BSMR vs. CGDV
Compare and contrast key facts about Invesco BulletShares 2027 Municipal Bond ETF (BSMR) and Capital Group Dividend Value ETF (CGDV).
BSMR and CGDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSMR is a passively managed fund by Invesco that tracks the performance of the Invesco BulletShares Municipal Bond 2027 Index. It was launched on Sep 25, 2019. CGDV is an actively managed fund by Capital Group. It was launched on Feb 22, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSMR or CGDV.
Correlation
The correlation between BSMR and CGDV is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BSMR vs. CGDV - Performance Comparison
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Key characteristics
BSMR:
2.26%
CGDV:
9.57%
BSMR:
-0.15%
CGDV:
-0.90%
BSMR:
-0.13%
CGDV:
-0.50%
Returns By Period
BSMR
N/A
N/A
N/A
N/A
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CGDV
N/A
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BSMR vs. CGDV - Expense Ratio Comparison
BSMR has a 0.18% expense ratio, which is lower than CGDV's 0.33% expense ratio.
Risk-Adjusted Performance
BSMR vs. CGDV — Risk-Adjusted Performance Rank
BSMR
CGDV
BSMR vs. CGDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2027 Municipal Bond ETF (BSMR) and Capital Group Dividend Value ETF (CGDV). 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.
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Dividends
BSMR vs. CGDV - Dividend Comparison
BSMR has not paid dividends to shareholders, while CGDV's dividend yield for the trailing twelve months is around 1.61%.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
BSMR Invesco BulletShares 2027 Municipal Bond ETF | 0.00% | 0.00% | 0.00% | 0.00% |
CGDV Capital Group Dividend Value ETF | 1.61% | 0.00% | 0.00% | 0.00% |
Drawdowns
BSMR vs. CGDV - Drawdown Comparison
The maximum BSMR drawdown since its inception was -0.15%, smaller than the maximum CGDV drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for BSMR and CGDV. For additional features, visit the drawdowns tool.
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Volatility
BSMR vs. CGDV - Volatility Comparison
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