BSMU vs MFUS

Comparison between INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF (BSMU, ETF) and PIMCO RAFI DYNAMIC MULTI-FACTOR U.S. EQUITY ETF (MFUS, ETF).

5-Year PerformanceMFUS has outperformed BSMU, delivering a return of +12.4% compared to -0.7%

BSMU vs MFUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSMU(ETF)	MFUS(ETF)
Net Assets	$251M	$251M
Expense Ratio	0.18%	0.29%
Max Drawdown	21.34%	35.21%
Sharpe Ratio	0.71	1.83
5Y Beta	0.00	0.79
P/E Ratio	N/A	25.59
Forward P/E	N/A	17.33
5Y Dividends CAGR	24.99%	9.54%
5Y EPS CAGR	N/A	14.71%
Debt to Equity	N/A	25.65%
P/S Ratio	N/A	1.59
P/B Ratio	N/A	3.63

Net Assets

Winner

BSMU

$251M

MFUS

$251M

Expense Ratio

Winner

BSMU

0.18%

MFUS

0.29%

Max Drawdown

Winner

BSMU

21.34%

MFUS

35.21%

Sharpe Ratio

BSMU

0.71

Winner

MFUS

1.83

5Y Beta

Winner

BSMU

0.00

MFUS

0.79

P/E Ratio

BSMU

N/A

MFUS

25.59

Forward P/E

BSMU

N/A

MFUS

17.33

5Y Dividends CAGR

Winner

BSMU

24.99%

MFUS

9.54%

5Y EPS CAGR

BSMU

N/A

MFUS

14.71%

Debt to Equity

BSMU

N/A

MFUS

25.65%

P/S Ratio

BSMU

N/A

MFUS

1.59

P/B Ratio

BSMU

N/A

MFUS

3.63

BSMU vs MFUS - Historical Returns

Returns include dividend reinvestment.

Period	BSMU	MFUS
1 month	+0.29%	+2.20%
3 months	-0.40%	+7.81%
6 months	+0.92%	+14.00%
1 year	+5.17%	+26.47%
5 years(CAGR)	-0.68%	+12.35%
10 years(CAGR)	N/A	+13.39%
Max(CAGR)	+0.30%	+13.39%

BSMU

+0.29%

Winner

MFUS

+2.20%

BSMU

-0.40%

Winner

MFUS

+7.81%

BSMU

+0.92%

Winner

MFUS

+14.00%

BSMU

+5.17%

Winner

MFUS

+26.47%

5Y(CAGR)

BSMU

-0.68%

Winner

MFUS

+12.35%

10Y(CAGR)

BSMU

N/A

MFUS

+13.39%

Max(CAGR)

BSMU

+0.30%

Winner

MFUS

+13.39%

BSMU vs MFUS - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	BSMU	MFUS
2026	+0.47%	+13.16%
2025	+4.11%	+15.97%
2024	-0.24%	+20.53%
2023	+6.13%	+12.32%
2022	-13.56%	-6.39%
2021	+1.88%	+25.38%
2020	+4.10%	+10.26%
2019	N/A	+26.62%
2018	N/A	-7.45%
2017	N/A	+11.20%

BSMU vs MFUS 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 MFUS was -35.21%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The current BSMU drawdown is -4.83%. The current MFUS drawdown is -2.17%.

Rank	BSMU	MFUS
#1	-19.48% Jul 19, 2021 - Oct 31, 2022	-35.21% Feb 12, 2020 - Nov 9, 2020
#2	-3.80% Feb 11, 2021 - Jun 9, 2021	-19.63% Sep 21, 2018 - Jul 26, 2019
#3	-0.96% Jun 10, 2021 - Jul 9, 2021	-18.22% Apr 20, 2022 - Dec 13, 2023
#4	-0.64% Jan 5, 2021 - Jan 25, 2021	-15.39% Feb 19, 2025 - Jun 24, 2025
#5	-0.29% Nov 23, 2020 - Dec 11, 2020	-8.95% Jan 29, 2018 - Jul 26, 2018
#6	-0.24% Oct 16, 2020 - Nov 19, 2020	-8.23% Jan 4, 2022 - Apr 20, 2022
#7	-0.02% Jul 15, 2021 - Jul 19, 2021	-6.91% Jul 16, 2024 - Aug 23, 2024
#8	N/A	-6.39% Feb 11, 2026 - Apr 13, 2026
#9	N/A	-6.37% Nov 16, 2021 - Jan 4, 2022
#10	N/A	-5.94% Mar 28, 2024 - Jun 12, 2024
#11	N/A	-5.89% Nov 29, 2024 - Feb 5, 2025
#12	N/A	-4.81% Jul 26, 2019 - Sep 5, 2019
#13	N/A	-4.67% Jun 8, 2021 - Aug 10, 2021
#14	N/A	-4.51% Oct 27, 2025 - Nov 28, 2025
#15	N/A	-4.37% May 7, 2021 - Jun 1, 2021