BSCT vs IYY
Comparison between INVESCO BULLETSHARES 2029 CORPORATE BOND ETF (BSCT, ETF) and ISHARES DOW JONES U.S. ETF (IYY, ETF).
5-Year PerformanceIYY has outperformed BSCT, delivering a return of +12.5% compared to +1.0%
BSCT vs IYY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSCT
$2.90B
Winner
IYY
$3B
Expense Ratio
Winner
BSCT
0.10%
IYY
0.20%
Max Drawdown
Winner
BSCT
22.23%
IYY
56.28%
Sharpe Ratio
BSCT
-0.23
Winner
IYY
1.39
5Y Beta
Winner
BSCT
0.05
IYY
0.98
P/E Ratio
BSCT
N/A
IYY
26.46
Forward P/E
BSCT
N/A
IYY
20.05
5Y Dividends CAGR
Winner
BSCT
14.53%
IYY
5.54%
5Y EPS CAGR
BSCT
N/A
IYY
28.15%
Debt to Equity
BSCT
N/A
IYY
59.81%
P/S Ratio
BSCT
N/A
IYY
3.44
P/B Ratio
BSCT
N/A
IYY
5.18
BSCT vs IYY - Holdings Comparison
BSCT and IYY have 1 common holdings. Overlap is 0.00%
BSCT's top 25 holdings weight is 17.13%. IYY's top 25 holdings weight is 46.26%.
| Rank | BSCT | IYY |
|---|---|---|
| #1 | ABBVIE INC. 3.2% (n/a) - 1.24% | NVIDIA CORP (NVDA) - 7.24% |
| #2 | SALESFORCE INC. 4.65% (n/a) - 1.01% | APPLE INC (AAPL) - 6.94% |
| #3 | n/a (n/a) - 0.95% | MICROSOFT CORP (MSFT) - 4.26% |
| #4 | NVIDIA CORP. 4.35% (n/a) - 0.83% | AMAZON.COM INC (AMZN) - 3.49% |
| #5 | CENTENE CORP. 4.625% (n/a) - 0.75% | ALPHABET INC CLASS A (GOOGL) - 2.93% |
| #6 | n/a (n/a) - 0.75% | BROADCOM INC (AVGO) - 2.64% |
| #7 | AMAZON.COM, INC. 4% (n/a) - 0.71% | ALPHABET INC CLASS C (GOOG) - 2.36% |
| #8 | AT&T INC 4.35% (n/a) - 0.71% | META PLATFORMS INC CLASS A (META) - 2.04% |
| #9 | VERIZON COMMUNICATIONS INC. 4.016% (n/a) - 0.71% | MICRON TECHNOLOGY INC (MU) - 1.58% |
| #10 | n/a (n/a) - 0.71% | TESLA INC (TSLA) - 1.54% |
| #11 | ORACLE CORP. 4.55% (n/a) - 0.70% | ELI LILLY AND CO (LLY) - 1.34% |
| #12 | n/a (n/a) - 0.70% | JPMORGAN CHASE & CO (JPM) - 1.33% |
| #13 | FISERV INC. 3.5% (n/a) - 0.69% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.29% |
| #14 | FIDELITY NATIONAL INFORMATION SERVICES INC 3.75% (n/a) - 0.65% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | ENERGY TRANSFER LP 5.25% (n/a) - 0.60% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.91% |
| #16 | ABBVIE INC. 4.8% (n/a) - 0.60% | JOHNSON & JOHNSON (JNJ) - 0.87% |
| #17 | CISCO SYSTEMS, INC. 4.85% (n/a) - 0.60% | VISA INC CLASS A (V) - 0.85% |
| #18 | WELLS FARGO & CO. 4.15% (n/a) - 0.59% | INTEL CORP (INTC) - 0.72% |
| #19 | ALPHABET INC. 3.7% (n/a) - 0.58% | WALMART INC (WMT) - 0.70% |
| #20 | n/a (n/a) - 0.57% | ABBVIE INC (ABBV) - 0.65% |
| #21 | T-MOBILE USA, INC. 3.375% (n/a) - 0.54% | QUALCOMM INC (QCOM) - 0.26% |
| #22 | ABBOTT LABORATORIES 3.7% (n/a) - 0.53% | VERIZON COMMUNICATIONS INC (VZ) - 0.26% |
| #23 | COOPERATIEVE RABOBANK U.A. NEW YORK BRANCH 4.8% (n/a) - 0.48% | ARISTA NETWORKS INC (ANET) - 0.26% |
| #24 | HCA INC. 4.125% (n/a) - 0.47% | MARVELL TECHNOLOGY INC (MRVL) - 0.26% |
| #25 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.46% | NEXTERA ENERGY INC (NEE) - 0.26% |
| Total Holdings | 465 | 925 |
BSCT vs IYY - Historical Returns
Returns include dividend reinvestment.
