EVUS vs BSMR

Comparison between ISHARES ESG AWARE MSCI USA VALUE ETF (EVUS, ETF) and INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF (BSMR, ETF).

EVUS vs BSMR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVUS(ETF)	BSMR(ETF)
Net Assets	$340M	$340M
Expense Ratio	0.18%	0.18%
Max Drawdown	16.43%	13.63%
Sharpe Ratio	1.54	0.18
5Y Beta	0.70	0.00
P/E Ratio	22.57	N/A
Forward P/E	17.42	N/A
PEG Ratio	0.42	N/A
5Y Dividends CAGR	N/A	16.82%
5Y EPS CAGR	14.52%	N/A
Debt to Equity	36.64%	N/A
P/S Ratio	2.32	N/A
P/B Ratio	3.73	N/A

Net Assets

Winner

EVUS

$340M

BSMR

$340M

Expense Ratio

EVUS

0.18%

BSMR

0.18%

Max Drawdown

EVUS

16.43%

Winner

BSMR

13.63%

Sharpe Ratio

Winner

EVUS

1.54

BSMR

0.18

5Y Beta

EVUS

0.70

Winner

BSMR

0.00

P/E Ratio

EVUS

22.57

BSMR

N/A

Forward P/E

EVUS

17.42

BSMR

N/A

PEG Ratio

EVUS

0.42

BSMR

N/A

5Y Dividends CAGR

EVUS

N/A

BSMR

16.82%

5Y EPS CAGR

EVUS

14.52%

BSMR

N/A

Debt to Equity

EVUS

36.64%

BSMR

N/A

P/S Ratio

EVUS

2.32

BSMR

N/A

P/B Ratio

EVUS

3.73

BSMR

N/A

EVUS vs BSMR - Historical Returns

Returns include dividend reinvestment.

Period	EVUS	BSMR
1 month	+2.98%	+0.42%
3 months	+9.39%	+0.18%
6 months	+11.28%	+1.21%
1 year	+21.76%	+3.88%
5 years(CAGR)	N/A	+0.43%
Max(CAGR)	+12.48%	+1.21%

Winner

EVUS

+2.98%

BSMR

+0.42%

Winner

EVUS

+9.39%

BSMR

+0.18%

Winner

EVUS

+11.28%

BSMR

+1.21%

Winner

EVUS

+21.76%

BSMR

+3.88%

5Y(CAGR)

EVUS

N/A

BSMR

+0.43%

Max(CAGR)

Winner

EVUS

+12.48%

BSMR

+1.21%

EVUS vs BSMR - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	EVUS	BSMR
2026	+10.24%	+0.95%
2025	+13.46%	+2.89%
2024	+13.75%	+1.69%
2023	+3.47%	+4.32%
2022	N/A	-7.56%
2021	N/A	+1.08%
2020	N/A	+4.93%
2019	N/A	+0.16%

EVUS vs BSMR Drawdown Comparison

The maximum drawdown for EVUS was -15.65%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.

The maximum drawdown for BSMR was -13.49%, occurring on Mar 23, 2020. Recovery took 112 trading sessions.

The current EVUS drawdown is -0.15%. The current BSMR drawdown is -0.17%.

Rank	EVUS	BSMR
#1	-15.65% Nov 29, 2024 - Aug 13, 2025	-13.49% Mar 2, 2020 - Aug 10, 2020
#2	-11.17% Jul 31, 2023 - Dec 13, 2023	-12.01% Jul 19, 2021 - Nov 25, 2025
#3	-9.40% Feb 2, 2023 - Jul 21, 2023	-2.46% Feb 11, 2021 - Jun 9, 2021
#4	-7.72% Feb 9, 2026 - Apr 17, 2026	-2.10% Aug 10, 2020 - Dec 3, 2020
#5	-5.44% Mar 28, 2024 - Jul 11, 2024	-1.04% Oct 21, 2019 - Jan 6, 2020
#6	-4.89% Jul 31, 2024 - Aug 19, 2024	-0.67% Jun 15, 2021 - Jul 8, 2021
#7	-4.41% Oct 27, 2025 - Dec 4, 2025	-0.57% Feb 25, 2026 - Jun 3, 2026
#8	-3.51% Oct 16, 2024 - Nov 6, 2024	-0.43% Jan 31, 2020 - Feb 18, 2020
#9	-3.11% Aug 30, 2024 - Sep 16, 2024	-0.31% Jan 5, 2021 - Jan 26, 2021
#10	-2.56% Oct 3, 2025 - Oct 20, 2025	-0.27% Jan 26, 2026 - Feb 5, 2026
#11	-2.30% Jun 4, 2026 - Jun 10, 2026	-0.23% Jun 11, 2026 - Jun 15, 2026
#12	-2.05% Jul 17, 2024 - Jul 30, 2024	-0.23% Feb 10, 2026 - Feb 13, 2026
#13	-1.96% Jan 8, 2024 - Jan 25, 2024	-0.14% Dec 17, 2025 - Dec 23, 2025
#14	-1.75% Jan 15, 2026 - Jan 22, 2026	-0.14% Jun 3, 2026 - Jun 11, 2026
#15	-1.72% Nov 11, 2024 - Nov 22, 2024	-0.13% Jul 8, 2021 - Jul 15, 2021