UWM vs BSMT

Comparison between PROSHARES ULTRA RUSSELL2000 (UWM, ETF) and INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF (BSMT, ETF).

5-Year PerformanceUWM has outperformed BSMT, delivering a return of +3.9% compared to -0.4%

UWM vs BSMT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UWM(ETF)	BSMT(ETF)
Net Assets	$279M	$279M
Expense Ratio	N/A	0.18%
Max Drawdown	88.54%	17.74%
Sharpe Ratio	1.41	-0.05
5Y Beta	2.19	0.01
P/E Ratio	-244.60	N/A
Forward P/E	14.26	N/A
5Y Dividends CAGR	149.02%	9.38%
Debt to Equity	31.49%	N/A
P/S Ratio	1.42	N/A
P/B Ratio	2.15	N/A

Net Assets

Winner

UWM

$279M

BSMT

$279M

Expense Ratio

UWM

N/A

BSMT

0.18%

Max Drawdown

UWM

88.54%

Winner

BSMT

17.74%

Sharpe Ratio

Winner

UWM

1.41

BSMT

-0.05

5Y Beta

UWM

2.19

Winner

BSMT

0.01

P/E Ratio

UWM

-244.60

BSMT

N/A

Forward P/E

UWM

14.26

BSMT

N/A

5Y Dividends CAGR

Winner

UWM

149.02%

BSMT

9.38%

Debt to Equity

UWM

31.49%

BSMT

N/A

P/S Ratio

UWM

1.42

BSMT

N/A

P/B Ratio

UWM

2.15

BSMT

N/A

UWM vs BSMT - Historical Returns

Returns include dividend reinvestment.

Period	UWM	BSMT
1 month	-1.52%	-0.56%
3 months	+14.72%	-0.08%
6 months	+18.25%	+0.24%
1 year	+67.29%	+3.63%
5 years(CAGR)	+3.88%	-0.43%
10 years(CAGR)	+12.06%	N/A
Max(CAGR)	+7.39%	+0.90%

UWM

-1.52%

Winner

BSMT

-0.56%

Winner

UWM

+14.72%

BSMT

-0.08%

Winner

UWM

+18.25%

BSMT

+0.24%

Winner

UWM

+67.29%

BSMT

+3.63%

5Y(CAGR)

Winner

UWM

+3.88%

BSMT

-0.43%

10Y(CAGR)

UWM

+12.06%

BSMT

N/A

Max(CAGR)

Winner

UWM

+7.39%

BSMT

+0.90%

UWM vs BSMT - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	UWM	BSMT
2026	+36.52%	+0.57%
2025	+13.30%	+3.62%
2024	+12.80%	+0.36%
2023	+24.03%	+5.16%
2022	-45.05%	-10.94%
2021	+27.27%	+1.42%
2020	+16.54%	+6.96%
2019	+46.76%	-0.35%
2018	-27.28%	N/A
2017	+25.67%	N/A
2016	+48.22%	N/A
2015	-11.30%	N/A
2014	+8.63%	N/A
2013	+75.97%	N/A
2012	+26.65%	N/A
2011	-21.20%	N/A
2010	+43.30%	N/A
2009	+37.44%	N/A
2008	-65.83%	N/A
2007	-12.78%	N/A

UWM vs BSMT Drawdown Comparison

The maximum drawdown for UWM was -88.21%, occurring on Mar 9, 2009. Recovery took 1611 trading sessions.

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

The current UWM drawdown is -2.83%. The current BSMT drawdown is -2.42%.

Rank	UWM	BSMT
#1	-88.21% Jun 4, 2007 - Oct 24, 2013	-16.19% Jul 19, 2021 - Oct 31, 2022
#2	-71.47% Aug 31, 2018 - Dec 15, 2020	-15.09% Feb 27, 2020 - Jul 23, 2020
#3	-61.62% Nov 8, 2021 - Jun 15, 2026	-3.42% Feb 11, 2021 - Jun 9, 2021
#4	-46.62% Jun 23, 2015 - Nov 18, 2016	-2.88% Aug 10, 2020 - Dec 8, 2020
#5	-24.56% Mar 4, 2014 - Dec 26, 2014	-2.14% Oct 9, 2019 - Jan 9, 2020
#6	-19.71% Mar 15, 2021 - Nov 3, 2021	-0.72% Jun 10, 2021 - Jul 6, 2021
#7	-17.72% Jan 23, 2018 - May 17, 2018	-0.53% Jan 6, 2021 - Jan 26, 2021
#8	-16.78% Feb 22, 2007 - Apr 26, 2007	-0.52% Sep 25, 2019 - Oct 9, 2019
#9	-14.31% Jan 22, 2014 - Feb 27, 2014	-0.47% Jan 31, 2020 - Feb 18, 2020
#10	-13.43% Feb 9, 2021 - Mar 11, 2021	-0.25% Jul 31, 2020 - Aug 4, 2020
#11	-12.52% Jul 25, 2017 - Sep 25, 2017	-0.15% Dec 28, 2020 - Dec 30, 2020
#12	-10.36% Dec 29, 2014 - Feb 13, 2015	-0.14% Jan 27, 2020 - Jan 31, 2020
#13	-9.22% Mar 1, 2017 - Apr 26, 2017	-0.13% Dec 21, 2020 - Dec 28, 2020
#14	-9.12% Apr 15, 2015 - Jun 18, 2015	-0.13% Aug 4, 2020 - Aug 10, 2020
#15	-8.72% Jan 22, 2021 - Feb 4, 2021	-0.10% Jul 28, 2020 - Jul 31, 2020

Correlation

Correlation between UWM and BSMT is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2007 - 2026)

UWM vs BSMT dividend yield comparison.

Year	UWM	BSMT
2026	0.20%	1.60%
2025	1.05%	2.78%
2024	1.16%	2.80%
2023	0.34%	2.62%
2022	0.40%	1.65%
2021	0.00%	1.31%
2020	0.07%	1.82%
2019	0.55%	0.48%
2018	0.41%	0.00%
2017	0.11%	0.00%
2016	0.27%	0.00%
2015	0.23%	0.00%
2014	0.11%	0.00%
2012	0.02%	0.00%
2010	0.02%	0.00%
2009	0.21%	0.00%
2008	1.23%	0.00%
2007	2.39%	0.00%