BSMT vs SHOC

Comparison between INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF (BSMT, ETF) and STRIVE U.S. SEMICONDUCTOR ETF (SHOC, ETF).

BSMT vs SHOC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSMT(ETF)	SHOC(ETF)
Net Assets	$279M	$278M
Expense Ratio	0.18%	0.40%
Max Drawdown	17.74%	37.69%
Sharpe Ratio	-0.05	1.86
5Y Beta	0.01	1.95
P/E Ratio	N/A	46.10
Forward P/E	N/A	18.79
PEG Ratio	N/A	0.09
5Y Dividends CAGR	9.38%	N/A
5Y EPS CAGR	N/A	46.58%
Debt to Equity	N/A	28.07%
P/S Ratio	N/A	14.63
P/B Ratio	N/A	12.68

Net Assets

Winner

BSMT

$279M

SHOC

$278M

Expense Ratio

Winner

BSMT

0.18%

SHOC

0.40%

Max Drawdown

Winner

BSMT

17.74%

SHOC

37.69%

Sharpe Ratio

BSMT

-0.05

Winner

SHOC

1.86

5Y Beta

Winner

BSMT

0.01

SHOC

1.95

P/E Ratio

BSMT

N/A

SHOC

46.10

Forward P/E

BSMT

N/A

SHOC

18.79

PEG Ratio

BSMT

N/A

SHOC

0.09

5Y Dividends CAGR

BSMT

9.38%

SHOC

N/A

5Y EPS CAGR

BSMT

N/A

SHOC

46.58%

Debt to Equity

BSMT

N/A

SHOC

28.07%

P/S Ratio

BSMT

N/A

SHOC

14.63

P/B Ratio

BSMT

N/A

SHOC

12.68

BSMT vs SHOC - Historical Returns

Returns include dividend reinvestment.

Period	BSMT	SHOC
1 month	-0.56%	-12.68%
3 months	-0.08%	+22.49%
6 months	+0.24%	+43.09%
1 year	+3.63%	+96.82%
5 years(CAGR)	-0.43%	N/A
Max(CAGR)	+0.90%	+48.24%

Winner

BSMT

-0.56%

SHOC

-12.68%

BSMT

-0.08%

Winner

SHOC

+22.49%

BSMT

+0.24%

Winner

SHOC

+43.09%

BSMT

+3.63%

Winner

SHOC

+96.82%

5Y(CAGR)

BSMT

-0.43%

SHOC

N/A

Max(CAGR)

BSMT

+0.90%

Winner

SHOC

+48.24%

BSMT vs SHOC - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	BSMT	SHOC
2026	+0.57%	+53.70%
2025	+3.62%	+48.59%
2024	+0.36%	+20.73%
2023	+5.16%	+63.87%
2022	-10.94%	-1.17%
2021	+1.42%	N/A
2020	+6.96%	N/A
2019	-0.35%	N/A

BSMT vs SHOC Drawdown Comparison

The maximum drawdown for BSMT was -16.19%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The maximum drawdown for SHOC was -37.54%, occurring on Apr 4, 2025. Recovery took 250 trading sessions.

The current BSMT drawdown is -2.42%. The current SHOC drawdown is -12.68%.

Rank	BSMT	SHOC
#1	-16.19% Jul 19, 2021 - Oct 31, 2022	-37.54% Jul 10, 2024 - Jul 10, 2025
#2	-15.09% Feb 27, 2020 - Jul 23, 2020	-18.39% Aug 1, 2023 - Dec 12, 2023
#3	-3.42% Feb 11, 2021 - Jun 9, 2021	-17.56% Mar 7, 2024 - May 24, 2024
#4	-2.88% Aug 10, 2020 - Dec 8, 2020	-17.01% Jun 22, 2026 - Jul 17, 2026
#5	-2.14% Oct 9, 2019 - Jan 9, 2020	-14.59% Feb 25, 2026 - Apr 8, 2026
#6	-0.72% Jun 10, 2021 - Jul 6, 2021	-13.51% Oct 6, 2022 - Nov 10, 2022
#7	-0.53% Jan 6, 2021 - Jan 26, 2021	-13.21% Nov 30, 2022 - Jan 23, 2023
#8	-0.52% Sep 25, 2019 - Oct 9, 2019	-12.39% Oct 29, 2025 - Dec 8, 2025
#9	-0.47% Jan 31, 2020 - Feb 18, 2020	-11.03% Jun 3, 2026 - Jun 15, 2026
#10	-0.25% Jul 31, 2020 - Aug 4, 2020	-10.57% Dec 10, 2025 - Jan 6, 2026
#11	-0.15% Dec 28, 2020 - Dec 30, 2020	-9.22% Mar 31, 2023 - May 25, 2023
#12	-0.14% Jan 27, 2020 - Jan 31, 2020	-8.79% Jan 29, 2026 - Feb 25, 2026
#13	-0.13% Dec 21, 2020 - Dec 28, 2020	-7.89% Feb 2, 2023 - Mar 23, 2023
#14	-0.13% Aug 4, 2020 - Aug 10, 2020	-7.13% Dec 27, 2023 - Jan 19, 2024
#15	-0.10% Jul 28, 2020 - Jul 31, 2020	-7.02% Jun 18, 2024 - Jul 10, 2024