BSCS vs NEA

Comparison between INVESCO BULLETSHARES 2028 CORPORATE BOND ETF (BSCS, ETF) and Nuveen AMT-Free Quality Municipal Income Fund (NEA, ETF).

5-Year PerformanceBSCS has outperformed NEA, delivering a return of +1.5% compared to +0.4%

BSCS vs NEA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSCS(ETF)	NEA(ETF)
Net Assets	$3.40B	$3.40B
Expense Ratio	0.10%	N/A
Max Drawdown	20.35%	48.25%
Sharpe Ratio	0.66	0.91
5Y Beta	0.03	0.23
5Y Dividends CAGR	10.32%	5.60%

Net Assets

BSCS

$3.40B

NEA

$3.40B

Expense Ratio

BSCS

0.10%

NEA

N/A

Max Drawdown

Winner

BSCS

20.35%

NEA

48.25%

Sharpe Ratio

BSCS

0.66

Winner

NEA

0.91

5Y Beta

Winner

BSCS

0.03

NEA

0.23

5Y Dividends CAGR

Winner

BSCS

10.32%

NEA

5.60%

BSCS vs NEA - Historical Returns

Returns include dividend reinvestment.

Period	BSCS	NEA
1 month	+0.26%	+1.64%
3 months	+0.16%	+0.73%
6 months	+1.52%	+5.01%
1 year	+5.08%	+13.91%
5 years(CAGR)	+1.45%	+0.39%
10 years(CAGR)	N/A	+3.04%
Max(CAGR)	+3.73%	+4.59%

BSCS

+0.26%

Winner

NEA

+1.64%

BSCS

+0.16%

Winner

NEA

+0.73%

BSCS

+1.52%

Winner

NEA

+5.01%

BSCS

+5.08%

Winner

NEA

+13.91%

5Y(CAGR)

Winner

BSCS

+1.45%

NEA

+0.39%

10Y(CAGR)

BSCS

N/A

NEA

+3.04%

Max(CAGR)

BSCS

+3.73%

Winner

NEA

+4.59%

BSCS vs NEA - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	BSCS	NEA
2026	+0.63%	+2.27%
2025	+6.93%	+10.42%
2024	+4.31%	+9.00%
2023	+7.23%	-0.58%
2022	-10.92%	-23.00%
2021	-1.72%	+8.45%
2020	+10.08%	+10.47%
2019	+15.10%	+20.56%
2018	-0.39%	-5.87%
2017	N/A	+9.35%
2016	N/A	+1.99%
2015	N/A	+6.25%
2014	N/A	+21.40%
2013	N/A	-16.42%
2012	N/A	+6.78%
2011	N/A	+17.35%
2010	N/A	+1.80%
2009	N/A	+34.36%
2008	N/A	-24.81%
2007	N/A	+5.52%
2006	N/A	+11.55%
2005	N/A	+4.15%
2004	N/A	-4.83%
2003	N/A	+8.59%
2002	N/A	+0.07%

BSCS vs NEA Drawdown Comparison

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

The maximum drawdown for NEA was -43.81%, occurring on Oct 10, 2008. Recovery took 405 trading sessions.

The current BSCS drawdown is -0.11%. The current NEA drawdown is -4.75%.

Rank	BSCS	NEA
#1	-18.40% Mar 4, 2020 - Jun 9, 2020	-43.81% Feb 12, 2008 - Sep 21, 2009
#2	-17.63% Aug 2, 2021 - Jun 4, 2025	-36.56% Sep 15, 2021 - Oct 23, 2023
#3	-4.47% Dec 31, 2020 - Aug 2, 2021	-25.03% Mar 6, 2020 - Aug 10, 2020
#4	-2.88% Aug 22, 2018 - Jan 11, 2019	-23.18% Nov 30, 2012 - Jan 7, 2015
#5	-2.52% Aug 28, 2019 - Oct 4, 2019	-18.08% Sep 10, 2010 - Dec 2, 2011
#6	-1.54% Aug 6, 2020 - Nov 18, 2020	-16.44% Mar 5, 2004 - Jun 29, 2005
#7	-1.43% Oct 4, 2019 - Dec 3, 2019	-12.37% Jul 8, 2016 - Mar 7, 2019
#8	-1.11% Jul 3, 2019 - Aug 1, 2019	-12.29% Feb 12, 2007 - Jan 15, 2008
#9	-1.09% Jun 10, 2020 - Jun 15, 2020	-10.90% Jul 28, 2005 - Jul 12, 2006
#10	-1.08% Feb 27, 2026 - Mar 26, 2026	-10.61% Jul 14, 2003 - Dec 31, 2003
#11	-0.92% Jun 17, 2020 - Jul 2, 2020	-9.23% Feb 2, 2015 - Dec 24, 2015
#12	-0.68% Dec 11, 2019 - Dec 27, 2019	-9.15% Oct 7, 2009 - Feb 2, 2010
#13	-0.63% Mar 27, 2019 - Apr 10, 2019	-6.54% Mar 12, 2012 - May 16, 2012
#14	-0.54% Feb 26, 2019 - Mar 7, 2019	-4.92% Jan 27, 2021 - Apr 13, 2021
#15	-0.50% Apr 26, 2019 - May 7, 2019	-4.73% Nov 30, 2006 - Feb 12, 2007

Correlation

Correlation between BSCS and NEA is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2003 - 2026)

BSCS vs NEA dividend yield comparison.

Year	BSCS	NEA
2026	1.43%	2.34%
2025	4.46%	7.36%
2024	4.54%	6.63%
2023	3.90%	3.95%
2022	2.72%	5.49%
2021	2.13%	4.50%
2020	2.51%	4.45%
2019	3.04%	4.46%
2018	1.42%	5.40%
2017	0.00%	5.33%
2016	0.00%	5.70%
2015	0.00%	5.71%
2014	0.00%	5.95%
2013	0.00%	6.24%
2012	0.00%	5.65%
2011	0.00%	5.64%
2010	0.00%	6.09%
2009	0.00%	5.37%
2008	0.00%	6.81%
2007	0.00%	4.93%
2006	0.00%	5.10%
2005	0.00%	5.93%
2004	0.00%	6.81%
2003	0.00%	6.11%