BSMA vs IVV
Invesco BulletShares 2036 Municipal Bond ETF vs iShares Core S&P 500 ETF
Which is better, BSMA or IVV?
Long Term Municipal Bond against Large Cap Blend.
IVV has a lower expense ratio.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BSMA | IVV |
|---|---|---|
| Expense Ratio | 0.18% | 0.03%Best |
| AUM | $5M | $896.5B |
| Dividend Yield | 0.00% | 1.10% |
| Holdings | 13 | 508 |
| YTD Return | -1.14% | +13.59%Best |
| 1Y Return | - | +17.54% |
| 3Y Return (annualized) | - | +22.46% |
| 5Y Return (annualized) | - | +13.28% |
| Fund Family | Invesco (US) | iShares by BlackRock (US) |
| Category | Fixed Income | Equity |
| Style | Long Term Municipal Bond | Large Cap Blend |
| Inception | Sep 16, 2026 | May 15, 2000 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
BSMA vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BSMA vs IVV Performance
Invesco BulletShares 2036 Municipal Bond ETF (BSMA) is an ETF from Invesco (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, BSMA is down 1.14% versus a gain of 13.59% for IVV.
Past performance does not guarantee future results.
Fees and Cost Over Time
BSMA charges 0.18% per year while IVV charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, BSMA currently yields 0.00% against 1.10% for IVV.
Holdings Overlap
We hold position weights for 13 holdings in BSMA and 506 in IVV, totalling 9.6% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 13 positions we hold weights for in BSMA and 506 in IVV, against full books of 13 and 508.
You are not choosing between two funds in isolation.
Whichever of BSMA and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BSMA or IVV?
BSMA has an expense ratio of 0.18% while IVV charges 0.03%. IVV is the cheaper option, by $15 a year on a $10,000 investment.
Which pays a higher dividend, BSMA or IVV?
BSMA yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
Is IVV better than BSMA?
IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.