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BSMW vs. AUSM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSMW vs. AUSM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2032 Municipal Bond ETF (BSMW) and Allspring Ultra Short Municipal ETF (AUSM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BSMW achieves a 1.30% return, which is significantly higher than AUSM's 0.98% return.


BSMW

1D
0.11%
1M
0.55%
YTD
1.30%
6M
1.59%
1Y
6.93%
3Y*
3.20%
5Y*
10Y*

AUSM

1D
-0.02%
1M
0.21%
YTD
0.98%
6M
1.34%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSMW vs. AUSM - Yearly Performance Comparison


Correlation

The correlation between BSMW and AUSM is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 9, 2025

0.12

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Return for Risk

BSMW vs. AUSM — Risk / Return Rank

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

BSMW
BSMW Risk / Return Rank: 6767
Overall Rank
BSMW Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
BSMW Sortino Ratio Rank: 8080
Sortino Ratio Rank
BSMW Omega Ratio Rank: 8383
Omega Ratio Rank
BSMW Calmar Ratio Rank: 4949
Calmar Ratio Rank
BSMW Martin Ratio Rank: 4646
Martin Ratio Rank

AUSM
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.

BSMW vs. AUSM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2032 Municipal Bond ETF (BSMW) and Allspring Ultra Short Municipal ETF (AUSM). 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.


BSMWAUSMDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.50

Calmar ratioReturn relative to maximum drawdown

2.39

Martin ratioReturn relative to average drawdown

7.53

BSMW vs. AUSM - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSMWAUSMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.48

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

3.98

-3.28

Drawdowns

BSMW vs. AUSM - Drawdown Comparison

The maximum BSMW drawdown since its inception was -7.57%, which is greater than AUSM's maximum drawdown of -0.42%. Use the drawdown chart below to compare losses from any high point for BSMW and AUSM.


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Drawdown Indicators


BSMWAUSMDifference

Max Drawdown

Largest peak-to-trough decline

-7.57%

-0.42%

-7.15%

Max Drawdown (1Y)

Largest decline over 1 year

-2.92%

Max Drawdown (3Y)

Largest decline over 3 years

-7.34%

Current Drawdown

Current decline from peak

-0.98%

-0.02%

-0.96%

Average Drawdown

Average peak-to-trough decline

-1.72%

-0.09%

-1.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.92%

Volatility

BSMW vs. AUSM - Volatility Comparison


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Volatility by Period


BSMWAUSMDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.93%

Volatility (6M)

Calculated over the trailing 6-month period

1.98%

Volatility (1Y)

Calculated over the trailing 1-year period

2.82%

0.73%

+2.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.00%

0.73%

+4.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.00%

0.73%

+4.27%

BSMW vs. AUSM - Expense Ratio Comparison

Both BSMW and AUSM have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

BSMW vs. AUSM - Dividend Comparison

BSMW's dividend yield for the trailing twelve months is around 3.20%, more than AUSM's 2.39% yield.


PositionTTM202520242023
AUSM
Allspring Ultra Short Municipal ETF
2.39%1.26%0.00%0.00%
BSMW
Invesco BulletShares 2032 Municipal Bond ETF
3.20%3.24%3.48%2.36%

Frequently Asked Questions


BSMW and AUSM have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.18% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

BSMW and AUSM have the same expense ratio: 0.18% per year.

BSMW has the higher dividend yield at 3.20%, compared with 2.39% for AUSM.

They also come from different issuers: Invesco and Allspring.

Portfolio Optimizer

Find the right allocation for BSMW and AUSM

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