XOEX vs BSMV
Comparison between Xtrackers S&P 500 Value Scored & Screened ETF (XOEX, ETF) and Invesco BulletShares 2031 Municipal Bond ETF (BSMV, ETF).
XOEX vs BSMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XOEX
$185M
BSMV
$184M
Expense Ratio
Winner
XOEX
0.15%
BSMV
0.18%
Max Drawdown
Winner
XOEX
15.64%
BSMV
22.14%
Sharpe Ratio
Winner
XOEX
1.87
BSMV
0.75
5Y Beta
XOEX
0.70
Winner
BSMV
0.03
P/E Ratio
XOEX
23.64
BSMV
N/A
Forward P/E
XOEX
17.87
BSMV
N/A
5Y EPS CAGR
XOEX
11.06%
BSMV
N/A
Debt to Equity
XOEX
53.69%
BSMV
N/A
P/S Ratio
XOEX
2.26
BSMV
N/A
P/B Ratio
XOEX
3.48
BSMV
N/A
XOEX vs BSMV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XOEX
+4.20%
BSMV
+0.49%
3M
Winner
XOEX
+7.93%
BSMV
-0.41%
6M
Winner
XOEX
+9.40%
BSMV
+1.03%
1Y
Winner
XOEX
+27.25%
BSMV
+5.82%
5Y(CAGR)
XOEX
N/A
BSMV
-1.03%
Max(CAGR)
Winner
XOEX
+16.55%
BSMV
-1.03%
XOEX vs BSMV - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | XOEX | BSMV |
|---|---|---|
| 2026 | +8.12% | +0.65% |
| 2025 | +19.10% | +3.81% |
| 2024 | +11.90% | -0.20% |
| 2023 | +15.70% | +6.68% |
| 2022 | +2.99% | -15.05% |
| 2021 | N/A | +0.66% |
XOEX vs BSMV Drawdown Comparison
The maximum drawdown for XOEX was -14.68%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.
The maximum drawdown for BSMV was -20.68%, occurring on Oct 25, 2022. This drawdown has not yet recovered.
The current XOEX drawdown is -2.06%. The current BSMV drawdown is -5.40%.
| Rank | XOEX | BSMV |
|---|---|---|
| #1 | -14.68% Nov 29, 2024 - Jul 3, 2025 | -20.68% Dec 16, 2021 - Oct 25, 2022 |
| #2 | -11.14% Jul 25, 2023 - Nov 30, 2023 | -1.70% Sep 22, 2021 - Dec 2, 2021 |
| #3 | -9.93% Feb 2, 2023 - Jul 12, 2023 | -0.33% Dec 3, 2021 - Dec 13, 2021 |
| #4 | -7.31% Feb 9, 2026 - Apr 30, 2026 | -0.26% Dec 13, 2021 - Dec 16, 2021 |
| #5 | -6.26% Mar 28, 2024 - Jul 16, 2024 | N/A |
| #6 | -5.53% Jul 31, 2024 - Aug 21, 2024 | N/A |
| #7 | -5.25% Dec 1, 2022 - Jan 11, 2023 | N/A |
| #8 | -3.99% Nov 12, 2025 - Nov 28, 2025 | N/A |
| #9 | -3.28% Jan 13, 2023 - Jan 31, 2023 | N/A |
| #10 | -3.21% Oct 16, 2024 - Nov 6, 2024 | N/A |
| #11 | -3.01% Oct 8, 2025 - Oct 20, 2025 | N/A |
| #12 | -2.88% Jul 25, 2025 - Aug 12, 2025 | N/A |
| #13 | -2.61% Aug 30, 2024 - Sep 16, 2024 | N/A |
| #14 | -2.41% Dec 28, 2023 - Jan 29, 2024 | N/A |
| #15 | -2.21% Oct 27, 2025 - Nov 12, 2025 | N/A |
Correlation
Correlation between XOEX and BSMV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2021 - 2026)
XOEX vs BSMV dividend yield comparison.
| Year | XOEX | BSMV |
|---|---|---|
| 2026 | 0.22% | 1.20% |
| 2025 | 1.95% | 2.93% |
| 2024 | 2.09% | 3.10% |
| 2023 | 1.72% | 2.59% |
| 2022 | 0.42% | 2.21% |
| 2021 | 0.00% | 0.24% |
Select Stocks to Compare
Popular: XOEX vs SPYBSMV vs SPY
More Comparisons
Compare with similar stocks