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BSCR vs NEAR

Comparison between INVESCO BULLETSHARES 2027 CORPORATE BOND ETF (BSCR, ETF) and ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF).

5-Year PerformanceNEAR has outperformed BSCR, delivering a return of +3.9% compared to +1.4%

BSCR vs NEAR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BSCR
$4.60B
NEAR
$4.60B
Expense Ratio
Winner
BSCR
0.10%
NEAR
0.25%
Max Drawdown
BSCR
18.12%
Winner
NEAR
9.68%
Sharpe Ratio
Winner
BSCR
0.58
NEAR
0.07
5Y Beta
BSCR
0.02
Winner
NEAR
0.01
5Y Dividends CAGR
BSCR
11.43%
Winner
NEAR
33.34%

BSCR vs NEAR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BSCR
+0.25%
NEAR
+0.21%
3M
Winner
BSCR
+1.04%
NEAR
+0.74%
6M
Winner
BSCR
+1.57%
NEAR
+0.97%
1Y
Winner
BSCR
+4.25%
NEAR
+3.77%
5Y(CAGR)
BSCR
+1.45%
Winner
NEAR
+3.86%
10Y(CAGR)
Winner
BSCR
+3.15%
NEAR
+2.84%
Max(CAGR)
Winner
BSCR
+3.15%
NEAR
+2.42%

BSCR vs NEAR - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearBSCRNEAR
2026+1.34%+0.70%
2025+5.76%+5.96%
2024+4.98%+5.16%
2023+6.21%+7.44%
2022-9.13%+0.43%
2021-1.72%+0.34%
2020+9.53%+1.39%
2019+14.70%+3.53%
2018-2.60%+1.67%
2017+0.81%+1.43%
2016N/A+1.58%
2015N/A+0.85%
2014N/A+0.59%
2013N/A+0.35%

BSCR vs NEAR Drawdown Comparison

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

The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.

The current BSCR drawdown is -0.08%. The current NEAR drawdown is -0.14%.

RankBSCRNEAR
#1-17.26%
Mar 4, 2020 - Jun 2, 2020
-9.61%
Mar 5, 2020 - Jul 24, 2020
#2-14.89%
Dec 30, 2020 - Feb 28, 2025
-1.32%
Oct 5, 2021 - Dec 19, 2022
#3-5.12%
Dec 13, 2017 - Jan 31, 2019
-1.16%
Apr 3, 2025 - Apr 29, 2025
#4-2.30%
Sep 3, 2019 - Nov 26, 2019
-1.13%
Feb 27, 2026 - Jun 15, 2026
#5-1.41%
Aug 6, 2020 - Nov 18, 2020
-0.76%
Sep 24, 2024 - Dec 4, 2024
#6-1.09%
Jul 3, 2019 - Aug 1, 2019
-0.61%
Apr 30, 2025 - Jun 11, 2025
#7-0.94%
Jun 16, 2020 - Jul 6, 2020
-0.58%
Mar 27, 2024 - May 3, 2024
#8-0.85%
Oct 13, 2017 - Nov 22, 2017
-0.56%
Feb 1, 2024 - Mar 7, 2024
#9-0.81%
Apr 3, 2025 - Apr 25, 2025
-0.46%
Mar 8, 2024 - Mar 27, 2024
#10-0.72%
Jun 10, 2020 - Jun 15, 2020
-0.46%
Dec 6, 2024 - Jan 8, 2025
#11-0.63%
Mar 28, 2019 - Apr 24, 2019
-0.34%
Oct 15, 2014 - Feb 25, 2015
#12-0.54%
Nov 30, 2020 - Dec 15, 2020
-0.30%
Nov 3, 2023 - Nov 14, 2023
#13-0.48%
Dec 11, 2019 - Dec 27, 2019
-0.29%
May 15, 2024 - Jun 3, 2024
#14-0.45%
Nov 26, 2019 - Dec 3, 2019
-0.26%
Jun 16, 2026 - Jun 17, 2026
#15-0.45%
Feb 3, 2020 - Feb 10, 2020
-0.25%
Dec 7, 2023 - Dec 13, 2023

Correlation

Correlation between BSCR and NEAR is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (2013 - 2026)

BSCR vs NEAR dividend yield comparison.

YearBSCRNEAR
20262.10%1.76%
20254.26%4.54%
20244.27%5.00%
20233.74%4.59%
20222.65%1.78%
20212.12%0.76%
20202.46%1.53%
20193.11%2.69%
20183.35%2.25%
20170.78%1.52%
20160.00%1.07%
20150.00%0.85%
20140.00%0.85%
20130.00%0.15%

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