BSCR vs HELO
Comparison between INVESCO BULLETSHARES 2027 CORPORATE BOND ETF (BSCR, ETF) and JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF).
BSCR vs HELO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSCR
$4.60B
HELO
$4.60B
Expense Ratio
Winner
BSCR
0.10%
HELO
0.50%
Max Drawdown
BSCR
18.12%
Winner
HELO
11.02%
Sharpe Ratio
BSCR
0.13
Winner
HELO
0.79
5Y Beta
Winner
BSCR
0.02
HELO
0.47
P/E Ratio
BSCR
N/A
HELO
25.09
Forward P/E
BSCR
N/A
HELO
19.92
PEG Ratio
BSCR
N/A
HELO
0.27
5Y Dividends CAGR
BSCR
11.68%
HELO
N/A
5Y EPS CAGR
BSCR
N/A
HELO
27.86%
Debt to Equity
BSCR
N/A
HELO
10.06%
P/S Ratio
BSCR
N/A
HELO
4.00
P/B Ratio
BSCR
N/A
HELO
5.53
BSCR vs HELO - Historical Returns
Returns include dividend reinvestment.
1M
BSCR
+0.41%
Winner
HELO
+1.85%
3M
BSCR
+1.04%
Winner
HELO
+2.63%
6M
BSCR
+1.55%
Winner
HELO
+3.83%
1Y
BSCR
+4.11%
Winner
HELO
+9.61%
5Y(CAGR)
BSCR
+1.45%
HELO
N/A
10Y(CAGR)
BSCR
+3.17%
HELO
N/A
Max(CAGR)
BSCR
+3.17%
Winner
HELO
+12.81%
BSCR vs HELO - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | BSCR | HELO |
|---|---|---|
| 2026 | +2.09% | +4.75% |
| 2025 | +5.76% | +8.10% |
| 2024 | +4.98% | +18.31% |
| 2023 | +6.21% | +6.30% |
| 2022 | -9.13% | N/A |
| 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 HELO Drawdown Comparison
The maximum drawdown for BSCR was -17.26%, occurring on Mar 20, 2020. Recovery took 62 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 -1.05%.
| Rank | BSCR | HELO |
|---|---|---|
| #1 | -17.26% Mar 4, 2020 - Jun 2, 2020 | -10.89% Feb 19, 2025 - Aug 12, 2025 |
| #2 | -14.89% Dec 30, 2020 - Feb 28, 2025 | -5.76% Feb 9, 2026 - Apr 22, 2026 |
| #3 | -5.12% Dec 13, 2017 - Jan 31, 2019 | -4.16% Jul 16, 2024 - Aug 16, 2024 |
| #4 | -2.30% Sep 3, 2019 - Nov 26, 2019 | -3.60% Oct 17, 2023 - Nov 3, 2023 |
| #5 | -1.41% Aug 6, 2020 - Nov 18, 2020 | -2.93% Mar 28, 2024 - May 6, 2024 |
| #6 | -1.09% Jul 3, 2019 - Aug 1, 2019 | -2.71% Aug 30, 2024 - Sep 19, 2024 |
| #7 | -0.94% Jun 16, 2020 - Jul 6, 2020 | -2.56% Dec 26, 2024 - Jan 23, 2025 |
| #8 | -0.85% Oct 13, 2017 - Nov 22, 2017 | -2.38% Nov 12, 2025 - Nov 25, 2025 |
| #9 | -0.81% Apr 3, 2025 - Apr 25, 2025 | -2.21% Dec 5, 2024 - Dec 26, 2024 |
| #10 | -0.72% Jun 10, 2020 - Jun 15, 2020 | -2.09% Jan 12, 2026 - Jan 27, 2026 |
| #11 | -0.63% Mar 28, 2019 - Apr 24, 2019 | -1.89% Jul 15, 2026 - Jul 31, 2026 |
| #12 | -0.54% Nov 30, 2020 - Dec 15, 2020 | -1.81% Dec 11, 2025 - Dec 22, 2025 |
| #13 | -0.48% Dec 11, 2019 - Dec 27, 2019 | -1.72% Jun 1, 2026 - Jul 6, 2026 |
| #14 | -0.45% Nov 26, 2019 - Dec 3, 2019 | -1.50% Oct 29, 2024 - Nov 6, 2024 |
| #15 | -0.45% Feb 3, 2020 - Feb 10, 2020 | -1.45% Jan 23, 2025 - Feb 19, 2025 |
Correlation
Correlation between BSCR and HELO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2017 - 2026)
BSCR vs HELO dividend yield comparison.
| Year | BSCR | HELO |
|---|---|---|
| 2026 | 2.45% | 0.25% |
| 2025 | 4.26% | 0.67% |
| 2024 | 4.27% | 0.60% |
| 2023 | 3.74% | 0.19% |
| 2022 | 2.65% | 0.00% |
| 2021 | 2.12% | 0.00% |
| 2020 | 2.46% | 0.00% |
| 2019 | 3.11% | 0.00% |
| 2018 | 3.35% | 0.00% |
| 2017 | 0.78% | 0.00% |
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