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UFEB vs BSMU

Comparison between Innovator U.S. Equity Ultra Buffer ETF - February (UFEB, ETF) and INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF (BSMU, ETF).

5-Year PerformanceUFEB has outperformed BSMU, delivering a return of +7.1% compared to -0.7%

UFEB vs BSMU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
UFEB
$252M
BSMU
$251M
Expense Ratio
UFEB
0.79%
Winner
BSMU
0.18%
Max Drawdown
Winner
UFEB
13.32%
BSMU
21.34%
Sharpe Ratio
Winner
UFEB
1.81
BSMU
0.71
5Y Beta
UFEB
0.36
Winner
BSMU
0.00
5Y Dividends CAGR
UFEB
N/A
BSMU
24.99%

UFEB vs BSMU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UFEB
+0.91%
BSMU
+0.29%
3M
Winner
UFEB
+3.78%
BSMU
-0.40%
6M
Winner
UFEB
+5.17%
BSMU
+0.92%
1Y
Winner
UFEB
+14.45%
BSMU
+5.17%
5Y(CAGR)
Winner
UFEB
+7.07%
BSMU
-0.68%
Max(CAGR)
Winner
UFEB
+7.26%
BSMU
+0.30%

UFEB vs BSMU - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearUFEBBSMU
2026+4.32%+0.47%
2025+10.58%+4.11%
2024+12.98%-0.24%
2023+11.91%+6.13%
2022-6.00%-13.56%
2021+7.62%+1.88%
2020+5.78%+4.10%

UFEB vs BSMU Drawdown Comparison

The maximum drawdown for UFEB was -13.32%, occurring on Mar 20, 2020. Recovery took 116 trading sessions.

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

The current UFEB drawdown is -0.84%. The current BSMU drawdown is -4.83%.

RankUFEBBSMU
#1-13.32%
Feb 19, 2020 - Aug 4, 2020
-19.48%
Jul 19, 2021 - Oct 31, 2022
#2-9.02%
Feb 2, 2022 - Sep 14, 2023
-3.80%
Feb 11, 2021 - Jun 9, 2021
#3-8.69%
Feb 19, 2025 - Jun 24, 2025
-0.96%
Jun 10, 2021 - Jul 9, 2021
#4-5.34%
Sep 14, 2023 - Nov 14, 2023
-0.64%
Jan 5, 2021 - Jan 25, 2021
#5-3.90%
Feb 9, 2026 - Apr 14, 2026
-0.29%
Nov 23, 2020 - Dec 11, 2020
#6-3.19%
Jul 16, 2024 - Aug 16, 2024
-0.24%
Oct 16, 2020 - Nov 19, 2020
#7-2.59%
Oct 12, 2020 - Nov 6, 2020
-0.02%
Jul 15, 2021 - Jul 19, 2021
#8-2.34%
Mar 28, 2024 - May 9, 2024
N/A
#9-2.31%
Sep 2, 2020 - Oct 12, 2020
N/A
#10-1.92%
Nov 11, 2025 - Nov 26, 2025
N/A
#11-1.55%
Aug 30, 2024 - Sep 17, 2024
N/A
#12-1.44%
Feb 24, 2021 - Mar 12, 2021
N/A
#13-1.34%
Oct 6, 2025 - Oct 20, 2025
N/A
#14-1.23%
Feb 2, 2026 - Feb 9, 2026
N/A
#15-1.20%
May 7, 2021 - May 24, 2021
N/A

Correlation

Correlation between UFEB and BSMU is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

0.25
-101

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