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.
| Year | RSPE | BAMU |
|---|---|---|
| 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%.
| Rank | RSPE | BAMU |
|---|---|---|
| #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.
| Year | RSPE | BAMU |
|---|---|---|
| 2026 | 0.75% | 0.88% |
| 2025 | 1.63% | 3.20% |
| 2024 | 1.57% | 3.97% |
| 2023 | 1.91% | 0.84% |
| 2022 | 1.83% | 0.00% |
| 2021 | 0.29% | 0.00% |
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