BSCS vs IWX

Comparison between INVESCO BULLETSHARES 2028 CORPORATE BOND ETF (BSCS, ETF) and ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF).

5-Year PerformanceIWX has outperformed BSCS, delivering a return of +11.5% compared to +1.3%

BSCS vs IWX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSCS(ETF)	IWX(ETF)
Net Assets	$3.50B	$3.50B
Expense Ratio	0.10%	0.20%
Max Drawdown	20.35%	35.76%
Sharpe Ratio	0.47	2.16
5Y Beta	0.03	0.68
P/E Ratio	N/A	22.95
Forward P/E	N/A	17.72
PEG Ratio	N/A	0.47
5Y Dividends CAGR	12.32%	8.28%
5Y EPS CAGR	N/A	14.90%
Debt to Equity	N/A	-3.35%
P/S Ratio	N/A	2.90
P/B Ratio	N/A	3.62

Net Assets

BSCS

$3.50B

IWX

$3.50B

Expense Ratio

Winner

BSCS

0.10%

IWX

0.20%

Max Drawdown

Winner

BSCS

20.35%

IWX

35.76%

Sharpe Ratio

BSCS

0.47

Winner

IWX

2.16

5Y Beta

Winner

BSCS

0.03

IWX

0.68

P/E Ratio

BSCS

N/A

IWX

22.95

Forward P/E

BSCS

N/A

IWX

17.72

PEG Ratio

BSCS

N/A

IWX

0.47

5Y Dividends CAGR

Winner

BSCS

12.32%

IWX

8.28%

5Y EPS CAGR

BSCS

N/A

IWX

14.90%

Debt to Equity

BSCS

N/A

IWX

-3.35%

P/S Ratio

BSCS

N/A

IWX

2.90

P/B Ratio

BSCS

N/A

IWX

3.62

BSCS vs IWX - Holdings Comparison

BSCS and IWX have 1 common holdings. Overlap is 0.00%

BSCS's top 25 holdings weight is 16.25%. IWX's top 25 holdings weight is 50.89%.

Rank	BSCS	IWX
#1	n/a (n/a) - 1.64%	MICRON TECHNOLOGY INC (MU) - 5.05%
#2	CVS HEALTH CORP 4.3% (n/a) - 1.18%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.79%
#3	AMGEN INC. 5.15% (n/a) - 0.90%	JPMORGAN CHASE & CO (JPM) - 3.52%
#4	THE CIGNA GROUP 4.375% (n/a) - 0.90%	ALPHABET INC CLASS A (GOOGL) - 3.39%
#5	SALESFORCE INC. 4.5% (n/a) - 0.83%	AMAZON.COM INC (AMZN) - 3.01%
#6	RTX CORP. 4.125% (n/a) - 0.70%	EXXON MOBIL CORP (XOM) - 2.76%
#7	n/a (n/a) - 0.64%	ALPHABET INC CLASS C (GOOG) - 2.73%
#8	SPRINT CAPITAL CORPORATION 6.875% (n/a) - 0.62%	JOHNSON & JOHNSON (JNJ) - 2.35%
#9	n/a (n/a) - 0.61%	CISCO SYSTEMS INC (CSCO) - 2.11%
#10	CITIBANK, N.A. 5.803% (n/a) - 0.61%	INTEL CORP (INTC) - 2.11%
#11	AMAZON.COM, INC. 3.9% (n/a) - 0.59%	WALMART INC (WMT) - 1.96%
#12	APPLE INC. 1.2% (n/a) - 0.56%	CATERPILLAR INC (CAT) - 1.54%
#13	AMAZON.COM, INC. 3.85% (n/a) - 0.53%	CHEVRON CORP (CVX) - 1.52%
#14	n/a (n/a) - 0.52%	UNITEDHEALTH GROUP INC (UNH) - 1.51%
#15	CENTENE CORP. 2.45% (n/a) - 0.52%	ADVANCED MICRO DEVICES INC (AMD) - 1.49%
#16	AMAZON.COM, INC. 1.65% (n/a) - 0.51%	PROCTER & GAMBLE CO (PG) - 1.44%
#17	APPLE INC. 1.4% (n/a) - 0.51%	BANK OF AMERICA CORP (BAC) - 1.36%
#18	AT&T INC 1.65% (n/a) - 0.51%	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.30%
#19	CITIGROUP INC. 4.125% (n/a) - 0.49%	THE GOLDMAN SACHS GROUP INC (GS) - 1.27%
#20	HCA INC. 5.2% (n/a) - 0.48%	MERCK & CO INC (MRK) - 1.25%
#21	n/a (n/a) - 0.48%	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.18%
#22	n/a (n/a) - 0.48%	APPLIED MATERIALS INC (AMAT) - 1.14%
#23	BANK OF MONTREAL 5.717% (n/a) - 0.48%	MORGAN STANLEY (MS) - 1.05%
#24	ARES STRATEGIC INCOME FUND 5.7% (n/a) - 0.48%	WELLS FARGO & CO (WFC) - 1.04%
#25	THE CAMPBELLS CO. 4.15% (n/a) - 0.48%	LINDE PLC (LIN) - 1.02%
Total Holdings	411	158

BSCS vs IWX - Historical Returns

Returns include dividend reinvestment.

