ACLC vs BSMS

Comparison between AMERICAN CENTURY LARGE CAP EQUITY ETF (ACLC, ETF) and INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF (BSMS, ETF).

5-Year PerformanceACLC has outperformed BSMS, delivering a return of +10.3% compared to +0.0%

ACLC vs BSMS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ACLC(ETF)	BSMS(ETF)
Net Assets	$300M	$299M
Expense Ratio	0.39%	0.18%
Max Drawdown	27.06%	16.51%
Sharpe Ratio	1.15	0.17
5Y Beta	0.97	0.01
P/E Ratio	28.50	N/A
Forward P/E	22.50	N/A
PEG Ratio	0.68	N/A
5Y Dividends CAGR	24.24%	10.28%
5Y EPS CAGR	27.50%	N/A
P/S Ratio	3.49	N/A
P/B Ratio	6.44	N/A

Net Assets

Winner

ACLC

$300M

BSMS

$299M

Expense Ratio

ACLC

0.39%

Winner

BSMS

0.18%

Max Drawdown

ACLC

27.06%

Winner

BSMS

16.51%

Sharpe Ratio

Winner

ACLC

1.15

BSMS

0.17

5Y Beta

ACLC

0.97

Winner

BSMS

0.01

P/E Ratio

ACLC

28.50

BSMS

N/A

Forward P/E

ACLC

22.50

BSMS

N/A

PEG Ratio

ACLC

0.68

BSMS

N/A

5Y Dividends CAGR

Winner

ACLC

24.24%

BSMS

10.28%

5Y EPS CAGR

ACLC

27.50%

BSMS

N/A

P/S Ratio

ACLC

3.49

BSMS

N/A

P/B Ratio

ACLC

6.44

BSMS

N/A

ACLC vs BSMS - Historical Returns

Returns include dividend reinvestment.

Period	ACLC	BSMS
1 month	+0.96%	-0.02%
3 months	+6.32%	-0.22%
6 months	+4.52%	+1.10%
1 year	+19.25%	+3.85%
5 years(CAGR)	+10.30%	+0.03%
Max(CAGR)	+13.91%	+1.15%

Winner

ACLC

+0.96%

BSMS

-0.02%

Winner

ACLC

+6.32%

BSMS

-0.22%

Winner

ACLC

+4.52%

BSMS

+1.10%

Winner

ACLC

+19.25%

BSMS

+3.85%

5Y(CAGR)

Winner

ACLC

+10.30%

BSMS

+0.03%

Max(CAGR)

Winner

ACLC

+13.91%

BSMS

+1.15%

ACLC vs BSMS - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	ACLC	BSMS
2026	+5.30%	+0.60%
2025	+12.01%	+3.52%
2024	+20.66%	+1.13%
2023	+25.20%	+4.78%
2022	-19.61%	-9.86%
2021	+30.85%	+1.34%
2020	+17.32%	+6.50%
2019	N/A	+0.22%

ACLC vs BSMS Drawdown Comparison

The maximum drawdown for ACLC was -26.44%, occurring on Sep 30, 2022. Recovery took 500 trading sessions.

The maximum drawdown for BSMS was -14.95%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The current ACLC drawdown is -3.59%. The current BSMS drawdown is -1.26%.

Rank	ACLC	BSMS
#1	-26.44% Dec 29, 2021 - Dec 26, 2023	-14.95% Jul 19, 2021 - Oct 31, 2022
#2	-20.49% Jan 23, 2025 - Jul 3, 2025	-14.01% Feb 27, 2020 - Jul 16, 2020
#3	-10.28% Jan 9, 2026 - Apr 17, 2026	-2.92% Feb 12, 2021 - Jun 8, 2021
#4	-9.67% Sep 2, 2020 - Nov 16, 2020	-2.40% Aug 10, 2020 - Nov 25, 2020
#5	-9.17% Jul 16, 2024 - Sep 19, 2024	-1.09% Sep 26, 2019 - Dec 3, 2019
#6	-5.84% Mar 28, 2024 - May 15, 2024	-0.66% Jun 10, 2021 - Jul 7, 2021
#7	-5.35% Oct 28, 2025 - Dec 10, 2025	-0.55% Jan 6, 2021 - Jan 28, 2021
#8	-5.35% Sep 3, 2021 - Oct 19, 2021	-0.43% Jan 31, 2020 - Feb 18, 2020
#9	-5.02% Feb 12, 2021 - Mar 15, 2021	-0.39% Jul 16, 2020 - Jul 20, 2020
#10	-4.55% Dec 4, 2024 - Jan 23, 2025	-0.32% Dec 4, 2019 - Dec 18, 2019
#11	-4.46% Nov 16, 2021 - Dec 27, 2021	-0.23% Dec 18, 2019 - Jan 2, 2020
#12	-4.39% May 7, 2021 - Jun 10, 2021	-0.16% Jan 17, 2020 - Jan 31, 2020
#13	-3.70% Jan 21, 2021 - Feb 4, 2021	-0.13% Nov 25, 2020 - Dec 7, 2020
#14	-3.61% Oct 14, 2024 - Nov 7, 2024	-0.13% Jul 8, 2021 - Jul 14, 2021
#15	-3.59% Jun 2, 2026 - Jun 5, 2026	-0.11% Dec 29, 2020 - Jan 4, 2021