BUSA vs BSMQ

Comparison between BRANDES U.S. VALUE ETF (BUSA, ETF) and INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF (BSMQ, ETF).

BUSA vs BSMQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BUSA(ETF)	BSMQ(ETF)
Net Assets	$293M	$295M
Expense Ratio	0.60%	0.18%
Max Drawdown	14.89%	13.32%
Sharpe Ratio	1.57	-0.50
5Y Beta	0.68	0.02
P/E Ratio	19.93	N/A
Forward P/E	12.93	N/A
PEG Ratio	0.39	N/A
5Y Dividends CAGR	N/A	14.20%
5Y EPS CAGR	7.58%	N/A
Debt to Equity	35.16%	N/A
P/S Ratio	0.92	N/A
P/B Ratio	2.08	N/A

Net Assets

BUSA

$293M

Winner

BSMQ

$295M

Expense Ratio

BUSA

0.60%

Winner

BSMQ

0.18%

Max Drawdown

BUSA

14.89%

Winner

BSMQ

13.32%

Sharpe Ratio

Winner

BUSA

1.57

BSMQ

-0.50

5Y Beta

BUSA

0.68

Winner

BSMQ

0.02

P/E Ratio

BUSA

19.93

BSMQ

N/A

Forward P/E

BUSA

12.93

BSMQ

N/A

PEG Ratio

BUSA

0.39

BSMQ

N/A

5Y Dividends CAGR

BUSA

N/A

BSMQ

14.20%

5Y EPS CAGR

BUSA

7.58%

BSMQ

N/A

Debt to Equity

BUSA

35.16%

BSMQ

N/A

P/S Ratio

BUSA

0.92

BSMQ

N/A

P/B Ratio

BUSA

2.08

BSMQ

N/A

BUSA vs BSMQ - Historical Returns

Returns include dividend reinvestment.

Period	BUSA	BSMQ
1 month	+4.14%	+0.24%
3 months	+8.76%	+0.51%
6 months	+10.27%	+1.43%
1 year	+23.31%	+2.99%
5 years(CAGR)	N/A	+0.20%
Max(CAGR)	+20.74%	+1.19%

Winner

BUSA

+4.14%

BSMQ

+0.24%

Winner

BUSA

+8.76%

BSMQ

+0.51%

Winner

BUSA

+10.27%

BSMQ

+1.43%

Winner

BUSA

+23.31%

BSMQ

+2.99%

5Y(CAGR)

BUSA

N/A

BSMQ

+0.20%

Max(CAGR)

Winner

BUSA

+20.74%

BSMQ

+1.19%

BUSA vs BSMQ - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	BUSA	BSMQ
2026	+9.18%	+0.95%
2025	+17.82%	+2.81%
2024	+15.31%	+2.05%
2023	+10.65%	+3.36%
2022	N/A	-7.56%
2021	N/A	+0.85%
2020	N/A	+5.15%
2019	N/A	+0.24%

BUSA vs BSMQ Drawdown Comparison

The maximum drawdown for BUSA was -14.19%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.

The maximum drawdown for BSMQ was -13.18%, occurring on Mar 23, 2020. Recovery took 179 trading sessions.

The current BSMQ drawdown is -0.04%.

Rank	BUSA	BSMQ
#1	-14.19% Nov 29, 2024 - Jul 1, 2025	-13.18% Mar 9, 2020 - Nov 19, 2020
#2	-7.61% Feb 6, 2026 - Jun 4, 2026	-11.50% Jul 19, 2021 - Dec 31, 2025
#3	-6.29% Jul 30, 2024 - Aug 29, 2024	-1.99% Feb 11, 2021 - Jun 8, 2021
#4	-6.02% Oct 17, 2023 - Nov 14, 2023	-0.87% Oct 21, 2019 - Dec 3, 2019
#5	-5.66% Mar 28, 2024 - Jul 16, 2024	-0.81% Jun 11, 2021 - Jul 19, 2021
#6	-4.53% Jul 23, 2025 - Aug 22, 2025	-0.37% Jan 31, 2020 - Feb 18, 2020
#7	-3.80% Oct 27, 2025 - Nov 25, 2025	-0.31% Jan 5, 2021 - Jan 25, 2021
#8	-3.78% Aug 30, 2024 - Oct 11, 2024	-0.25% Mar 5, 2026 - Apr 2, 2026
#9	-3.49% Oct 3, 2025 - Oct 24, 2025	-0.24% Mar 2, 2020 - Mar 9, 2020
#10	-2.77% Oct 16, 2024 - Nov 6, 2024	-0.24% May 13, 2026 - May 29, 2026
#11	-2.44% Nov 11, 2024 - Nov 25, 2024	-0.24% Apr 9, 2026 - May 13, 2026
#12	-2.32% Jul 3, 2025 - Jul 23, 2025	-0.23% Jan 26, 2026 - Feb 24, 2026
#13	-2.15% Jan 8, 2024 - Jan 24, 2024	-0.20% Dec 13, 2019 - Jan 2, 2020
#14	-2.03% Jul 17, 2024 - Jul 26, 2024	-0.17% Nov 30, 2020 - Dec 7, 2020
#15	-1.91% Sep 11, 2025 - Oct 1, 2025	-0.16% Nov 24, 2020 - Nov 30, 2020