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BSCS vs SPY

Comparison between INVESCO BULLETSHARES 2028 CORPORATE BOND ETF (BSCS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BSCS, delivering a return of +13.3% compared to +1.2%

BSCS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BSCS
$3.50B
Winner
SPY
$781B
Expense Ratio
BSCS
0.10%
Winner
SPY
0.09%
Max Drawdown
Winner
BSCS
20.35%
SPY
56.47%
Sharpe Ratio
BSCS
-0.17
Winner
SPY
1.42
5Y Beta
Winner
BSCS
0.03
SPY
1.00
P/E Ratio
BSCS
N/A
SPY
26.48
Forward P/E
BSCS
N/A
SPY
20.90
PEG Ratio
BSCS
N/A
SPY
0.30
5Y Dividends CAGR
Winner
BSCS
11.31%
SPY
6.00%
5Y EPS CAGR
BSCS
N/A
SPY
26.40%
Debt to Equity
BSCS
N/A
SPY
48.17%
P/S Ratio
BSCS
N/A
SPY
3.72
P/B Ratio
BSCS
N/A
SPY
5.55

BSCS vs SPY - Holdings Comparison

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

BSCS's top 25 holdings weight is 15.99%. SPY's top 25 holdings weight is 51.49%.

RankBSCSSPY
#1
n/a (n/a) - 1.39%
NVIDIA CORP (NVDA) - 7.76%
#2
CVS HEALTH CORP 4.3% (n/a) - 1.16%
APPLE INC (AAPL) - 7.44%
#3
AMGEN INC. 5.15% (n/a) - 0.88%
MICROSOFT CORP (MSFT) - 4.56%
#4
THE CIGNA GROUP 4.375% (n/a) - 0.88%
AMAZON.COM INC (AMZN) - 3.74%
#5
SALESFORCE INC. 4.5% (n/a) - 0.82%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
NVIDIA CORP. 4.25% (n/a) - 0.81%
BROADCOM INC (AVGO) - 2.83%
#7
RTX CORP. 4.125% (n/a) - 0.69%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
n/a (n/a) - 0.63%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
CITIBANK, N.A. 5.803% (n/a) - 0.60%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
n/a (n/a) - 0.60%
TESLA INC (TSLA) - 1.65%
#11
SPRINT CAPITAL CORPORATION 6.875% (n/a) - 0.60%
ELI LILLY AND CO (LLY) - 1.44%
#12
AMAZON.COM, INC. 3.9% (n/a) - 0.58%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
APPLE INC. 1.2% (n/a) - 0.55%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
n/a (n/a) - 0.52%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
AMAZON.COM, INC. 3.85% (n/a) - 0.52%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
APPLE INC. 1.4% (n/a) - 0.51%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
AT&T INC 1.65% (n/a) - 0.50%
VISA INC CLASS A (V) - 0.91%
#18
AMAZON.COM, INC. 1.65% (n/a) - 0.50%
INTEL CORP (INTC) - 0.77%
#19
CENTENE CORP. 2.45% (n/a) - 0.49%
WALMART INC (WMT) - 0.75%
#20
CITIGROUP INC. 4.125% (n/a) - 0.48%
ABBVIE INC (ABBV) - 0.70%
#21
BARCLAYS PLC 4.836% (n/a) - 0.47%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
n/a (n/a) - 0.46%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
NORTHROP GRUMMAN CORPORATION 3.25% (n/a) - 0.46%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
n/a (n/a) - 0.45%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
n/a (n/a) - 0.44%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings423505

BSCS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BSCS
+0.42%
Winner
SPY
+3.42%
3M
BSCS
+0.82%
Winner
SPY
+5.97%
6M
BSCS
+0.89%
Winner
SPY
+12.56%
1Y
BSCS
+3.66%
Winner
SPY
+23.65%
5Y(CAGR)
BSCS
+1.23%
Winner
SPY
+13.33%
10Y(CAGR)
BSCS
N/A
SPY
+15.34%
Max(CAGR)
BSCS
+3.71%
Winner
SPY
+8.61%

BSCS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBSCSSPY
2026+1.36%+13.79%
2025+6.93%+18.00%
2024+4.31%+25.59%
2023+7.23%+26.72%
2022-10.92%-18.64%
2021-1.72%+30.52%
2020+10.08%+17.28%
2019+15.10%+31.09%
2018-0.39%-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

BSCS vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

RankBSCSSPY
#1-18.40%
Mar 4, 2020 - Jun 9, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-17.63%
Aug 2, 2021 - Jun 4, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-4.47%
Dec 31, 2020 - Aug 2, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.88%
Aug 22, 2018 - Jan 11, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.52%
Aug 28, 2019 - Oct 4, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.54%
Aug 6, 2020 - Nov 18, 2020		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.43%
Oct 4, 2019 - Dec 3, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.11%
Jul 3, 2019 - Aug 1, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.09%
Jun 10, 2020 - Jun 15, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.08%
Feb 27, 2026 - May 29, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.92%
Jun 17, 2020 - Jul 2, 2020		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.68%
Dec 11, 2019 - Dec 27, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.63%
Mar 27, 2019 - Apr 10, 2019		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.54%
Feb 26, 2019 - Mar 7, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.50%
Apr 26, 2019 - May 7, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BSCS and SPY is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (1999 - 2026)

BSCS vs SPY dividend yield comparison.

YearBSCSSPY
20262.55%0.48%
20254.46%1.07%
20244.54%1.21%
20233.90%1.40%
20222.72%1.65%
20212.13%1.20%
20202.51%1.52%
20193.04%1.75%
20181.42%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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