BSMY vs PSCH

Comparison between Invesco BulletShares 2034 Municipal Bond ETF (BSMY, ETF) and INVESCO S&P SMALLCAP HEALTH CARE ETF (PSCH, ETF).

BSMY vs PSCH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSMY(ETF)	PSCH(ETF)
Net Assets	$132M	$131M
Expense Ratio	0.18%	0.29%
Max Drawdown	7.98%	47.32%
Sharpe Ratio	1.06	0.59
5Y Beta	0.06	0.93
P/E Ratio	N/A	-47.89
Forward P/E	N/A	18.10
5Y EPS CAGR	N/A	4.26%
Debt to Equity	N/A	-232.66%
P/S Ratio	N/A	1.28
P/B Ratio	N/A	2.74

Net Assets

Winner

BSMY

$132M

PSCH

$131M

Expense Ratio

Winner

BSMY

0.18%

PSCH

0.29%

Max Drawdown

Winner

BSMY

7.98%

PSCH

47.32%

Sharpe Ratio

Winner

BSMY

1.06

PSCH

0.59

5Y Beta

Winner

BSMY

0.06

PSCH

0.93

P/E Ratio

BSMY

N/A

PSCH

-47.89

Forward P/E

BSMY

N/A

PSCH

18.10

5Y EPS CAGR

BSMY

N/A

PSCH

4.26%

Debt to Equity

BSMY

N/A

PSCH

-232.66%

P/S Ratio

BSMY

N/A

PSCH

1.28

P/B Ratio

BSMY

N/A

PSCH

2.74

BSMY vs PSCH - Historical Returns

Returns include dividend reinvestment.

Period	BSMY	PSCH
1 month	+1.45%	+8.59%
3 months	+1.09%	+19.10%
6 months	+1.88%	+4.79%
1 year	+7.29%	+18.61%
5 years(CAGR)	N/A	-5.11%
10 years(CAGR)	N/A	+7.64%
Max(CAGR)	+1.89%	+11.85%

BSMY

+1.45%

Winner

PSCH

+8.59%

BSMY

+1.09%

Winner

PSCH

+19.10%

BSMY

+1.88%

Winner

PSCH

+4.79%

BSMY

+7.29%

Winner

PSCH

+18.61%

5Y(CAGR)

BSMY

N/A

PSCH

-5.11%

10Y(CAGR)

BSMY

N/A

PSCH

+7.64%

Max(CAGR)

BSMY

+1.89%

Winner

PSCH

+11.85%

BSMY vs PSCH - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	BSMY	PSCH
2026	+1.23%	+9.61%
2025	+3.39%	-1.02%
2024	-1.86%	+3.82%
2023	N/A	-2.36%
2022	N/A	-25.52%
2021	N/A	+5.45%
2020	N/A	+32.12%
2019	N/A	+20.46%
2018	N/A	+8.30%
2017	N/A	+33.77%
2016	N/A	+5.04%
2015	N/A	+21.58%
2014	N/A	+11.96%
2013	N/A	+52.69%
2012	N/A	+12.51%
2011	N/A	+11.60%
2010	N/A	+13.10%

BSMY vs PSCH Drawdown Comparison

The maximum drawdown for BSMY was -6.81%, occurring on Apr 11, 2025. Recovery took 210 trading sessions.

The maximum drawdown for PSCH was -46.34%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The current BSMY drawdown is -0.79%. The current PSCH drawdown is -25.63%.

Rank	BSMY	PSCH
#1	-6.81% Dec 6, 2024 - Oct 10, 2025	-46.34% Jun 25, 2021 - Oct 27, 2023
#2	-3.55% Oct 1, 2024 - Dec 2, 2024	-38.90% Aug 31, 2018 - Nov 9, 2020
#3	-3.31% Feb 27, 2026 - Mar 26, 2026	-24.93% Jul 7, 2011 - Feb 27, 2012
#4	-0.67% Nov 11, 2025 - Jan 2, 2026	-22.45% Aug 5, 2015 - Sep 7, 2016
#5	-0.51% Jan 14, 2026 - Feb 3, 2026	-17.32% Sep 22, 2016 - Feb 14, 2017
#6	-0.38% Sep 16, 2024 - Oct 1, 2024	-14.24% Apr 29, 2010 - Oct 18, 2010
#7	-0.26% Oct 28, 2025 - Nov 11, 2025	-12.34% Sep 18, 2012 - Jan 25, 2013
#8	-0.21% Feb 10, 2026 - Feb 13, 2026	-11.39% Feb 11, 2021 - Jun 25, 2021
#9	-0.18% Dec 4, 2024 - Dec 6, 2024	-10.22% Jan 22, 2014 - Jul 1, 2014
#10	-0.16% Feb 5, 2026 - Feb 10, 2026	-9.58% Jan 29, 2018 - Mar 7, 2018
#11	-0.12% Feb 19, 2026 - Feb 24, 2026	-9.11% Apr 2, 2012 - Jun 29, 2012
#12	-0.08% Jan 9, 2026 - Jan 14, 2026	-7.29% Jul 9, 2012 - Sep 4, 2012
#13	-0.08% Sep 11, 2024 - Sep 13, 2024	-7.23% May 31, 2011 - Jul 7, 2011
#14	-0.07% Jan 7, 2026 - Jan 9, 2026	-6.85% Jul 3, 2014 - Oct 28, 2014
#15	-0.06% Feb 17, 2026 - Feb 19, 2026	-6.53% Apr 24, 2015 - Jun 10, 2015

Correlation

Correlation between BSMY and PSCH is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53

-101

Dividend Comparison (2010 - 2026)

BSMY vs PSCH dividend yield comparison.

Year	BSMY	PSCH
2026	1.49%	0.00%
2025	3.31%	0.04%
2024	0.79%	0.27%
2023	0.00%	0.01%
2022	0.00%	2.27%
2018	0.00%	0.00%
2016	0.00%	0.03%
2014	0.00%	2.50%
2013	0.00%	0.03%
2012	0.00%	0.48%
2011	0.00%	0.91%
2010	0.00%	0.26%