StockComparison Logo
vs

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 +13.2% compared to +1.3%

BSCS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BSCS
$3.50B
Winner
SPY
$784B
Expense Ratio
BSCS
0.10%
Winner
SPY
0.09%
Max Drawdown
Winner
BSCS
20.35%
SPY
56.47%
Sharpe Ratio
BSCS
0.28
Winner
SPY
1.54
5Y Beta
Winner
BSCS
0.03
SPY
1.00
P/E Ratio
BSCS
N/A
SPY
27.62
Forward P/E
BSCS
N/A
SPY
21.11
5Y Dividends CAGR
Winner
BSCS
10.95%
SPY
6.00%
5Y EPS CAGR
BSCS
N/A
SPY
25.30%
Debt to Equity
BSCS
N/A
SPY
31.11%
P/S Ratio
BSCS
N/A
SPY
3.49
P/B Ratio
BSCS
N/A
SPY
5.30

BSCS vs SPY - Holdings Comparison

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

BSCS's top 25 holdings weight is 15.90%. SPY's top 25 holdings weight is 51.24%.

RankBSCSSPY
#1
n/a (n/a) - 1.40%
NVIDIA CORP (NVDA) - 7.81%
#2
CVS HEALTH CORP 4.3% (n/a) - 1.18%
APPLE INC (AAPL) - 6.81%
#3
AMGEN INC. 5.15% (n/a) - 0.90%
MICROSOFT CORP (MSFT) - 4.53%
#4
THE CIGNA GROUP 4.375% (n/a) - 0.89%
AMAZON.COM INC (AMZN) - 3.72%
#5
SALESFORCE INC. 4.5% (n/a) - 0.83%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
RTX CORP. 4.125% (n/a) - 0.70%
BROADCOM INC (AVGO) - 2.77%
#7
n/a (n/a) - 0.64%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
n/a (n/a) - 0.61%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
SPRINT CAPITAL CORPORATION 6.875% (n/a) - 0.61%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
CITIBANK, N.A. 5.803% (n/a) - 0.61%
TESLA INC (TSLA) - 1.76%
#11
AMAZON.COM, INC. 3.9% (n/a) - 0.59%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
APPLE INC. 1.2% (n/a) - 0.56%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
AMAZON.COM, INC. 3.85% (n/a) - 0.53%
ELI LILLY AND CO (LLY) - 1.38%
#14
n/a (n/a) - 0.52%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
CENTENE CORP. 2.45% (n/a) - 0.52%
EXXON MOBIL CORP (XOM) - 0.92%
#16
AMAZON.COM, INC. 1.65% (n/a) - 0.51%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
APPLE INC. 1.4% (n/a) - 0.51%
VISA INC CLASS A (V) - 0.87%
#18
AT&T INC 1.65% (n/a) - 0.51%
INTEL CORP (INTC) - 0.85%
#19
CITIGROUP INC. 4.125% (n/a) - 0.49%
WALMART INC (WMT) - 0.82%
#20
n/a (n/a) - 0.48%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
BARCLAYS PLC 4.836% (n/a) - 0.47%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
VERIZON COMMUNICATIONS INC. 2.1% (n/a) - 0.47%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
n/a (n/a) - 0.46%
CATERPILLAR INC (CAT) - 0.68%
#24
n/a (n/a) - 0.46%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
n/a (n/a) - 0.45%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings419505

BSCS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BSCS
+0.27%
SPY
-1.37%
3M
BSCS
+0.83%
Winner
SPY
+12.22%
6M
BSCS
+1.08%
Winner
SPY
+7.20%
1Y
BSCS
+4.13%
Winner
SPY
+23.58%
5Y(CAGR)
BSCS
+1.30%
Winner
SPY
+13.19%
10Y(CAGR)
BSCS
N/A
SPY
+15.12%
Max(CAGR)
BSCS
+3.69%
Winner
SPY
+8.44%

BSCS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBSCSSPY
2026+0.78%+7.95%
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.

The current BSCS drawdown is -0.15%. The current SPY drawdown is -3.18%.

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 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (1999 - 2026)

BSCS vs SPY dividend yield comparison.

YearBSCSSPY
20262.19%0.50%
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%

Select Stocks to Compare

Popular: BSCS vs SPY

More Comparisons

Compare with similar stocks