BSCQ vs HELO
Comparison between INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSCQ, ETF) and JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF).
BSCQ vs HELO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSCQ
$3.90B
Winner
HELO
$4B
Expense Ratio
Winner
BSCQ
0.10%
HELO
0.50%
Max Drawdown
BSCQ
16.50%
Winner
HELO
11.02%
Sharpe Ratio
BSCQ
1.26
Winner
HELO
1.44
5Y Beta
Winner
BSCQ
0.01
HELO
0.47
P/E Ratio
BSCQ
N/A
HELO
28.33
Forward P/E
BSCQ
N/A
HELO
21.00
PEG Ratio
BSCQ
N/A
HELO
0.57
5Y Dividends CAGR
BSCQ
10.64%
HELO
N/A
5Y EPS CAGR
BSCQ
N/A
HELO
25.71%
Debt to Equity
BSCQ
N/A
HELO
-3.93%
P/S Ratio
BSCQ
N/A
HELO
4.08
P/B Ratio
BSCQ
N/A
HELO
5.57
BSCQ vs HELO - Holdings Comparison
BSCQ and HELO have 1 common holdings. Overlap is -3.08%
BSCQ's top 25 holdings weight is 18.11%. HELO's top 25 holdings weight is 57.76%.
| Rank | BSCQ | HELO |
|---|---|---|
| #1 | WELLS FARGO & CO. 3% (n/a) - 1.53% | NVIDIA CORP (NVDA) - 8.52% |
| #2 | BOEING CO. 2.196% (n/a) - 1.20% | APPLE INC (AAPL) - 6.82% |
| #3 | n/a (n/a) - 1.03% | MICROSOFT CORP (MSFT) - 5.62% |
| #4 | n/a (n/a) - 0.99% | AMAZON.COM INC (AMZN) - 5.08% |
| #5 | ABBVIE INC. 2.95% (n/a) - 0.87% | ALPHABET INC CLASS A (GOOGL) - 3.86% |
| #6 | MICROSOFT CORP. 2.4% (n/a) - 0.87% | BROADCOM INC (AVGO) - 3.62% |
| #7 | APPLE INC. 3.25% (n/a) - 0.71% | ALPHABET INC CLASS C (GOOG) - 2.51% |
| #8 | n/a (n/a) - 0.70% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | MORGAN STANLEY 3.875% (n/a) - 0.66% | TESLA INC (TSLA) - 1.68% |
| #10 | MORGAN STANLEY 3.125% (n/a) - 0.66% | EXXON MOBIL CORP (XOM) - 1.48% |
| #11 | ORACLE CORP. 2.65% (n/a) - 0.65% | MICRON TECHNOLOGY INC (MU) - 1.40% |
| #12 | AT&T INC 1.7% (n/a) - 0.65% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.27% |
| #13 | CITIGROUP INC. 3.2% (n/a) - 0.65% | MASTERCARD INC CLASS A (MA) - 1.27% |
| #14 | JPMORGAN CHASE & CO. 2.95% (n/a) - 0.65% | JOHNSON & JOHNSON (JNJ) - 1.17% |
| #15 | n/a (n/a) - 0.61% | LAM RESEARCH CORP (LRCX) - 1.15% |
| #16 | AMAZON.COM, INC. 1% (n/a) - 0.60% | ELI LILLY AND CO (LLY) - 1.10% |
| #17 | GILEAD SCIENCES INC. 3.65% (n/a) - 0.60% | VISA INC CLASS A (V) - 1.04% |
| #18 | GOLDMAN SACHS GROUP, INC. 3.5% (n/a) - 0.60% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.02% |
| #19 | ORACLE CORP. 1.65% (n/a) - 0.60% | ABBVIE INC (ABBV) - 1.02% |
| #20 | JPMORGAN CHASE & CO. 3.3% (n/a) - 0.55% | BANK OF AMERICA CORP (BAC) - 1.00% |
| #21 | BERKSHIRE HATHAWAY INC. 3.125% (n/a) - 0.55% | PEPSICO INC (PEP) - 1.00% |
| #22 | BANK OF AMERICA CORP. 3.5% (n/a) - 0.55% | NEXTERA ENERGY INC (NEE) - 0.97% |
| #23 | EXXON MOBIL CORP. 3.043% (n/a) - 0.55% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.96% |
| #24 | APPLE INC. 0.7% (n/a) - 0.55% | WELLS FARGO & CO (WFC) - 0.93% |
| #25 | WELLS FARGO & CO. 4.1% (n/a) - 0.53% | ORACLE CORP (ORCL) - 0.87% |
| Total Holdings | 426 | 164 |
BSCQ vs HELO - Historical Returns
Returns include dividend reinvestment.
