BSCT vs JMEE
Comparison between INVESCO BULLETSHARES 2029 CORPORATE BOND ETF (BSCT, ETF) and JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF (JMEE, ETF).
BSCT vs JMEE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BSCT vs JMEE - Holdings Comparison
BSCT and JMEE have 1 common holdings. Overlap is -0.02%
BSCT's top 25 holdings weight is 17.13%. JMEE's top 25 holdings weight is 16.27%.
| Rank | BSCT | JMEE |
|---|---|---|
| #1 | ABBVIE INC. 3.2% (n/a) - 1.24% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 3.86% |
| #2 | SALESFORCE INC. 4.65% (n/a) - 1.01% | NVENT ELECTRIC PLC (NVT) - 0.68% |
| #3 | n/a (n/a) - 0.95% | CURTISS-WRIGHT CORP (CW) - 0.68% |
| #4 | NVIDIA CORP. 4.35% (n/a) - 0.83% | TWILIO INC CLASS A (TWLO) - 0.68% |
| #5 | CENTENE CORP. 4.625% (n/a) - 0.75% | UNITED THERAPEUTICS CORP (UTHR) - 0.66% |
| #6 | n/a (n/a) - 0.75% | TECHNIPFMC PLC (n/a) - 0.65% |
| #7 | AMAZON.COM, INC. 4% (n/a) - 0.71% | ILLUMINA INC (ILMN) - 0.65% |
| #8 | AT&T INC 4.35% (n/a) - 0.71% | OKTA INC CLASS A (OKTA) - 0.61% |
| #9 | VERIZON COMMUNICATIONS INC. 4.016% (n/a) - 0.71% | MASTEC INC (MTZ) - 0.57% |
| #10 | n/a (n/a) - 0.71% | MKS INC (MKSI) - 0.56% |
| #11 | ORACLE CORP. 4.55% (n/a) - 0.70% | ATI INC (ATI) - 0.51% |
| #12 | n/a (n/a) - 0.70% | WOODWARD INC (WWD) - 0.51% |
| #13 | FISERV INC. 3.5% (n/a) - 0.69% | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.47% |
| #14 | FIDELITY NATIONAL INFORMATION SERVICES INC 3.75% (n/a) - 0.65% | RELIANCE INC (RS) - 0.47% |
| #15 | ENERGY TRANSFER LP 5.25% (n/a) - 0.60% | RBC BEARINGS INC (RBC) - 0.47% |
| #16 | ABBVIE INC. 4.8% (n/a) - 0.60% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.45% |
| #17 | CISCO SYSTEMS, INC. 4.85% (n/a) - 0.60% | US FOODS HOLDING CORP (USFD) - 0.44% |
| #18 | WELLS FARGO & CO. 4.15% (n/a) - 0.59% | TTM TECHNOLOGIES INC (TTMI) - 0.43% |
| #19 | ALPHABET INC. 3.7% (n/a) - 0.58% | BURLINGTON STORES INC (BURL) - 0.43% |
| #20 | n/a (n/a) - 0.57% | HALOZYME THERAPEUTICS INC (HALO) - 0.43% |
| #21 | T-MOBILE USA, INC. 3.375% (n/a) - 0.54% | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 0.42% |
| #22 | ABBOTT LABORATORIES 3.7% (n/a) - 0.53% | CLEAN HARBORS INC (CLH) - 0.41% |
| #23 | COOPERATIEVE RABOBANK U.A. NEW YORK BRANCH 4.8% (n/a) - 0.48% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.41% |
| #24 | HCA INC. 4.125% (n/a) - 0.47% | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.41% |
| #25 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.46% | XPO INC (XPO) - 0.41% |
| Total Holdings | 465 | 647 |
BSCT vs JMEE - Historical Returns
Returns include dividend reinvestment.
BSCT vs JMEE - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | BSCT | JMEE |
|---|---|---|
| 2026 | +1.06% | +21.03% |
| 2025 | +7.51% | +7.89% |
| 2024 | +4.04% | +14.18% |
| 2023 | +8.33% | +18.51% |
| 2022 | -12.37% | +1.48% |
| 2021 | -1.91% | N/A |
| 2020 | +10.51% | N/A |
| 2019 | +1.72% | N/A |
BSCT vs JMEE Drawdown Comparison
The maximum drawdown for BSCT was -19.13%, occurring on Oct 20, 2022. Recovery took 994 trading sessions.
The maximum drawdown for JMEE was -25.40%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
| Rank | BSCT | JMEE |
|---|---|---|
| #1 | -19.13% Aug 3, 2021 - Jul 21, 2025 | -25.40% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -18.44% Mar 5, 2020 - Jun 8, 2020 | -16.61% Aug 16, 2022 - Jan 31, 2023 |
| #3 | -5.26% Dec 31, 2020 - Aug 3, 2021 | -14.57% Jun 7, 2022 - Aug 12, 2022 |
| #4 | -1.96% Aug 6, 2020 - Nov 30, 2020 | -13.74% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -1.70% Oct 4, 2019 - Dec 27, 2019 | -12.35% Feb 2, 2023 - Jul 18, 2023 |
| #6 | -1.63% Feb 27, 2026 - Aug 5, 2026 | -8.24% Feb 20, 2026 - Apr 16, 2026 |
| #7 | -1.02% Jun 10, 2020 - Jun 15, 2020 | -7.89% Jul 16, 2024 - Sep 19, 2024 |
| #8 | -0.98% Jun 17, 2020 - Jul 2, 2020 | -7.21% Mar 28, 2024 - Jul 15, 2024 |
| #9 | -0.85% Sep 12, 2019 - Sep 20, 2019 | -4.44% Dec 27, 2023 - Feb 9, 2024 |
| #10 | -0.71% Nov 30, 2020 - Dec 24, 2020 | -4.37% May 17, 2022 - May 27, 2022 |
| #11 | -0.65% Sep 24, 2019 - Oct 2, 2019 | -4.28% May 6, 2026 - May 26, 2026 |
| #12 | -0.61% Feb 3, 2020 - Feb 18, 2020 | -3.58% Nov 11, 2024 - Nov 22, 2024 |
| #13 | -0.58% Oct 24, 2025 - Nov 25, 2025 | -3.57% Oct 17, 2024 - Nov 6, 2024 |
| #14 | -0.55% Feb 25, 2020 - Feb 28, 2020 | -3.11% Jun 30, 2026 - Aug 4, 2026 |
| #15 | -0.52% Sep 15, 2025 - Oct 13, 2025 | -2.91% Dec 11, 2025 - Jan 6, 2026 |
Correlation
Correlation between BSCT and JMEE is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2019 - 2026)
BSCT vs JMEE dividend yield comparison.
| Year | BSCT | JMEE |
|---|---|---|
| 2026 | 2.62% | 0.00% |
| 2025 | 4.53% | 1.13% |
| 2024 | 4.51% | 0.95% |
| 2023 | 3.89% | 1.25% |
| 2022 | 2.65% | 6.63% |
| 2021 | 1.94% | 0.00% |
| 2020 | 2.24% | 0.00% |
| 2019 | 0.86% | 0.00% |
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