CAPE vs BSMU
Comparison between DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF (CAPE, ETF) and INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF (BSMU, ETF).
CAPE vs BSMU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CAPE
$257M
Winner
BSMU
$258M
Expense Ratio
CAPE
0.65%
Winner
BSMU
0.18%
Max Drawdown
CAPE
22.43%
Winner
BSMU
21.34%
Sharpe Ratio
CAPE
0.21
Winner
BSMU
0.61
5Y Beta
CAPE
0.65
Winner
BSMU
0.00
P/E Ratio
CAPE
25.03
BSMU
N/A
Forward P/E
CAPE
20.56
BSMU
N/A
5Y Dividends CAGR
CAPE
N/A
BSMU
24.99%
5Y EPS CAGR
CAPE
14.48%
BSMU
N/A
Debt to Equity
CAPE
-29.22%
BSMU
N/A
P/S Ratio
CAPE
2.43
BSMU
N/A
P/B Ratio
CAPE
3.90
BSMU
N/A
CAPE vs BSMU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CAPE
+0.52%
BSMU
+0.15%
3M
Winner
CAPE
+3.27%
BSMU
+0.12%
6M
Winner
CAPE
+1.44%
BSMU
+0.87%
1Y
Winner
CAPE
+5.76%
BSMU
+4.95%
5Y(CAGR)
Winner
CAPE
+7.80%
BSMU
-0.82%
Max(CAGR)
Winner
CAPE
+7.80%
BSMU
+0.31%
CAPE vs BSMU - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | CAPE | BSMU |
|---|---|---|
| 2026 | +1.90% | +0.49% |
| 2025 | +9.55% | +4.11% |
| 2024 | +14.49% | -0.24% |
| 2023 | +28.01% | +6.13% |
| 2022 | -15.28% | -13.56% |
| 2021 | N/A | +1.88% |
| 2020 | N/A | +4.10% |
CAPE vs BSMU Drawdown Comparison
The maximum drawdown for CAPE was -22.08%, occurring on Oct 12, 2022. Recovery took 312 trading sessions.
The maximum drawdown for BSMU was -19.48%, occurring on Oct 31, 2022. This drawdown has not yet recovered.
The current CAPE drawdown is -1.73%. The current BSMU drawdown is -4.81%.
| Rank | CAPE | BSMU |
|---|---|---|
| #1 | -22.08% Apr 20, 2022 - Jul 19, 2023 | -19.48% Jul 19, 2021 - Oct 31, 2022 |
| #2 | -14.32% Nov 29, 2024 - Jul 1, 2025 | -3.80% Feb 11, 2021 - Jun 9, 2021 |
| #3 | -10.29% Jul 31, 2023 - Dec 1, 2023 | -0.96% Jun 10, 2021 - Jul 9, 2021 |
| #4 | -9.68% Feb 27, 2026 - Mar 27, 2026 | -0.64% Jan 5, 2021 - Jan 25, 2021 |
| #5 | -5.78% Jul 16, 2024 - Aug 21, 2024 | -0.29% Nov 23, 2020 - Dec 11, 2020 |
| #6 | -5.69% Mar 28, 2024 - Jul 2, 2024 | -0.24% Oct 16, 2020 - Nov 19, 2020 |
| #7 | -4.79% Sep 11, 2025 - Jan 9, 2026 | -0.02% Jul 15, 2021 - Jul 19, 2021 |
| #8 | -3.27% Dec 28, 2023 - Jan 30, 2024 | N/A |
| #9 | -3.20% Jul 23, 2025 - Aug 22, 2025 | N/A |
| #10 | -2.60% Aug 30, 2024 - Sep 16, 2024 | N/A |
| #11 | -2.16% Jul 3, 2025 - Jul 22, 2025 | N/A |
| #12 | -2.13% Apr 5, 2022 - Apr 20, 2022 | N/A |
| #13 | -1.78% Sep 19, 2024 - Oct 14, 2024 | N/A |
| #14 | -1.76% Jan 30, 2024 - Feb 2, 2024 | N/A |
| #15 | -1.54% Oct 18, 2024 - Nov 6, 2024 | N/A |
Correlation
Correlation between CAPE and BSMU is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2020 - 2026)
CAPE vs BSMU dividend yield comparison.
| Year | CAPE | BSMU |
|---|---|---|
| 2026 | 0.23% | 1.15% |
| 2025 | 1.39% | 2.82% |
| 2024 | 1.23% | 2.92% |
| 2023 | 1.01% | 2.66% |
| 2022 | 0.80% | 2.16% |
| 2021 | 0.00% | 1.60% |
| 2020 | 0.00% | 0.28% |
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