BSCT vs CGMM
Comparison between INVESCO BULLETSHARES 2029 CORPORATE BOND ETF (BSCT, ETF) and CAPITAL GROUP U.S. SMALL AND MID CAP ETF SHARE CLASS (CGMM, ETF).
BSCT vs CGMM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSCT
$2.80B
CGMM
$2.80B
Expense Ratio
Winner
BSCT
0.10%
CGMM
0.51%
Max Drawdown
BSCT
22.23%
Winner
CGMM
21.04%
Sharpe Ratio
BSCT
0.46
Winner
CGMM
1.09
5Y Beta
Winner
BSCT
0.05
CGMM
1.02
P/E Ratio
BSCT
N/A
CGMM
31.24
Forward P/E
BSCT
N/A
CGMM
17.79
5Y Dividends CAGR
BSCT
15.57%
CGMM
N/A
5Y EPS CAGR
BSCT
N/A
CGMM
11.79%
Debt to Equity
BSCT
N/A
CGMM
75.54%
P/S Ratio
BSCT
N/A
CGMM
1.50
P/B Ratio
BSCT
N/A
CGMM
3.12
BSCT vs CGMM - Holdings Comparison
BSCT and CGMM have 1 common holdings. Overlap is 0.00%
BSCT's top 25 holdings weight is 16.24%. CGMM's top 25 holdings weight is 41.13%.
| Rank | BSCT | CGMM |
|---|---|---|
| #1 | ABBVIE INC. 3.2% (n/a) - 1.26% | BLOOM ENERGY CORP CLASS A (BE) - 2.57% |
| #2 | SALESFORCE INC. 4.65% (n/a) - 1.05% | US FOODS HOLDING CORP (USFD) - 2.57% |
| #3 | CENTENE CORP. 4.625% (n/a) - 0.78% | COMFORT SYSTEMS USA INC (FIX) - 2.25% |
| #4 | n/a (n/a) - 0.78% | RENAISSANCERE HOLDINGS LTD (RNR) - 2.05% |
| #5 | VERIZON COMMUNICATIONS INC. 4.016% (n/a) - 0.74% | EXELON CORP (EXC) - 1.95% |
| #6 | AT&T INC 4.35% (n/a) - 0.74% | INGRAM MICRO HOLDING CORP (INGM) - 1.94% |
| #7 | AMAZON.COM, INC. 4% (n/a) - 0.73% | LKQ CORP (LKQ) - 1.92% |
| #8 | n/a (n/a) - 0.73% | CIENA CORP (CIEN) - 1.88% |
| #9 | ORACLE CORP. 4.55% (n/a) - 0.73% | BROWN & BROWN INC (BRO) - 1.72% |
| #10 | FISERV INC. 3.5% (n/a) - 0.71% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.71% |
| #11 | FIDELITY NATIONAL INFORMATION SERVICES INC 3.75% (n/a) - 0.67% | NIKE INC CLASS B (NKE) - 1.70% |
| #12 | ABBVIE INC. 4.8% (n/a) - 0.62% | WEX INC (WEX) - 1.63% |
| #13 | CISCO SYSTEMS, INC. 4.85% (n/a) - 0.62% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.61% |
| #14 | WELLS FARGO & CO. 4.15% (n/a) - 0.61% | YUM BRANDS INC (YUM) - 1.45% |
| #15 | ALPHABET INC. 3.7% (n/a) - 0.61% | FABRINET (FN) - 1.44% |
| #16 | n/a (n/a) - 0.59% | IONIS PHARMACEUTICALS INC (IONS) - 1.42% |
| #17 | n/a (n/a) - 0.58% | SIMON PROPERTY GROUP INC (SPG) - 1.38% |
| #18 | T-MOBILE USA, INC. 3.375% (n/a) - 0.56% | VAIL RESORTS INC (MTN) - 1.33% |
| #19 | BROADCOM INC 5.05% (n/a) - 0.56% | XPO INC (XPO) - 1.27% |
| #20 | ABBOTT LABORATORIES 3.7% (n/a) - 0.55% | MONSTER BEVERAGE CORP (MNST) - 1.27% |
| #21 | HCA INC. 4.125% (n/a) - 0.49% | KEYCORP (KEY) - 1.26% |
| #22 | n/a (n/a) - 0.49% | DIAMONDBACK ENERGY INC (FANG) - 1.26% |
| #23 | n/a (n/a) - 0.42% | FLEX LTD (FLEX) - 1.19% |
| #24 | FORD MOTOR CREDIT COMPANY LLC 5.875% (n/a) - 0.31% | CAPITAL ONE FINANCIAL CORP (COF) - 1.18% |
| #25 | HOME DEPOT INC. 4.75% (n/a) - 0.31% | ALIGN TECHNOLOGY INC (ALGN) - 1.18% |
| Total Holdings | 415 | 109 |
BSCT vs CGMM - Historical Returns
Returns include dividend reinvestment.
