XAGG vs. BSSX
XAGG (Eaton Vance Income Opportunities ETF) and BSSX (Invesco BulletShares 2033 Municipal Bond ETF) are both exchange-traded funds - XAGG is a Multisector Bonds fund actively managed by Eaton Vance, while BSSX is a Municipal Bonds fund tracking the Invesco BulletShares USD Municipal Bond 2033 Index. XAGG is actively managed, while BSSX is passively managed. Their 0.45 correlation means their historical movements had little consistent relationship. XAGG charges 0.50%/yr vs 0.18%/yr for BSSX.
Performance
XAGG vs. BSSX - Performance Comparison
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Returns By Period
In the year-to-date period, XAGG achieves a 2.19% return, which is significantly higher than BSSX's -0.30% return.
XAGG
- 1D
- -0.20%
- 1M
- -0.34%
- 6M
- 0.48%
- YTD
- 2.19%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
BSSX
- 1D
- -0.19%
- 1M
- -1.72%
- 6M
- -0.85%
- YTD
- -0.30%
- 1Y
- 4.55%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 3.76%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $552.43K | $617.56K | $603.92K | |
| $9.69M | $13.10M | $11.08M |
XAGG vs. BSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XAGG Eaton Vance Income Opportunities ETF | 2.19% | 1.75% |
BSSX Invesco BulletShares 2033 Municipal Bond ETF | -0.30% | 0.53% |
Correlation
The correlation between XAGG and BSSX is 0.45, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 10, 2025 | 0.45 |
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Return for Risk
XAGG vs. BSSX — Risk / Return Rank
XAGG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BSSX
XAGG vs. BSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Income Opportunities ETF (XAGG) and Invesco BulletShares 2033 Municipal Bond ETF (BSSX). 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.
| XAGG | BSSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.35 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.67 | — |
| Martin ratioReturn relative to average drawdown | — | 4.80 | — |
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Drawdowns
XAGG vs. BSSX - Drawdown Comparison
The maximum XAGG drawdown since its inception was -2.88%, smaller than the maximum BSSX drawdown of -8.12%. Use the drawdown chart below to compare losses from any high point for XAGG and BSSX.
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Drawdown Indicators
| XAGG | BSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.88% | -8.12% | +5.24% |
Max Drawdown (1Y)Largest decline over 1 year | — | -3.28% | — |
Current DrawdownCurrent decline from peak | -0.49% | -2.30% | +1.81% |
Average DrawdownAverage peak-to-trough decline | -0.53% | -3.14% | +2.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.14% | — |
Volatility
XAGG vs. BSSX - Volatility Comparison
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Volatility by Period
| XAGG | BSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.99% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 2.53% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.42% | 3.23% | +0.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.42% | 7.64% | -4.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.42% | 7.64% | -4.22% |
XAGG vs. BSSX - Expense Ratio Comparison
XAGG has a 0.50% expense ratio, which is higher than BSSX's 0.18% expense ratio.
Dividends
XAGG vs. BSSX - Dividend Comparison
XAGG's dividend yield for the trailing twelve months is around 5.07%, more than BSSX's 3.35% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BSSX Invesco BulletShares 2033 Municipal Bond ETF | 3.35% | 3.27% | 3.29% | 0.95% |
XAGG Eaton Vance Income Opportunities ETF | 5.07% | 1.02% | 0.00% | 0.00% |
Frequently Asked Questions
XAGG and BSSX have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BSSX is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BSSX is cheaper with a 0.18% expense ratio, compared with 0.50% for XAGG.
XAGG has the higher dividend yield at 5.07%, compared with 3.35% for BSSX.
XAGG is categorized as Multisector Bonds, while BSSX is Municipal Bonds. They also come from different issuers: Eaton Vance and Invesco. Their fees differ too: 0.50% for XAGG and 0.18% for BSSX.
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