BSMS vs EDOW

Comparison between INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF (BSMS, ETF) and FIRST TRUST DOW 30 EQUAL WEIGHT ETF (EDOW, ETF).

5-Year PerformanceEDOW has outperformed BSMS, delivering a return of +9.5% compared to -0.1%

BSMS vs EDOW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSMS(ETF)	EDOW(ETF)
Net Assets	$307M	$307M
Expense Ratio	0.18%	0.50%
Max Drawdown	16.51%	33.72%
Sharpe Ratio	0.18	1.16
5Y Beta	0.01	0.71
P/E Ratio	N/A	25.24
Forward P/E	N/A	21.05
PEG Ratio	N/A	0.64
5Y Dividends CAGR	9.58%	2.45%
5Y EPS CAGR	N/A	15.22%
Debt to Equity	N/A	-17.96%
P/S Ratio	N/A	3.00
P/B Ratio	N/A	6.00

Net Assets

Winner

BSMS

$307M

EDOW

$307M

Expense Ratio

Winner

BSMS

0.18%

EDOW

0.50%

Max Drawdown

Winner

BSMS

16.51%

EDOW

33.72%

Sharpe Ratio

BSMS

0.18

Winner

EDOW

1.16

5Y Beta

Winner

BSMS

0.01

EDOW

0.71

P/E Ratio

BSMS

N/A

EDOW

25.24

Forward P/E

BSMS

N/A

EDOW

21.05

PEG Ratio

BSMS

N/A

EDOW

0.64

5Y Dividends CAGR

Winner

BSMS

9.58%

EDOW

2.45%

5Y EPS CAGR

BSMS

N/A

EDOW

15.22%

Debt to Equity

BSMS

N/A

EDOW

-17.96%

P/S Ratio

BSMS

N/A

EDOW

3.00

P/B Ratio

BSMS

N/A

EDOW

6.00

BSMS vs EDOW - Historical Returns

Returns include dividend reinvestment.

Period	BSMS	EDOW
1 month	+0.07%	+2.13%
3 months	+0.50%	+5.26%
6 months	+0.72%	+6.39%
1 year	+4.01%	+16.78%
5 years(CAGR)	-0.10%	+9.48%
10 years(CAGR)	N/A	+11.35%
Max(CAGR)	+1.21%	+11.35%

BSMS

+0.07%

Winner

EDOW

+2.13%

BSMS

+0.50%

Winner

EDOW

+5.26%

BSMS

+0.72%

Winner

EDOW

+6.39%

BSMS

+4.01%

Winner

EDOW

+16.78%

5Y(CAGR)

BSMS

-0.10%

Winner

EDOW

+9.48%

10Y(CAGR)

BSMS

N/A

EDOW

+11.35%

Max(CAGR)

BSMS

+1.21%

Winner

EDOW

+11.35%

BSMS vs EDOW - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	BSMS	EDOW
2026	+1.13%	+7.80%
2025	+3.52%	+15.69%
2024	+1.13%	+12.96%
2023	+4.78%	+15.33%
2022	-9.86%	-8.20%
2021	+1.34%	+19.78%
2020	+6.50%	+5.39%
2019	+0.22%	+23.96%
2018	N/A	-2.03%
2017	N/A	+11.90%

BSMS vs EDOW Drawdown Comparison

The maximum drawdown for BSMS was -14.95%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The maximum drawdown for EDOW was -33.72%, occurring on Mar 23, 2020. Recovery took 193 trading sessions.

The current BSMS drawdown is -0.75%. The current EDOW drawdown is -1.32%.

Rank	BSMS	EDOW
#1	-14.95% Jul 19, 2021 - Oct 31, 2022	-33.72% Feb 12, 2020 - Nov 16, 2020
#2	-14.01% Feb 27, 2020 - Jul 16, 2020	-21.98% Jan 4, 2022 - Dec 1, 2023
#3	-2.92% Feb 12, 2021 - Jun 8, 2021	-15.51% Feb 19, 2025 - Jun 27, 2025
#4	-2.40% Aug 10, 2020 - Nov 25, 2020	-15.49% Oct 2, 2018 - Mar 18, 2019
#5	-1.09% Sep 26, 2019 - Dec 3, 2019	-10.73% Jan 29, 2018 - Aug 27, 2018
#6	-0.66% Jun 10, 2021 - Jul 7, 2021	-8.73% Feb 6, 2026 - May 22, 2026
#7	-0.55% Jan 6, 2021 - Jan 28, 2021	-7.51% Jul 15, 2019 - Nov 1, 2019
#8	-0.43% Jan 31, 2020 - Feb 18, 2020	-6.65% Nov 8, 2021 - Dec 27, 2021
#9	-0.39% Jul 16, 2020 - Jul 20, 2020	-6.59% Jul 17, 2024 - Aug 29, 2024
#10	-0.32% Dec 4, 2019 - Dec 18, 2019	-6.32% Apr 23, 2019 - Jun 19, 2019
#11	-0.23% Dec 18, 2019 - Jan 2, 2020	-5.42% Dec 4, 2024 - Jan 28, 2025
#12	-0.16% Jan 17, 2020 - Jan 31, 2020	-5.05% Mar 28, 2024 - Jul 16, 2024
#13	-0.13% Nov 25, 2020 - Dec 7, 2020	-4.71% Aug 16, 2021 - Nov 2, 2021
#14	-0.13% Jul 8, 2021 - Jul 14, 2021	-4.23% Jan 21, 2021 - Feb 8, 2021
#15	-0.11% Dec 29, 2020 - Jan 4, 2021	-4.00% Nov 12, 2025 - Dec 3, 2025