CZA vs BSMV

Comparison between INVESCO ZACKS MID-CAP ETF (CZA, ETF) and Invesco BulletShares 2031 Municipal Bond ETF (BSMV, ETF).

5-Year PerformanceCZA has outperformed BSMV, delivering a return of +7.2% compared to -1.1%

CZA vs BSMV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CZA(ETF)	BSMV(ETF)
Net Assets	$184M	$184M
Expense Ratio	0.69%	0.18%
Max Drawdown	53.86%	22.14%
Sharpe Ratio	0.94	0.71
5Y Beta	0.75	0.03
P/E Ratio	17.60	N/A
Forward P/E	15.45	N/A
PEG Ratio	0.23	N/A
5Y Dividends CAGR	7.13%	N/A
5Y EPS CAGR	16.17%	N/A
P/S Ratio	1.31	N/A
P/B Ratio	2.13	N/A

Net Assets

Winner

CZA

$184M

BSMV

$184M

Expense Ratio

CZA

0.69%

Winner

BSMV

0.18%

Max Drawdown

CZA

53.86%

Winner

BSMV

22.14%

Sharpe Ratio

Winner

CZA

0.94

BSMV

0.71

5Y Beta

CZA

0.75

Winner

BSMV

0.03

P/E Ratio

CZA

17.60

BSMV

N/A

Forward P/E

CZA

15.45

BSMV

N/A

PEG Ratio

CZA

0.23

BSMV

N/A

5Y Dividends CAGR

CZA

7.13%

BSMV

N/A

5Y EPS CAGR

CZA

16.17%

BSMV

N/A

P/S Ratio

CZA

1.31

BSMV

N/A

P/B Ratio

CZA

2.13

BSMV

N/A

CZA vs BSMV - Historical Returns

Returns include dividend reinvestment.

Period	CZA	BSMV
1 month	+3.21%	+0.23%
3 months	+8.89%	+0.24%
6 months	+8.04%	+0.81%
1 year	+15.85%	+5.10%
5 years(CAGR)	+7.21%	-1.05%
10 years(CAGR)	+10.51%	N/A
Max(CAGR)	+9.61%	-1.05%

Winner

CZA

+3.21%

BSMV

+0.23%

Winner

CZA

+8.89%

BSMV

+0.24%

Winner

CZA

+8.04%

BSMV

+0.81%

Winner

CZA

+15.85%

BSMV

+5.10%

5Y(CAGR)

Winner

CZA

+7.21%

BSMV

-1.05%

10Y(CAGR)

CZA

+10.51%

BSMV

N/A

Max(CAGR)

Winner

CZA

+9.61%

BSMV

-1.05%

CZA vs BSMV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	CZA	BSMV
2026	+8.02%	+0.50%
2025	+8.91%	+3.81%
2024	+12.40%	-0.20%
2023	+7.13%	+6.68%
2022	-5.38%	-15.05%
2021	+29.39%	+0.66%
2020	-0.00%	N/A
2019	+33.06%	N/A
2018	-9.19%	N/A
2017	+21.26%	N/A
2016	+16.93%	N/A
2015	-1.42%	N/A
2014	+10.81%	N/A
2013	+32.43%	N/A
2012	+14.15%	N/A
2011	+2.97%	N/A
2010	+21.93%	N/A
2009	+40.05%	N/A
2008	-35.54%	N/A
2007	+1.98%	N/A

CZA vs BSMV Drawdown Comparison

The maximum drawdown for CZA was -53.20%, occurring on Mar 9, 2009. Recovery took 832 trading sessions.

The maximum drawdown for BSMV was -20.68%, occurring on Oct 25, 2022. This drawdown has not yet recovered.

The current BSMV drawdown is -5.53%.

Rank	CZA	BSMV
#1	-53.20% Jul 17, 2007 - Nov 2, 2010	-20.68% Dec 16, 2021 - Oct 25, 2022
#2	-46.18% Feb 18, 2020 - Jan 12, 2021	-1.70% Sep 22, 2021 - Dec 2, 2021
#3	-23.45% Jul 7, 2011 - Mar 15, 2012	-0.33% Dec 3, 2021 - Dec 13, 2021
#4	-18.92% Nov 29, 2024 - Dec 10, 2025	-0.26% Dec 13, 2021 - Dec 16, 2021
#5	-18.83% Jun 19, 2015 - Jun 1, 2016	N/A
#6	-18.05% Sep 21, 2018 - Apr 1, 2019	N/A
#7	-17.45% Jan 4, 2022 - Feb 2, 2023	N/A
#8	-16.01% Feb 2, 2023 - Dec 27, 2023	N/A
#9	-10.21% Sep 2, 2014 - Nov 21, 2014	N/A
#10	-9.65% May 1, 2012 - Sep 6, 2012	N/A
#11	-9.21% Mar 2, 2026 - Jun 4, 2026	N/A
#12	-9.04% Jan 26, 2018 - Aug 27, 2018	N/A
#13	-7.42% Jun 8, 2016 - Jul 14, 2016	N/A
#14	-6.84% Jul 24, 2019 - Sep 16, 2019	N/A
#15	-6.56% Nov 16, 2021 - Dec 27, 2021	N/A

Correlation

Correlation between CZA and BSMV is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (2007 - 2026)

CZA vs BSMV dividend yield comparison.

Year	CZA	BSMV
2026	0.00%	1.20%
2025	1.56%	2.93%
2024	1.27%	3.10%
2023	1.36%	2.59%
2022	1.71%	2.21%
2021	0.89%	0.24%
2020	1.42%	0.00%
2019	1.40%	0.00%
2018	1.27%	0.00%
2017	1.10%	0.00%
2016	1.87%	0.00%
2015	1.37%	0.00%
2014	0.74%	0.00%
2013	1.01%	0.00%
2012	1.23%	0.00%
2011	0.24%	0.00%
2010	0.68%	0.00%
2009	0.08%	0.00%
2008	1.01%	0.00%
2007	0.37%	0.00%