AVUQ vs BSMU
Comparison between AVANTIS U.S. QUALITY ETF (AVUQ, ETF) and INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF (BSMU, ETF).
AVUQ vs BSMU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVUQ
$256M
Winner
BSMU
$258M
Expense Ratio
Winner
AVUQ
0.15%
BSMU
0.18%
Max Drawdown
Winner
AVUQ
11.86%
BSMU
21.34%
Sharpe Ratio
Winner
AVUQ
1.27
BSMU
0.61
5Y Beta
AVUQ
1.04
Winner
BSMU
0.00
P/E Ratio
AVUQ
31.14
BSMU
N/A
Forward P/E
AVUQ
24.07
BSMU
N/A
5Y Dividends CAGR
AVUQ
N/A
BSMU
24.99%
5Y EPS CAGR
AVUQ
36.25%
BSMU
N/A
Debt to Equity
AVUQ
53.63%
BSMU
N/A
P/S Ratio
AVUQ
4.46
BSMU
N/A
P/B Ratio
AVUQ
9.64
BSMU
N/A
AVUQ vs BSMU - Historical Returns
Returns include dividend reinvestment.
1M
AVUQ
-0.47%
Winner
BSMU
+0.15%
3M
Winner
AVUQ
+11.72%
BSMU
+0.12%
6M
Winner
AVUQ
+8.79%
BSMU
+0.87%
1Y
Winner
AVUQ
+24.87%
BSMU
+4.95%
5Y(CAGR)
AVUQ
N/A
BSMU
-0.82%
Max(CAGR)
Winner
AVUQ
+26.24%
BSMU
+0.31%
AVUQ vs BSMU - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | AVUQ | BSMU |
|---|---|---|
| 2026 | +8.09% | +0.49% |
| 2025 | +22.52% | +4.11% |
| 2024 | N/A | -0.24% |
| 2023 | N/A | +6.13% |
| 2022 | N/A | -13.56% |
| 2021 | N/A | +1.88% |
| 2020 | N/A | +4.10% |
AVUQ vs BSMU Drawdown Comparison
The maximum drawdown for AVUQ was -11.86%, occurring on Apr 8, 2025. Recovery took 31 trading sessions.
The maximum drawdown for BSMU was -19.48%, occurring on Oct 31, 2022. This drawdown has not yet recovered.
The current AVUQ drawdown is -3.65%. The current BSMU drawdown is -4.81%.
| Rank | AVUQ | BSMU |
|---|---|---|
| #1 | -11.86% Mar 27, 2025 - May 12, 2025 | -19.48% Jul 19, 2021 - Oct 31, 2022 |
| #2 | -11.61% Oct 29, 2025 - Apr 15, 2026 | -3.80% Feb 11, 2021 - Jun 9, 2021 |
| #3 | -5.84% Jun 1, 2026 - Jun 10, 2026 | -0.96% Jun 10, 2021 - Jul 9, 2021 |
| #4 | -3.29% Oct 8, 2025 - Oct 24, 2025 | -0.64% Jan 5, 2021 - Jan 25, 2021 |
| #5 | -2.72% Aug 14, 2025 - Aug 28, 2025 | -0.29% Nov 23, 2020 - Dec 11, 2020 |
| #6 | -2.54% May 16, 2025 - Jun 2, 2025 | -0.24% Oct 16, 2020 - Nov 19, 2020 |
| #7 | -2.52% May 14, 2026 - May 28, 2026 | -0.02% Jul 15, 2021 - Jul 19, 2021 |
| #8 | -2.34% Jul 28, 2025 - Aug 8, 2025 | N/A |
| #9 | -1.94% Aug 28, 2025 - Sep 4, 2025 | N/A |
| #10 | -1.93% Sep 22, 2025 - Oct 8, 2025 | N/A |
| #11 | -1.50% Jun 10, 2025 - Jun 24, 2025 | N/A |
| #12 | -1.22% Apr 27, 2026 - May 5, 2026 | N/A |
| #13 | -0.99% Apr 17, 2026 - Apr 22, 2026 | N/A |
| #14 | -0.94% Jul 3, 2025 - Jul 14, 2025 | N/A |
| #15 | -0.89% Apr 22, 2026 - Apr 24, 2026 | N/A |
Correlation
Correlation between AVUQ and BSMU is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2020 - 2026)
AVUQ vs BSMU dividend yield comparison.
| Year | AVUQ | BSMU |
|---|---|---|
| 2026 | 0.16% | 1.15% |
| 2025 | 0.32% | 2.82% |
| 2024 | 0.00% | 2.92% |
| 2023 | 0.00% | 2.66% |
| 2022 | 0.00% | 2.16% |
| 2021 | 0.00% | 1.60% |
| 2020 | 0.00% | 0.28% |
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