BSMV vs XOEX

Comparison between Invesco BulletShares 2031 Municipal Bond ETF (BSMV, ETF) and Xtrackers S&P 500 Value Scored & Screened ETF (XOEX, ETF).

BSMV vs XOEX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSMV(ETF)	XOEX(ETF)
Net Assets	$184M	$185M
Expense Ratio	0.18%	0.15%
Max Drawdown	22.14%	15.64%
Sharpe Ratio	0.75	1.87
5Y Beta	0.03	0.70
P/E Ratio	N/A	23.64
Forward P/E	N/A	17.87
5Y EPS CAGR	N/A	11.06%
Debt to Equity	N/A	53.69%
P/S Ratio	N/A	2.26
P/B Ratio	N/A	3.48

Net Assets

BSMV

$184M

Winner

XOEX

$185M

Expense Ratio

BSMV

0.18%

Winner

XOEX

0.15%

Max Drawdown

BSMV

22.14%

Winner

XOEX

15.64%

Sharpe Ratio

BSMV

0.75

Winner

XOEX

1.87

5Y Beta

Winner

BSMV

0.03

XOEX

0.70

P/E Ratio

BSMV

N/A

XOEX

23.64

Forward P/E

BSMV

N/A

XOEX

17.87

5Y EPS CAGR

BSMV

N/A

XOEX

11.06%

Debt to Equity

BSMV

N/A

XOEX

53.69%

P/S Ratio

BSMV

N/A

XOEX

2.26

P/B Ratio

BSMV

N/A

XOEX

3.48

BSMV vs XOEX - Historical Returns

Returns include dividend reinvestment.

Period	BSMV	XOEX
1 month	+0.49%	+4.20%
3 months	-0.41%	+7.93%
6 months	+1.03%	+9.40%
1 year	+5.82%	+27.25%
5 years(CAGR)	-1.03%	N/A
Max(CAGR)	-1.03%	+16.55%

BSMV

+0.49%

Winner

XOEX

+4.20%

BSMV

-0.41%

Winner

XOEX

+7.93%

BSMV

+1.03%

Winner

XOEX

+9.40%

BSMV

+5.82%

Winner

XOEX

+27.25%

5Y(CAGR)

BSMV

-1.03%

XOEX

N/A

Max(CAGR)

BSMV

-1.03%

Winner

XOEX

+16.55%

BSMV vs XOEX - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	BSMV	XOEX
2026	+0.65%	+8.12%
2025	+3.81%	+19.10%
2024	-0.20%	+11.90%
2023	+6.68%	+15.70%
2022	-15.05%	+2.99%
2021	+0.66%	N/A

BSMV vs XOEX 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 XOEX was -14.68%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.

The current BSMV drawdown is -5.40%. The current XOEX drawdown is -2.06%.

Rank	BSMV	XOEX
#1	-20.68% Dec 16, 2021 - Oct 25, 2022	-14.68% Nov 29, 2024 - Jul 3, 2025
#2	-1.70% Sep 22, 2021 - Dec 2, 2021	-11.14% Jul 25, 2023 - Nov 30, 2023
#3	-0.33% Dec 3, 2021 - Dec 13, 2021	-9.93% Feb 2, 2023 - Jul 12, 2023
#4	-0.26% Dec 13, 2021 - Dec 16, 2021	-7.31% Feb 9, 2026 - Apr 30, 2026
#5	N/A	-6.26% Mar 28, 2024 - Jul 16, 2024
#6	N/A	-5.53% Jul 31, 2024 - Aug 21, 2024
#7	N/A	-5.25% Dec 1, 2022 - Jan 11, 2023
#8	N/A	-3.99% Nov 12, 2025 - Nov 28, 2025
#9	N/A	-3.28% Jan 13, 2023 - Jan 31, 2023
#10	N/A	-3.21% Oct 16, 2024 - Nov 6, 2024
#11	N/A	-3.01% Oct 8, 2025 - Oct 20, 2025
#12	N/A	-2.88% Jul 25, 2025 - Aug 12, 2025
#13	N/A	-2.61% Aug 30, 2024 - Sep 16, 2024
#14	N/A	-2.41% Dec 28, 2023 - Jan 29, 2024
#15	N/A	-2.21% Oct 27, 2025 - Nov 12, 2025