BSMT vs TCAI

Comparison between INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF (BSMT, ETF) and TORTOISE AI INFRASTRUCTURE ETF (TCAI, ETF).

BSMT vs TCAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSMT(ETF)	TCAI(ETF)
Net Assets	$279M	$278M
Expense Ratio	0.18%	0.65%
Max Drawdown	17.74%	20.42%
Sharpe Ratio	-0.05	1.93
5Y Beta	0.01	2.15
P/E Ratio	N/A	77.89
Forward P/E	N/A	23.57
PEG Ratio	N/A	0.41
5Y Dividends CAGR	9.38%	N/A
5Y EPS CAGR	N/A	25.92%
Debt to Equity	N/A	-151.17%
P/S Ratio	N/A	4.65
P/B Ratio	N/A	7.16

Net Assets

Winner

BSMT

$279M

TCAI

$278M

Expense Ratio

Winner

BSMT

0.18%

TCAI

0.65%

Max Drawdown

Winner

BSMT

17.74%

TCAI

20.42%

Sharpe Ratio

BSMT

-0.05

Winner

TCAI

1.93

5Y Beta

Winner

BSMT

0.01

TCAI

2.15

P/E Ratio

BSMT

N/A

TCAI

77.89

Forward P/E

BSMT

N/A

TCAI

23.57

PEG Ratio

BSMT

N/A

TCAI

0.41

5Y Dividends CAGR

BSMT

9.38%

TCAI

N/A

5Y EPS CAGR

BSMT

N/A

TCAI

25.92%

Debt to Equity

BSMT

N/A

TCAI

-151.17%

P/S Ratio

BSMT

N/A

TCAI

4.65

P/B Ratio

BSMT

N/A

TCAI

7.16

BSMT vs TCAI - Historical Returns

Returns include dividend reinvestment.

Period	BSMT	TCAI
1 month	-0.56%	-14.51%
3 months	-0.08%	+17.87%
6 months	+0.24%	+52.03%
1 year	+3.63%	+97.68%
5 years(CAGR)	-0.43%	N/A
Max(CAGR)	+0.90%	+103.64%

Winner

BSMT

-0.56%

TCAI

-14.51%

BSMT

-0.08%

Winner

TCAI

+17.87%

BSMT

+0.24%

Winner

TCAI

+52.03%

BSMT

+3.63%

Winner

TCAI

+97.68%

5Y(CAGR)

BSMT

-0.43%

TCAI

N/A

Max(CAGR)

BSMT

+0.90%

Winner

TCAI

+103.64%

BSMT vs TCAI - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	BSMT	TCAI
2026	+0.57%	+60.44%
2025	+3.62%	+17.77%
2024	+0.36%	N/A
2023	+5.16%	N/A
2022	-10.94%	N/A
2021	+1.42%	N/A
2020	+6.96%	N/A
2019	-0.35%	N/A

BSMT vs TCAI 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 TCAI was -20.42%, occurring on Jul 17, 2026. This drawdown has not yet recovered.

The current BSMT drawdown is -2.42%. The current TCAI drawdown is -14.51%.

Rank	BSMT	TCAI
#1	-16.19% Jul 19, 2021 - Oct 31, 2022	-20.42% Jun 22, 2026 - Jul 17, 2026
#2	-15.09% Feb 27, 2020 - Jul 23, 2020	-15.80% Nov 3, 2025 - Jan 27, 2026
#3	-3.42% Feb 11, 2021 - Jun 9, 2021	-13.23% Jun 2, 2026 - Jun 18, 2026
#4	-2.88% Aug 10, 2020 - Dec 8, 2020	-12.02% Feb 25, 2026 - Apr 8, 2026
#5	-2.14% Oct 9, 2019 - Jan 9, 2020	-8.28% May 14, 2026 - May 26, 2026
#6	-0.72% Jun 10, 2021 - Jul 6, 2021	-7.27% Oct 15, 2025 - Oct 29, 2025
#7	-0.53% Jan 6, 2021 - Jan 26, 2021	-6.97% Jan 28, 2026 - Feb 9, 2026
#8	-0.52% Sep 25, 2019 - Oct 9, 2019	-4.42% May 6, 2026 - May 11, 2026
#9	-0.47% Jan 31, 2020 - Feb 18, 2020	-3.90% Apr 24, 2026 - Apr 30, 2026
#10	-0.25% Jul 31, 2020 - Aug 4, 2020	-3.46% Aug 12, 2025 - Aug 28, 2025
#11	-0.15% Dec 28, 2020 - Dec 30, 2020	-2.73% Oct 9, 2025 - Oct 13, 2025
#12	-0.14% Jan 27, 2020 - Jan 31, 2020	-2.21% Sep 22, 2025 - Sep 30, 2025
#13	-0.13% Dec 21, 2020 - Dec 28, 2020	-1.99% May 11, 2026 - May 14, 2026
#14	-0.13% Aug 4, 2020 - Aug 10, 2020	-1.95% Aug 28, 2025 - Sep 9, 2025
#15	-0.10% Jul 28, 2020 - Jul 31, 2020	-1.46% Feb 9, 2026 - Feb 11, 2026