CSB vs BSMU

Comparison between VICTORYSHARES US SMALL CAP HIGH DIV VOLATILITY WTD ETF (CSB, ETF) and INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF (BSMU, ETF).

5-Year PerformanceCSB has outperformed BSMU, delivering a return of +4.2% compared to -0.8%

CSB vs BSMU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSB(ETF)	BSMU(ETF)
Net Assets	$258M	$258M
Expense Ratio	0.35%	0.18%
Max Drawdown	43.74%	21.34%
Sharpe Ratio	1.13	0.61
5Y Beta	0.73	0.00
P/E Ratio	13.98	N/A
Forward P/E	11.61	N/A
PEG Ratio	0.09	N/A
5Y Dividends CAGR	3.33%	24.99%
5Y EPS CAGR	8.80%	N/A
Debt to Equity	-4.37%	N/A
P/S Ratio	1.20	N/A
P/B Ratio	1.70	N/A

Net Assets

CSB

$258M

BSMU

$258M

Expense Ratio

CSB

0.35%

Winner

BSMU

0.18%

Max Drawdown

CSB

43.74%

Winner

BSMU

21.34%

Sharpe Ratio

Winner

CSB

1.13

BSMU

0.61

5Y Beta

CSB

0.73

Winner

BSMU

0.00

P/E Ratio

CSB

13.98

BSMU

N/A

Forward P/E

CSB

11.61

BSMU

N/A

PEG Ratio

CSB

0.09

BSMU

N/A

5Y Dividends CAGR

CSB

3.33%

Winner

BSMU

24.99%

5Y EPS CAGR

CSB

8.80%

BSMU

N/A

Debt to Equity

CSB

-4.37%

BSMU

N/A

P/S Ratio

CSB

1.20

BSMU

N/A

P/B Ratio

CSB

1.70

BSMU

N/A

CSB vs BSMU - Historical Returns

Returns include dividend reinvestment.

Period	CSB	BSMU
1 month	+2.73%	+0.15%
3 months	+8.32%	+0.12%
6 months	+9.65%	+0.87%
1 year	+20.91%	+4.95%
5 years(CAGR)	+4.24%	-0.82%
10 years(CAGR)	+10.03%	N/A
Max(CAGR)	+9.63%	+0.31%

Winner

CSB

+2.73%

BSMU

+0.15%

Winner

CSB

+8.32%

BSMU

+0.12%

Winner

CSB

+9.65%

BSMU

+0.87%

Winner

CSB

+20.91%

BSMU

+4.95%

5Y(CAGR)

Winner

CSB

+4.24%

BSMU

-0.82%

10Y(CAGR)

CSB

+10.03%

BSMU

N/A

Max(CAGR)

Winner

CSB

+9.63%

BSMU

+0.31%

CSB vs BSMU - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	CSB	BSMU
2026	+11.31%	+0.49%
2025	+2.52%	+4.11%
2024	+9.65%	-0.24%
2023	+11.49%	+6.13%
2022	-13.74%	-13.56%
2021	+28.44%	+1.88%
2020	+11.41%	+4.10%
2019	+20.51%	N/A
2018	-7.39%	N/A
2017	+10.69%	N/A
2016	+32.95%	N/A
2015	-3.74%	N/A

CSB vs BSMU Drawdown Comparison

The maximum drawdown for CSB was -42.06%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.

The maximum drawdown for BSMU was -19.48%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The current BSMU drawdown is -4.81%.

Rank	CSB	BSMU
#1	-42.06% Jan 16, 2020 - Nov 16, 2020	-19.48% Jul 19, 2021 - Oct 31, 2022
#2	-24.48% Jan 6, 2022 - Jul 16, 2024	-3.80% Feb 11, 2021 - Jun 9, 2021
#3	-21.81% Nov 25, 2024 - Jan 21, 2026	-0.96% Jun 10, 2021 - Jul 9, 2021
#4	-19.33% Aug 21, 2018 - Nov 5, 2019	-0.64% Jan 5, 2021 - Jan 25, 2021
#5	-14.04% Jul 9, 2015 - Mar 30, 2016	-0.29% Nov 23, 2020 - Dec 11, 2020
#6	-10.56% Jun 8, 2021 - Nov 5, 2021	-0.24% Oct 16, 2020 - Nov 19, 2020
#7	-8.06% Mar 12, 2021 - May 7, 2021	-0.02% Jul 15, 2021 - Jul 19, 2021
#8	-7.95% Jan 23, 2018 - May 25, 2018	N/A
#9	-7.93% Nov 11, 2021 - Jan 4, 2022	N/A
#10	-7.66% Jul 30, 2024 - Sep 19, 2024	N/A
#11	-7.17% Feb 20, 2026 - Apr 9, 2026	N/A
#12	-6.81% Jun 8, 2016 - Jul 15, 2016	N/A
#13	-6.12% Sep 7, 2016 - Nov 10, 2016	N/A
#14	-6.07% Jan 4, 2017 - Sep 25, 2017	N/A
#15	-5.15% Jan 12, 2021 - Feb 5, 2021	N/A

Correlation

Correlation between CSB and BSMU is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.31

-101

Dividend Comparison (2015 - 2026)

CSB vs BSMU dividend yield comparison.

Year	CSB	BSMU
2026	1.19%	1.15%
2025	3.54%	2.82%
2024	3.12%	2.92%
2023	3.45%	2.66%
2022	3.60%	2.16%
2021	3.11%	1.60%
2020	3.70%	0.28%
2019	3.19%	0.00%
2018	3.45%	0.00%
2017	3.19%	0.00%
2016	2.85%	0.00%
2015	1.57%	0.00%