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BSMU vs UFEB

Comparison between INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF (BSMU, ETF) and Innovator U.S. Equity Ultra Buffer ETF - February (UFEB, ETF).

5-Year PerformanceUFEB has outperformed BSMU, delivering a return of +7.1% compared to -0.7%

BSMU vs UFEB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BSMU
$251M
Winner
UFEB
$252M
Expense Ratio
Winner
BSMU
0.18%
UFEB
0.79%
Max Drawdown
BSMU
21.34%
Winner
UFEB
13.32%
Sharpe Ratio
BSMU
0.71
Winner
UFEB
1.81
5Y Beta
Winner
BSMU
0.00
UFEB
0.36
5Y Dividends CAGR
BSMU
24.99%
UFEB
N/A

BSMU vs UFEB - Historical Returns

Returns include dividend reinvestment.

1M
BSMU
+0.29%
Winner
UFEB
+0.91%
3M
BSMU
-0.40%
Winner
UFEB
+3.78%
6M
BSMU
+0.92%
Winner
UFEB
+5.17%
1Y
BSMU
+5.17%
Winner
UFEB
+14.45%
5Y(CAGR)
BSMU
-0.68%
Winner
UFEB
+7.07%
Max(CAGR)
BSMU
+0.30%
Winner
UFEB
+7.26%

BSMU vs UFEB - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearBSMUUFEB
2026+0.47%+4.32%
2025+4.11%+10.58%
2024-0.24%+12.98%
2023+6.13%+11.91%
2022-13.56%-6.00%
2021+1.88%+7.62%
2020+4.10%+5.78%

BSMU vs UFEB 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 UFEB was -13.32%, occurring on Mar 20, 2020. Recovery took 116 trading sessions.

The current BSMU drawdown is -4.83%. The current UFEB drawdown is -0.84%.

RankBSMUUFEB
#1-19.48%
Jul 19, 2021 - Oct 31, 2022
-13.32%
Feb 19, 2020 - Aug 4, 2020
#2-3.80%
Feb 11, 2021 - Jun 9, 2021
-9.02%
Feb 2, 2022 - Sep 14, 2023
#3-0.96%
Jun 10, 2021 - Jul 9, 2021
-8.69%
Feb 19, 2025 - Jun 24, 2025
#4-0.64%
Jan 5, 2021 - Jan 25, 2021
-5.34%
Sep 14, 2023 - Nov 14, 2023
#5-0.29%
Nov 23, 2020 - Dec 11, 2020
-3.90%
Feb 9, 2026 - Apr 14, 2026
#6-0.24%
Oct 16, 2020 - Nov 19, 2020
-3.19%
Jul 16, 2024 - Aug 16, 2024
#7-0.02%
Jul 15, 2021 - Jul 19, 2021
-2.59%
Oct 12, 2020 - Nov 6, 2020
#8N/A-2.34%
Mar 28, 2024 - May 9, 2024
#9N/A-2.31%
Sep 2, 2020 - Oct 12, 2020
#10N/A-1.92%
Nov 11, 2025 - Nov 26, 2025
#11N/A-1.55%
Aug 30, 2024 - Sep 17, 2024
#12N/A-1.44%
Feb 24, 2021 - Mar 12, 2021
#13N/A-1.34%
Oct 6, 2025 - Oct 20, 2025
#14N/A-1.23%
Feb 2, 2026 - Feb 9, 2026
#15N/A-1.20%
May 7, 2021 - May 24, 2021

Correlation

Correlation between BSMU and UFEB is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

0.25
-101

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