BSMR vs AVGV

Comparison between INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF (BSMR, ETF) and AVANTIS ALL EQUITY MARKETS VALUE ETF (AVGV, ETF).

BSMR vs AVGV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSMR(ETF)	AVGV(ETF)
Net Assets	$340M	$340M
Expense Ratio	0.18%	0.26%
Max Drawdown	13.63%	18.05%
Sharpe Ratio	0.17	2.15
5Y Beta	0.00	0.84
5Y Dividends CAGR	16.82%	N/A

Net Assets

BSMR

$340M

Winner

AVGV

$340M

Expense Ratio

Winner

BSMR

0.18%

AVGV

0.26%

Max Drawdown

Winner

BSMR

13.63%

AVGV

18.05%

Sharpe Ratio

BSMR

0.17

Winner

AVGV

2.15

5Y Beta

Winner

BSMR

0.00

AVGV

0.84

5Y Dividends CAGR

BSMR

16.82%

AVGV

N/A

BSMR vs AVGV - Historical Returns

Returns include dividend reinvestment.

Period	BSMR	AVGV
1 month	+0.66%	+3.04%
3 months	+0.42%	+12.03%
6 months	+1.43%	+18.24%
1 year	+3.95%	+36.72%
5 years(CAGR)	+0.46%	N/A
Max(CAGR)	+1.25%	+21.57%

BSMR

+0.66%

Winner

AVGV

+3.04%

BSMR

+0.42%

Winner

AVGV

+12.03%

BSMR

+1.43%

Winner

AVGV

+18.24%

BSMR

+3.95%

Winner

AVGV

+36.72%

5Y(CAGR)

BSMR

+0.46%

AVGV

N/A

Max(CAGR)

BSMR

+1.25%

Winner

AVGV

+21.57%

BSMR vs AVGV - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	BSMR	AVGV
2026	+1.21%	+16.09%
2025	+2.89%	+22.51%
2024	+1.69%	+11.94%
2023	+4.32%	+11.38%
2022	-7.56%	N/A
2021	+1.08%	N/A
2020	+4.93%	N/A
2019	+0.16%	N/A

BSMR vs AVGV Drawdown Comparison

The maximum drawdown for BSMR was -13.49%, occurring on Mar 23, 2020. Recovery took 112 trading sessions.

The maximum drawdown for AVGV was -17.03%, occurring on Apr 8, 2025. Recovery took 128 trading sessions.

The current AVGV drawdown is -1.00%.

Rank	BSMR	AVGV
#1	-13.49% Mar 2, 2020 - Aug 10, 2020	-17.03% Nov 29, 2024 - Jun 6, 2025
#2	-12.01% Jul 19, 2021 - Nov 25, 2025	-10.54% Jul 31, 2023 - Dec 13, 2023
#3	-2.46% Feb 11, 2021 - Jun 9, 2021	-8.35% Jul 16, 2024 - Sep 19, 2024
#4	-2.10% Aug 10, 2020 - Dec 3, 2020	-8.12% Feb 20, 2026 - Apr 17, 2026
#5	-1.04% Oct 21, 2019 - Jan 6, 2020	-4.77% Mar 28, 2024 - May 14, 2024
#6	-0.67% Jun 15, 2021 - Jul 8, 2021	-4.42% Nov 12, 2025 - Nov 26, 2025
#7	-0.57% Feb 25, 2026 - Jun 3, 2026	-4.32% Dec 27, 2023 - Feb 12, 2024
#8	-0.43% Jan 31, 2020 - Feb 18, 2020	-3.82% Oct 6, 2025 - Oct 24, 2025
#9	-0.31% Jan 5, 2021 - Jan 26, 2021	-3.77% May 15, 2024 - Jul 11, 2024
#10	-0.27% Jan 26, 2026 - Feb 5, 2026	-3.70% Jul 23, 2025 - Aug 12, 2025
#11	-0.23% Jun 11, 2026 - Jun 18, 2026	-2.65% Oct 18, 2024 - Nov 6, 2024
#12	-0.23% Feb 10, 2026 - Feb 13, 2026	-2.53% Jun 2, 2026 - Jun 12, 2026
#13	-0.14% Dec 17, 2025 - Dec 23, 2025	-2.43% Oct 27, 2025 - Nov 11, 2025
#14	-0.14% Jun 3, 2026 - Jun 11, 2026	-2.38% Jul 3, 2023 - Jul 11, 2023
#15	-0.13% Jul 8, 2021 - Jul 15, 2021	-2.23% Nov 7, 2024 - Nov 25, 2024