BSCS vs IYF
Comparison between INVESCO BULLETSHARES 2028 CORPORATE BOND ETF (BSCS, ETF) and ISHARES U.S. FINANCIALS ETF (IYF, ETF).
5-Year PerformanceIYF has outperformed BSCS, delivering a return of +10.9% compared to +1.6%
BSCS vs IYF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSCS
$3.40B
IYF
$3.40B
Expense Ratio
Winner
BSCS
0.10%
IYF
0.38%
Max Drawdown
Winner
BSCS
20.35%
IYF
80.22%
Sharpe Ratio
Winner
BSCS
0.74
IYF
0.45
5Y Beta
Winner
BSCS
0.03
IYF
0.85
P/E Ratio
BSCS
N/A
IYF
15.05
Forward P/E
BSCS
N/A
IYF
13.96
PEG Ratio
BSCS
N/A
IYF
0.33
5Y Dividends CAGR
BSCS
10.32%
Winner
IYF
14.72%
5Y EPS CAGR
BSCS
N/A
IYF
10.75%
Debt to Equity
BSCS
N/A
IYF
44.41%
P/S Ratio
BSCS
N/A
IYF
2.91
P/B Ratio
BSCS
N/A
IYF
1.96
BSCS vs IYF - Holdings Comparison
BSCS and IYF have 1 common holdings. Overlap is 0.00%
BSCS's top 25 holdings weight is 16.08%. IYF's top 25 holdings weight is 69.02%.
| Rank | BSCS | IYF |
|---|---|---|
| #1 | n/a (n/a) - 1.41% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 10.79% |
| #2 | CVS HEALTH CORP 4.3% (n/a) - 1.19% | JPMORGAN CHASE & CO (JPM) - 10.72% |
| #3 | THE CIGNA GROUP 4.375% (n/a) - 0.91% | BANK OF AMERICA CORP (BAC) - 4.69% |
| #4 | AMGEN INC. 5.15% (n/a) - 0.91% | THE GOLDMAN SACHS GROUP INC (GS) - 4.18% |
| #5 | SALESFORCE INC. 4.5% (n/a) - 0.84% | WELLS FARGO & CO (WFC) - 3.86% |
| #6 | RTX CORP. 4.125% (n/a) - 0.71% | CITIGROUP INC (C) - 3.61% |
| #7 | n/a (n/a) - 0.65% | MORGAN STANLEY (MS) - 3.50% |
| #8 | CITIBANK, N.A. 5.803% (n/a) - 0.62% | BLACKROCK INC (BLK) - 2.61% |
| #9 | SPRINT CAPITAL CORPORATION 6.875% (n/a) - 0.62% | CHARLES SCHWAB CORP (SCHW) - 2.51% |
| #10 | n/a (n/a) - 0.61% | S&P GLOBAL INC (SPGI) - 2.09% |
| #11 | AMAZON.COM, INC. 3.9% (n/a) - 0.59% | CHUBB LTD (CB) - 1.92% |
| #12 | APPLE INC. 1.2% (n/a) - 0.57% | PROGRESSIVE CORP (PGR) - 1.89% |
| #13 | AMAZON.COM, INC. 3.85% (n/a) - 0.54% | CME GROUP INC CLASS A (CME) - 1.68% |
| #14 | n/a (n/a) - 0.53% | BANK OF NEW YORK MELLON CORP (BK) - 1.49% |
| #15 | APPLE INC. 1.4% (n/a) - 0.52% | BLACKSTONE INC (BX) - 1.48% |
| #16 | CENTENE CORP. 2.45% (n/a) - 0.52% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.44% |
| #17 | AT&T INC 1.65% (n/a) - 0.51% | U.S. BANCORP (USB) - 1.42% |
| #18 | AMAZON.COM, INC. 1.65% (n/a) - 0.51% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.41% |
| #19 | CITIGROUP INC. 4.125% (n/a) - 0.50% | MARSH (MRSH) - 1.32% |
| #20 | n/a (n/a) - 0.48% | MOODYS CORP (MCO) - 1.15% |
| #21 | BARCLAYS PLC 4.836% (n/a) - 0.48% | KKR & CO INC ORDINARY SHARES (KKR) - 1.13% |
| #22 | NETFLIX, INC. 5.875% (n/a) - 0.47% | AON PLC CLASS A (AON) - 1.08% |
| #23 | NORTHROP GRUMMAN CORPORATION 3.25% (n/a) - 0.47% | THE TRAVELERS COMPANIES INC (TRV) - 1.07% |
| #24 | n/a (n/a) - 0.46% | TRUIST FINANCIAL CORP (TFC) - 1.03% |
| #25 | n/a (n/a) - 0.46% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.95% |
| Total Holdings | 413 | 146 |
BSCS vs IYF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BSCS
+0.01%
IYF
-0.42%
3M
BSCS
-0.03%
Winner
IYF
+0.23%
6M
Winner
BSCS
+1.32%
IYF
-1.71%
1Y
BSCS
+4.98%
Winner
IYF
+7.88%
5Y(CAGR)
BSCS
+1.56%
Winner
IYF
+10.92%
10Y(CAGR)
BSCS
N/A
IYF
+12.88%
Max(CAGR)
BSCS
+3.71%
Winner
IYF
+5.82%
BSCS vs IYF - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | BSCS | IYF |
|---|---|---|
| 2026 | +0.48% | -4.66% |
| 2025 | +6.93% | +18.38% |
| 2024 | +4.31% | +30.95% |
| 2023 | +7.23% | +14.95% |
| 2022 | -10.92% | -12.21% |
| 2021 | -1.72% | +33.66% |
| 2020 | +10.08% | -1.55% |
| 2019 | +15.10% | +31.73% |
| 2018 | -0.39% | -9.17% |
| 2017 | N/A | +18.69% |
| 2016 | N/A | +19.25% |
| 2015 | N/A | -0.53% |
| 2014 | N/A | +14.81% |
| 2013 | N/A | +29.91% |
| 2012 | N/A | +23.10% |
| 2011 | N/A | -14.90% |
| 2010 | N/A | +10.48% |
| 2009 | N/A | +16.13% |
| 2008 | N/A | -49.28% |
| 2007 | N/A | -18.33% |
| 2006 | N/A | +16.82% |
| 2005 | N/A | +6.37% |
| 2004 | N/A | +13.16% |
| 2003 | N/A | +27.24% |
| 2002 | N/A | -12.90% |
| 2001 | N/A | -3.55% |
| 2000 | N/A | -2.24% |
BSCS vs IYF Drawdown Comparison
The maximum drawdown for BSCS was -18.40%, occurring on Mar 20, 2020. Recovery took 67 trading sessions.
