BSMQ vs SMIZ

Comparison between INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF (BSMQ, ETF) and ZACKS SMALL/MID CAP ETF (SMIZ, ETF).

BSMQ vs SMIZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSMQ(ETF)	SMIZ(ETF)
Net Assets	$271M	$271M
Expense Ratio	0.18%	0.55%
Max Drawdown	13.32%	26.16%
Sharpe Ratio	-0.87	0.95
5Y Beta	0.01	1.04
P/E Ratio	N/A	27.79
Forward P/E	N/A	17.06
5Y Dividends CAGR	14.04%	N/A
5Y EPS CAGR	N/A	16.50%
Debt to Equity	N/A	45.67%
P/S Ratio	N/A	1.31
P/B Ratio	N/A	2.91

Net Assets

Winner

BSMQ

$271M

SMIZ

$271M

Expense Ratio

Winner

BSMQ

0.18%

SMIZ

0.55%

Max Drawdown

Winner

BSMQ

13.32%

SMIZ

26.16%

Sharpe Ratio

BSMQ

-0.87

Winner

SMIZ

0.95

5Y Beta

Winner

BSMQ

0.01

SMIZ

1.04

P/E Ratio

BSMQ

N/A

SMIZ

27.79

Forward P/E

BSMQ

N/A

SMIZ

17.06

5Y Dividends CAGR

BSMQ

14.04%

SMIZ

N/A

5Y EPS CAGR

BSMQ

N/A

SMIZ

16.50%

Debt to Equity

BSMQ

N/A

SMIZ

45.67%

P/S Ratio

BSMQ

N/A

SMIZ

1.31

P/B Ratio

BSMQ

N/A

SMIZ

2.91

BSMQ vs SMIZ - Historical Returns

Returns include dividend reinvestment.

Period	BSMQ	SMIZ
1 month	+0.15%	-1.07%
3 months	+0.54%	+1.99%
6 months	+0.92%	+7.38%
1 year	+2.69%	+21.13%
5 years(CAGR)	+0.32%	N/A
Max(CAGR)	+1.21%	+21.99%

Winner

BSMQ

+0.15%

SMIZ

-1.07%

BSMQ

+0.54%

Winner

SMIZ

+1.99%

BSMQ

+0.92%

Winner

SMIZ

+7.38%

BSMQ

+2.69%

Winner

SMIZ

+21.13%

5Y(CAGR)

BSMQ

+0.32%

SMIZ

N/A

Max(CAGR)

BSMQ

+1.21%

Winner

SMIZ

+21.99%

BSMQ vs SMIZ - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	BSMQ	SMIZ
2026	+1.28%	+13.72%
2025	+2.81%	+12.07%
2024	+2.05%	+19.02%
2023	+3.36%	+16.39%
2022	-7.56%	N/A
2021	+0.85%	N/A
2020	+5.15%	N/A
2019	+0.24%	N/A

BSMQ vs SMIZ Drawdown Comparison

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

The maximum drawdown for SMIZ was -25.02%, occurring on Apr 8, 2025. Recovery took 178 trading sessions.

The current BSMQ drawdown is -0.17%. The current SMIZ drawdown is -4.51%.

Rank	BSMQ	SMIZ
#1	-13.18% Mar 9, 2020 - Nov 19, 2020	-25.02% Dec 4, 2024 - Aug 22, 2025
#2	-11.50% Jul 19, 2021 - Dec 31, 2025	-10.51% Feb 9, 2026 - Apr 13, 2026
#3	-1.99% Feb 11, 2021 - Jun 8, 2021	-9.41% Jul 16, 2024 - Sep 19, 2024
#4	-0.87% Oct 21, 2019 - Dec 3, 2019	-7.69% Jun 30, 2026 - Jul 29, 2026
#5	-0.81% Jun 11, 2021 - Jul 19, 2021	-7.65% Mar 28, 2024 - Jul 15, 2024
#6	-0.37% Jan 31, 2020 - Feb 18, 2020	-7.56% Oct 27, 2025 - Dec 11, 2025
#7	-0.31% Jan 5, 2021 - Jan 25, 2021	-7.28% Oct 11, 2023 - Nov 14, 2023
#8	-0.25% Mar 5, 2026 - Apr 2, 2026	-4.17% May 6, 2026 - May 26, 2026
#9	-0.24% Mar 2, 2020 - Mar 9, 2020	-4.10% Sep 22, 2025 - Oct 24, 2025
#10	-0.24% May 13, 2026 - May 29, 2026	-3.87% Jun 4, 2026 - Jun 12, 2026
#11	-0.24% Apr 9, 2026 - May 13, 2026	-3.85% Dec 28, 2023 - Jan 29, 2024
#12	-0.23% Jan 26, 2026 - Feb 24, 2026	-3.73% Nov 11, 2024 - Nov 22, 2024
#13	-0.20% Dec 13, 2019 - Jan 2, 2020	-3.59% Dec 11, 2025 - Jan 6, 2026
#14	-0.17% Nov 30, 2020 - Dec 7, 2020	-2.73% Jan 22, 2026 - Feb 6, 2026
#15	-0.17% Aug 20, 2026 - Aug 21, 2026	-2.59% Oct 18, 2024 - Nov 6, 2024