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 +1.5%
BSCS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSCS
$3.40B
Winner
SPY
$652B
Expense Ratio
BSCS
0.10%
Winner
SPY
0.09%
Max Drawdown
Winner
BSCS
20.35%
SPY
56.47%
Sharpe Ratio
BSCS
0.66
Winner
SPY
2.07
5Y Beta
Winner
BSCS
0.03
SPY
1.00
P/E Ratio
BSCS
N/A
SPY
28.24
Forward P/E
BSCS
N/A
SPY
21.85
5Y Dividends CAGR
Winner
BSCS
10.32%
SPY
5.43%
5Y EPS CAGR
BSCS
N/A
SPY
25.79%
Debt to Equity
BSCS
N/A
SPY
22.35%
P/S Ratio
BSCS
N/A
SPY
3.55
P/B Ratio
BSCS
N/A
SPY
5.29
BSCS vs SPY - Holdings Comparison
BSCS and SPY have 1 common holdings. Overlap is 0.00%
BSCS's top 25 holdings weight is 16.11%. SPY's top 25 holdings weight is 51.32%.
| Rank | BSCS | SPY |
|---|---|---|
| #1 | n/a (n/a) - 1.43% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | CVS HEALTH CORP 4.3% (n/a) - 1.20% | APPLE INC (AAPL) - 6.48% |
| #3 | THE CIGNA GROUP 4.375% (n/a) - 0.92% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | AMGEN INC. 5.15% (n/a) - 0.92% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | APPLE INC. 4% (n/a) - 0.72% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | RTX CORP. 4.125% (n/a) - 0.72% | BROADCOM INC (AVGO) - 3.09% |
| #7 | n/a (n/a) - 0.64% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | n/a (n/a) - 0.64% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | SPRINT CAPITAL CORPORATION 6.875% (n/a) - 0.63% | TESLA INC (TSLA) - 1.73% |
| #10 | CITIBANK, N.A. 5.803% (n/a) - 0.63% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | AMAZON.COM, INC. 3.9% (n/a) - 0.60% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | APPLE INC. 1.2% (n/a) - 0.58% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | n/a (n/a) - 0.54% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | APPLE INC. 1.4% (n/a) - 0.53% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | AT&T INC 1.65% (n/a) - 0.52% | WALMART INC (WMT) - 0.91% |
| #16 | AMAZON.COM, INC. 1.65% (n/a) - 0.52% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | CENTENE CORP. 2.45% (n/a) - 0.52% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | CITIGROUP INC. 4.125% (n/a) - 0.50% | VISA INC CLASS A (V) - 0.85% |
| #19 | VERIZON COMMUNICATIONS INC. 2.1% (n/a) - 0.49% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | NORTHROP GRUMMAN CORPORATION 3.25% (n/a) - 0.48% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | BARCLAYS PLC 4.836% (n/a) - 0.48% | INTEL CORP (INTC) - 0.65% |
| #22 | NETFLIX, INC. 5.875% (n/a) - 0.48% | NETFLIX INC (NFLX) - 0.64% |
| #23 | n/a (n/a) - 0.48% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | n/a (n/a) - 0.47% | CHEVRON CORP (CVX) - 0.58% |
| #25 | n/a (n/a) - 0.47% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 452 | 505 |
BSCS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
BSCS
+0.26%
Winner
SPY
+9.11%
3M
BSCS
+0.16%
Winner
SPY
+6.59%
6M
BSCS
+1.52%
Winner
SPY
+10.56%
1Y
BSCS
+5.08%
Winner
SPY
+32.04%
5Y(CAGR)
BSCS
+1.45%
Winner
SPY
+13.35%
10Y(CAGR)
BSCS
N/A
SPY
+15.49%
Max(CAGR)
BSCS
+3.73%
Winner
SPY
+8.50%
BSCS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BSCS | SPY |
|---|---|---|
| 2026 | +0.63% | +8.27% |
| 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% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/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 -0.11%.
| Rank | BSCS | SPY |
|---|---|---|
| #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 - Mar 26, 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 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (1999 - 2026)
BSCS vs SPY dividend yield comparison.
| Year | BSCS | SPY |
|---|---|---|
| 2026 | 1.43% | 0.24% |
| 2025 | 4.46% | 1.07% |
| 2024 | 4.54% | 1.21% |
| 2023 | 3.90% | 1.40% |
| 2022 | 2.72% | 1.65% |
| 2021 | 2.13% | 1.20% |
| 2020 | 2.51% | 1.52% |
| 2019 | 3.04% | 1.75% |
| 2018 | 1.42% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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