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FPXI vs BSMT

Comparison between FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF (FPXI, ETF) and INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF (BSMT, ETF).

5-Year PerformanceFPXI has outperformed BSMT, delivering a return of +1.7% compared to -0.3%

FPXI vs BSMT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FPXI
$282M
BSMT
$281M
Expense Ratio
FPXI
0.70%
Winner
BSMT
0.18%
Max Drawdown
FPXI
56.39%
Winner
BSMT
17.74%
Sharpe Ratio
Winner
FPXI
0.69
BSMT
-0.41
5Y Beta
FPXI
1.12
Winner
BSMT
0.02
5Y Dividends CAGR
Winner
FPXI
17.93%
BSMT
8.08%

FPXI vs BSMT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FPXI
+2.62%
BSMT
+0.77%
3M
FPXI
-6.94%
Winner
BSMT
+0.39%
6M
Winner
FPXI
+2.98%
BSMT
-0.39%
1Y
Winner
FPXI
+23.09%
BSMT
+3.02%
5Y(CAGR)
Winner
FPXI
+1.65%
BSMT
-0.26%
10Y(CAGR)
FPXI
+11.26%
BSMT
N/A
Max(CAGR)
Winner
FPXI
+8.71%
BSMT
+0.93%

FPXI vs BSMT - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearFPXIBSMT
2026+19.28%+0.88%
2025+25.98%+3.62%
2024+14.96%+0.36%
2023+8.93%+5.16%
2022-31.84%-10.94%
2021-16.18%+1.42%
2020+69.05%+6.96%
2019+34.36%-0.35%
2018-14.85%N/A
2017+38.61%N/A
2016-1.31%N/A
2015-5.16%N/A
2014-3.01%N/A

FPXI vs BSMT Drawdown Comparison

The maximum drawdown for FPXI was -55.79%, occurring on Oct 24, 2022. Recovery took 1324 trading sessions.

The maximum drawdown for BSMT was -16.19%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The current FPXI drawdown is -16.90%. The current BSMT drawdown is -2.11%.

RankFPXIBSMT
#1-55.79%
Feb 16, 2021 - May 26, 2026
-16.19%
Jul 19, 2021 - Oct 31, 2022
#2-31.61%
May 22, 2015 - Jun 2, 2017
-15.09%
Feb 27, 2020 - Jul 23, 2020
#3-26.99%
Feb 19, 2020 - May 11, 2020
-3.42%
Feb 11, 2021 - Jun 9, 2021
#4-24.23%
Jan 26, 2018 - Dec 16, 2019
-2.88%
Aug 10, 2020 - Dec 8, 2020
#5-24.13%
Jun 22, 2026 - Jul 29, 2026
-2.14%
Oct 9, 2019 - Jan 9, 2020
#6-9.86%
Jun 2, 2026 - Jun 15, 2026
-0.72%
Jun 10, 2021 - Jul 6, 2021
#7-9.53%
Nov 25, 2014 - Apr 8, 2015
-0.53%
Jan 6, 2021 - Jan 26, 2021
#8-8.11%
Sep 1, 2020 - Nov 4, 2020
-0.52%
Sep 25, 2019 - Oct 9, 2019
#9-7.09%
May 18, 2020 - Jun 3, 2020
-0.47%
Jan 31, 2020 - Feb 18, 2020
#10-5.51%
Jan 25, 2021 - Feb 5, 2021
-0.25%
Jul 31, 2020 - Aug 4, 2020
#11-5.39%
Nov 6, 2020 - Nov 20, 2020
-0.15%
Dec 28, 2020 - Dec 30, 2020
#12-4.65%
Jan 17, 2020 - Feb 12, 2020
-0.14%
Jan 27, 2020 - Jan 31, 2020
#13-4.42%
Sep 19, 2017 - Jan 2, 2018
-0.13%
Dec 21, 2020 - Dec 28, 2020
#14-3.64%
Aug 5, 2020 - Aug 18, 2020
-0.13%
Aug 4, 2020 - Aug 10, 2020
#15-3.43%
Jun 3, 2020 - Jun 15, 2020
-0.10%
Jul 28, 2020 - Jul 31, 2020

Correlation

Correlation between FPXI and BSMT is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2014 - 2026)

FPXI vs BSMT dividend yield comparison.

YearFPXIBSMT
20260.55%1.84%
20250.70%2.78%
20240.93%2.80%
20230.71%2.62%
20221.13%1.65%
20210.71%1.31%
20200.18%1.82%
20190.67%0.48%
20181.75%0.00%
20170.75%0.00%
20162.09%0.00%
20151.34%0.00%
20140.04%0.00%

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