BSCQ vs USRT
Comparison between INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSCQ, ETF) and ISHARES CORE U.S. REIT ETF (USRT, ETF).
5-Year PerformanceUSRT has outperformed BSCQ, delivering a return of +5.1% compared to +1.4%
BSCQ vs USRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSCQ
$3.80B
USRT
$3.80B
Expense Ratio
BSCQ
0.10%
Winner
USRT
0.08%
Max Drawdown
Winner
BSCQ
16.50%
USRT
72.93%
Sharpe Ratio
BSCQ
0.92
Winner
USRT
1.12
5Y Beta
Winner
BSCQ
0.01
USRT
0.53
P/E Ratio
BSCQ
N/A
USRT
35.73
Forward P/E
BSCQ
N/A
USRT
35.24
5Y Dividends CAGR
Winner
BSCQ
12.72%
USRT
5.36%
5Y EPS CAGR
BSCQ
N/A
USRT
8.73%
Debt to Equity
BSCQ
N/A
USRT
41.28%
P/S Ratio
BSCQ
N/A
USRT
7.15
P/B Ratio
BSCQ
N/A
USRT
2.40
BSCQ vs USRT - Holdings Comparison
BSCQ and USRT have 1 common holdings. Overlap is 0.00%
BSCQ's top 25 holdings weight is 18.11%. USRT's top 25 holdings weight is 70.28%.
| Rank | BSCQ | USRT |
|---|---|---|
| #1 | WELLS FARGO & CO. 3% (n/a) - 1.53% | WELLTOWER INC (WELL) - 8.15% |
| #2 | BOEING CO. 2.196% (n/a) - 1.20% | PROLOGIS INC (PLD) - 7.62% |
| #3 | n/a (n/a) - 1.03% | EQUINIX INC (EQIX) - 6.33% |
| #4 | n/a (n/a) - 0.99% | SIMON PROPERTY GROUP INC (SPG) - 4.35% |
| #5 | ABBVIE INC. 2.95% (n/a) - 0.87% | DIGITAL REALTY TRUST INC (DLR) - 4.20% |
| #6 | MICROSOFT CORP. 2.4% (n/a) - 0.87% | REALTY INCOME CORP (O) - 3.98% |
| #7 | APPLE INC. 3.25% (n/a) - 0.71% | PUBLIC STORAGE (PSA) - 3.94% |
| #8 | n/a (n/a) - 0.70% | VENTAS INC (VTR) - 3.51% |
| #9 | MORGAN STANLEY 3.875% (n/a) - 0.66% | IRON MOUNTAIN INC (IRM) - 3.15% |
| #10 | MORGAN STANLEY 3.125% (n/a) - 0.66% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.63% |
| #11 | ORACLE CORP. 2.65% (n/a) - 0.65% | EXTRA SPACE STORAGE INC (EXR) - 2.57% |
| #12 | AT&T INC 1.7% (n/a) - 0.65% | AVALONBAY COMMUNITIES INC (AVB) - 2.24% |
| #13 | CITIGROUP INC. 3.2% (n/a) - 0.65% | EQUITY RESIDENTIAL (EQR) - 2.13% |
| #14 | JPMORGAN CHASE & CO. 2.95% (n/a) - 0.65% | INVITATION HOMES INC (INVH) - 1.52% |
| #15 | n/a (n/a) - 0.61% | ESSEX PROPERTY TRUST INC (ESS) - 1.50% |
| #16 | AMAZON.COM, INC. 1% (n/a) - 0.60% | W.P. CAREY INC (WPC) - 1.37% |
| #17 | GILEAD SCIENCES INC. 3.65% (n/a) - 0.60% | KIMCO REALTY CORP (KIM) - 1.37% |
| #18 | GOLDMAN SACHS GROUP, INC. 3.5% (n/a) - 0.60% | SUN COMMUNITIES INC (SUI) - 1.33% |
| #19 | ORACLE CORP. 1.65% (n/a) - 0.60% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.30% |
| #20 | JPMORGAN CHASE & CO. 3.3% (n/a) - 0.55% | HOST HOTELS & RESORTS INC (HST) - 1.30% |
| #21 | BERKSHIRE HATHAWAY INC. 3.125% (n/a) - 0.55% | REGENCY CENTERS CORP (REG) - 1.21% |
| #22 | BANK OF AMERICA CORP. 3.5% (n/a) - 0.55% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.20% |
| #23 | EXXON MOBIL CORP. 3.043% (n/a) - 0.55% | HEALTHPEAK PROPERTIES INC (DOC) - 1.16% |
| #24 | APPLE INC. 0.7% (n/a) - 0.55% | LAMAR ADVERTISING CO CLASS A (LAMR) - 1.12% |
| #25 | WELLS FARGO & CO. 4.1% (n/a) - 0.53% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.10% |
| Total Holdings | 426 | 131 |
BSCQ vs USRT - Historical Returns
Returns include dividend reinvestment.
