EDEN vs BSMV

Comparison between ISHARES MSCI DENMARK ETF (EDEN, ETF) and Invesco BulletShares 2031 Municipal Bond ETF (BSMV, ETF).

5-Year PerformanceEDEN has outperformed BSMV, delivering a return of +2.7% compared to -1.1%

EDEN vs BSMV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EDEN(ETF)	BSMV(ETF)
Net Assets	$188M	$189M
Expense Ratio	0.53%	0.18%
Max Drawdown	37.51%	22.14%
Sharpe Ratio	0.14	0.16
5Y Beta	0.65	0.03
5Y Dividends CAGR	33.48%	N/A

Net Assets

EDEN

$188M

Winner

BSMV

$189M

Expense Ratio

EDEN

0.53%

Winner

BSMV

0.18%

Max Drawdown

EDEN

37.51%

Winner

BSMV

22.14%

Sharpe Ratio

EDEN

0.14

Winner

BSMV

0.16

5Y Beta

EDEN

0.65

Winner

BSMV

0.03

5Y Dividends CAGR

EDEN

33.48%

BSMV

N/A

EDEN vs BSMV - Historical Returns

Returns include dividend reinvestment.

Period	EDEN	BSMV
1 month	+5.34%	-0.64%
3 months	+6.46%	-0.40%
6 months	-3.10%	-0.47%
1 year	+4.35%	+4.05%
5 years(CAGR)	+2.73%	-1.12%
10 years(CAGR)	+9.40%	N/A
Max(CAGR)	+12.39%	-1.12%

Winner

EDEN

+5.34%

BSMV

-0.64%

Winner

EDEN

+6.46%

BSMV

-0.40%

EDEN

-3.10%

Winner

BSMV

-0.47%

Winner

EDEN

+4.35%

BSMV

+4.05%

5Y(CAGR)

Winner

EDEN

+2.73%

BSMV

-1.12%

10Y(CAGR)

EDEN

+9.40%

BSMV

N/A

Max(CAGR)

Winner

EDEN

+12.39%

BSMV

-1.12%

EDEN vs BSMV - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	EDEN	BSMV
2026	+0.78%	+0.03%
2025	+9.56%	+3.81%
2024	-3.25%	-0.20%
2023	+16.75%	+6.68%
2022	-11.25%	-15.05%
2021	+12.48%	+0.66%
2020	+42.94%	N/A
2019	+24.02%	N/A
2018	-14.91%	N/A
2017	+34.72%	N/A
2016	-7.20%	N/A
2015	+19.10%	N/A
2014	+6.04%	N/A
2013	+41.08%	N/A
2012	+21.89%	N/A

EDEN vs BSMV Drawdown Comparison

The maximum drawdown for EDEN was -36.58%, occurring on Sep 27, 2022. Recovery took 589 trading sessions.

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

The current EDEN drawdown is -9.10%. The current BSMV drawdown is -5.98%.

Rank	EDEN	BSMV
#1	-36.58% Sep 2, 2021 - Jan 8, 2024	-20.68% Dec 16, 2021 - Oct 25, 2022
#2	-29.84% Feb 19, 2020 - Jun 1, 2020	-1.70% Sep 22, 2021 - Dec 2, 2021
#3	-29.31% Sep 19, 2024 - Apr 8, 2025	-0.33% Dec 3, 2021 - Dec 13, 2021
#4	-20.40% Jan 26, 2018 - Dec 16, 2019	-0.26% Dec 13, 2021 - Dec 16, 2021
#5	-18.34% Jun 7, 2016 - Apr 27, 2017	N/A
#6	-17.18% Jul 2, 2014 - Apr 2, 2015	N/A
#7	-15.93% Apr 2, 2012 - Sep 6, 2012	N/A
#8	-14.05% Aug 5, 2015 - Apr 4, 2016	N/A
#9	-9.91% Feb 16, 2021 - Apr 9, 2021	N/A
#10	-9.89% Oct 12, 2020 - Nov 27, 2020	N/A
#11	-8.01% Oct 5, 2012 - Dec 12, 2012	N/A
#12	-7.81% May 14, 2013 - Jul 11, 2013	N/A
#13	-6.87% Jun 6, 2024 - Aug 19, 2024	N/A
#14	-6.65% Mar 12, 2024 - May 13, 2024	N/A
#15	-6.45% Jan 8, 2021 - Feb 16, 2021	N/A

Correlation

Correlation between EDEN and BSMV is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51

-101

Dividend Comparison (2012 - 2026)

EDEN vs BSMV dividend yield comparison.

Year	EDEN	BSMV
2026	1.65%	1.73%
2025	2.79%	2.93%
2024	1.50%	3.10%
2023	1.92%	2.59%
2022	1.47%	2.21%
2021	0.74%	0.24%
2020	0.42%	0.00%
2019	2.36%	0.00%
2018	2.01%	0.00%
2017	2.03%	0.00%
2016	1.28%	0.00%
2015	1.46%	0.00%
2014	0.87%	0.00%
2013	0.86%	0.00%
2012	1.13%	0.00%