RSPF vs BSMT

Comparison between INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF (RSPF, ETF) and INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF (BSMT, ETF).

5-Year PerformanceRSPF has outperformed BSMT, delivering a return of +7.0% compared to -0.2%

RSPF vs BSMT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RSPF(ETF)	BSMT(ETF)
Net Assets	$271M	$271M
Expense Ratio	0.40%	0.18%
Max Drawdown	82.15%	17.74%
Sharpe Ratio	0.33	0.56
5Y Beta	0.82	0.01
P/E Ratio	15.67	N/A
Forward P/E	12.77	N/A
PEG Ratio	0.31	N/A
5Y Dividends CAGR	3.63%	9.71%
5Y EPS CAGR	12.18%	N/A
Debt to Equity	51.96%	N/A
P/S Ratio	2.40	N/A
P/B Ratio	2.04	N/A

Net Assets

RSPF

$271M

Winner

BSMT

$271M

Expense Ratio

RSPF

0.40%

Winner

BSMT

0.18%

Max Drawdown

RSPF

82.15%

Winner

BSMT

17.74%

Sharpe Ratio

RSPF

0.33

Winner

BSMT

0.56

5Y Beta

RSPF

0.82

Winner

BSMT

0.01

P/E Ratio

RSPF

15.67

BSMT

N/A

Forward P/E

RSPF

12.77

BSMT

N/A

PEG Ratio

RSPF

0.31

BSMT

N/A

5Y Dividends CAGR

RSPF

3.63%

Winner

BSMT

9.71%

5Y EPS CAGR

RSPF

12.18%

BSMT

N/A

Debt to Equity

RSPF

51.96%

BSMT

N/A

P/S Ratio

RSPF

2.40

BSMT

N/A

P/B Ratio

RSPF

2.04

BSMT

N/A

RSPF vs BSMT - Historical Returns

Returns include dividend reinvestment.

Period	RSPF	BSMT
1 month	+4.02%	+0.67%
3 months	+9.55%	+0.14%
6 months	-0.74%	+1.30%
1 year	+8.41%	+4.87%
5 years(CAGR)	+6.95%	-0.25%
10 years(CAGR)	+12.27%	N/A
Max(CAGR)	+6.34%	+0.96%

Winner

RSPF

+4.02%

BSMT

+0.67%

Winner

RSPF

+9.55%

BSMT

+0.14%

RSPF

-0.74%

Winner

BSMT

+1.30%

Winner

RSPF

+8.41%

BSMT

+4.87%

5Y(CAGR)

Winner

RSPF

+6.95%

BSMT

-0.25%

10Y(CAGR)

RSPF

+12.27%

BSMT

N/A

Max(CAGR)

Winner

RSPF

+6.34%

BSMT

+0.96%

RSPF vs BSMT - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	RSPF	BSMT
2026	-0.32%	+0.91%
2025	+10.41%	+3.62%
2024	+25.39%	+0.36%
2023	+6.24%	+5.16%
2022	-11.20%	-10.94%
2021	+38.40%	+1.42%
2020	+4.58%	+6.96%
2019	+30.81%	-0.35%
2018	-15.36%	N/A
2017	+20.68%	N/A
2016	+25.56%	N/A
2015	-1.46%	N/A
2014	+15.81%	N/A
2013	+35.04%	N/A
2012	+21.23%	N/A
2011	-13.52%	N/A
2010	+20.57%	N/A
2009	+33.02%	N/A
2008	-54.32%	N/A
2007	-17.89%	N/A
2006	+4.17%	N/A

RSPF vs BSMT Drawdown Comparison

The maximum drawdown for RSPF was -81.34%, occurring on Mar 6, 2009. Recovery took 1962 trading sessions.

The maximum drawdown for BSMT was -16.19%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The current RSPF drawdown is -3.27%. The current BSMT drawdown is -2.09%.

Rank	RSPF	BSMT
#1	-81.34% Jun 4, 2007 - Mar 20, 2015	-16.19% Jul 19, 2021 - Oct 31, 2022
#2	-44.77% Feb 20, 2020 - Dec 4, 2020	-15.09% Feb 27, 2020 - Jul 23, 2020
#3	-27.69% Jan 12, 2022 - Jul 16, 2024	-3.42% Feb 11, 2021 - Jun 9, 2021
#4	-26.24% Jan 26, 2018 - Nov 7, 2019	-2.88% Aug 10, 2020 - Dec 8, 2020
#5	-20.27% Jul 22, 2015 - Aug 5, 2016	-2.14% Oct 9, 2019 - Jan 9, 2020
#6	-18.27% Nov 29, 2024 - Jul 3, 2025	-0.72% Jun 10, 2021 - Jul 6, 2021
#7	-14.13% Jan 6, 2026 - Mar 27, 2026	-0.53% Jan 6, 2021 - Jan 26, 2021
#8	-8.83% Jun 4, 2021 - Aug 11, 2021	-0.52% Sep 25, 2019 - Oct 9, 2019
#9	-8.32% Feb 20, 2007 - Jun 4, 2007	-0.47% Jan 31, 2020 - Feb 18, 2020
#10	-7.91% Oct 22, 2021 - Jan 6, 2022	-0.25% Jul 31, 2020 - Aug 4, 2020
#11	-7.60% Mar 1, 2017 - Jun 19, 2017	-0.15% Dec 28, 2020 - Dec 30, 2020
#12	-7.51% Jan 14, 2021 - Feb 12, 2021	-0.14% Jan 27, 2020 - Jan 31, 2020
#13	-7.02% Jul 30, 2024 - Aug 19, 2024	-0.13% Dec 21, 2020 - Dec 28, 2020
#14	-6.86% Aug 4, 2017 - Sep 26, 2017	-0.13% Aug 4, 2020 - Aug 10, 2020
#15	-6.49% Sep 4, 2025 - Dec 11, 2025	-0.10% Jul 28, 2020 - Jul 31, 2020

Correlation

Correlation between RSPF and BSMT is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29

-101

Dividend Comparison (2006 - 2026)

RSPF vs BSMT dividend yield comparison.

Year	RSPF	BSMT
2026	0.49%	1.12%
2025	1.55%	2.78%
2024	1.65%	2.80%
2023	2.16%	2.62%
2022	1.95%	1.65%
2021	1.56%	1.31%
2020	2.24%	1.82%
2019	1.85%	0.48%
2018	2.51%	0.00%
2017	1.28%	0.00%
2016	37.55%	0.00%
2015	2.17%	0.00%
2014	1.61%	0.00%
2013	1.56%	0.00%
2012	2.50%	0.00%
2011	2.75%	0.00%
2010	1.12%	0.00%
2009	1.24%	0.00%
2008	4.53%	0.00%
2007	2.02%	0.00%
2006	0.48%	0.00%