BSMQ vs FCPI

Comparison between INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF (BSMQ, ETF) and FIDELITY STOCKS FOR INFLATION ETF (FCPI, ETF).

5-Year PerformanceFCPI has outperformed BSMQ, delivering a return of +15.2% compared to +0.3%

BSMQ vs FCPI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSMQ(ETF)	FCPI(ETF)
Net Assets	$271M	$270M
Expense Ratio	0.18%	0.15%
Max Drawdown	13.32%	37.71%
Sharpe Ratio	-0.87	1.38
5Y Beta	0.01	0.89
P/E Ratio	N/A	19.20
Forward P/E	N/A	16.81
PEG Ratio	N/A	0.17
5Y Dividends CAGR	14.04%	2.54%
5Y EPS CAGR	N/A	27.42%
Debt to Equity	N/A	4.00%
P/S Ratio	N/A	3.10
P/B Ratio	N/A	4.55

Net Assets

Winner

BSMQ

$271M

FCPI

$270M

Expense Ratio

BSMQ

0.18%

Winner

FCPI

0.15%

Max Drawdown

Winner

BSMQ

13.32%

FCPI

37.71%

Sharpe Ratio

BSMQ

-0.87

Winner

FCPI

1.38

5Y Beta

Winner

BSMQ

0.01

FCPI

0.89

P/E Ratio

BSMQ

N/A

FCPI

19.20

Forward P/E

BSMQ

N/A

FCPI

16.81

PEG Ratio

BSMQ

N/A

FCPI

0.17

5Y Dividends CAGR

Winner

BSMQ

14.04%

FCPI

2.54%

5Y EPS CAGR

BSMQ

N/A

FCPI

27.42%

Debt to Equity

BSMQ

N/A

FCPI

4.00%

P/S Ratio

BSMQ

N/A

FCPI

3.10

P/B Ratio

BSMQ

N/A

FCPI

4.55

BSMQ vs FCPI - Historical Returns

Returns include dividend reinvestment.

Period	BSMQ	FCPI
1 month	+0.15%	+5.23%
3 months	+0.54%	+7.02%
6 months	+0.92%	+11.66%
1 year	+2.69%	+22.56%
5 years(CAGR)	+0.32%	+15.17%
Max(CAGR)	+1.21%	+15.21%

BSMQ

+0.15%

Winner

FCPI

+5.23%

BSMQ

+0.54%

Winner

FCPI

+7.02%

BSMQ

+0.92%

Winner

FCPI

+11.66%

BSMQ

+2.69%

Winner

FCPI

+22.56%

5Y(CAGR)

BSMQ

+0.32%

Winner

FCPI

+15.17%

Max(CAGR)

BSMQ

+1.21%

Winner

FCPI

+15.21%

BSMQ vs FCPI - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	BSMQ	FCPI
2026	+1.28%	+16.00%
2025	+2.81%	+15.44%
2024	+2.05%	+25.29%
2023	+3.36%	+16.77%
2022	-7.56%	-7.67%
2021	+0.85%	+35.59%
2020	+5.15%	+2.01%
2019	+0.24%	+4.43%

BSMQ vs FCPI Drawdown Comparison

The maximum drawdown for BSMQ was -13.18%, occurring on Mar 23, 2020. Recovery took 179 trading sessions.

The maximum drawdown for FCPI was -37.24%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.

The current BSMQ drawdown is -0.17%.

Rank	BSMQ	FCPI
#1	-13.18% Mar 9, 2020 - Nov 19, 2020	-37.24% Jan 17, 2020 - Jan 6, 2021
#2	-11.50% Jul 19, 2021 - Dec 31, 2025	-18.25% Mar 29, 2022 - Nov 30, 2023
#3	-1.99% Feb 11, 2021 - Jun 8, 2021	-17.43% Feb 19, 2025 - Jun 26, 2025
#4	-0.87% Oct 21, 2019 - Dec 3, 2019	-7.90% Jan 4, 2022 - Mar 29, 2022
#5	-0.81% Jun 11, 2021 - Jul 19, 2021	-7.87% Feb 25, 2026 - Apr 14, 2026
#6	-0.37% Jan 31, 2020 - Feb 18, 2020	-7.48% Jul 16, 2024 - Aug 23, 2024
#7	-0.31% Jan 5, 2021 - Jan 25, 2021	-7.03% Nov 29, 2024 - Jan 23, 2025
#8	-0.25% Mar 5, 2026 - Apr 2, 2026	-5.55% Nov 24, 2021 - Dec 23, 2021
#9	-0.24% Mar 2, 2020 - Mar 9, 2020	-5.55% Mar 28, 2024 - May 14, 2024
#10	-0.24% May 13, 2026 - May 29, 2026	-5.42% Aug 30, 2024 - Sep 19, 2024
#11	-0.24% Apr 9, 2026 - May 13, 2026	-5.16% Feb 10, 2021 - Mar 11, 2021
#12	-0.23% Jan 26, 2026 - Feb 24, 2026	-4.59% Jun 30, 2021 - Aug 24, 2021
#13	-0.20% Dec 13, 2019 - Jan 2, 2020	-4.56% Jun 2, 2026 - Aug 3, 2026
#14	-0.17% Nov 30, 2020 - Dec 7, 2020	-4.50% Sep 2, 2021 - Oct 14, 2021
#15	-0.17% Aug 20, 2026 - Aug 21, 2026	-4.48% Nov 12, 2025 - Dec 11, 2025