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BSMP vs. MEAR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSMP vs. MEAR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2025 Municipal Bond ETF (BSMP) and iShares Short Maturity Municipal Bond ETF (MEAR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BSMP

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

MEAR

1D
-0.04%
1M
0.26%
YTD
1.02%
6M
1.28%
1Y
3.23%
3Y*
3.55%
5Y*
2.42%
10Y*
1.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSMP vs. MEAR - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
0.00%2.27%2.46%3.14%-5.09%0.60%4.91%0.58%
MEAR
iShares Short Maturity Municipal Bond ETF
1.02%3.76%3.40%3.93%0.10%0.05%1.18%0.40%

Correlation

The correlation between BSMP and MEAR is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.00

Correlation (3Y)
Calculated over the trailing 3-year period

0.15

Correlation (5Y)
Calculated over the trailing 5-year period

0.20

Correlation (All Time)
Calculated using the full available price history since Sep 27, 2019

0.18

The correlation between BSMP and MEAR shifts across timeframes, from -0.00 (1 year) to 0.20 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

BSMP vs. MEAR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BSMP

MEAR
MEAR Risk / Return Rank: 9595
Overall Rank
MEAR Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
MEAR Sortino Ratio Rank: 9797
Sortino Ratio Rank
MEAR Omega Ratio Rank: 9797
Omega Ratio Rank
MEAR Calmar Ratio Rank: 9393
Calmar Ratio Rank
MEAR Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BSMP vs. MEAR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2025 Municipal Bond ETF (BSMP) and iShares Short Maturity Municipal Bond ETF (MEAR). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BSMP vs. MEAR - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSMPMEARDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.78

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

2.47

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.18

Sharpe Ratio (All Time)

Calculated using the full available price history

1.11

Drawdowns

BSMP vs. MEAR - Drawdown Comparison


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Drawdown Indicators


BSMPMEARDifference

Max Drawdown

Largest peak-to-trough decline

-2.68%

Max Drawdown (1Y)

Largest decline over 1 year

-0.47%

Max Drawdown (3Y)

Largest decline over 3 years

-0.86%

Max Drawdown (5Y)

Largest decline over 5 years

-1.12%

Max Drawdown (10Y)

Largest decline over 10 years

-2.68%

Current Drawdown

Current decline from peak

-0.04%

Average Drawdown

Average peak-to-trough decline

-0.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.11%

Volatility

BSMP vs. MEAR - Volatility Comparison


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Volatility by Period


BSMPMEARDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.24%

Volatility (6M)

Calculated over the trailing 6-month period

0.61%

Volatility (1Y)

Calculated over the trailing 1-year period

0.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.52%

BSMP vs. MEAR - Expense Ratio Comparison

BSMP has a 0.18% expense ratio, which is lower than MEAR's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

BSMP vs. MEAR - Dividend Comparison

BSMP's dividend yield for the trailing twelve months is around 1.27%, less than MEAR's 2.84% yield.


PositionTTM20252024202320222021202020192018201720162015
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
1.27%2.35%2.53%2.20%1.23%0.72%1.32%0.35%0.00%0.00%0.00%0.00%
MEAR
iShares Short Maturity Municipal Bond ETF
2.84%2.95%3.44%3.30%0.88%0.30%0.90%1.57%1.36%1.01%0.81%0.53%

Frequently Asked Questions


BSMP and MEAR have a correlation of -0.00, 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 0.25% for MEAR.

MEAR has the higher dividend yield at 2.84%, compared with 1.27% for BSMP.

They also come from different issuers: Invesco and iShares. Their fees differ too: 0.18% for BSMP and 0.25% for MEAR.

Portfolio Optimizer

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