BSMR vs EVUS

Comparison between INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF (BSMR, ETF) and ISHARES ESG AWARE MSCI USA VALUE ETF (EVUS, ETF).

BSMR vs EVUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSMR(ETF)	EVUS(ETF)
Net Assets	$340M	$340M
Expense Ratio	0.18%	0.18%
Max Drawdown	13.63%	16.43%
Sharpe Ratio	0.18	1.54
5Y Beta	0.00	0.70
P/E Ratio	N/A	22.57
Forward P/E	N/A	17.42
PEG Ratio	N/A	0.42
5Y Dividends CAGR	16.82%	N/A
5Y EPS CAGR	N/A	14.52%
Debt to Equity	N/A	36.64%
P/S Ratio	N/A	2.32
P/B Ratio	N/A	3.73

Net Assets

BSMR

$340M

Winner

EVUS

$340M

Expense Ratio

BSMR

0.18%

EVUS

0.18%

Max Drawdown

Winner

BSMR

13.63%

EVUS

16.43%

Sharpe Ratio

BSMR

0.18

Winner

EVUS

1.54

5Y Beta

Winner

BSMR

0.00

EVUS

0.70

P/E Ratio

BSMR

N/A

EVUS

22.57

Forward P/E

BSMR

N/A

EVUS

17.42

PEG Ratio

BSMR

N/A

EVUS

0.42

5Y Dividends CAGR

BSMR

16.82%

EVUS

N/A

5Y EPS CAGR

BSMR

N/A

EVUS

14.52%

Debt to Equity

BSMR

N/A

EVUS

36.64%

P/S Ratio

BSMR

N/A

EVUS

2.32

P/B Ratio

BSMR

N/A

EVUS

3.73

BSMR vs EVUS - Historical Returns

Returns include dividend reinvestment.

Period	BSMR	EVUS
1 month	+0.42%	+2.98%
3 months	+0.18%	+9.39%
6 months	+1.21%	+11.28%
1 year	+3.88%	+21.76%
5 years(CAGR)	+0.43%	N/A
Max(CAGR)	+1.21%	+12.48%

BSMR

+0.42%

Winner

EVUS

+2.98%

BSMR

+0.18%

Winner

EVUS

+9.39%

BSMR

+1.21%

Winner

EVUS

+11.28%

BSMR

+3.88%

Winner

EVUS

+21.76%

5Y(CAGR)

BSMR

+0.43%

EVUS

N/A

Max(CAGR)

BSMR

+1.21%

Winner

EVUS

+12.48%

BSMR vs EVUS - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	BSMR	EVUS
2026	+0.95%	+10.24%
2025	+2.89%	+13.46%
2024	+1.69%	+13.75%
2023	+4.32%	+3.47%
2022	-7.56%	N/A
2021	+1.08%	N/A
2020	+4.93%	N/A
2019	+0.16%	N/A

BSMR vs EVUS Drawdown Comparison

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

The maximum drawdown for EVUS was -15.65%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.

The current BSMR drawdown is -0.17%. The current EVUS drawdown is -0.15%.

Rank	BSMR	EVUS
#1	-13.49% Mar 2, 2020 - Aug 10, 2020	-15.65% Nov 29, 2024 - Aug 13, 2025
#2	-12.01% Jul 19, 2021 - Nov 25, 2025	-11.17% Jul 31, 2023 - Dec 13, 2023
#3	-2.46% Feb 11, 2021 - Jun 9, 2021	-9.40% Feb 2, 2023 - Jul 21, 2023
#4	-2.10% Aug 10, 2020 - Dec 3, 2020	-7.72% Feb 9, 2026 - Apr 17, 2026
#5	-1.04% Oct 21, 2019 - Jan 6, 2020	-5.44% Mar 28, 2024 - Jul 11, 2024
#6	-0.67% Jun 15, 2021 - Jul 8, 2021	-4.89% Jul 31, 2024 - Aug 19, 2024
#7	-0.57% Feb 25, 2026 - Jun 3, 2026	-4.41% Oct 27, 2025 - Dec 4, 2025
#8	-0.43% Jan 31, 2020 - Feb 18, 2020	-3.51% Oct 16, 2024 - Nov 6, 2024
#9	-0.31% Jan 5, 2021 - Jan 26, 2021	-3.11% Aug 30, 2024 - Sep 16, 2024
#10	-0.27% Jan 26, 2026 - Feb 5, 2026	-2.56% Oct 3, 2025 - Oct 20, 2025
#11	-0.23% Jun 11, 2026 - Jun 15, 2026	-2.30% Jun 4, 2026 - Jun 10, 2026
#12	-0.23% Feb 10, 2026 - Feb 13, 2026	-2.05% Jul 17, 2024 - Jul 30, 2024
#13	-0.14% Dec 17, 2025 - Dec 23, 2025	-1.96% Jan 8, 2024 - Jan 25, 2024
#14	-0.14% Jun 3, 2026 - Jun 11, 2026	-1.75% Jan 15, 2026 - Jan 22, 2026
#15	-0.13% Jul 8, 2021 - Jul 15, 2021	-1.72% Nov 11, 2024 - Nov 22, 2024