BSCQ vs AOR

Comparison between INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSCQ, ETF) and ISHARES CORE 60/40 BALANCED ALLOCATION ETF (AOR, ETF).

5-Year PerformanceAOR has outperformed BSCQ, delivering a return of +6.9% compared to +1.5%

BSCQ vs AOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSCQ(ETF)	AOR(ETF)
Net Assets	$3.70B	$3.70B
Expense Ratio	0.10%	0.15%
Max Drawdown	16.50%	24.96%
Sharpe Ratio	0.48	1.26
5Y Beta	0.01	0.55
5Y Dividends CAGR	12.02%	13.47%

Net Assets

BSCQ

$3.70B

AOR

$3.70B

Expense Ratio

Winner

BSCQ

0.10%

AOR

0.15%

Max Drawdown

Winner

BSCQ

16.50%

AOR

24.96%

Sharpe Ratio

BSCQ

0.48

Winner

AOR

1.26

5Y Beta

Winner

BSCQ

0.01

AOR

0.55

5Y Dividends CAGR

BSCQ

12.02%

Winner

AOR

13.47%

BSCQ vs AOR - Historical Returns

Returns include dividend reinvestment.

Period	BSCQ	AOR
1 month	+0.30%	+0.64%
3 months	+0.95%	+2.07%
6 months	+1.79%	+5.77%
1 year	+4.16%	+15.84%
5 years(CAGR)	+1.51%	+6.89%
10 years(CAGR)	+2.88%	+8.23%
Max(CAGR)	+2.88%	+8.76%

BSCQ

+0.30%

Winner

AOR

+0.64%

BSCQ

+0.95%

Winner

AOR

+2.07%

BSCQ

+1.79%

Winner

AOR

+5.77%

BSCQ

+4.16%

Winner

AOR

+15.84%

5Y(CAGR)

BSCQ

+1.51%

Winner

AOR

+6.89%

10Y(CAGR)

BSCQ

+2.88%

Winner

AOR

+8.23%

Max(CAGR)

BSCQ

+2.88%

Winner

AOR

+8.76%

BSCQ vs AOR - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	BSCQ	AOR
2026	+2.17%	+8.11%
2025	+4.91%	+16.68%
2024	+5.07%	+11.47%
2023	+5.60%	+14.90%
2022	-7.96%	-15.79%
2021	-1.63%	+11.46%
2020	+9.39%	+10.74%
2019	+13.91%	+18.94%
2018	-2.10%	-6.24%
2017	+5.60%	+15.49%
2016	-4.15%	+7.82%
2015	N/A	-1.02%
2014	N/A	+7.24%
2013	N/A	+14.07%
2012	N/A	+10.41%
2011	N/A	+0.52%
2010	N/A	+9.79%
2009	N/A	+17.43%
2008	N/A	+4.43%

BSCQ vs AOR Drawdown Comparison

The maximum drawdown for BSCQ was -16.50%, occurring on Mar 20, 2020. Recovery took 60 trading sessions.

The maximum drawdown for AOR was -24.44%, occurring on Mar 9, 2009. Recovery took 177 trading sessions.

The current BSCQ drawdown is -0.03%. The current AOR drawdown is -0.24%.

Rank	BSCQ	AOR
#1	-16.50% Mar 4, 2020 - May 29, 2020	-24.44% Nov 28, 2008 - Aug 13, 2009
#2	-13.11% Dec 30, 2020 - Jan 2, 2025	-22.95% Feb 12, 2020 - Aug 5, 2020
#3	-6.05% Sep 30, 2016 - Aug 1, 2017	-21.73% Nov 8, 2021 - Mar 1, 2024
#4	-4.85% Sep 5, 2017 - Jan 31, 2019	-13.45% Nov 13, 2008 - Nov 28, 2008
#5	-2.03% Aug 28, 2019 - Oct 4, 2019	-12.62% Apr 29, 2011 - Feb 3, 2012
#6	-1.28% Oct 4, 2019 - Dec 3, 2019	-12.28% Jan 26, 2018 - Apr 30, 2019
#7	-1.02% Aug 7, 2020 - Nov 6, 2020	-11.29% May 21, 2015 - Jul 27, 2016
#8	-1.01% Jul 3, 2019 - Jul 31, 2019	-9.77% Feb 18, 2025 - May 15, 2025
#9	-0.82% Jun 16, 2020 - Jul 14, 2020	-8.82% Apr 23, 2010 - Oct 5, 2010
#10	-0.71% Aug 3, 2017 - Aug 25, 2017	-6.64% Feb 25, 2026 - Apr 17, 2026
#11	-0.59% Apr 10, 2019 - Apr 24, 2019	-6.24% Apr 2, 2012 - Aug 16, 2012
#12	-0.57% Jun 10, 2020 - Jun 16, 2020	-6.06% Jan 14, 2010 - Mar 16, 2010
#13	-0.55% Jun 24, 2019 - Jun 28, 2019	-5.97% May 21, 2013 - Aug 2, 2013
#14	-0.52% Feb 26, 2019 - Mar 7, 2019	-5.32% Sep 5, 2014 - Nov 21, 2014
#15	-0.48% Feb 11, 2020 - Feb 20, 2020	-5.11% Sep 2, 2020 - Nov 9, 2020

Correlation

Correlation between BSCQ and AOR is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2008 - 2026)

BSCQ vs AOR dividend yield comparison.

Year	BSCQ	AOR
2026	2.35%	1.19%
2025	4.14%	2.54%
2024	4.05%	2.66%
2023	3.54%	2.50%
2022	2.54%	2.12%
2021	1.91%	1.64%
2020	2.42%	1.89%
2019	2.96%	2.56%
2018	3.32%	2.49%
2017	2.92%	4.51%
2016	0.51%	2.16%
2015	0.00%	2.12%
2014	0.00%	2.11%
2013	0.00%	1.92%
2012	0.00%	2.08%
2011	0.00%	2.42%
2010	0.00%	1.84%
2009	0.00%	2.07%
2008	0.00%	0.68%