PMM vs BSJU

Comparison between Putnam Managed Municipal Income Trust. (PMM, ETF) and Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU, ETF).

PMM vs BSJU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PMM(ETF)	BSJU(ETF)
Net Assets	$292M	$291M
Expense Ratio	N/A	0.42%
Max Drawdown	55.45%	8.40%
Sharpe Ratio	1.16	0.37
5Y Beta	0.24	0.24
5Y Dividends CAGR	-4.85%	N/A

Net Assets

Winner

PMM

$292M

BSJU

$291M

Expense Ratio

PMM

N/A

BSJU

0.42%

Max Drawdown

PMM

55.45%

Winner

BSJU

8.40%

Sharpe Ratio

Winner

PMM

1.16

BSJU

0.37

5Y Beta

PMM

0.24

Winner

BSJU

0.24

5Y Dividends CAGR

PMM

-4.85%

BSJU

N/A

PMM vs BSJU - Historical Returns

Returns include dividend reinvestment.

Period	PMM	BSJU
1 month	+1.57%	-0.19%
3 months	+5.27%	+0.51%
6 months	+7.24%	+1.13%
1 year	+15.91%	+5.13%
5 years(CAGR)	-0.39%	N/A
10 years(CAGR)	+3.05%	N/A
Max(CAGR)	+4.26%	+7.45%

Winner

PMM

+1.57%

BSJU

-0.19%

Winner

PMM

+5.27%

BSJU

+0.51%

Winner

PMM

+7.24%

BSJU

+1.13%

Winner

PMM

+15.91%

BSJU

+5.13%

5Y(CAGR)

PMM

-0.39%

BSJU

N/A

10Y(CAGR)

PMM

+3.05%

BSJU

N/A

Max(CAGR)

PMM

+4.26%

Winner

BSJU

+7.45%

PMM vs BSJU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PMM	BSJU
2026	+7.00%	+1.69%
2025	+9.59%	+8.32%
2024	+3.02%	+8.63%
2023	+2.56%	+12.66%
2022	-24.71%	-2.11%
2021	+14.43%	N/A
2020	+5.39%	N/A
2019	+20.89%	N/A
2018	-4.36%	N/A
2017	+8.41%	N/A
2016	+1.50%	N/A
2015	+8.42%	N/A
2014	+16.71%	N/A
2013	-14.18%	N/A
2012	+13.90%	N/A
2011	+16.72%	N/A
2010	+11.36%	N/A
2009	+39.05%	N/A
2008	-23.78%	N/A
2007	-4.68%	N/A
2006	+13.52%	N/A
2005	+5.00%	N/A
2004	+4.05%	N/A
2003	+7.27%	N/A
2002	-1.93%	N/A
2001	+2.95%	N/A
2000	-2.73%	N/A
1999	-18.75%	N/A

PMM vs BSJU Drawdown Comparison

The maximum drawdown for PMM was -38.66%, occurring on Dec 12, 2008. Recovery took 604 trading sessions.

The maximum drawdown for BSJU was -7.51%, occurring on Sep 27, 2022. Recovery took 65 trading sessions.

The current PMM drawdown is -8.26%. The current BSJU drawdown is -0.73%.

Rank	PMM	BSJU
#1	-38.66% May 15, 2007 - Oct 6, 2009	-7.51% Sep 12, 2022 - Dec 13, 2022
#2	-37.70% Dec 23, 2021 - Oct 25, 2023	-5.93% Feb 2, 2023 - Jun 15, 2023
#3	-29.07% Feb 25, 2020 - Dec 31, 2020	-5.12% Jul 13, 2023 - Nov 3, 2023
#4	-23.55% Aug 23, 2000 - May 23, 2005	-5.09% Feb 28, 2025 - May 12, 2025
#5	-22.09% Jan 25, 2013 - Oct 22, 2015	-4.93% Dec 13, 2022 - Jan 9, 2023
#6	-19.37% Nov 1, 1999 - Aug 17, 2000	-2.53% Feb 9, 2026 - Apr 8, 2026
#7	-15.50% Oct 19, 2010 - Jul 22, 2011	-2.47% Mar 27, 2024 - May 3, 2024
#8	-12.72% Sep 28, 2016 - Sep 13, 2017	-2.12% Dec 6, 2024 - Jan 27, 2025
#9	-10.42% Aug 25, 2005 - Aug 15, 2006	-1.79% Dec 27, 2023 - Jan 29, 2024
#10	-9.63% Sep 15, 2017 - Feb 8, 2019	-1.66% Jun 15, 2023 - Jun 30, 2023
#11	-8.11% Mar 8, 2012 - May 9, 2012	-1.59% Sep 27, 2024 - Nov 8, 2024
#12	-8.09% Jul 22, 2011 - Aug 22, 2011	-1.53% Jun 30, 2023 - Jul 12, 2023
#13	-7.15% Oct 3, 2012 - Jan 8, 2013	-1.42% Jan 12, 2023 - Feb 1, 2023
#14	-6.40% Jun 25, 2021 - Nov 18, 2021	-1.39% Sep 22, 2025 - Oct 24, 2025
#15	-6.36% Oct 6, 2009 - Jan 15, 2010	-1.31% May 15, 2024 - Jun 5, 2024

Correlation

Correlation between PMM and BSJU is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2000 - 2026)

PMM vs BSJU dividend yield comparison.

Year	PMM	BSJU
2026	2.56%	3.94%
2025	4.90%	6.52%
2024	4.78%	7.08%
2023	5.10%	6.74%
2022	6.11%	2.38%
2021	4.38%	0.00%
2020	4.76%	0.00%
2019	4.81%	0.00%
2018	5.42%	0.00%
2017	5.38%	0.00%
2016	6.09%	0.00%
2015	5.92%	0.00%
2014	6.22%	0.00%
2013	7.03%	0.00%
2012	5.79%	0.00%
2011	7.00%	0.00%
2010	7.59%	0.00%
2009	7.05%	0.00%
2008	8.29%	0.00%
2007	5.86%	0.00%
2006	5.33%	0.00%
2005	6.04%	0.00%
2004	7.08%	0.00%
2003	7.60%	0.00%
2002	7.71%	0.00%
2001	7.17%	0.00%
2000	2.97%	0.00%