Compare · 2 funds side by side · dividends reinvested

BSMT and VTEB

BSMTInvesco×VTEBVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,373VTEB · best of the two

02 / 04

BSMT and VTEB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco BulletShares 2029 Municipal Bond ETFBonds & Cash · Municipal0.18%2.77%+0.7%+1.6%+4.2%−0.0%−3.9%2.5%$309M1.5

Vanguard Tax-Exempt Bond ETFBonds & Cash · Municipal0.03%3.48%+0.2%+0.7%+4.6%+0.7%−6.6%3.6%$49.6B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BSMT 2019 · VTEB 2015

Head to Head

Swap sides Versus in desk

Head to Head

Invesco BulletShares 2029 Municipal Bond ETF · $309M$9,982

BSMT

VTEB

Vanguard Tax-Exempt Bond ETF · $49.6B$10,373

$10,000 five years ago, dividends reinvested

BSMTMeasureVTEB

+0.7%Year to dateJan 1 → Nov 4+0.2%

+1.6%1 yearTotal return+0.7%

+4.2%3 years · per year$10,000 became $11,300 · $11,431+4.6%

−0.0%5 years · per year$10,000 became $9,982 · $10,373+0.7%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

2.77%Trailing 12-mo yield$277 · $348 a year on $10k3.48%

−3.9%Worst dropSmaller is better−6.6%

2.5%VolatilityLower is calmer3.6%

BSMTVTEB Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BSMT vs VTEB: Top 5 Holdings

Today

BSMT

[…]in top 5

VTEB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

BSMT vs VTEB Returns, Every Period

InvescoBSMT

−0.0%

5 years, per year

VTEBVanguard

+0.7%

5 years, per year

BSMTVTEBFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BSMT vs VTEB

YTD

InvescoBSMT

+0.7%

VTEBVanguard

+0.2%

+0.7%Year to date+0.2%

−3.9%Worst drop · 1Y−6.6%

2.5%Volatility · 1Y3.6%

2.8%Yield3.5%

$309MAssets$49.6B

3–1BSMT wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BSMT, VTEB

Today

0.03%lowest, VTEB

FundExpense ratioFee$10k

VTEB0.03%$3

BSMT0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BSMT, VTEB

3.48%highest, VTEB

FundTrailing yieldYield$10k

VTEB3.48%$348

BSMT2.77%$277

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$345most kept, VTEB

VTEB$348 − $3 = $345

BSMT$277 − $18 = $259

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BSMT, VTEB

Today

[…]holdings […]

BSMTVTEB

BSMT—[…]

VTEB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.6%BSMT, at 2.5% volatility

BSMTWorst drop−3.9%2.5% vol

VTEBWorst drop−6.6%3.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VTEBBSMT

+0.2%Year to date+0.7%

3.5%Yield2.8%

+0.7%Past year+1.6%

0.03%Fee0.18%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026