SGDJ vs BSMU

Comparison between Sprott Junior Gold Miners ETF (SGDJ, ETF) and INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF (BSMU, ETF).

5-Year PerformanceSGDJ has outperformed BSMU, delivering a return of +16.8% compared to -1.0%

SGDJ vs BSMU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SGDJ(ETF)	BSMU(ETF)
Net Assets	$265M	$265M
Expense Ratio	0.50%	0.18%
Max Drawdown	60.39%	21.34%
Sharpe Ratio	1.11	0.23
5Y Beta	0.88	0.00
5Y Dividends CAGR	42.75%	15.60%

Net Assets

Winner

SGDJ

$265M

BSMU

$265M

Expense Ratio

SGDJ

0.50%

Winner

BSMU

0.18%

Max Drawdown

SGDJ

60.39%

Winner

BSMU

21.34%

Sharpe Ratio

Winner

SGDJ

1.11

BSMU

0.23

5Y Beta

SGDJ

0.88

Winner

BSMU

0.00

5Y Dividends CAGR

Winner

SGDJ

42.75%

BSMU

15.60%

SGDJ vs BSMU - Historical Returns

Returns include dividend reinvestment.

Period	SGDJ	BSMU
1 month	-10.63%	-0.35%
3 months	-21.17%	-0.26%
6 months	-24.61%	-0.19%
1 year	+57.36%	+4.19%
5 years(CAGR)	+16.77%	-0.96%
10 years(CAGR)	+8.63%	N/A
Max(CAGR)	+13.55%	+0.26%

SGDJ

-10.63%

Winner

BSMU

-0.35%

SGDJ

-21.17%

Winner

BSMU

-0.26%

SGDJ

-24.61%

Winner

BSMU

-0.19%

Winner

SGDJ

+57.36%

BSMU

+4.19%

5Y(CAGR)

Winner

SGDJ

+16.77%

BSMU

-0.96%

10Y(CAGR)

SGDJ

+8.63%

BSMU

N/A

Max(CAGR)

Winner

SGDJ

+13.55%

BSMU

+0.26%

SGDJ vs BSMU - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	SGDJ	BSMU
2026	-10.49%	+0.26%
2025	+161.09%	+4.11%
2024	+22.29%	-0.24%
2023	+3.83%	+6.13%
2022	-25.98%	-13.56%
2021	-20.23%	+1.88%
2020	+48.77%	+4.10%
2019	+35.63%	N/A
2018	-26.97%	N/A
2017	+0.83%	N/A
2016	+62.10%	N/A
2015	-18.28%	N/A

SGDJ vs BSMU Drawdown Comparison

The maximum drawdown for SGDJ was -59.26%, occurring on Mar 20, 2020. Recovery took 1000 trading sessions.

The maximum drawdown for BSMU was -19.48%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The current SGDJ drawdown is -35.10%. The current BSMU drawdown is -5.02%.

Rank	SGDJ	BSMU
#1	-59.26% Aug 4, 2016 - Jul 27, 2020	-19.48% Jul 19, 2021 - Oct 31, 2022
#2	-57.79% Jan 5, 2021 - Apr 15, 2025	-3.80% Feb 11, 2021 - Jun 9, 2021
#3	-38.44% May 15, 2015 - Mar 7, 2016	-0.96% Jun 10, 2021 - Jul 9, 2021
#4	-37.98% Feb 27, 2026 - Jul 20, 2026	-0.64% Jan 5, 2021 - Jan 25, 2021
#5	-19.68% Oct 16, 2025 - Dec 9, 2025	-0.29% Nov 23, 2020 - Dec 11, 2020
#6	-18.23% Jan 28, 2026 - Feb 26, 2026	-0.24% Oct 16, 2020 - Nov 19, 2020
#7	-17.22% May 17, 2016 - Jun 9, 2016	-0.02% Jul 15, 2021 - Jul 19, 2021
#8	-14.39% Sep 15, 2020 - Dec 17, 2020	N/A
#9	-11.56% Jul 8, 2016 - Jul 29, 2016	N/A
#10	-11.28% May 6, 2025 - May 30, 2025	N/A
#11	-11.09% Jul 22, 2025 - Aug 21, 2025	N/A
#12	-10.87% Aug 5, 2020 - Sep 15, 2020	N/A
#13	-8.61% Apr 29, 2016 - May 17, 2016	N/A
#14	-8.48% Apr 21, 2025 - May 6, 2025	N/A
#15	-8.33% Dec 26, 2025 - Jan 12, 2026	N/A

Correlation

Correlation between SGDJ and BSMU is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (2015 - 2026)

SGDJ vs BSMU dividend yield comparison.

Year	SGDJ	BSMU
2026	0.00%	1.64%
2025	8.37%	2.82%
2024	6.55%	2.92%
2023	4.55%	2.66%
2022	2.46%	2.16%
2021	2.20%	1.60%
2020	1.97%	0.28%
2019	0.65%	0.00%
2017	0.14%	0.00%
2016	1.77%	0.00%
2015	0.85%	0.00%