LEGR vs BSSX

Comparison between FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF (LEGR, ETF) and Invesco BulletShares 2033 Municipal Bond ETF (BSSX, ETF).

LEGR vs BSSX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LEGR(ETF)	BSSX(ETF)
Net Assets	$129M	$129M
Expense Ratio	0.65%	0.18%
Max Drawdown	36.12%	11.28%
Sharpe Ratio	1.16	0.90
5Y Beta	0.79	0.02
P/E Ratio	21.56	N/A
Forward P/E	15.79	N/A
PEG Ratio	0.32	N/A
5Y Dividends CAGR	22.58%	N/A
5Y EPS CAGR	16.82%	N/A
P/S Ratio	0.25	N/A
P/B Ratio	3.23	N/A

Net Assets

LEGR

$129M

Winner

BSSX

$129M

Expense Ratio

LEGR

0.65%

Winner

BSSX

0.18%

Max Drawdown

LEGR

36.12%

Winner

BSSX

11.28%

Sharpe Ratio

Winner

LEGR

1.16

BSSX

0.90

5Y Beta

LEGR

0.79

Winner

BSSX

0.02

P/E Ratio

LEGR

21.56

BSSX

N/A

Forward P/E

LEGR

15.79

BSSX

N/A

PEG Ratio

LEGR

0.32

BSSX

N/A

5Y Dividends CAGR

LEGR

22.58%

BSSX

N/A

5Y EPS CAGR

LEGR

16.82%

BSSX

N/A

P/S Ratio

LEGR

0.25

BSSX

N/A

P/B Ratio

LEGR

3.23

BSSX

N/A

LEGR vs BSSX - Historical Returns

Returns include dividend reinvestment.

Period	LEGR	BSSX
1 month	-1.72%	-0.47%
3 months	+4.25%	+0.05%
6 months	+5.78%	+0.18%
1 year	+21.24%	+6.42%
5 years(CAGR)	+11.55%	N/A
10 years(CAGR)	+11.65%	N/A
Max(CAGR)	+11.65%	+4.12%

LEGR

-1.72%

Winner

BSSX

-0.47%

Winner

LEGR

+4.25%

BSSX

+0.05%

Winner

LEGR

+5.78%

BSSX

+0.18%

Winner

LEGR

+21.24%

BSSX

+6.42%

5Y(CAGR)

LEGR

+11.55%

BSSX

N/A

10Y(CAGR)

LEGR

+11.65%

BSSX

N/A

Max(CAGR)

Winner

LEGR

+11.65%

BSSX

+4.12%

LEGR vs BSSX - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	LEGR	BSSX
2026	+8.00%	+0.59%
2025	+31.26%	+3.59%
2024	+17.51%	+0.25%
2023	+20.55%	+7.51%
2022	-20.19%	N/A
2021	+18.02%	N/A
2020	+16.98%	N/A
2019	+27.74%	N/A
2018	-14.10%	N/A

LEGR vs BSSX Drawdown Comparison

The maximum drawdown for LEGR was -36.12%, occurring on Mar 16, 2020. Recovery took 188 trading sessions.

The maximum drawdown for BSSX was -8.12%, occurring on Apr 11, 2025. Recovery took 472 trading sessions.

The current LEGR drawdown is -4.05%. The current BSSX drawdown is -1.44%.

Rank	LEGR	BSSX
#1	-36.12% Feb 12, 2020 - Nov 9, 2020	-8.12% Feb 22, 2024 - Jan 9, 2026
#2	-31.46% Jan 12, 2022 - Mar 7, 2024	-4.25% Nov 17, 2023 - Dec 14, 2023
#3	-19.98% Sep 25, 2018 - Apr 17, 2019	-4.04% Sep 20, 2023 - Nov 14, 2023
#4	-14.25% Feb 18, 2025 - May 8, 2025	-3.28% Feb 26, 2026 - Mar 27, 2026
#5	-11.20% Jan 29, 2018 - Aug 29, 2018	-1.98% Feb 1, 2024 - Feb 22, 2024
#6	-10.39% Jan 29, 2026 - Apr 17, 2026	-1.57% Jan 12, 2024 - Feb 1, 2024
#7	-8.58% Jul 24, 2019 - Nov 5, 2019	-0.51% Dec 29, 2023 - Jan 9, 2024
#8	-7.78% Apr 29, 2019 - Jul 3, 2019	-0.46% Jan 9, 2024 - Jan 12, 2024
#9	-7.24% Jul 12, 2024 - Aug 23, 2024	-0.42% Jan 14, 2026 - Feb 3, 2026
#10	-6.42% Nov 8, 2021 - Jan 11, 2022	-0.24% Nov 14, 2023 - Nov 16, 2023
#11	-6.39% Oct 28, 2025 - Dec 19, 2025	-0.18% Dec 15, 2023 - Dec 19, 2023
#12	-5.51% Jun 2, 2026 - Jun 10, 2026	-0.11% Dec 21, 2023 - Dec 27, 2023
#13	-5.09% Sep 3, 2021 - Oct 15, 2021	-0.09% Dec 27, 2023 - Dec 29, 2023
#14	-4.86% Apr 3, 2024 - May 6, 2024	-0.08% Dec 19, 2023 - Dec 21, 2023
#15	-4.78% Jan 21, 2021 - Feb 5, 2021	-0.06% Feb 11, 2026 - Feb 13, 2026