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RSPE vs BAMU

Comparison between Invesco ESG S&P 500 Equal Weight ETF (RSPE, ETF) and Brookstone Ultra-Short Bond ETF (BAMU, ETF).

RSPE vs BAMU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
RSPE
$68M
BAMU
$68M
Expense Ratio
Winner
RSPE
0.20%
BAMU
1.05%
Max Drawdown
RSPE
23.95%
Winner
BAMU
1.41%
Sharpe Ratio
Winner
RSPE
1.46
BAMU
-1.63
5Y Beta
RSPE
0.80
Winner
BAMU
-0.00
P/E Ratio
RSPE
26.30
BAMU
N/A
Forward P/E
RSPE
17.78
BAMU
N/A
5Y EPS CAGR
RSPE
11.28%
BAMU
N/A
Debt to Equity
RSPE
46.39%
BAMU
N/A
P/S Ratio
RSPE
1.79
BAMU
N/A
P/B Ratio
RSPE
3.31
BAMU
N/A

RSPE vs BAMU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RSPE
+1.08%
BAMU
+0.22%
3M
Winner
RSPE
+8.31%
BAMU
+0.62%
6M
Winner
RSPE
+10.44%
BAMU
+1.28%
1Y
Winner
RSPE
+24.21%
BAMU
+2.85%
5Y(CAGR)
RSPE
+8.71%
BAMU
N/A
Max(CAGR)
Winner
RSPE
+8.71%
BAMU
+3.54%

RSPE vs BAMU - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

YearRSPEBAMU
2026+13.95%+1.32%
2025+14.91%+3.15%
2024+10.79%+4.08%
2023+13.77%+1.20%
2022-12.24%N/A
2021+1.37%N/A

RSPE vs BAMU Drawdown Comparison

The maximum drawdown for RSPE was -22.94%, occurring on Sep 30, 2022. Recovery took 528 trading sessions.

The maximum drawdown for BAMU was -0.36%, occurring on Dec 13, 2023. Recovery took 13 trading sessions.

The current RSPE drawdown is -1.00%.

RankRSPEBAMU
#1-22.94%
Jan 4, 2022 - Feb 12, 2024
-0.36%
Dec 12, 2023 - Jan 2, 2024
#2-18.59%
Nov 25, 2024 - Jul 3, 2025
-0.34%
Mar 14, 2025 - Mar 20, 2025
#3-8.95%
Feb 27, 2026 - May 6, 2026
-0.23%
Aug 5, 2024 - Aug 19, 2024
#4-6.38%
Mar 28, 2024 - Jul 12, 2024
-0.16%
May 9, 2024 - May 16, 2024
#5-5.73%
Jul 16, 2024 - Aug 21, 2024
-0.12%
Dec 5, 2023 - Dec 12, 2023
#6-5.64%
Nov 17, 2021 - Dec 27, 2021
-0.12%
Jan 29, 2025 - Feb 10, 2025
#7-4.79%
Oct 27, 2025 - Nov 28, 2025
-0.12%
Jul 15, 2024 - Jul 18, 2024
#8-3.63%
Oct 16, 2024 - Nov 11, 2024
-0.12%
Nov 3, 2025 - Nov 12, 2025
#9-3.60%
Jul 25, 2025 - Aug 22, 2025
-0.12%
Nov 5, 2024 - Nov 8, 2024
#10-3.30%
Oct 6, 2025 - Oct 21, 2025
-0.12%
May 16, 2024 - May 24, 2024
#11-2.96%
Aug 30, 2024 - Sep 16, 2024
-0.12%
Aug 27, 2024 - Aug 30, 2024
#12-2.47%
Jun 4, 2026 - Jun 12, 2026
-0.11%
May 20, 2025 - May 28, 2025
#13-2.31%
Nov 11, 2024 - Nov 22, 2024
-0.10%
Mar 6, 2026 - Mar 30, 2026
#14-2.06%
Jan 15, 2026 - Feb 2, 2026
-0.10%
Feb 19, 2026 - Feb 27, 2026
#15-2.00%
Jul 10, 2025 - Jul 22, 2025
-0.10%
Dec 18, 2024 - Dec 20, 2024

Correlation

Correlation between RSPE and BAMU is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2021 - 2026)

RSPE vs BAMU dividend yield comparison.

YearRSPEBAMU
20260.75%0.88%
20251.63%3.20%
20241.57%3.97%
20231.91%0.84%
20221.83%0.00%
20210.29%0.00%

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