AQLT vs BSCZ
Comparison between ISHARES MSCI GLOBAL QUALITY FACTOR ETF (AQLT, ETF) and Invesco BulletShares 2035 Corporate Bond ETF (BSCZ, ETF).
AQLT vs BSCZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AQLT
$259M
Winner
BSCZ
$259M
Expense Ratio
AQLT
0.20%
Winner
BSCZ
0.10%
Max Drawdown
AQLT
16.84%
Winner
BSCZ
4.42%
Sharpe Ratio
Winner
AQLT
1.40
BSCZ
0.45
5Y Beta
AQLT
0.91
Winner
BSCZ
0.18
P/E Ratio
AQLT
30.76
BSCZ
N/A
Forward P/E
AQLT
25.43
BSCZ
N/A
PEG Ratio
AQLT
0.74
BSCZ
N/A
5Y EPS CAGR
AQLT
26.29%
BSCZ
N/A
Debt to Equity
AQLT
48.59%
BSCZ
N/A
P/S Ratio
AQLT
5.82
BSCZ
N/A
P/B Ratio
AQLT
10.71
BSCZ
N/A
AQLT vs BSCZ - Holdings Comparison
AQLT and BSCZ have 1 common holdings. Overlap is -3.57%
AQLT's top 25 holdings weight is 59.77%. BSCZ's top 25 holdings weight is 19.15%.
| Rank | AQLT | BSCZ |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 5.41% | META PLATFORMS INC 4.875% (n/a) - 2.24% |
| #2 | MICROSOFT CORP (MSFT) - 5.35% | ORACLE CORP. 5.2% (n/a) - 1.35% |
| #3 | n/a (n/a) - 5.23% | ALPHABET INC. 4.7% (n/a) - 1.22% |
| #4 | APPLE INC (AAPL) - 4.96% | AMAZON.COM, INC. 4.65% (n/a) - 1.21% |
| #5 | NVIDIA CORP (NVDA) - 4.93% | BROADCOM INC 5.2% (n/a) - 0.89% |
| #6 | META PLATFORMS INC CLASS A (META) - 4.27% | ABBVIE INC. 4.5% (n/a) - 0.86% |
| #7 | ELI LILLY AND CO (LLY) - 2.72% | SYNOPSYS INC 5.15% (n/a) - 0.85% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 2.63% | AT&T INC 4.5% (n/a) - 0.84% |
| #9 | ASML HOLDING NV (n/a) - 2.41% | VERIZON COMMUNICATIONS INC. 5.25% (n/a) - 0.81% |
| #10 | ALPHABET INC CLASS C (GOOG) - 2.07% | VERIZON COMMUNICATIONS INC. 4.78% (n/a) - 0.75% |
| #11 | VISA INC CLASS A (V) - 1.98% | n/a (n/a) - 0.72% |
| #12 | TWD CASH (n/a) - 1.62% | MARSH & MCLENNAN COMPANIES, INC. 5% (n/a) - 0.71% |
| #13 | JOHNSON & JOHNSON (JNJ) - 1.55% | MEDTRONIC, INC. 4.375% (n/a) - 0.66% |
| #14 | TWD/USD PURCHASED (n/a) - 1.48% | MERCK & CO., INC 4.95% (n/a) - 0.62% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.47% | CATERPILLAR INC 5.2% (n/a) - 0.62% |
| #16 | WALMART INC (WMT) - 1.32% | ORACLE CORP. 5.5% (n/a) - 0.60% |
| #17 | NETFLIX INC (NFLX) - 1.31% | GLOBAL PAYMENTS INC 5.55% (n/a) - 0.59% |
| #18 | APPLIED MATERIALS INC (AMAT) - 1.29% | TAKEDA US FINANCING INC. 5.2% (n/a) - 0.59% |
| #19 | CISCO SYSTEMS INC (CSCO) - 1.27% | ABBVIE INC. 4.55% (n/a) - 0.58% |
| #20 | COSTCO WHOLESALE CORP (COST) - 1.26% | HCA INC. 5.75% (n/a) - 0.55% |
| #21 | MASTERCARD INC CLASS A (MA) - 1.15% | n/a (n/a) - 0.39% |
| #22 | CATERPILLAR INC (CAT) - 1.14% | WALT DISNEY COMPANY 6.4% (n/a) - 0.38% |
