BSCR vs CGMS

Comparison between INVESCO BULLETSHARES 2027 CORPORATE BOND ETF (BSCR, ETF) and CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF SHARE CLASS (CGMS, ETF).

BSCR vs CGMS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSCR(ETF)	CGMS(ETF)
Net Assets	$4.60B	$4.70B
Expense Ratio	0.10%	0.39%
Max Drawdown	18.12%	6.62%
Sharpe Ratio	0.88	1.20
5Y Beta	0.02	0.14
5Y Dividends CAGR	10.57%	N/A

Net Assets

BSCR

$4.60B

Winner

CGMS

$4.70B

Expense Ratio

Winner

BSCR

0.10%

CGMS

0.39%

Max Drawdown

BSCR

18.12%

Winner

CGMS

6.62%

Sharpe Ratio

BSCR

0.88

Winner

CGMS

1.20

5Y Beta

Winner

BSCR

0.02

CGMS

0.14

5Y Dividends CAGR

BSCR

10.57%

CGMS

N/A

BSCR vs CGMS - Historical Returns

Returns include dividend reinvestment.

Period	BSCR	CGMS
1 month	+0.29%	+0.15%
3 months	+0.50%	+0.25%
6 months	+1.74%	+2.05%
1 year	+4.80%	+7.59%
5 years(CAGR)	+1.51%	N/A
10 years(CAGR)	+3.14%	N/A
Max(CAGR)	+3.14%	+8.50%

Winner

BSCR

+0.29%

CGMS

+0.15%

Winner

BSCR

+0.50%

CGMS

+0.25%

BSCR

+1.74%

Winner

CGMS

+2.05%

BSCR

+4.80%

Winner

CGMS

+7.59%

5Y(CAGR)

BSCR

+1.51%

CGMS

N/A

10Y(CAGR)

BSCR

+3.14%

CGMS

N/A

Max(CAGR)

BSCR

+3.14%

Winner

CGMS

+8.50%

BSCR vs CGMS - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	BSCR	CGMS
2026	+0.95%	+1.16%
2025	+5.76%	+7.67%
2024	+4.98%	+7.83%
2023	+6.21%	+11.26%
2022	-9.13%	+2.61%
2021	-1.72%	N/A
2020	+9.53%	N/A
2019	+14.70%	N/A
2018	-2.60%	N/A
2017	+0.81%	N/A

BSCR vs CGMS Drawdown Comparison

The maximum drawdown for BSCR was -17.26%, occurring on Mar 20, 2020. Recovery took 62 trading sessions.

The maximum drawdown for CGMS was -4.08%, occurring on Apr 8, 2025. Recovery took 66 trading sessions.

The current BSCR drawdown is -0.05%. The current CGMS drawdown is -0.36%.

Rank	BSCR	CGMS
#1	-17.26% Mar 4, 2020 - Jun 2, 2020	-4.08% Feb 28, 2025 - Jun 4, 2025
#2	-14.89% Dec 30, 2020 - Feb 28, 2025	-3.79% Feb 2, 2023 - Jul 12, 2023
#3	-5.12% Dec 13, 2017 - Jan 31, 2019	-3.63% Jul 13, 2023 - Nov 14, 2023
#4	-2.30% Sep 3, 2019 - Nov 26, 2019	-2.47% Feb 19, 2026 - Apr 14, 2026
#5	-1.41% Aug 6, 2020 - Nov 18, 2020	-2.35% Dec 13, 2022 - Jan 6, 2023
#6	-1.09% Jul 3, 2019 - Aug 1, 2019	-1.92% Mar 27, 2024 - May 6, 2024
#7	-0.94% Jun 16, 2020 - Jul 6, 2020	-1.62% Feb 1, 2024 - Mar 20, 2024
#8	-0.85% Oct 13, 2017 - Nov 22, 2017	-1.61% Dec 10, 2024 - Jan 27, 2025
#9	-0.81% Apr 3, 2025 - Apr 25, 2025	-1.61% Oct 1, 2024 - Nov 29, 2024
#10	-0.72% Jun 10, 2020 - Jun 15, 2020	-1.39% Dec 27, 2023 - Jan 12, 2024
#11	-0.63% Mar 28, 2019 - Apr 24, 2019	-1.26% Oct 28, 2022 - Nov 10, 2022
#12	-0.54% Nov 30, 2020 - Dec 15, 2020	-1.09% Oct 28, 2025 - Nov 26, 2025
#13	-0.48% Dec 11, 2019 - Dec 27, 2019	-0.84% Jul 23, 2024 - Jul 31, 2024
#14	-0.45% Nov 26, 2019 - Dec 3, 2019	-0.81% May 15, 2024 - Jun 3, 2024
#15	-0.45% Feb 3, 2020 - Feb 10, 2020	-0.79% Sep 15, 2025 - Oct 15, 2025