense ratio, compared with 0.42% for IEZ.
IEZ has the higher dividend yield at 1.29%, compared with 1.05% for BSMP.
BSMP is categorized as Municipal Bonds, while IEZ is Energy Equities. BSMP tracks Invesco BulletShares Municipal Bond 2025 Index, while IEZ tracks Dow Jones U.S. Select Oil Equipment & Services Index. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.18% for BSMP and 0.42% for IEZ.
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