BSMV vs CZA

Comparison between Invesco BulletShares 2031 Municipal Bond ETF (BSMV, ETF) and INVESCO ZACKS MID-CAP ETF (CZA, ETF).

5-Year PerformanceCZA has outperformed BSMV, delivering a return of +7.2% compared to -1.1%

BSMV vs CZA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSMV(ETF)	CZA(ETF)
Net Assets	$184M	$184M
Expense Ratio	0.18%	0.69%
Max Drawdown	22.14%	53.86%
Sharpe Ratio	0.71	0.94
5Y Beta	0.03	0.75
P/E Ratio	N/A	17.60
Forward P/E	N/A	15.45
PEG Ratio	N/A	0.23
5Y Dividends CAGR	N/A	7.13%
5Y EPS CAGR	N/A	16.17%
P/S Ratio	N/A	1.31
P/B Ratio	N/A	2.13

Net Assets

BSMV

$184M

Winner

CZA

$184M

Expense Ratio

Winner

BSMV

0.18%

CZA

0.69%

Max Drawdown

Winner

BSMV

22.14%

CZA

53.86%

Sharpe Ratio

BSMV

0.71

Winner

CZA

0.94

5Y Beta

Winner

BSMV

0.03

CZA

0.75

P/E Ratio

BSMV

N/A

CZA

17.60

Forward P/E

BSMV

N/A

CZA

15.45

PEG Ratio

BSMV

N/A

CZA

0.23

5Y Dividends CAGR

BSMV

N/A

CZA

7.13%

5Y EPS CAGR

BSMV

N/A

CZA

16.17%

P/S Ratio

BSMV

N/A

CZA

1.31

P/B Ratio

BSMV

N/A

CZA

2.13

BSMV vs CZA - Historical Returns

Returns include dividend reinvestment.

Period	BSMV	CZA
1 month	+0.23%	+3.21%
3 months	+0.24%	+8.89%
6 months	+0.81%	+8.04%
1 year	+5.10%	+15.85%
5 years(CAGR)	-1.05%	+7.21%
10 years(CAGR)	N/A	+10.51%
Max(CAGR)	-1.05%	+9.61%

BSMV

+0.23%

Winner

CZA

+3.21%

BSMV

+0.24%

Winner

CZA

+8.89%

BSMV

+0.81%

Winner

CZA

+8.04%

BSMV

+5.10%

Winner

CZA

+15.85%

5Y(CAGR)

BSMV

-1.05%

Winner

CZA

+7.21%

10Y(CAGR)

BSMV

N/A

CZA

+10.51%

Max(CAGR)

BSMV

-1.05%

Winner

CZA

+9.61%

BSMV vs CZA - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	BSMV	CZA
2026	+0.50%	+8.02%
2025	+3.81%	+8.91%
2024	-0.20%	+12.40%
2023	+6.68%	+7.13%
2022	-15.05%	-5.38%
2021	+0.66%	+29.39%
2020	N/A	-0.00%
2019	N/A	+33.06%
2018	N/A	-9.19%
2017	N/A	+21.26%
2016	N/A	+16.93%
2015	N/A	-1.42%
2014	N/A	+10.81%
2013	N/A	+32.43%
2012	N/A	+14.15%
2011	N/A	+2.97%
2010	N/A	+21.93%
2009	N/A	+40.05%
2008	N/A	-35.54%
2007	N/A	+1.98%

BSMV vs CZA Drawdown Comparison

The maximum drawdown for BSMV was -20.68%, occurring on Oct 25, 2022. This drawdown has not yet recovered.

The maximum drawdown for CZA was -53.20%, occurring on Mar 9, 2009. Recovery took 832 trading sessions.

The current BSMV drawdown is -5.53%.

Rank	BSMV	CZA
#1	-20.68% Dec 16, 2021 - Oct 25, 2022	-53.20% Jul 17, 2007 - Nov 2, 2010
#2	-1.70% Sep 22, 2021 - Dec 2, 2021	-46.18% Feb 18, 2020 - Jan 12, 2021
#3	-0.33% Dec 3, 2021 - Dec 13, 2021	-23.45% Jul 7, 2011 - Mar 15, 2012
#4	-0.26% Dec 13, 2021 - Dec 16, 2021	-18.92% Nov 29, 2024 - Dec 10, 2025
#5	N/A	-18.83% Jun 19, 2015 - Jun 1, 2016
#6	N/A	-18.05% Sep 21, 2018 - Apr 1, 2019
#7	N/A	-17.45% Jan 4, 2022 - Feb 2, 2023
#8	N/A	-16.01% Feb 2, 2023 - Dec 27, 2023
#9	N/A	-10.21% Sep 2, 2014 - Nov 21, 2014
#10	N/A	-9.65% May 1, 2012 - Sep 6, 2012
#11	N/A	-9.21% Mar 2, 2026 - Jun 4, 2026
#12	N/A	-9.04% Jan 26, 2018 - Aug 27, 2018
#13	N/A	-7.42% Jun 8, 2016 - Jul 14, 2016
#14	N/A	-6.84% Jul 24, 2019 - Sep 16, 2019
#15	N/A	-6.56% Nov 16, 2021 - Dec 27, 2021

Correlation

Correlation between BSMV and CZA is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (2007 - 2026)

BSMV vs CZA dividend yield comparison.

Year	BSMV	CZA
2026	1.20%	0.00%
2025	2.93%	1.56%
2024	3.10%	1.27%
2023	2.59%	1.36%
2022	2.21%	1.71%
2021	0.24%	0.89%
2020	0.00%	1.42%
2019	0.00%	1.40%
2018	0.00%	1.27%
2017	0.00%	1.10%
2016	0.00%	1.87%
2015	0.00%	1.37%
2014	0.00%	0.74%
2013	0.00%	1.01%
2012	0.00%	1.23%
2011	0.00%	0.24%
2010	0.00%	0.68%
2009	0.00%	0.08%
2008	0.00%	1.01%
2007	0.00%	0.37%