ELFY vs BSMW
Comparison between ALPS Electrification Infrastructure ETF (ELFY, ETF) and Invesco BulletShares 2032 Municipal Bond ETF (BSMW, ETF).
ELFY vs BSMW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ELFY
$203M
BSMW
$202M
Expense Ratio
ELFY
0.50%
Winner
BSMW
0.18%
Max Drawdown
Winner
ELFY
8.61%
BSMW
9.40%
Sharpe Ratio
Winner
ELFY
1.69
BSMW
0.85
5Y Beta
ELFY
1.07
Winner
BSMW
-0.03
P/E Ratio
ELFY
40.48
BSMW
N/A
Forward P/E
ELFY
22.49
BSMW
N/A
5Y EPS CAGR
ELFY
15.54%
BSMW
N/A
Debt to Equity
ELFY
80.33%
BSMW
N/A
P/S Ratio
ELFY
2.85
BSMW
N/A
P/B Ratio
ELFY
3.55
BSMW
N/A
ELFY vs BSMW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ELFY
+2.67%
BSMW
+1.24%
3M
Winner
ELFY
+10.32%
BSMW
+0.68%
6M
Winner
ELFY
+27.49%
BSMW
+1.57%
1Y
Winner
ELFY
+44.20%
BSMW
+6.04%
Max(CAGR)
Winner
ELFY
+56.76%
BSMW
+3.45%
ELFY vs BSMW - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ELFY | BSMW |
|---|---|---|
| 2026 | +22.30% | +1.22% |
| 2025 | +35.81% | +3.34% |
| 2024 | N/A | -0.17% |
| 2023 | N/A | +7.00% |
ELFY vs BSMW Drawdown Comparison
The maximum drawdown for ELFY was -8.37%, occurring on Mar 20, 2026. Recovery took 32 trading sessions.
The maximum drawdown for BSMW was -7.58%, occurring on Oct 25, 2023. Recovery took 164 trading sessions.
The current ELFY drawdown is -3.45%. The current BSMW drawdown is -0.86%.
| Rank | ELFY | BSMW |
|---|---|---|
| #1 | -8.37% Feb 25, 2026 - Apr 13, 2026 | -7.58% Apr 12, 2023 - Dec 5, 2023 |
| #2 | -7.92% Jun 2, 2026 - Jun 10, 2026 | -6.44% Dec 3, 2024 - Sep 15, 2025 |
| #3 | -7.41% Oct 15, 2025 - Jan 15, 2026 | -3.48% Dec 27, 2023 - Aug 2, 2024 |
| #4 | -5.46% May 6, 2026 - May 26, 2026 | -3.20% Oct 1, 2024 - Dec 3, 2024 |
| #5 | -2.85% Apr 14, 2025 - Apr 22, 2025 | -2.92% Feb 27, 2026 - Mar 26, 2026 |
| #6 | -2.84% Oct 8, 2025 - Oct 14, 2025 | -1.45% Aug 5, 2024 - Oct 1, 2024 |
| #7 | -2.76% Aug 13, 2025 - Sep 11, 2025 | -0.69% Mar 17, 2023 - Mar 24, 2023 |
| #8 | -2.59% Feb 3, 2026 - Feb 6, 2026 | -0.49% Sep 17, 2025 - Oct 7, 2025 |
| #9 | -2.56% May 16, 2025 - May 27, 2025 | -0.37% Nov 11, 2025 - Dec 29, 2025 |
| #10 | -2.37% Jun 18, 2025 - Jun 26, 2025 | -0.37% Apr 6, 2023 - Apr 11, 2023 |
| #11 | -2.26% May 26, 2026 - Jun 2, 2026 | -0.34% Mar 13, 2023 - Mar 15, 2023 |
| #12 | -2.20% Apr 27, 2026 - Apr 30, 2026 | -0.30% Mar 1, 2023 - Mar 6, 2023 |
| #13 | -2.11% Jan 28, 2026 - Feb 3, 2026 | -0.27% Dec 6, 2023 - Dec 13, 2023 |
| #14 | -1.89% Jul 14, 2025 - Jul 18, 2025 | -0.26% Oct 22, 2025 - Nov 11, 2025 |
| #15 | -1.64% Sep 22, 2025 - Sep 30, 2025 | -0.23% Dec 20, 2023 - Dec 27, 2023 |
Correlation
Correlation between ELFY and BSMW is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2023 - 2026)
ELFY vs BSMW dividend yield comparison.
| Year | ELFY | BSMW |
|---|---|---|
| 2026 | 0.24% | 1.31% |
| 2025 | 0.76% | 3.24% |
| 2024 | 0.00% | 3.48% |
| 2023 | 0.00% | 2.36% |
Select Stocks to Compare
Popular: ELFY vs SPYBSMW vs SPY
More Comparisons
Compare with similar stocks