BSCS vs IBDR

Comparison between INVESCO BULLETSHARES 2028 CORPORATE BOND ETF (BSCS, ETF) and ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR, ETF).

5-Year PerformanceIBDR has outperformed BSCS, delivering a return of +1.6% compared to +1.2%

BSCS vs IBDR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSCS(ETF)	IBDR(ETF)
Net Assets	$3.50B	$3.50B
Expense Ratio	0.10%	0.10%
Max Drawdown	20.35%	16.31%
Sharpe Ratio	-0.17	0.56
5Y Beta	0.03	0.01
5Y Dividends CAGR	11.31%	8.28%

Net Assets

BSCS

$3.50B

IBDR

$3.50B

Expense Ratio

BSCS

0.10%

IBDR

0.10%

Max Drawdown

BSCS

20.35%

Winner

IBDR

16.31%

Sharpe Ratio

BSCS

-0.17

Winner

IBDR

0.56

5Y Beta

BSCS

0.03

Winner

IBDR

0.01

5Y Dividends CAGR

Winner

BSCS

11.31%

IBDR

8.28%

BSCS vs IBDR - Historical Returns

Returns include dividend reinvestment.

Period	BSCS	IBDR
1 month	+0.42%	+0.37%
3 months	+0.82%	+0.96%
6 months	+0.89%	+1.84%
1 year	+3.66%	+4.21%
5 years(CAGR)	+1.23%	+1.56%
10 years(CAGR)	N/A	+2.99%
Max(CAGR)	+3.71%	+2.99%

Winner

BSCS

+0.42%

IBDR

+0.37%

BSCS

+0.82%

Winner

IBDR

+0.96%

BSCS

+0.89%

Winner

IBDR

+1.84%

BSCS

+3.66%

Winner

IBDR

+4.21%

5Y(CAGR)

BSCS

+1.23%

Winner

IBDR

+1.56%

10Y(CAGR)

BSCS

N/A

IBDR

+2.99%

Max(CAGR)

Winner

BSCS

+3.71%

IBDR

+2.99%

BSCS vs IBDR - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	BSCS	IBDR
2026	+1.36%	+2.19%
2025	+6.93%	+5.03%
2024	+4.31%	+5.25%
2023	+7.23%	+5.78%
2022	-10.92%	-7.96%
2021	-1.72%	-1.68%
2020	+10.08%	+9.14%
2019	+15.10%	+14.17%
2018	-0.39%	-2.45%
2017	N/A	+5.53%
2016	N/A	-3.34%

BSCS vs IBDR Drawdown Comparison

The maximum drawdown for BSCS was -18.40%, occurring on Mar 20, 2020. Recovery took 67 trading sessions.

The maximum drawdown for IBDR was -16.06%, occurring on Mar 20, 2020. Recovery took 62 trading sessions.

Rank	BSCS	IBDR
#1	-18.40% Mar 4, 2020 - Jun 9, 2020	-16.06% Mar 4, 2020 - Jun 2, 2020
#2	-17.63% Aug 2, 2021 - Jun 4, 2025	-13.13% Dec 31, 2020 - Dec 6, 2024
#3	-4.47% Dec 31, 2020 - Aug 2, 2021	-6.23% Sep 26, 2016 - Aug 3, 2017
#4	-2.88% Aug 22, 2018 - Jan 11, 2019	-5.01% Sep 7, 2017 - Jan 31, 2019
#5	-2.52% Aug 28, 2019 - Oct 4, 2019	-2.03% Aug 28, 2019 - Oct 3, 2019
#6	-1.54% Aug 6, 2020 - Nov 18, 2020	-1.19% Oct 31, 2019 - Nov 26, 2019
#7	-1.43% Oct 4, 2019 - Dec 3, 2019	-1.19% Jul 3, 2019 - Aug 1, 2019
#8	-1.11% Jul 3, 2019 - Aug 1, 2019	-0.95% Aug 6, 2020 - Nov 4, 2020
#9	-1.09% Jun 10, 2020 - Jun 15, 2020	-0.86% Oct 3, 2019 - Oct 31, 2019
#10	-1.08% Feb 27, 2026 - May 29, 2026	-0.70% Feb 26, 2019 - Mar 7, 2019
#11	-0.92% Jun 17, 2020 - Jul 2, 2020	-0.67% Jun 16, 2020 - Jul 2, 2020
#12	-0.68% Dec 11, 2019 - Dec 27, 2019	-0.64% Jun 10, 2020 - Jun 15, 2020
#13	-0.63% Mar 27, 2019 - Apr 10, 2019	-0.62% Apr 10, 2019 - Apr 24, 2019
#14	-0.54% Feb 26, 2019 - Mar 7, 2019	-0.61% Aug 3, 2017 - Aug 23, 2017
#15	-0.50% Apr 26, 2019 - May 7, 2019	-0.57% Apr 26, 2019 - May 7, 2019

Correlation

Correlation between BSCS and IBDR is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2016 - 2026)

BSCS vs IBDR dividend yield comparison.

Year	BSCS	IBDR
2026	2.55%	2.34%
2025	4.46%	4.20%
2024	4.54%	4.13%
2023	3.90%	3.41%
2022	2.72%	2.44%
2021	2.13%	2.11%
2020	2.51%	2.61%
2019	3.04%	3.25%
2018	1.42%	3.56%
2017	0.00%	3.22%
2016	0.00%	0.86%