1M
BSCT
+0.32%
Winner
IYY
+3.47%
3M
BSCT
+0.58%
Winner
IYY
+6.28%
6M
BSCT
+0.55%
Winner
IYY
+12.66%
1Y
BSCT
+3.38%
Winner
IYY
+23.38%
5Y(CAGR)
BSCT
+0.98%
Winner
IYY
+12.46%
10Y(CAGR)
BSCT
N/A
IYY
+14.89%
Max(CAGR)
BSCT
+2.35%
Winner
IYY
+8.48%
BSCT vs IYY - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | BSCT | IYY |
|---|---|---|
| 2026 | +1.06% | +13.88% |
| 2025 | +7.51% | +17.42% |
| 2024 | +4.04% | +25.12% |
| 2023 | +8.33% | +27.02% |
| 2022 | -12.37% | -19.98% |
| 2021 | -1.91% | +28.14% |
| 2020 | +10.51% | +19.15% |
| 2019 | +1.72% | +30.69% |
| 2018 | N/A | -5.87% |
| 2017 | N/A | +20.44% |
| 2016 | N/A | +13.81% |
| 2015 | N/A | +0.62% |
| 2014 | N/A | +13.91% |
| 2013 | N/A | +29.38% |
| 2012 | N/A | +14.37% |
| 2011 | N/A | +0.06% |
| 2010 | N/A | +14.63% |
| 2009 | N/A | +25.06% |
| 2008 | N/A | -36.28% |
| 2007 | N/A | +5.85% |
| 2006 | N/A | +13.57% |
| 2005 | N/A | +7.14% |
| 2004 | N/A | +12.15% |
| 2003 | N/A | +26.50% |
| 2002 | N/A | -22.31% |
| 2001 | N/A | -8.58% |
| 2000 | N/A | -9.07% |
BSCT vs IYY Drawdown Comparison
The maximum drawdown for BSCT was -19.13%, occurring on Oct 20, 2022. Recovery took 994 trading sessions.
The maximum drawdown for IYY was -55.16%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
| Rank | BSCT | IYY |
|---|---|---|
| #1 | -19.13% Aug 3, 2021 - Jul 21, 2025 | -55.16% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -18.44% Mar 5, 2020 - Jun 8, 2020 | -48.49% Sep 1, 2000 - Oct 12, 2006 |
| #3 | -5.26% Dec 31, 2020 - Aug 3, 2021 | -34.90% Feb 19, 2020 - Aug 12, 2020 |
| #4 | -1.96% Aug 6, 2020 - Nov 30, 2020 | -25.46% Dec 27, 2021 - Dec 14, 2023 |
| #5 | -1.70% Oct 4, 2019 - Dec 27, 2019 | -19.86% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -1.63% Feb 27, 2026 - Aug 5, 2026 | -19.06% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -1.02% Jun 10, 2020 - Jun 15, 2020 | -14.48% Jun 23, 2015 - Jun 7, 2016 |
| #8 | -0.98% Jun 17, 2020 - Jul 2, 2020 | -10.01% Apr 2, 2012 - Aug 17, 2012 |
| #9 | -0.85% Sep 12, 2019 - Sep 20, 2019 | -9.56% Jan 26, 2018 - Jul 25, 2018 |
| #10 | -0.71% Nov 30, 2020 - Dec 24, 2020 | -9.39% Sep 2, 2020 - Nov 11, 2020 |
| #11 | -0.65% Sep 24, 2019 - Oct 2, 2019 | -9.34% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -0.61% Feb 3, 2020 - Feb 18, 2020 | -8.94% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -0.58% Oct 24, 2025 - Nov 25, 2025 | -8.53% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -0.55% Feb 25, 2020 - Feb 28, 2020 | -7.49% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -0.52% Sep 15, 2025 - Oct 13, 2025 | -7.44% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between BSCT and IYY is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2000 - 2026)
BSCT vs IYY dividend yield comparison.
| Year | BSCT | IYY |
|---|---|---|
| 2026 | 2.62% | 0.38% |
| 2025 | 4.53% | 0.95% |
| 2024 | 4.51% | 1.05% |
| 2023 | 3.89% | 1.29% |
| 2022 | 2.65% | 1.48% |
| 2021 | 1.94% | 1.04% |
| 2020 | 2.24% | 1.31% |
| 2019 | 0.86% | 1.80% |
| 2018 | 0.00% | 1.97% |
| 2017 | 0.00% | 1.62% |
| 2016 | 0.00% | 1.81% |
| 2015 | 0.00% | 1.97% |
| 2014 | 0.00% | 1.66% |
| 2013 | 0.00% | 1.62% |
| 2012 | 0.00% | 1.99% |
| 2011 | 0.00% | 1.84% |
| 2010 | 0.00% | 1.62% |
| 2009 | 0.00% | 1.77% |
| 2008 | 0.00% | 2.63% |
| 2007 | 0.00% | 1.57% |
| 2006 | 0.00% | 1.47% |
| 2005 | 0.00% | 1.55% |
| 2004 | 0.00% | 1.59% |
| 2003 | 0.00% | 1.27% |
| 2002 | 0.00% | 1.46% |
| 2001 | 0.00% | 1.07% |
| 2000 | 0.00% | 0.41% |
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