ROE vs BSMU
Comparison between ASTORIA US EQUAL WEIGHT QUALITY KINGS ETF (ROE, ETF) and INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF (BSMU, ETF).
ROE vs BSMU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ROE
$265M
BSMU
$265M
Expense Ratio
ROE
0.49%
Winner
BSMU
0.18%
Max Drawdown
Winner
ROE
19.46%
BSMU
21.34%
Sharpe Ratio
Winner
ROE
1.65
BSMU
0.23
5Y Beta
ROE
0.95
Winner
BSMU
0.00
P/E Ratio
ROE
19.51
BSMU
N/A
Forward P/E
ROE
15.85
BSMU
N/A
PEG Ratio
ROE
0.11
BSMU
N/A
5Y Dividends CAGR
ROE
N/A
BSMU
15.60%
5Y EPS CAGR
ROE
21.47%
BSMU
N/A
Debt to Equity
ROE
4.16%
BSMU
N/A
P/S Ratio
ROE
1.70
BSMU
N/A
P/B Ratio
ROE
4.63
BSMU
N/A
ROE vs BSMU - Historical Returns
Returns include dividend reinvestment.
1M
ROE
-1.83%
Winner
BSMU
-0.35%
3M
Winner
ROE
+8.66%
BSMU
-0.26%
6M
Winner
ROE
+15.39%
BSMU
-0.19%
1Y
Winner
ROE
+31.48%
BSMU
+4.19%
5Y(CAGR)
ROE
N/A
BSMU
-0.96%
Max(CAGR)
Winner
ROE
+20.31%
BSMU
+0.26%
ROE vs BSMU - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | ROE | BSMU |
|---|---|---|
| 2026 | +18.13% | +0.26% |
| 2025 | +17.17% | +4.11% |
| 2024 | +18.59% | -0.24% |
| 2023 | +4.30% | +6.13% |
| 2022 | N/A | -13.56% |
| 2021 | N/A | +1.88% |
| 2020 | N/A | +4.10% |
ROE vs BSMU Drawdown Comparison
The maximum drawdown for ROE was -19.10%, occurring on Apr 8, 2025. Recovery took 142 trading sessions.
The maximum drawdown for BSMU was -19.48%, occurring on Oct 31, 2022. This drawdown has not yet recovered.
The current ROE drawdown is -1.83%. The current BSMU drawdown is -5.02%.
| Rank | ROE | BSMU |
|---|---|---|
| #1 | -19.10% Dec 2, 2024 - Jun 30, 2025 | -19.48% Jul 19, 2021 - Oct 31, 2022 |
| #2 | -11.48% Aug 1, 2023 - Dec 11, 2023 | -3.80% Feb 11, 2021 - Jun 9, 2021 |
| #3 | -8.65% Feb 25, 2026 - Apr 14, 2026 | -0.96% Jun 10, 2021 - Jul 9, 2021 |
| #4 | -7.11% Jul 16, 2024 - Aug 23, 2024 | -0.64% Jan 5, 2021 - Jan 25, 2021 |
| #5 | -6.89% Mar 28, 2024 - Jun 18, 2024 | -0.29% Nov 23, 2020 - Dec 11, 2020 |
| #6 | -5.58% Oct 27, 2025 - Nov 28, 2025 | -0.24% Oct 16, 2020 - Nov 19, 2020 |
| #7 | -4.39% Jun 4, 2026 - Jun 15, 2026 | -0.02% Jul 15, 2021 - Jul 19, 2021 |
| #8 | -4.21% Aug 30, 2024 - Sep 19, 2024 | N/A |
| #9 | -3.82% Oct 14, 2024 - Nov 7, 2024 | N/A |
| #10 | -3.66% Oct 8, 2025 - Oct 27, 2025 | N/A |
| #11 | -3.37% Dec 11, 2025 - Jan 6, 2026 | N/A |
| #12 | -3.20% Jun 22, 2026 - Jul 20, 2026 | N/A |
| #13 | -2.67% Nov 8, 2024 - Nov 22, 2024 | N/A |
| #14 | -2.33% Jul 28, 2025 - Aug 12, 2025 | N/A |
| #15 | -2.27% Jul 3, 2025 - Jul 23, 2025 | N/A |
Correlation
Correlation between ROE and BSMU is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2020 - 2026)
ROE vs BSMU dividend yield comparison.
| Year | ROE | BSMU |
|---|---|---|
| 2026 | 0.44% | 1.64% |
| 2025 | 0.97% | 2.82% |
| 2024 | 1.18% | 2.92% |
| 2023 | 0.68% | 2.66% |
| 2022 | 0.00% | 2.16% |
| 2021 | 0.00% | 1.60% |
| 2020 | 0.00% | 0.28% |
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