BSCS vs USMC
Comparison between INVESCO BULLETSHARES 2028 CORPORATE BOND ETF (BSCS, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).
5-Year PerformanceUSMC has outperformed BSCS, delivering a return of +14.7% compared to +1.3%
BSCS vs USMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSCS
$3.50B
USMC
$3.50B
Expense Ratio
Winner
BSCS
0.10%
USMC
0.12%
Max Drawdown
Winner
BSCS
20.35%
USMC
29.97%
Sharpe Ratio
BSCS
0.47
Winner
USMC
1.28
5Y Beta
Winner
BSCS
0.03
USMC
0.93
P/E Ratio
BSCS
N/A
USMC
28.90
Forward P/E
BSCS
N/A
USMC
20.98
PEG Ratio
BSCS
N/A
USMC
0.50
5Y Dividends CAGR
Winner
BSCS
12.32%
USMC
-0.46%
5Y EPS CAGR
BSCS
N/A
USMC
29.41%
Debt to Equity
BSCS
N/A
USMC
42.86%
P/S Ratio
BSCS
N/A
USMC
5.41
P/B Ratio
BSCS
N/A
USMC
6.95
BSCS vs USMC - Holdings Comparison
BSCS and USMC have 1 common holdings. Overlap is 0.00%
BSCS's top 25 holdings weight is 16.25%. USMC's top 25 holdings weight is 98.06%.
| Rank | BSCS | USMC |
|---|---|---|
| #1 | n/a (n/a) - 1.64% | NVIDIA CORP (NVDA) - 8.42% |
| #2 | CVS HEALTH CORP 4.3% (n/a) - 1.18% | MICRON TECHNOLOGY INC (MU) - 7.82% |
| #3 | AMGEN INC. 5.15% (n/a) - 0.90% | APPLE INC (AAPL) - 6.99% |
| #4 | THE CIGNA GROUP 4.375% (n/a) - 0.90% | ALPHABET INC CLASS A (GOOGL) - 6.08% |
| #5 | SALESFORCE INC. 4.5% (n/a) - 0.83% | BROADCOM INC (AVGO) - 5.79% |
| #6 | RTX CORP. 4.125% (n/a) - 0.70% | MICROSOFT CORP (MSFT) - 5.29% |
| #7 | n/a (n/a) - 0.64% | VISA INC CLASS A (V) - 4.05% |
| #8 | SPRINT CAPITAL CORPORATION 6.875% (n/a) - 0.62% | JPMORGAN CHASE & CO (JPM) - 3.97% |
| #9 | n/a (n/a) - 0.61% | AMAZON.COM INC (AMZN) - 3.92% |
| #10 | CITIBANK, N.A. 5.803% (n/a) - 0.61% | MASTERCARD INC CLASS A (MA) - 3.85% |
| #11 | AMAZON.COM, INC. 3.9% (n/a) - 0.59% | COSTCO WHOLESALE CORP (COST) - 3.76% |
| #12 | APPLE INC. 1.2% (n/a) - 0.56% | META PLATFORMS INC CLASS A (META) - 3.73% |
| #13 | AMAZON.COM, INC. 3.85% (n/a) - 0.53% | NETFLIX INC (NFLX) - 3.59% |
| #14 | n/a (n/a) - 0.52% | BANK OF AMERICA CORP (BAC) - 3.22% |
| #15 | CENTENE CORP. 2.45% (n/a) - 0.52% | GE AEROSPACE (GE) - 2.95% |
| #16 | AMAZON.COM, INC. 1.65% (n/a) - 0.51% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.90% |
| #17 | APPLE INC. 1.4% (n/a) - 0.51% | ABBVIE INC (ABBV) - 2.86% |
| #18 | AT&T INC 1.65% (n/a) - 0.51% | JOHNSON & JOHNSON (JNJ) - 2.80% |
| #19 | CITIGROUP INC. 4.125% (n/a) - 0.49% | PROCTER & GAMBLE CO (PG) - 2.61% |
| #20 | HCA INC. 5.2% (n/a) - 0.48% | CATERPILLAR INC (CAT) - 2.57% |
| #21 | n/a (n/a) - 0.48% | TESLA INC (TSLA) - 2.28% |
| #22 | n/a (n/a) - 0.48% | ELI LILLY AND CO (LLY) - 2.27% |
| #23 | BANK OF MONTREAL 5.717% (n/a) - 0.48% | CHEVRON CORP (CVX) - 2.20% |
| #24 | ARES STRATEGIC INCOME FUND 5.7% (n/a) - 0.48% | EXXON MOBIL CORP (XOM) - 2.16% |
