BSMT vs. XOMO
BSMT (Invesco BulletShares 2029 Municipal Bond ETF) and XOMO (YieldMax XOM Option Income Strategy ETF) are both exchange-traded funds - BSMT is a Municipal Bonds fund tracking the Invesco BulletShares Municipal Bond 2029 Index, while XOMO is a Derivative Income fund actively managed by YieldMax. BSMT is passively managed, while XOMO is actively managed. Over the past year, BSMT returned 2.91% vs 29.81% for XOMO. Their -0.05 correlation means they have often moved in opposite directions in the past. BSMT charges 0.18%/yr vs 1.01%/yr for XOMO.
Performance
BSMT vs. XOMO - Performance Comparison
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Returns By Period
In the year-to-date period, BSMT achieves a 0.68% return, which is significantly lower than XOMO's 20.15% return.
BSMT
- 1D
- 0.35%
- 1M
- -0.14%
- 6M
- -0.06%
- YTD
- 0.68%
- 1Y
- 2.91%
- 3Y*
- 2.90%
- 5Y*
- -0.42%
- 10Y*
- —
- ALL TIME*
- 0.96%
XOMO
- 1D
- -0.09%
- 1M
- 10.85%
- 6M
- 7.87%
- YTD
- 20.15%
- 1Y
- 29.81%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 7.81%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.16M | $1.11M | $1.26M | |
| $559.24K | $694.66K | $715.05K |
BSMT vs. XOMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BSMT Invesco BulletShares 2029 Municipal Bond ETF | 0.68% | 3.79% | 0.38% | 4.76% |
XOMO YieldMax XOM Option Income Strategy ETF | 20.15% | 6.90% | 6.11% | -8.59% |
Correlation
The correlation between BSMT and XOMO is -0.23, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.23 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2023 | -0.05 |
The correlation between BSMT and XOMO shifts across timeframes, from -0.23 (1 year) to -0.05 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BSMT vs. XOMO — Risk / Return Rank
BSMT
XOMO
BSMT vs. XOMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2029 Municipal Bond ETF (BSMT) and YieldMax XOM Option Income Strategy ETF (XOMO). 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.
| BSMT | XOMO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.40 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.26 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.83 | 1.74 | +0.09 |
| Martin ratioReturn relative to average drawdown | 5.17 | 4.35 | +0.83 |
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Drawdowns
BSMT vs. XOMO - Drawdown Comparison
The maximum BSMT drawdown since its inception was -16.20%, smaller than the maximum XOMO drawdown of -18.90%. Use the drawdown chart below to compare losses from any high point for BSMT and XOMO.
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Drawdown Indicators
| BSMT | XOMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.20% | -18.90% | +2.70% |
Max Drawdown (1Y)Largest decline over 1 year | -1.60% | -17.25% | +15.65% |
Max Drawdown (3Y)Largest decline over 3 years | -4.02% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -15.88% | — | — |
Current DrawdownCurrent decline from peak | -2.34% | -7.65% | +5.31% |
Average DrawdownAverage peak-to-trough decline | -5.56% | -7.50% | +1.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.56% | 6.89% | -6.33% |
Volatility
BSMT vs. XOMO - Volatility Comparison
The current volatility for Invesco BulletShares 2029 Municipal Bond ETF (BSMT) is 0.77%, while YieldMax XOM Option Income Strategy ETF (XOMO) has a volatility of 6.21%. This indicates that BSMT experiences smaller price fluctuations and is considered to be less risky than XOMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSMT | XOMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.77% | 6.21% | -5.44% |
Volatility (6M)Calculated over the trailing 6-month period | 1.38% | 17.24% | -15.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.83% | 20.67% | -18.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.24% | 19.19% | -14.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.35% | 19.19% | -12.84% |
BSMT vs. XOMO - Expense Ratio Comparison
BSMT has a 0.18% expense ratio, which is lower than XOMO's 1.01% expense ratio.
Dividends
BSMT vs. XOMO - Dividend Comparison
BSMT's dividend yield for the trailing twelve months is around 2.73%, less than XOMO's 37.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BSMT Invesco BulletShares 2029 Municipal Bond ETF | 2.73% | 2.78% | 2.80% | 2.62% | 1.65% | 1.31% | 1.82% | 0.48% |
XOMO YieldMax XOM Option Income Strategy ETF | 37.07% | 31.64% | 26.94% | 5.13% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BSMT and XOMO have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XOMO has higher volatility (6.21%) compared to BSMT (0.77%). In terms of maximum drawdown, BSMT dropped -16.20% vs XOMO's -18.90%.
On 1-year performance, XOMO leads with 29.81% vs 2.91% for BSMT. On fees, BSMT is cheaper at 0.18% per year. On volatility, BSMT has been the lower-risk option at 0.77%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, XOMO has performed better with a 29.81% return vs 2.91%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BSMT is cheaper with a 0.18% expense ratio, compared with 1.01% for XOMO.
XOMO has the higher dividend yield at 37.07%, compared with 2.73% for BSMT.
BSMT is categorized as Municipal Bonds, while XOMO is Derivative Income. They also come from different issuers: Invesco and YieldMax. Their fees differ too: 0.18% for BSMT and 1.01% for XOMO.
BSMT currently has the higher Sharpe Ratio (1.60 vs 1.45), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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