BSCA vs LFAO
Comparison between Invesco BulletShares 2036 Corporate Bond ETF (BSCA, ETF) and LifeX 2055 Longevity Income ETF (LFAO, ETF).
BSCA vs LFAO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BSCA vs LFAO - Holdings Comparison
BSCA and LFAO have 1 common holdings. Overlap is 0.00%
BSCA's top 25 holdings weight is 34.31%. LFAO's top 25 holdings weight is 100.00%.
| Rank | BSCA | LFAO |
|---|---|---|
| #1 | META PLATFORMS INC 5.25% (n/a) - 2.81% | UNITED STATES TREASURY BONDS 2.38% (n/a) - 20.95% |
| #2 | AMAZON.COM, INC. 4.875% (n/a) - 2.78% | UNITED STATES TREASURY BONDS 4.5% (n/a) - 19.90% |
| #3 | n/a (n/a) - 2.45% | UNITED STATES TREASURY BONDS 4.63% (n/a) - 16.91% |
| #4 | ORACLE CORP. 5.7% (n/a) - 2.25% | UNITED STATES TREASURY BONDS 4.75% (n/a) - 10.75% |
| #5 | SALESFORCE INC. 5.55% (n/a) - 2.09% | UNITED STATES TREASURY NOTES 4.25% (n/a) - 3.53% |
| #6 | ALPHABET INC. 4.8% (n/a) - 1.97% | UNITED STATES TREASURY NOTES 3.88% (n/a) - 3.36% |
| #7 | NVIDIA CORP. 4.95% (n/a) - 1.74% | UNITED STATES TREASURY NOTES 2.75% (n/a) - 3.31% |
| #8 | ABBOTT LABORATORIES 4.65% (n/a) - 1.71% | UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.18% |
| #9 | HOME DEPOT INC. 5.875% (n/a) - 1.52% | UNITED STATES TREASURY NOTES 3.13% (n/a) - 3.15% |
| #10 | NOVARTIS CAPITAL CORPORATION 4.9% (n/a) - 1.17% | UNITED STATES TREASURY NOTES 3.75% (n/a) - 3.08% |
| #11 | INTEL CORPORATION 5.3% (n/a) - 1.16% | UNITED STATES TREASURY NOTES 3.63% (n/a) - 2.95% |
| #12 | n/a (n/a) - 1.07% | UNITED STATES TREASURY BONDS 4.13% (n/a) - 2.07% |
| #13 | TELEFONICA EMISIONES S.A.U. 7.045% (n/a) - 1.02% | UNITED STATES TREASURY NOTES 1.25% (n/a) - 1.36% |
| #14 | HSBC HOLDINGS PLC 6.5% (n/a) - 1.00% | OTHER ASSETS AND LIABILITIES (n/a) - 1.24% |
| #15 | OCCIDENTAL PETROLEUM CORP. 6.45% (n/a) - 0.99% | UNITED STATES TREASURY BONDS 5% (n/a) - 1.03% |
| #16 | VERIZON COMMUNICATIONS INC. 5% (n/a) - 0.98% | UNITED STATES TREASURY NOTES 3.38% (n/a) - 0.99% |
| #17 | BROADCOM INC 4.8% (n/a) - 0.97% | UNITED STATES TREASURY NOTES 4% (n/a) - 0.78% |
| #18 | EATON CORP. 4.8% (n/a) - 0.90% | UNITED STATES TREASURY NOTES 4.13% (n/a) - 0.71% |
| #19 | AMGEN INC. 4.85% (n/a) - 0.90% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.25% |
| #20 | MICROSOFT CORP. 3.45% (n/a) - 0.82% | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.25% |
| #21 | ABBVIE INC. 4.75% (n/a) - 0.82% | UNITED STATES TREASURY NOTES 4.5% (n/a) - 0.25% |
| #22 | ABBOTT LABORATORIES 4.75% (n/a) - 0.82% | N/A |
| #23 | AMPHENOL CORPORATION 4.625% (n/a) - 0.81% | N/A |
| #24 | BERKSHIRE HATHAWAY ENERGY COMPANY 6.125% (n/a) - 0.80% | N/A |
| #25 | ENTERPRISE PRODUCTS OPERATING LLC 5.2% (n/a) - 0.76% | N/A |
| Total Holdings | 188 | 21 |
BSCA vs LFAO - Historical Returns
Returns include dividend reinvestment.
BSCA vs LFAO - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | BSCA | LFAO |
|---|---|---|
| 2026 | -0.49% | -1.27% |
| 2025 | N/A | +5.58% |
| 2024 | N/A | -8.36% |
BSCA vs LFAO Drawdown Comparison
The maximum drawdown for BSCA was -1.89%, occurring on Jul 13, 2026. This drawdown has not yet recovered.
The maximum drawdown for LFAO was -10.12%, occurring on Jan 14, 2025. Recovery took 363 trading sessions.
The current BSCA drawdown is -1.89%. The current LFAO drawdown is -4.61%.
| Rank | BSCA | LFAO |
|---|---|---|
| #1 | -1.89% Jun 29, 2026 - Jul 13, 2026 | -10.12% Sep 16, 2024 - Feb 27, 2026 |
| #2 | -0.52% Jun 16, 2026 - Jun 24, 2026 | -5.86% Feb 27, 2026 - May 19, 2026 |
| #3 | -0.12% Jun 11, 2026 - Jun 15, 2026 | N/A |
Correlation
Correlation between BSCA and LFAO is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2024 - 2026)
BSCA vs LFAO dividend yield comparison.
| Year | BSCA | LFAO |
|---|---|---|
| 2026 | 0.61% | 3.64% |
| 2025 | 0.00% | 14.33% |
| 2024 | 0.00% | 1.64% |
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