Period	BSCS	IWX
1 month	+0.37%	+3.27%
3 months	+0.90%	+13.25%
6 months	+1.32%	+15.35%
1 year	+4.45%	+28.99%
5 years(CAGR)	+1.26%	+11.50%
10 years(CAGR)	N/A	+11.84%
Max(CAGR)	+3.72%	+11.48%

BSCS

+0.37%

Winner

IWX

+3.27%

BSCS

+0.90%

Winner

IWX

+13.25%

BSCS

+1.32%

Winner

IWX

+15.35%

BSCS

+4.45%

Winner

IWX

+28.99%

5Y(CAGR)

BSCS

+1.26%

Winner

IWX

+11.50%

10Y(CAGR)

BSCS

N/A

IWX

+11.84%

Max(CAGR)

BSCS

+3.72%

Winner

IWX

+11.48%

BSCS vs IWX - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	BSCS	IWX
2026	+0.85%	+14.30%
2025	+6.93%	+18.35%
2024	+4.31%	+14.15%
2023	+7.23%	+10.40%
2022	-10.92%	-5.80%
2021	-1.72%	+24.62%
2020	+10.08%	+0.74%
2019	+15.10%	+25.79%
2018	-0.39%	-6.69%
2017	N/A	+13.11%
2016	N/A	+17.63%
2015	N/A	-3.41%
2014	N/A	+14.05%
2013	N/A	+28.53%
2012	N/A	+14.33%
2011	N/A	+0.04%
2010	N/A	+10.63%
2009	N/A	+3.66%

BSCS vs IWX Drawdown Comparison

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

The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.

The current BSCS drawdown is -0.02%.

Rank	BSCS	IWX
#1	-18.40% Mar 4, 2020 - Jun 9, 2020	-35.76% Feb 12, 2020 - Dec 31, 2020
#2	-17.63% Aug 2, 2021 - Jun 4, 2025	-20.53% May 2, 2011 - Mar 1, 2012
#3	-4.47% Dec 31, 2020 - Aug 2, 2021	-18.12% Jan 12, 2022 - Jul 24, 2023
#4	-2.88% Aug 22, 2018 - Jan 11, 2019	-17.34% Jan 26, 2018 - Apr 29, 2019
#5	-2.52% Aug 28, 2019 - Oct 4, 2019	-16.79% Apr 23, 2010 - Dec 21, 2010
#6	-1.54% Aug 6, 2020 - Nov 18, 2020	-14.98% May 21, 2015 - Jul 8, 2016
#7	-1.43% Oct 4, 2019 - Dec 3, 2019	-13.37% Feb 19, 2025 - Jun 30, 2025
#8	-1.11% Jul 3, 2019 - Aug 1, 2019	-10.01% Jul 26, 2023 - Dec 13, 2023
#9	-1.09% Jun 10, 2020 - Jun 15, 2020	-9.92% Apr 2, 2012 - Aug 6, 2012
#10	-1.08% Feb 27, 2026 - May 29, 2026	-8.53% Jan 11, 2010 - Mar 18, 2010
#11	-0.92% Jun 17, 2020 - Jul 2, 2020	-8.13% Sep 19, 2014 - Nov 6, 2014
#12	-0.68% Dec 11, 2019 - Dec 27, 2019	-7.93% Oct 18, 2012 - Jan 2, 2013
#13	-0.63% Mar 27, 2019 - Apr 10, 2019	-7.53% Nov 29, 2024 - Feb 19, 2025
#14	-0.54% Feb 26, 2019 - Mar 7, 2019	-6.83% Jul 26, 2019 - Sep 13, 2019
#15	-0.50% Apr 26, 2019 - May 7, 2019	-6.59% Apr 30, 2019 - Jun 20, 2019

Correlation

Correlation between BSCS and IWX is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2009 - 2026)

BSCS vs IWX dividend yield comparison.

Year	BSCS	IWX
2026	1.81%	0.35%
2025	4.46%	1.59%
2024	4.54%	1.97%
2023	3.90%	2.13%
2022	2.72%	2.07%
2021	2.13%	1.79%
2020	2.51%	2.12%
2019	3.04%	2.60%
2018	1.42%	2.66%
2017	0.00%	2.12%
2016	0.00%	2.22%
2015	0.00%	2.77%
2014	0.00%	2.19%
2013	0.00%	1.89%
2012	0.00%	2.71%
2011	0.00%	2.58%
2010	0.00%	1.83%
2009	0.00%	0.56%