BSCQ vs CSQ
Comparison between INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSCQ, ETF) and Calamos Strategic Total Return Fund (CSQ, ETF).
5-Year PerformanceCSQ has outperformed BSCQ, delivering a return of +10.7% compared to +1.5%
BSCQ vs CSQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSCQ
$3.70B
CSQ
$3.70B
Expense Ratio
BSCQ
0.10%
CSQ
N/A
Max Drawdown
Winner
BSCQ
16.50%
CSQ
72.74%
Sharpe Ratio
BSCQ
0.57
Winner
CSQ
1.16
5Y Beta
Winner
BSCQ
0.01
CSQ
1.04
5Y Dividends CAGR
Winner
BSCQ
12.02%
CSQ
4.89%
BSCQ vs CSQ - Historical Returns
Returns include dividend reinvestment.
1M
BSCQ
+0.41%
Winner
CSQ
+2.57%
3M
BSCQ
+0.98%
Winner
CSQ
+6.20%
6M
BSCQ
+1.84%
Winner
CSQ
+13.47%
1Y
BSCQ
+4.16%
Winner
CSQ
+23.17%
5Y(CAGR)
BSCQ
+1.52%
Winner
CSQ
+10.66%
10Y(CAGR)
BSCQ
+2.89%
Winner
CSQ
+16.11%
Max(CAGR)
BSCQ
+2.89%
Winner
CSQ
+10.25%
BSCQ vs CSQ - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | BSCQ | CSQ |
|---|---|---|
| 2026 | +2.22% | +13.47% |
| 2025 | +4.91% | +17.22% |
| 2024 | +5.07% | +29.40% |
| 2023 | +5.60% | +22.44% |
| 2022 | -7.96% | -24.06% |
| 2021 | -1.63% | +34.84% |
| 2020 | +9.39% | +25.88% |
| 2019 | +13.91% | +38.06% |
| 2018 | -2.10% | -4.03% |
| 2017 | +5.60% | +25.28% |
| 2016 | -4.15% | +16.51% |
| 2015 | N/A | -4.73% |
| 2014 | N/A | +14.95% |
| 2013 | N/A | +18.27% |
| 2012 | N/A | +26.53% |
| 2011 | N/A | -4.16% |
| 2010 | N/A | +12.12% |
| 2009 | N/A | +48.27% |
| 2008 | N/A | -48.59% |
| 2007 | N/A | -2.22% |
| 2006 | N/A | +23.71% |
| 2005 | N/A | +3.84% |
| 2004 | N/A | -3.64% |
BSCQ vs CSQ Drawdown Comparison
The maximum drawdown for BSCQ was -16.50%, occurring on Mar 20, 2020. Recovery took 60 trading sessions.
The maximum drawdown for CSQ was -67.02%, occurring on Nov 20, 2008. Recovery took 1214 trading sessions.
| Rank | BSCQ | CSQ |
|---|---|---|
| #1 | -16.50% Mar 4, 2020 - May 29, 2020 | -67.02% May 22, 2007 - Mar 15, 2012 |
| #2 | -13.11% Dec 30, 2020 - Jan 2, 2025 | -48.11% Feb 20, 2020 - Aug 12, 2020 |
| #3 | -6.05% Sep 30, 2016 - Aug 1, 2017 | -33.06% Dec 30, 2021 - Mar 20, 2024 |
| #4 | -4.85% Sep 5, 2017 - Jan 31, 2019 | -29.03% Sep 24, 2018 - Apr 29, 2019 |
| #5 | -2.03% Aug 28, 2019 - Oct 4, 2019 | -24.60% May 18, 2015 - Jul 15, 2016 |
| #6 | -1.28% Oct 4, 2019 - Dec 3, 2019 | -24.18% Jan 23, 2025 - Jun 26, 2025 |
| #7 | -1.02% Aug 7, 2020 - Nov 6, 2020 | -17.11% Apr 1, 2004 - Jul 8, 2005 |
| #8 | -1.01% Jul 3, 2019 - Jul 31, 2019 | -15.25% Jan 12, 2026 - Apr 20, 2026 |
| #9 | -0.82% Jun 16, 2020 - Jul 14, 2020 | -14.59% Aug 27, 2014 - Nov 14, 2014 |
| #10 | -0.71% Aug 3, 2017 - Aug 25, 2017 | -12.20% Oct 17, 2012 - Jan 7, 2013 |
| #11 | -0.59% Apr 10, 2019 - Apr 24, 2019 | -10.85% Jan 26, 2018 - Jun 1, 2018 |
| #12 | -0.57% Jun 10, 2020 - Jun 16, 2020 | -9.91% Sep 2, 2020 - Nov 10, 2020 |
| #13 | -0.55% Jun 24, 2019 - Jun 28, 2019 | -9.90% May 17, 2013 - Oct 25, 2013 |
| #14 | -0.52% Feb 26, 2019 - Mar 7, 2019 | -9.75% Jul 10, 2024 - Sep 23, 2024 |
| #15 | -0.48% Feb 11, 2020 - Feb 20, 2020 | -9.53% Apr 15, 2021 - Jun 29, 2021 |
Correlation
Correlation between BSCQ and CSQ is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2004 - 2026)
BSCQ vs CSQ dividend yield comparison.
| Year | BSCQ | CSQ |
|---|---|---|
| 2026 | 2.35% | 3.58% |
| 2025 | 4.14% | 6.51% |
| 2024 | 4.05% | 6.95% |
| 2023 | 3.54% | 8.27% |
| 2022 | 2.54% | 9.17% |
| 2021 | 1.91% | 6.38% |
| 2020 | 2.42% | 7.03% |
| 2019 | 2.96% | 7.14% |
| 2018 | 3.32% | 9.35% |
| 2017 | 2.92% | 8.20% |
| 2016 | 0.51% | 9.64% |
| 2015 | 0.00% | 10.00% |
| 2014 | 0.00% | 8.44% |
| 2013 | 0.00% | 7.71% |
| 2012 | 0.00% | 8.56% |
| 2011 | 0.00% | 7.54% |
| 2010 | 0.00% | 6.80% |
| 2009 | 0.00% | 8.93% |
| 2008 | 0.00% | 18.36% |
| 2007 | 0.00% | 8.71% |
| 2006 | 0.00% | 7.48% |
| 2005 | 0.00% | 7.66% |
| 2004 | 0.00% | 4.28% |
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