BSMU vs SGDJ

Comparison between INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF (BSMU, ETF) and Sprott Junior Gold Miners ETF (SGDJ, ETF).

5-Year PerformanceSGDJ has outperformed BSMU, delivering a return of +16.8% compared to -1.0%

BSMU vs SGDJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSMU(ETF)	SGDJ(ETF)
Net Assets	$265M	$265M
Expense Ratio	0.18%	0.50%
Max Drawdown	21.34%	60.39%
Sharpe Ratio	0.23	1.11
5Y Beta	0.00	0.88
5Y Dividends CAGR	15.60%	42.75%

Net Assets

BSMU

$265M

Winner

SGDJ

$265M

Expense Ratio

Winner

BSMU

0.18%

SGDJ

0.50%

Max Drawdown

Winner

BSMU

21.34%

SGDJ

60.39%

Sharpe Ratio

BSMU

0.23

Winner

SGDJ

1.11

5Y Beta

Winner

BSMU

0.00

SGDJ

0.88

5Y Dividends CAGR

BSMU

15.60%

Winner

SGDJ

42.75%

BSMU vs SGDJ - Historical Returns

Returns include dividend reinvestment.

Period	BSMU	SGDJ
1 month	-0.35%	-10.63%
3 months	-0.26%	-21.17%
6 months	-0.19%	-24.61%
1 year	+4.19%	+57.36%
5 years(CAGR)	-0.96%	+16.77%
10 years(CAGR)	N/A	+8.63%
Max(CAGR)	+0.26%	+13.55%

Winner

BSMU

-0.35%

SGDJ

-10.63%

Winner

BSMU

-0.26%

SGDJ

-21.17%

Winner

BSMU

-0.19%

SGDJ

-24.61%

BSMU

+4.19%

Winner

SGDJ

+57.36%

5Y(CAGR)

BSMU

-0.96%

Winner

SGDJ

+16.77%

10Y(CAGR)

BSMU

N/A

SGDJ

+8.63%

Max(CAGR)

BSMU

+0.26%

Winner

SGDJ

+13.55%

BSMU vs SGDJ - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	BSMU	SGDJ
2026	+0.26%	-10.49%
2025	+4.11%	+161.09%
2024	-0.24%	+22.29%
2023	+6.13%	+3.83%
2022	-13.56%	-25.98%
2021	+1.88%	-20.23%
2020	+4.10%	+48.77%
2019	N/A	+35.63%
2018	N/A	-26.97%
2017	N/A	+0.83%
2016	N/A	+62.10%
2015	N/A	-18.28%

BSMU vs SGDJ 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 SGDJ was -59.26%, occurring on Mar 20, 2020. Recovery took 1000 trading sessions.

The current BSMU drawdown is -5.02%. The current SGDJ drawdown is -35.10%.

Rank	BSMU	SGDJ
#1	-19.48% Jul 19, 2021 - Oct 31, 2022	-59.26% Aug 4, 2016 - Jul 27, 2020
#2	-3.80% Feb 11, 2021 - Jun 9, 2021	-57.79% Jan 5, 2021 - Apr 15, 2025
#3	-0.96% Jun 10, 2021 - Jul 9, 2021	-38.44% May 15, 2015 - Mar 7, 2016
#4	-0.64% Jan 5, 2021 - Jan 25, 2021	-37.98% Feb 27, 2026 - Jul 20, 2026
#5	-0.29% Nov 23, 2020 - Dec 11, 2020	-19.68% Oct 16, 2025 - Dec 9, 2025
#6	-0.24% Oct 16, 2020 - Nov 19, 2020	-18.23% Jan 28, 2026 - Feb 26, 2026
#7	-0.02% Jul 15, 2021 - Jul 19, 2021	-17.22% May 17, 2016 - Jun 9, 2016
#8	N/A	-14.39% Sep 15, 2020 - Dec 17, 2020
#9	N/A	-11.56% Jul 8, 2016 - Jul 29, 2016
#10	N/A	-11.28% May 6, 2025 - May 30, 2025
#11	N/A	-11.09% Jul 22, 2025 - Aug 21, 2025
#12	N/A	-10.87% Aug 5, 2020 - Sep 15, 2020
#13	N/A	-8.61% Apr 29, 2016 - May 17, 2016
#14	N/A	-8.48% Apr 21, 2025 - May 6, 2025
#15	N/A	-8.33% Dec 26, 2025 - Jan 12, 2026

Correlation

Correlation between BSMU and SGDJ is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (2015 - 2026)

BSMU vs SGDJ dividend yield comparison.

Year	BSMU	SGDJ
2026	1.64%	0.00%
2025	2.82%	8.37%
2024	2.92%	6.55%
2023	2.66%	4.55%
2022	2.16%	2.46%
2021	1.60%	2.20%
2020	0.28%	1.97%
2019	0.00%	0.65%
2017	0.00%	0.14%
2016	0.00%	1.77%
2015	0.00%	0.85%