BSMY vs XHS

Comparison between Invesco BulletShares 2034 Municipal Bond ETF (BSMY, ETF) and STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE SERVICES ETF (XHS, ETF).

BSMY vs XHS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSMY(ETF)	XHS(ETF)
Net Assets	$140M	$140M
Expense Ratio	0.18%	0.35%
Max Drawdown	7.98%	39.36%
Sharpe Ratio	1.04	2.14
5Y Beta	0.06	0.58
P/E Ratio	N/A	101.90
Forward P/E	N/A	19.73
5Y Dividends CAGR	N/A	4.54%
5Y EPS CAGR	N/A	13.05%
Debt to Equity	N/A	-124.84%
P/S Ratio	N/A	0.67
P/B Ratio	N/A	3.08

Net Assets

Winner

BSMY

$140M

XHS

$140M

Expense Ratio

Winner

BSMY

0.18%

XHS

0.35%

Max Drawdown

Winner

BSMY

7.98%

XHS

39.36%

Sharpe Ratio

BSMY

1.04

Winner

XHS

2.14

5Y Beta

Winner

BSMY

0.06

XHS

0.58

P/E Ratio

BSMY

N/A

XHS

101.90

Forward P/E

BSMY

N/A

XHS

19.73

5Y Dividends CAGR

BSMY

N/A

XHS

4.54%

5Y EPS CAGR

BSMY

N/A

XHS

13.05%

Debt to Equity

BSMY

N/A

XHS

-124.84%

P/S Ratio

BSMY

N/A

XHS

0.67

P/B Ratio

BSMY

N/A

XHS

3.08

BSMY vs XHS - Historical Returns

Returns include dividend reinvestment.

Period	BSMY	XHS
1 month	-0.87%	+11.09%
3 months	-0.30%	+26.32%
6 months	+0.01%	+22.89%
1 year	+7.28%	+49.44%
5 years(CAGR)	N/A	+4.06%
10 years(CAGR)	N/A	+9.08%
Max(CAGR)	+1.47%	+13.05%

BSMY

-0.87%

Winner

XHS

+11.09%

BSMY

-0.30%

Winner

XHS

+26.32%

BSMY

+0.01%

Winner

XHS

+22.89%

BSMY

+7.28%

Winner

XHS

+49.44%

5Y(CAGR)

BSMY

N/A

XHS

+4.06%

10Y(CAGR)

BSMY

N/A

XHS

+9.08%

Max(CAGR)

BSMY

+1.47%

Winner

XHS

+13.05%

BSMY vs XHS - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	BSMY	XHS
2026	+0.65%	+26.52%
2025	+3.39%	+18.32%
2024	-1.86%	+0.55%
2023	N/A	+6.10%
2022	N/A	-20.48%
2021	N/A	+9.75%
2020	N/A	+34.25%
2019	N/A	+19.16%
2018	N/A	+0.70%
2017	N/A	+16.30%
2016	N/A	-7.08%
2015	N/A	+3.75%
2014	N/A	+25.76%
2013	N/A	+35.32%
2012	N/A	+22.06%
2011	N/A	+14.26%

BSMY vs XHS Drawdown Comparison

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

The maximum drawdown for XHS was -39.32%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The current BSMY drawdown is -1.40%. The current XHS drawdown is -1.49%.

Rank	BSMY	XHS
#1	-6.81% Dec 6, 2024 - Oct 10, 2025	-39.32% Feb 19, 2020 - Sep 2, 2020
#2	-3.55% Oct 1, 2024 - Dec 2, 2024	-32.62% Jun 28, 2021 - May 27, 2026
#3	-3.31% Feb 27, 2026 - Jul 6, 2026	-27.38% Aug 5, 2015 - Jan 22, 2018
#4	-1.40% Jul 6, 2026 - Jul 21, 2026	-22.07% Sep 28, 2018 - Jan 15, 2020
#5	-0.67% Nov 11, 2025 - Jan 2, 2026	-12.83% Apr 3, 2012 - Jul 18, 2012
#6	-0.51% Jan 14, 2026 - Feb 3, 2026	-10.97% Feb 9, 2021 - Apr 23, 2021
#7	-0.38% Sep 16, 2024 - Oct 1, 2024	-10.30% Jan 29, 2018 - May 18, 2018
#8	-0.26% Oct 28, 2025 - Nov 11, 2025	-10.25% Sep 2, 2020 - Oct 5, 2020
#9	-0.21% Feb 10, 2026 - Feb 13, 2026	-9.26% Oct 28, 2011 - Jan 11, 2012
#10	-0.18% Dec 4, 2024 - Dec 6, 2024	-7.34% Sep 30, 2011 - Oct 11, 2011
#11	-0.16% Feb 5, 2026 - Feb 10, 2026	-6.25% Jan 22, 2020 - Feb 11, 2020
#12	-0.12% Feb 19, 2026 - Feb 24, 2026	-6.22% Jul 18, 2012 - Aug 27, 2012
#13	-0.08% Jan 9, 2026 - Jan 14, 2026	-6.02% Sep 11, 2014 - Oct 28, 2014
#14	-0.08% Sep 11, 2024 - Sep 13, 2024	-6.00% Apr 24, 2015 - May 22, 2015
#15	-0.07% Jan 7, 2026 - Jan 9, 2026	-5.71% Oct 23, 2020 - Nov 3, 2020

Correlation

Correlation between BSMY and XHS is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2011 - 2026)

BSMY vs XHS dividend yield comparison.

Year	BSMY	XHS
2026	2.12%	0.06%
2025	3.31%	0.27%
2024	0.79%	0.38%
2023	0.00%	0.23%
2022	0.00%	0.19%
2021	0.00%	0.20%
2020	0.00%	0.23%
2019	0.00%	2.37%
2018	0.00%	0.34%
2017	0.00%	0.22%
2016	0.00%	0.28%
2015	0.00%	0.93%
2014	0.00%	1.17%
2013	0.00%	0.46%
2012	0.00%	4.12%
2011	0.00%	0.02%