| #23 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.01% | MASTERCARD INCORPORATED 4.55% (n/a) - 0.38% |
| #24 | MERCK & CO INC (MRK) - 0.97% | PLAINS ALL AMERICAN PIPELINE L.P. 5.95% (n/a) - 0.37% |
| #25 | COCA-COLA CO (KO) - 0.97% | ORACLE CORP. 3.9% (n/a) - 0.37% |
| Total Holdings | 552 | 274 |
AQLT vs BSCZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AQLT
+0.93%
BSCZ
+0.38%
3M
Winner
AQLT
+10.43%
BSCZ
+0.95%
6M
Winner
AQLT
+11.45%
BSCZ
+0.90%
1Y
Winner
AQLT
+24.57%
BSCZ
+5.57%
Max(CAGR)
Winner
AQLT
+16.92%
BSCZ
+6.00%
AQLT vs BSCZ - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | AQLT | BSCZ |
|---|---|---|
| 2026 | +10.09% | +0.42% |
| 2025 | +18.13% | +5.67% |
| 2024 | -3.14% | N/A |
AQLT vs BSCZ Drawdown Comparison
The maximum drawdown for AQLT was -16.84%, occurring on Apr 8, 2025. Recovery took 91 trading sessions.
The maximum drawdown for BSCZ was -3.28%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current AQLT drawdown is -1.70%. The current BSCZ drawdown is -1.32%.
| Rank | AQLT | BSCZ |
|---|---|---|
| #1 | -16.84% Feb 13, 2025 - Jun 26, 2025 | -3.28% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -10.68% Feb 25, 2026 - Apr 17, 2026 | -1.63% Oct 27, 2025 - Feb 10, 2026 |
| #3 | -4.69% Oct 28, 2025 - Nov 28, 2025 | -1.37% Jun 30, 2025 - Jul 29, 2025 |
| #4 | -4.17% Dec 12, 2024 - Jan 23, 2025 | -1.15% Sep 15, 2025 - Oct 14, 2025 |
| #5 | -3.98% Jun 2, 2026 - Jun 10, 2026 | -0.72% Aug 13, 2025 - Aug 22, 2025 |
| #6 | -2.82% Oct 8, 2025 - Oct 20, 2025 | -0.61% Aug 28, 2025 - Sep 4, 2025 |
| #7 | -2.82% Jul 25, 2025 - Aug 12, 2025 | -0.57% Jun 12, 2025 - Jun 23, 2025 |
| #8 | -2.25% Jan 29, 2026 - Feb 9, 2026 | -0.41% Aug 4, 2025 - Aug 13, 2025 |
| #9 | -2.25% May 14, 2026 - May 26, 2026 | -0.22% Jul 29, 2025 - Aug 1, 2025 |
| #10 | -2.14% Dec 11, 2025 - Dec 23, 2025 | -0.17% Aug 22, 2025 - Aug 28, 2025 |
| #11 | -1.77% Jan 12, 2026 - Jan 22, 2026 | -0.14% Sep 11, 2025 - Sep 15, 2025 |
| #12 | -1.72% Sep 22, 2025 - Oct 1, 2025 | -0.14% Sep 8, 2025 - Sep 10, 2025 |
| #13 | -1.59% Feb 11, 2026 - Feb 20, 2026 | -0.14% Oct 16, 2025 - Oct 20, 2025 |
| #14 | -1.44% Apr 17, 2026 - Apr 24, 2026 | -0.12% Oct 22, 2025 - Oct 24, 2025 |
| #15 | -1.38% Jan 24, 2025 - Jan 30, 2025 | -0.12% Feb 10, 2026 - Feb 12, 2026 |
Correlation
Correlation between AQLT and BSCZ is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2024 - 2026)
AQLT vs BSCZ dividend yield comparison.
| Year | AQLT | BSCZ |
|---|---|---|
| 2026 | 0.00% | 1.86% |
| 2025 | 1.05% | 2.18% |
| 2024 | 0.02% | 0.00% |
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