BSCT vs ADX

Comparison between INVESCO BULLETSHARES 2029 CORPORATE BOND ETF (BSCT, ETF) and Adams Diversified Equity Fund (ADX, ETF).

5-Year PerformanceADX has outperformed BSCT, delivering a return of +16.6% compared to +1.3%

BSCT vs ADX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSCT(ETF)	ADX(ETF)
Net Assets	$2.80B	$2.90B
Expense Ratio	0.10%	N/A
Max Drawdown	22.23%	85.05%
Sharpe Ratio	0.65	2.11
5Y Beta	0.05	0.90
5Y Dividends CAGR	13.57%	16.20%

Net Assets

BSCT

$2.80B

Winner

ADX

$2.90B

Expense Ratio

BSCT

0.10%

ADX

N/A

Max Drawdown

Winner

BSCT

22.23%

ADX

85.05%

Sharpe Ratio

BSCT

0.65

Winner

ADX

2.11

5Y Beta

Winner

BSCT

0.05

ADX

0.90

5Y Dividends CAGR

BSCT

13.57%

Winner

ADX

16.20%

BSCT vs ADX - Historical Returns

Returns include dividend reinvestment.

Period	BSCT	ADX
1 month	+0.13%	+7.63%
3 months	-0.05%	+7.63%
6 months	+1.39%	+14.28%
1 year	+5.64%	+37.29%
5 years(CAGR)	+1.33%	+16.61%
10 years(CAGR)	N/A	+18.04%
Max(CAGR)	+2.36%	+7.34%

BSCT

+0.13%

Winner

ADX

+7.63%

BSCT

-0.05%

Winner

ADX

+7.63%

BSCT

+1.39%

Winner

ADX

+14.28%

BSCT

+5.64%

Winner

ADX

+37.29%

5Y(CAGR)

BSCT

+1.33%

Winner

ADX

+16.61%

10Y(CAGR)

BSCT

N/A

ADX

+18.04%

Max(CAGR)

BSCT

+2.36%

Winner

ADX

+7.34%

BSCT vs ADX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BSCT	ADX
2026	+0.56%	+9.80%
2025	+7.51%	+25.68%
2024	+4.04%	+30.30%
2023	+8.33%	+31.71%
2022	-12.37%	-20.45%
2021	-1.91%	+31.72%
2020	+10.51%	+16.75%
2019	+1.72%	+36.30%
2018	N/A	-4.03%
2017	N/A	+28.84%
2016	N/A	+8.21%
2015	N/A	+0.50%
2014	N/A	+14.96%
2013	N/A	+28.61%
2012	N/A	+15.17%
2011	N/A	-5.54%
2010	N/A	+10.00%
2009	N/A	+27.29%
2008	N/A	-37.00%
2007	N/A	+10.35%
2006	N/A	+16.29%
2005	N/A	+2.53%
2004	N/A	+13.61%
2003	N/A	+22.25%
2002	N/A	-20.77%
2001	N/A	-22.59%
2000	N/A	-32.31%
1999	N/A	+11.64%

BSCT vs ADX Drawdown Comparison

The maximum drawdown for BSCT was -19.13%, occurring on Oct 20, 2022. Recovery took 994 trading sessions.

The maximum drawdown for ADX was -71.51%, occurring on Mar 9, 2009. Recovery took 4094 trading sessions.

The current BSCT drawdown is -0.49%.

Rank	BSCT	ADX
#1	-19.13% Aug 3, 2021 - Jul 21, 2025	-71.51% Sep 5, 2000 - Dec 13, 2016
#2	-18.44% Mar 5, 2020 - Jun 8, 2020	-37.17% Feb 19, 2020 - Aug 25, 2020
#3	-5.26% Dec 31, 2020 - Aug 3, 2021	-36.67% Feb 8, 2000 - Mar 3, 2000
#4	-1.96% Aug 6, 2020 - Nov 30, 2020	-34.19% Jan 19, 2000 - Feb 8, 2000
#5	-1.70% Oct 4, 2019 - Dec 27, 2019	-33.68% Mar 23, 2000 - Mar 28, 2000
#6	-1.63% Feb 27, 2026 - Mar 26, 2026	-25.07% Dec 29, 2021 - Nov 22, 2023
#7	-1.02% Jun 10, 2020 - Jun 15, 2020	-18.73% Sep 27, 2018 - Apr 4, 2019
#8	-0.98% Jun 17, 2020 - Jul 2, 2020	-18.29% Feb 18, 2025 - May 29, 2025
#9	-0.85% Sep 12, 2019 - Sep 20, 2019	-10.16% Feb 2, 2026 - Apr 9, 2026
#10	-0.71% Nov 30, 2020 - Dec 24, 2020	-10.01% Mar 31, 2000 - Jul 7, 2000
#11	-0.65% Sep 24, 2019 - Oct 2, 2019	-9.85% Jan 26, 2018 - Jul 24, 2018
#12	-0.61% Feb 3, 2020 - Feb 18, 2020	-9.59% Sep 2, 2020 - Nov 13, 2020
#13	-0.58% Oct 24, 2025 - Nov 25, 2025	-9.25% Jul 16, 2024 - Nov 6, 2024
#14	-0.55% Feb 25, 2020 - Feb 28, 2020	-7.76% Nov 17, 1999 - Dec 27, 1999
#15	-0.52% Sep 15, 2025 - Oct 13, 2025	-5.90% Sep 3, 2021 - Oct 25, 2021

Correlation

Correlation between BSCT and ADX is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60

-101

Dividend Comparison (2000 - 2026)

BSCT vs ADX dividend yield comparison.

Year	BSCT	ADX
2026	1.47%	3.87%
2025	4.53%	7.93%
2024	4.51%	12.38%
2023	3.89%	7.34%
2022	2.65%	7.36%
2021	1.94%	15.35%
2020	2.24%	6.54%
2019	0.86%	9.00%
2018	0.00%	15.85%
2017	0.00%	9.18%
2016	0.00%	7.79%
2015	0.00%	7.17%
2014	0.00%	8.48%
2013	0.00%	6.35%
2012	0.00%	6.23%
2011	0.00%	6.33%
2010	0.00%	4.56%
2009	0.00%	4.46%
2008	0.00%	7.85%
2007	0.00%	7.29%
2006	0.00%	6.49%
2005	0.00%	6.22%
2004	0.00%	6.78%
2003	0.00%	6.29%
2002	0.00%	6.91%
2001	0.00%	11.32%
2000	0.00%	8.70%