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MYMK vs. BSMQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MYMK vs. BSMQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR SSGA My2031 Municipal Bond ETF (MYMK) and Invesco BulletShares 2026 Municipal Bond ETF (BSMQ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with MYMK having a 0.97% return and BSMQ slightly lower at 0.96%.


MYMK

1D
-0.08%
1M
0.83%
YTD
0.97%
6M
1.11%
1Y
3Y*
5Y*
10Y*

BSMQ

1D
0.08%
1M
0.23%
YTD
0.96%
6M
1.16%
1Y
3.03%
3Y*
2.78%
5Y*
0.38%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MYMK vs. BSMQ - Yearly Performance Comparison


Correlation

The correlation between MYMK and BSMQ is 0.11, 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 Sep 17, 2025

0.11

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Return for Risk

MYMK vs. BSMQ — Risk / Return Rank

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

MYMK

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


BSMQ
BSMQ Risk / Return Rank: 8787
Overall Rank
BSMQ Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
BSMQ Sortino Ratio Rank: 8686
Sortino Ratio Rank
BSMQ Omega Ratio Rank: 8383
Omega Ratio Rank
BSMQ Calmar Ratio Rank: 9696
Calmar Ratio Rank
BSMQ Martin Ratio Rank: 9494
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.

MYMK vs. BSMQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR SSGA My2031 Municipal Bond ETF (MYMK) and Invesco BulletShares 2026 Municipal Bond ETF (BSMQ). 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.


MYMKBSMQDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.48

Calmar ratioReturn relative to maximum drawdown

9.28

Martin ratioReturn relative to average drawdown

24.53

MYMK vs. BSMQ - Sharpe Ratio Comparison


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Drawdowns

MYMK vs. BSMQ - Drawdown Comparison

The maximum MYMK drawdown since its inception was -2.22%, smaller than the maximum BSMQ drawdown of -13.18%. Use the drawdown chart below to compare losses from any high point for MYMK and BSMQ.


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Drawdown Indicators


MYMKBSMQDifference

Max Drawdown

Largest peak-to-trough decline

-2.22%

-13.18%

+10.96%

Max Drawdown (1Y)

Largest decline over 1 year

-0.33%

Max Drawdown (3Y)

Largest decline over 3 years

-2.53%

Max Drawdown (5Y)

Largest decline over 5 years

-11.50%

Current Drawdown

Current decline from peak

-0.87%

-0.07%

-0.80%

Average Drawdown

Average peak-to-trough decline

-0.60%

-3.45%

+2.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.12%

Volatility

MYMK vs. BSMQ - Volatility Comparison


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Volatility by Period


MYMKBSMQDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.38%

Volatility (6M)

Calculated over the trailing 6-month period

0.96%

Volatility (1Y)

Calculated over the trailing 1-year period

1.92%

1.31%

+0.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.92%

2.67%

-0.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.92%

4.77%

-2.85%

MYMK vs. BSMQ - Expense Ratio Comparison

MYMK has a 0.20% expense ratio, which is higher than BSMQ's 0.18% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

MYMK vs. BSMQ - Dividend Comparison

MYMK's dividend yield for the trailing twelve months is around 1.83%, less than BSMQ's 2.99% yield.


PositionTTM2025202420232022202120202019
BSMQ
Invesco BulletShares 2026 Municipal Bond ETF
2.99%2.74%2.75%2.47%1.60%1.14%1.57%0.44%
MYMK
SPDR SSGA My2031 Municipal Bond ETF
1.83%0.77%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


MYMK and BSMQ have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BSMQ is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BSMQ is cheaper with a 0.18% expense ratio, compared with 0.20% for MYMK.

BSMQ has the higher dividend yield at 2.99%, compared with 1.83% for MYMK.

They also come from different issuers: State Street and Invesco. Their fees differ too: 0.20% for MYMK and 0.18% for BSMQ.

Portfolio Optimizer

Find the right allocation for MYMK and BSMQ

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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