1M
BSCT
+0.33%
Winner
CGMM
+2.05%
3M
BSCT
+0.83%
Winner
CGMM
+9.24%
6M
BSCT
+1.24%
Winner
CGMM
+8.95%
1Y
BSCT
+4.67%
Winner
CGMM
+22.18%
5Y(CAGR)
BSCT
+1.09%
CGMM
N/A
Max(CAGR)
BSCT
+2.35%
Winner
CGMM
+16.16%
BSCT vs CGMM - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | BSCT | CGMM |
|---|---|---|
| 2026 | +0.68% | +9.24% |
| 2025 | +7.51% | +11.46% |
| 2024 | +4.04% | N/A |
| 2023 | +8.33% | N/A |
| 2022 | -12.37% | N/A |
| 2021 | -1.91% | N/A |
| 2020 | +10.51% | N/A |
| 2019 | +1.72% | N/A |
BSCT vs CGMM Drawdown Comparison
The maximum drawdown for BSCT was -19.13%, occurring on Oct 20, 2022. Recovery took 994 trading sessions.
The maximum drawdown for CGMM was -21.04%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.
The current BSCT drawdown is -0.37%. The current CGMM drawdown is -0.53%.
| Rank | BSCT | CGMM |
|---|---|---|
| #1 | -19.13% Aug 3, 2021 - Jul 21, 2025 | -21.04% Jan 21, 2025 - Jun 26, 2025 |
| #2 | -18.44% Mar 5, 2020 - Jun 8, 2020 | -10.09% Feb 26, 2026 - Apr 17, 2026 |
| #3 | -5.26% Dec 31, 2020 - Aug 3, 2021 | -6.81% Sep 11, 2025 - Dec 4, 2025 |
| #4 | -1.96% Aug 6, 2020 - Nov 30, 2020 | -4.24% Apr 20, 2026 - Jun 2, 2026 |
| #5 | -1.70% Oct 4, 2019 - Dec 27, 2019 | -3.78% Jul 25, 2025 - Aug 13, 2025 |
| #6 | -1.63% Feb 27, 2026 - Mar 26, 2026 | -3.24% Jun 2, 2026 - Jun 10, 2026 |
| #7 | -1.02% Jun 10, 2020 - Jun 15, 2020 | -3.01% Jan 22, 2026 - Feb 6, 2026 |
| #8 | -0.98% Jun 17, 2020 - Jul 2, 2020 | -2.93% Dec 11, 2025 - Jan 5, 2026 |
| #9 | -0.85% Sep 12, 2019 - Sep 20, 2019 | -2.17% Jul 10, 2025 - Jul 17, 2025 |
| #10 | -0.71% Nov 30, 2020 - Dec 24, 2020 | -1.99% Aug 13, 2025 - Aug 22, 2025 |
| #11 | -0.65% Sep 24, 2019 - Oct 2, 2019 | -1.75% Feb 20, 2026 - Feb 25, 2026 |
| #12 | -0.61% Feb 3, 2020 - Feb 18, 2020 | -1.73% Feb 9, 2026 - Feb 18, 2026 |
| #13 | -0.58% Oct 24, 2025 - Nov 25, 2025 | -1.59% Jan 15, 2026 - Jan 22, 2026 |
| #14 | -0.55% Feb 25, 2020 - Feb 28, 2020 | -1.09% Jul 17, 2025 - Jul 23, 2025 |
| #15 | -0.52% Sep 15, 2025 - Oct 13, 2025 | -1.02% Aug 28, 2025 - Sep 4, 2025 |
Correlation
Correlation between BSCT and CGMM is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2019 - 2026)
BSCT vs CGMM dividend yield comparison.
| Year | BSCT | CGMM |
|---|---|---|
| 2026 | 1.86% | 0.00% |
| 2025 | 4.53% | 0.40% |
| 2024 | 4.51% | 0.00% |
| 2023 | 3.89% | 0.00% |
| 2022 | 2.65% | 0.00% |
| 2021 | 1.94% | 0.00% |
| 2020 | 2.24% | 0.00% |
| 2019 | 0.86% | 0.00% |
Select Stocks to Compare
Popular: BSCT vs SPYCGMM vs SPY
More Comparisons
Compare with similar stocks