The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.
The current BSCS drawdown is -0.26%. The current IYF drawdown is -7.06%.
| Rank | BSCS | IYF |
|---|---|---|
| #1 | -18.40% Mar 4, 2020 - Jun 9, 2020 | -79.08% Jun 4, 2007 - Dec 7, 2016 |
| #2 | -17.63% Aug 2, 2021 - Jun 4, 2025 | -42.57% Feb 14, 2020 - Feb 12, 2021 |
| #3 | -4.47% Dec 31, 2020 - Aug 2, 2021 | -33.32% May 26, 2000 - Nov 3, 2003 |
| #4 | -2.88% Aug 22, 2018 - Jan 11, 2019 | -25.05% Jan 12, 2022 - Jan 30, 2024 |
| #5 | -2.52% Aug 28, 2019 - Oct 4, 2019 | -19.88% Sep 20, 2018 - Apr 26, 2019 |
| #6 | -1.54% Aug 6, 2020 - Nov 18, 2020 | -16.60% Feb 18, 2025 - Jun 24, 2025 |
| #7 | -1.43% Oct 4, 2019 - Dec 3, 2019 | -13.88% Jan 6, 2026 - Mar 27, 2026 |
| #8 | -1.11% Jul 3, 2019 - Aug 1, 2019 | -11.23% Mar 5, 2004 - Nov 11, 2004 |
| #9 | -1.09% Jun 10, 2020 - Jun 15, 2020 | -9.40% Jan 26, 2018 - Sep 20, 2018 |
| #10 | -1.08% Feb 27, 2026 - Mar 26, 2026 | -9.18% Dec 30, 2004 - Jul 12, 2005 |
| #11 | -0.92% Jun 17, 2020 - Jul 2, 2020 | -8.50% Nov 29, 2024 - Jan 30, 2025 |
| #12 | -0.68% Dec 11, 2019 - Dec 27, 2019 | -8.35% Feb 20, 2007 - Jun 1, 2007 |
| #13 | -0.63% Mar 27, 2019 - Apr 10, 2019 | -7.76% Jul 30, 2024 - Aug 23, 2024 |
| #14 | -0.54% Feb 26, 2019 - Mar 7, 2019 | -7.64% May 5, 2006 - Sep 13, 2006 |
| #15 | -0.50% Apr 26, 2019 - May 7, 2019 | -7.35% Nov 3, 2021 - Jan 7, 2022 |
Correlation
Correlation between BSCS and IYF is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2000 - 2026)
BSCS vs IYF dividend yield comparison.
| Year | BSCS | IYF |
|---|---|---|
| 2026 | 1.44% | 0.47% |
| 2025 | 4.46% | 1.32% |
| 2024 | 4.54% | 1.29% |
| 2023 | 3.90% | 1.67% |
| 2022 | 2.72% | 1.86% |
| 2021 | 2.13% | 1.27% |
| 2020 | 2.51% | 1.72% |
| 2019 | 3.04% | 1.65% |
| 2018 | 1.42% | 1.90% |
| 2017 | 0.00% | 1.46% |
| 2016 | 0.00% | 1.67% |
| 2015 | 0.00% | 1.66% |
| 2014 | 0.00% | 1.38% |
| 2013 | 0.00% | 1.33% |
| 2012 | 0.00% | 1.67% |
| 2011 | 0.00% | 1.68% |
| 2010 | 0.00% | 1.04% |
| 2009 | 0.00% | 1.71% |
| 2008 | 0.00% | 4.64% |
| 2007 | 0.00% | 2.75% |
| 2006 | 0.00% | 1.86% |
| 2005 | 0.00% | 2.03% |
| 2004 | 0.00% | 1.75% |
| 2003 | 0.00% | 1.66% |
| 2002 | 0.00% | 1.75% |
| 2001 | 0.00% | 1.29% |
| 2000 | 0.00% | 2.11% |
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