BSMP vs. POWR
BSMP (Invesco BulletShares 2025 Municipal Bond ETF) and POWR (iShares U.S. Power Infrastructure ETF) are both exchange-traded funds - BSMP is a Municipal Bonds fund tracking the Invesco BulletShares Municipal Bond 2025 Index, while POWR is a Utilities Equities fund actively managed by iShares. BSMP is passively managed, while POWR is actively managed. At a correlation of -0.05, they often move in opposite directions. BSMP charges 0.18%/yr vs 0.40%/yr for POWR.
Performance
BSMP vs. POWR - Performance Comparison
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Returns By Period
BSMP
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
POWR
- 1D
- 0.25%
- 1M
- -0.36%
- YTD
- 17.85%
- 6M
- 16.56%
- 1Y
- 23.66%
- 3Y*
- 12.33%
- 5Y*
- 14.70%
- 10Y*
- 8.77%
BSMP vs. POWR - 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% |
POWR iShares U.S. Power Infrastructure ETF | 17.85% | 10.81% | -1.30% | 3.66% | 42.54% | 42.03% | -28.30% | 4.06% |
Correlation
The correlation between BSMP and POWR 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 | -0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.05 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019 | -0.05 |
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Return for Risk
BSMP vs. POWR — Risk / Return Rank
BSMP
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
POWR
BSMP vs. POWR - 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. Power Infrastructure ETF (POWR). 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 | POWR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.25 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.35 | — |
| Martin ratioReturn relative to average drawdown | — | 9.71 | — |
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Drawdowns
BSMP vs. POWR - Drawdown Comparison
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Drawdown Indicators
| BSMP | POWR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -65.98% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.09% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -23.14% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.09% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -63.42% | — |
Current DrawdownCurrent decline from peak | — | -2.02% | — |
Average DrawdownAverage peak-to-trough decline | — | -18.09% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.44% | — |
Volatility
BSMP vs. POWR - Volatility Comparison
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Volatility by Period
| BSMP | POWR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 6.22% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 12.75% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 16.83% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 23.07% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 25.52% | — |
BSMP vs. POWR - Expense Ratio Comparison
BSMP has a 0.18% expense ratio, which is lower than POWR's 0.40% expense ratio.
Dividends
BSMP vs. POWR - Dividend Comparison
BSMP's dividend yield for the trailing twelve months is around 1.05%, less than POWR's 5.47% 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% |
POWR iShares U.S. Power Infrastructure ETF | 5.47% | 7.56% | 4.36% | 4.16% | 4.82% | 3.94% | 3.96% | 5.71% | 3.17% | 3.11% | 2.75% | 3.42% |
Frequently Asked Questions
BSMP and POWR 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 0.40% for POWR.
POWR has the higher dividend yield at 5.47%, compared with 1.05% for BSMP.
BSMP is categorized as Municipal Bonds, while POWR is Utilities Equities. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.18% for BSMP and 0.40% for POWR.
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