1M
BSCQ
+0.31%
Winner
HELO
+2.64%
3M
BSCQ
+0.91%
Winner
HELO
+1.55%
6M
BSCQ
+1.93%
Winner
HELO
+3.07%
1Y
BSCQ
+4.48%
Winner
HELO
+11.77%
5Y(CAGR)
BSCQ
+1.54%
HELO
N/A
10Y(CAGR)
BSCQ
+2.86%
HELO
N/A
Max(CAGR)
BSCQ
+2.86%
Winner
HELO
+13.09%
BSCQ vs HELO - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | BSCQ | HELO |
|---|---|---|
| 2026 | +1.28% | +1.98% |
| 2025 | +4.91% | +8.10% |
| 2024 | +5.07% | +18.31% |
| 2023 | +5.60% | +6.30% |
| 2022 | -7.96% | N/A |
| 2021 | -1.63% | N/A |
| 2020 | +9.39% | N/A |
| 2019 | +13.91% | N/A |
| 2018 | -2.10% | N/A |
| 2017 | +5.60% | N/A |
| 2016 | -4.15% | N/A |
BSCQ vs HELO Drawdown Comparison
The maximum drawdown for BSCQ was -16.50%, occurring on Mar 20, 2020. Recovery took 60 trading sessions.
The maximum drawdown for HELO was -10.89%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The current HELO drawdown is -0.12%.
| Rank | BSCQ | HELO |
|---|---|---|
| #1 | -16.50% Mar 4, 2020 - May 29, 2020 | -10.89% Feb 19, 2025 - Aug 12, 2025 |
| #2 | -13.11% Dec 30, 2020 - Jan 2, 2025 | -5.76% Feb 9, 2026 - Apr 22, 2026 |
| #3 | -6.05% Sep 30, 2016 - Aug 1, 2017 | -4.16% Jul 16, 2024 - Aug 16, 2024 |
| #4 | -4.85% Sep 5, 2017 - Jan 31, 2019 | -3.60% Oct 17, 2023 - Nov 3, 2023 |
| #5 | -2.03% Aug 28, 2019 - Oct 4, 2019 | -2.93% Mar 28, 2024 - May 6, 2024 |
| #6 | -1.28% Oct 4, 2019 - Dec 3, 2019 | -2.71% Aug 30, 2024 - Sep 19, 2024 |
| #7 | -1.02% Aug 7, 2020 - Nov 6, 2020 | -2.56% Dec 26, 2024 - Jan 23, 2025 |
| #8 | -1.01% Jul 3, 2019 - Jul 31, 2019 | -2.38% Nov 12, 2025 - Nov 25, 2025 |
| #9 | -0.82% Jun 16, 2020 - Jul 14, 2020 | -2.21% Dec 5, 2024 - Dec 26, 2024 |
| #10 | -0.71% Aug 3, 2017 - Aug 25, 2017 | -2.09% Jan 12, 2026 - Jan 27, 2026 |
| #11 | -0.59% Apr 10, 2019 - Apr 24, 2019 | -1.81% Dec 11, 2025 - Dec 22, 2025 |
| #12 | -0.57% Jun 10, 2020 - Jun 16, 2020 | -1.50% Oct 29, 2024 - Nov 6, 2024 |
| #13 | -0.55% Jun 24, 2019 - Jun 28, 2019 | -1.45% Jan 23, 2025 - Feb 19, 2025 |
| #14 | -0.52% Feb 26, 2019 - Mar 7, 2019 | -1.34% Oct 6, 2025 - Oct 20, 2025 |
| #15 | -0.48% Feb 11, 2020 - Feb 20, 2020 | -1.32% Jan 28, 2026 - Feb 9, 2026 |
Correlation
Correlation between BSCQ and HELO is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2016 - 2026)
BSCQ vs HELO dividend yield comparison.
| Year | BSCQ | HELO |
|---|---|---|
| 2026 | 1.35% | 0.10% |
| 2025 | 4.14% | 0.67% |
| 2024 | 4.05% | 0.60% |
| 2023 | 3.53% | 0.19% |
| 2022 | 2.54% | 0.00% |
| 2021 | 1.91% | 0.00% |
| 2020 | 2.42% | 0.00% |
| 2019 | 2.96% | 0.00% |
| 2018 | 3.32% | 0.00% |
| 2017 | 2.92% | 0.00% |
| 2016 | 0.51% | 0.00% |
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