BSSX vs INCE

Comparison between Invesco BulletShares 2033 Municipal Bond ETF (BSSX, ETF) and FRANKLIN INCOME EQUITY FOCUS ETF (INCE, ETF).

BSSX vs INCE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSSX(ETF)	INCE(ETF)
Net Assets	$128M	$128M
Expense Ratio	0.18%	0.29%
Max Drawdown	11.28%	34.12%
Sharpe Ratio	0.93	2.32
5Y Beta	0.01	0.55
P/E Ratio	N/A	22.25
Forward P/E	N/A	18.03
PEG Ratio	N/A	0.79
5Y Dividends CAGR	N/A	40.37%
5Y EPS CAGR	N/A	2.67%
Debt to Equity	N/A	-23.80%
P/S Ratio	N/A	3.06
P/B Ratio	N/A	3.86

Net Assets

BSSX

$128M

Winner

INCE

$128M

Expense Ratio

Winner

BSSX

0.18%

INCE

0.29%

Max Drawdown

Winner

BSSX

11.28%

INCE

34.12%

Sharpe Ratio

BSSX

0.93

Winner

INCE

2.32

5Y Beta

Winner

BSSX

0.01

INCE

0.55

P/E Ratio

BSSX

N/A

INCE

22.25

Forward P/E

BSSX

N/A

INCE

18.03

PEG Ratio

BSSX

N/A

INCE

0.79

5Y Dividends CAGR

BSSX

N/A

INCE

40.37%

5Y EPS CAGR

BSSX

N/A

INCE

2.67%

Debt to Equity

BSSX

N/A

INCE

-23.80%

P/S Ratio

BSSX

N/A

INCE

3.06

P/B Ratio

BSSX

N/A

INCE

3.86

BSSX vs INCE - Historical Returns

Returns include dividend reinvestment.

Period	BSSX	INCE
1 month	+0.34%	+1.98%
3 months	+1.00%	+6.34%
6 months	+1.72%	+14.15%
1 year	+6.92%	+25.25%
5 years(CAGR)	N/A	+11.18%
10 years(CAGR)	N/A	+13.14%
Max(CAGR)	+4.45%	+13.14%

BSSX

+0.34%

Winner

INCE

+1.98%

BSSX

+1.00%

Winner

INCE

+6.34%

BSSX

+1.72%

Winner

INCE

+14.15%

BSSX

+6.92%

Winner

INCE

+25.25%

5Y(CAGR)

BSSX

N/A

INCE

+11.18%

10Y(CAGR)

BSSX

N/A

INCE

+13.14%

Max(CAGR)

BSSX

+4.45%

Winner

INCE

+13.14%

BSSX vs INCE - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	BSSX	INCE
2026	+1.02%	+13.12%
2025	+3.59%	+15.97%
2024	+0.25%	+10.95%
2023	+7.51%	+13.81%
2022	N/A	-8.25%
2021	N/A	+24.91%
2020	N/A	+11.83%
2019	N/A	+32.52%
2018	N/A	-2.03%
2017	N/A	+19.65%
2016	N/A	+1.37%

BSSX vs INCE Drawdown Comparison

The maximum drawdown for BSSX was -8.12%, occurring on Apr 11, 2025. Recovery took 472 trading sessions.

The maximum drawdown for INCE was -33.95%, occurring on Mar 23, 2020. Recovery took 139 trading sessions.

The current BSSX drawdown is -1.02%. The current INCE drawdown is -0.15%.

Rank	BSSX	INCE
#1	-8.12% Feb 22, 2024 - Jan 9, 2026	-33.95% Feb 14, 2020 - Sep 2, 2020
#2	-4.25% Nov 17, 2023 - Dec 14, 2023	-18.41% Dec 29, 2021 - Nov 30, 2023
#3	-4.04% Sep 20, 2023 - Nov 14, 2023	-15.95% Oct 2, 2018 - Mar 1, 2019
#4	-3.28% Feb 26, 2026 - Mar 27, 2026	-14.02% Nov 26, 2024 - Jun 30, 2025
#5	-1.98% Feb 1, 2024 - Feb 22, 2024	-7.73% Jan 26, 2018 - Jul 26, 2018
#6	-1.57% Jan 12, 2024 - Feb 1, 2024	-6.82% Oct 12, 2020 - Nov 9, 2020
#7	-0.51% Dec 29, 2023 - Jan 9, 2024	-6.62% Sep 2, 2020 - Oct 12, 2020
#8	-0.46% Jan 9, 2024 - Jan 12, 2024	-5.38% Mar 28, 2024 - Jun 24, 2024
#9	-0.42% Jan 14, 2026 - Feb 3, 2026	-5.07% Sep 2, 2021 - Oct 26, 2021
#10	-0.24% Nov 14, 2023 - Nov 16, 2023	-5.02% Jul 29, 2019 - Sep 5, 2019
#11	-0.18% Dec 15, 2023 - Dec 19, 2023	-4.90% Feb 27, 2026 - Apr 23, 2026
#12	-0.11% Dec 21, 2023 - Dec 27, 2023	-4.48% Sep 22, 2016 - Dec 20, 2016
#13	-0.09% Dec 27, 2023 - Dec 29, 2023	-4.24% Jan 8, 2021 - Mar 11, 2021
#14	-0.08% Dec 19, 2023 - Dec 21, 2023	-3.79% Jul 31, 2024 - Aug 16, 2024
#15	-0.06% Feb 11, 2026 - Feb 13, 2026	-3.60% Nov 16, 2021 - Dec 8, 2021

Correlation

Correlation between BSSX and INCE is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2016 - 2026)

BSSX vs INCE dividend yield comparison.

Year	BSSX	INCE
2026	1.36%	2.25%
2025	3.27%	4.71%
2024	3.29%	3.25%
2023	0.95%	1.75%
2022	0.00%	1.68%
2021	0.00%	1.41%
2020	0.00%	1.40%
2019	0.00%	1.31%
2018	0.00%	1.55%
2017	0.00%	1.44%
2016	0.00%	0.50%