BSMU vs CSB

Comparison between INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF (BSMU, ETF) and VICTORYSHARES US SMALL CAP HIGH DIV VOLATILITY WTD ETF (CSB, ETF).

5-Year PerformanceCSB has outperformed BSMU, delivering a return of +4.2% compared to -0.8%

BSMU vs CSB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSMU(ETF)	CSB(ETF)
Net Assets	$258M	$258M
Expense Ratio	0.18%	0.35%
Max Drawdown	21.34%	43.74%
Sharpe Ratio	0.61	1.13
5Y Beta	0.00	0.73
P/E Ratio	N/A	13.98
Forward P/E	N/A	11.61
PEG Ratio	N/A	0.09
5Y Dividends CAGR	24.99%	3.33%
5Y EPS CAGR	N/A	8.80%
Debt to Equity	N/A	-4.37%
P/S Ratio	N/A	1.20
P/B Ratio	N/A	1.70

Net Assets

BSMU

$258M

CSB

$258M

Expense Ratio

Winner

BSMU

0.18%

CSB

0.35%

Max Drawdown

Winner

BSMU

21.34%

CSB

43.74%

Sharpe Ratio

BSMU

0.61

Winner

CSB

1.13

5Y Beta

Winner

BSMU

0.00

CSB

0.73

P/E Ratio

BSMU

N/A

CSB

13.98

Forward P/E

BSMU

N/A

CSB

11.61

PEG Ratio

BSMU

N/A

CSB

0.09

5Y Dividends CAGR

Winner

BSMU

24.99%

CSB

3.33%

5Y EPS CAGR

BSMU

N/A

CSB

8.80%

Debt to Equity

BSMU

N/A

CSB

-4.37%

P/S Ratio

BSMU

N/A

CSB

1.20

P/B Ratio

BSMU

N/A

CSB

1.70

BSMU vs CSB - Historical Returns

Returns include dividend reinvestment.

Period	BSMU	CSB
1 month	+0.15%	+2.73%
3 months	+0.12%	+8.32%
6 months	+0.87%	+9.65%
1 year	+4.95%	+20.91%
5 years(CAGR)	-0.82%	+4.24%
10 years(CAGR)	N/A	+10.03%
Max(CAGR)	+0.31%	+9.63%

BSMU

+0.15%

Winner

CSB

+2.73%

BSMU

+0.12%

Winner

CSB

+8.32%

BSMU

+0.87%

Winner

CSB

+9.65%

BSMU

+4.95%

Winner

CSB

+20.91%

5Y(CAGR)

BSMU

-0.82%

Winner

CSB

+4.24%

10Y(CAGR)

BSMU

N/A

CSB

+10.03%

Max(CAGR)

BSMU

+0.31%

Winner

CSB

+9.63%

BSMU vs CSB - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	BSMU	CSB
2026	+0.49%	+11.31%
2025	+4.11%	+2.52%
2024	-0.24%	+9.65%
2023	+6.13%	+11.49%
2022	-13.56%	-13.74%
2021	+1.88%	+28.44%
2020	+4.10%	+11.41%
2019	N/A	+20.51%
2018	N/A	-7.39%
2017	N/A	+10.69%
2016	N/A	+32.95%
2015	N/A	-3.74%

BSMU vs CSB Drawdown Comparison

The maximum drawdown for BSMU was -19.48%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The maximum drawdown for CSB was -42.06%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.

The current BSMU drawdown is -4.81%.

Rank	BSMU	CSB
#1	-19.48% Jul 19, 2021 - Oct 31, 2022	-42.06% Jan 16, 2020 - Nov 16, 2020
#2	-3.80% Feb 11, 2021 - Jun 9, 2021	-24.48% Jan 6, 2022 - Jul 16, 2024
#3	-0.96% Jun 10, 2021 - Jul 9, 2021	-21.81% Nov 25, 2024 - Jan 21, 2026
#4	-0.64% Jan 5, 2021 - Jan 25, 2021	-19.33% Aug 21, 2018 - Nov 5, 2019
#5	-0.29% Nov 23, 2020 - Dec 11, 2020	-14.04% Jul 9, 2015 - Mar 30, 2016
#6	-0.24% Oct 16, 2020 - Nov 19, 2020	-10.56% Jun 8, 2021 - Nov 5, 2021
#7	-0.02% Jul 15, 2021 - Jul 19, 2021	-8.06% Mar 12, 2021 - May 7, 2021
#8	N/A	-7.95% Jan 23, 2018 - May 25, 2018
#9	N/A	-7.93% Nov 11, 2021 - Jan 4, 2022
#10	N/A	-7.66% Jul 30, 2024 - Sep 19, 2024
#11	N/A	-7.17% Feb 20, 2026 - Apr 9, 2026
#12	N/A	-6.81% Jun 8, 2016 - Jul 15, 2016
#13	N/A	-6.12% Sep 7, 2016 - Nov 10, 2016
#14	N/A	-6.07% Jan 4, 2017 - Sep 25, 2017
#15	N/A	-5.15% Jan 12, 2021 - Feb 5, 2021

Correlation

Correlation between BSMU and CSB is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.31

-101

Dividend Comparison (2015 - 2026)

BSMU vs CSB dividend yield comparison.

Year	BSMU	CSB
2026	1.15%	1.19%
2025	2.82%	3.54%
2024	2.92%	3.12%
2023	2.66%	3.45%
2022	2.16%	3.60%
2021	1.60%	3.11%
2020	0.28%	3.70%
2019	0.00%	3.19%
2018	0.00%	3.45%
2017	0.00%	3.19%
2016	0.00%	2.85%
2015	0.00%	1.57%