| #25 | THE CAMPBELLS CO. 4.15% (n/a) - 0.48% | WALMART INC (WMT) - 1.98% |
| Total Holdings | 411 | 28 |
BSCS vs USMC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BSCS
+0.37%
USMC
+0.22%
3M
BSCS
+0.90%
Winner
USMC
+10.10%
6M
BSCS
+1.32%
Winner
USMC
+6.70%
1Y
BSCS
+4.45%
Winner
USMC
+19.32%
5Y(CAGR)
BSCS
+1.26%
Winner
USMC
+14.74%
10Y(CAGR)
BSCS
N/A
USMC
+14.89%
Max(CAGR)
BSCS
+3.72%
Winner
USMC
+14.89%
BSCS vs USMC - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | BSCS | USMC |
|---|---|---|
| 2026 | +0.85% | +6.97% |
| 2025 | +6.93% | +15.84% |
| 2024 | +4.31% | +30.19% |
| 2023 | +7.23% | +31.46% |
| 2022 | -10.92% | -17.74% |
| 2021 | -1.72% | +27.40% |
| 2020 | +10.08% | +14.89% |
| 2019 | +15.10% | +28.26% |
| 2018 | -0.39% | -2.42% |
| 2017 | N/A | +5.48% |
BSCS vs USMC Drawdown Comparison
The maximum drawdown for BSCS was -18.40%, occurring on Mar 20, 2020. Recovery took 67 trading sessions.
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The current BSCS drawdown is -0.02%. The current USMC drawdown is -2.50%.
| Rank | BSCS | USMC |
|---|---|---|
| #1 | -18.40% Mar 4, 2020 - Jun 9, 2020 | -29.97% Feb 19, 2020 - Aug 18, 2020 |
| #2 | -17.63% Aug 2, 2021 - Jun 4, 2025 | -24.11% Dec 29, 2021 - Jul 3, 2023 |
| #3 | -4.47% Dec 31, 2020 - Aug 2, 2021 | -19.12% Feb 13, 2025 - Jul 3, 2025 |
| #4 | -2.88% Aug 22, 2018 - Jan 11, 2019 | -16.19% Oct 2, 2018 - Mar 21, 2019 |
| #5 | -2.52% Aug 28, 2019 - Oct 4, 2019 | -11.01% Jan 29, 2018 - Aug 27, 2018 |
| #6 | -1.54% Aug 6, 2020 - Nov 18, 2020 | -10.30% Oct 29, 2025 - Apr 17, 2026 |
| #7 | -1.43% Oct 4, 2019 - Dec 3, 2019 | -9.27% Sep 2, 2020 - Dec 1, 2020 |
| #8 | -1.11% Jul 3, 2019 - Aug 1, 2019 | -9.13% Jul 31, 2023 - Nov 20, 2023 |
| #9 | -1.09% Jun 10, 2020 - Jun 15, 2020 | -8.38% Jul 10, 2024 - Aug 30, 2024 |
| #10 | -1.08% Feb 27, 2026 - May 29, 2026 | -5.90% Apr 29, 2019 - Jun 18, 2019 |
| #11 | -0.92% Jun 17, 2020 - Jul 2, 2020 | -5.58% Jul 26, 2019 - Oct 28, 2019 |
| #12 | -0.68% Dec 11, 2019 - Dec 27, 2019 | -5.44% Mar 20, 2024 - May 15, 2024 |
| #13 | -0.63% Mar 27, 2019 - Apr 10, 2019 | -5.22% Feb 17, 2021 - Mar 29, 2021 |
| #14 | -0.54% Feb 26, 2019 - Mar 7, 2019 | -4.45% Dec 17, 2024 - Jan 23, 2025 |
| #15 | -0.50% Apr 26, 2019 - May 7, 2019 | -4.32% Sep 3, 2021 - Oct 20, 2021 |
Correlation
Correlation between BSCS and USMC is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2017 - 2026)
BSCS vs USMC dividend yield comparison.
| Year | BSCS | USMC |
|---|---|---|
| 2026 | 1.81% | 0.20% |
| 2025 | 4.46% | 0.79% |
| 2024 | 4.54% | 1.04% |
| 2023 | 3.90% | 1.35% |
| 2022 | 2.72% | 1.78% |
| 2021 | 2.13% | 1.53% |
| 2020 | 2.51% | 1.55% |
| 2019 | 3.04% | 2.01% |
| 2018 | 1.42% | 2.28% |
| 2017 | 0.00% | 0.24% |
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