1M
BSCQ
+0.31%
Winner
USRT
+2.56%
3M
BSCQ
+1.03%
Winner
USRT
+9.73%
6M
BSCQ
+1.82%
Winner
USRT
+17.96%
1Y
BSCQ
+4.39%
Winner
USRT
+19.34%
5Y(CAGR)
BSCQ
+1.43%
Winner
USRT
+5.07%
10Y(CAGR)
BSCQ
+2.87%
Winner
USRT
+6.62%
Max(CAGR)
BSCQ
+2.87%
Winner
USRT
+5.51%
BSCQ vs USRT - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | BSCQ | USRT |
|---|---|---|
| 2026 | +1.60% | +17.56% |
| 2025 | +4.91% | +3.39% |
| 2024 | +5.07% | +7.56% |
| 2023 | +5.60% | +14.00% |
| 2022 | -7.96% | -24.01% |
| 2021 | -1.63% | +48.36% |
| 2020 | +9.39% | -6.52% |
| 2019 | +13.91% | +28.98% |
| 2018 | -2.10% | -4.39% |
| 2017 | +5.60% | +4.73% |
| 2016 | -4.15% | +9.79% |
| 2015 | N/A | +3.17% |
| 2014 | N/A | +29.43% |
| 2013 | N/A | -2.53% |
| 2012 | N/A | +16.51% |
| 2011 | N/A | +7.48% |
| 2010 | N/A | +27.25% |
| 2009 | N/A | +30.21% |
| 2008 | N/A | -37.20% |
| 2007 | N/A | -18.58% |
BSCQ vs USRT Drawdown Comparison
The maximum drawdown for BSCQ was -16.50%, occurring on Mar 20, 2020. Recovery took 60 trading sessions.
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The current BSCQ drawdown is -0.03%.
| Rank | BSCQ | USRT |
|---|---|---|
| #1 | -16.50% Mar 4, 2020 - May 29, 2020 | -69.91% May 11, 2007 - May 1, 2012 |
| #2 | -13.11% Dec 30, 2020 - Jan 2, 2025 | -44.38% Feb 21, 2020 - Apr 21, 2021 |
| #3 | -6.05% Sep 30, 2016 - Aug 1, 2017 | -31.00% Dec 31, 2021 - Sep 16, 2024 |
| #4 | -4.85% Sep 5, 2017 - Jan 31, 2019 | -18.70% Nov 27, 2024 - Feb 6, 2026 |
| #5 | -2.03% Aug 28, 2019 - Oct 4, 2019 | -18.52% May 21, 2013 - Jul 18, 2014 |
| #6 | -1.28% Oct 4, 2019 - Dec 3, 2019 | -15.79% Jan 26, 2015 - Mar 29, 2016 |
| #7 | -1.02% Aug 7, 2020 - Nov 6, 2020 | -14.95% Aug 1, 2016 - Jul 6, 2018 |
| #8 | -1.01% Jul 3, 2019 - Jul 31, 2019 | -13.10% Dec 6, 2018 - Jan 30, 2019 |
| #9 | -0.82% Jun 16, 2020 - Jul 14, 2020 | -9.02% Sep 14, 2012 - Jan 15, 2013 |
| #10 | -0.71% Aug 3, 2017 - Aug 25, 2017 | -8.19% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -0.59% Apr 10, 2019 - Apr 24, 2019 | -8.04% Mar 2, 2026 - Apr 16, 2026 |
| #12 | -0.57% Jun 10, 2020 - Jun 16, 2020 | -7.40% May 1, 2012 - Jun 29, 2012 |
| #13 | -0.55% Jun 24, 2019 - Jun 28, 2019 | -7.23% Sep 2, 2021 - Oct 26, 2021 |
| #14 | -0.52% Feb 26, 2019 - Mar 7, 2019 | -6.81% Sep 5, 2014 - Oct 23, 2014 |
| #15 | -0.48% Feb 11, 2020 - Feb 20, 2020 | -6.13% Oct 23, 2019 - Jan 21, 2020 |
Correlation
Correlation between BSCQ and USRT is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2007 - 2026)
BSCQ vs USRT dividend yield comparison.
| Year | BSCQ | USRT |
|---|---|---|
| 2026 | 1.69% | 0.32% |
| 2025 | 4.14% | 3.07% |
| 2024 | 4.05% | 2.85% |
| 2023 | 3.54% | 3.18% |
| 2022 | 2.54% | 3.46% |
| 2021 | 1.91% | 2.27% |
| 2020 | 2.42% | 3.12% |
| 2019 | 2.96% | 3.34% |
| 2018 | 3.32% | 5.66% |
| 2017 | 2.92% | 3.43% |
| 2016 | 0.51% | 3.98% |
| 2015 | 0.00% | 3.59% |
| 2014 | 0.00% | 3.46% |
| 2013 | 0.00% | 3.84% |
| 2012 | 0.00% | 3.48% |
| 2011 | 0.00% | 3.95% |
| 2010 | 0.00% | 3.56% |
| 2009 | 0.00% | 3.52% |
| 2008 | 0.00% | 9.54% |
| 2007 | 0.00% | 3.51% |
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