BSCT vs WTV
Comparison between INVESCO BULLETSHARES 2029 CORPORATE BOND ETF (BSCT, ETF) and WISDOMTREE U.S. VALUE FUND (WTV, ETF).
5-Year PerformanceWTV has outperformed BSCT, delivering a return of +13.1% compared to +1.2%
BSCT vs WTV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSCT
$2.80B
WTV
$2.80B
Expense Ratio
Winner
BSCT
0.10%
WTV
0.12%
Max Drawdown
Winner
BSCT
22.23%
WTV
42.18%
Sharpe Ratio
BSCT
0.23
Winner
WTV
1.56
5Y Beta
Winner
BSCT
0.05
WTV
0.80
P/E Ratio
BSCT
N/A
WTV
21.97
Forward P/E
BSCT
N/A
WTV
14.08
PEG Ratio
BSCT
N/A
WTV
0.41
5Y Dividends CAGR
BSCT
15.57%
Winner
WTV
17.94%
5Y EPS CAGR
BSCT
N/A
WTV
16.41%
Debt to Equity
BSCT
N/A
WTV
-21.97%
P/S Ratio
BSCT
N/A
WTV
1.29
P/B Ratio
BSCT
N/A
WTV
2.48
BSCT vs WTV - Holdings Comparison
BSCT and WTV have 0 common holdings. Overlap is 0.00%
BSCT's top 25 holdings weight is 16.01%. WTV's top 25 holdings weight is 38.82%.
| Rank | BSCT | WTV |
|---|---|---|
| #1 | ABBVIE INC. 3.2% (n/a) - 1.29% | NVIDIA CORP (NVDA) - 3.56% |
| #2 | SALESFORCE INC. 4.65% (n/a) - 1.05% | CISCO SYSTEMS INC (CSCO) - 2.12% |
| #3 | CENTENE CORP. 4.625% (n/a) - 0.78% | n/a (DELL) - 2.11% |
| #4 | n/a (n/a) - 0.78% | ZOOM COMMUNICATIONS INC (ZM) - 1.96% |
| #5 | AT&T INC 4.35% (n/a) - 0.74% | SALESFORCE INC (CRM) - 1.86% |
| #6 | VERIZON COMMUNICATIONS INC. 4.016% (n/a) - 0.74% | CITIGROUP INC (C) - 1.66% |
| #7 | ORACLE CORP. 4.55% (n/a) - 0.73% | TARGET CORP (TGT) - 1.66% |
| #8 | AMAZON.COM, INC. 4% (n/a) - 0.73% | QUALCOMM INC (QCOM) - 1.57% |
| #9 | n/a (n/a) - 0.73% | SOUTHWEST AIRLINES CO (LUV) - 1.53% |
| #10 | FISERV INC. 3.5% (n/a) - 0.71% | DAVITA INC (DVA) - 1.51% |
| #11 | FIDELITY NATIONAL INFORMATION SERVICES INC 3.75% (n/a) - 0.67% | VIATRIS INC (VTRS) - 1.45% |
| #12 | CISCO SYSTEMS, INC. 4.85% (n/a) - 0.63% | ALTRIA GROUP INC (MO) - 1.41% |
| #13 | ABBVIE INC. 4.8% (n/a) - 0.62% | META PLATFORMS INC CLASS A (META) - 1.39% |
| #14 | ALPHABET INC. 3.7% (n/a) - 0.61% | VERIZON COMMUNICATIONS INC (VZ) - 1.35% |
| #15 | WELLS FARGO & CO. 4.15% (n/a) - 0.61% | MERCK & CO INC (MRK) - 1.31% |
| #16 | n/a (n/a) - 0.59% | SLB LTD (SLB) - 1.30% |
| #17 | T-MOBILE USA, INC. 3.375% (n/a) - 0.56% | MORGAN STANLEY (MS) - 1.29% |
| #18 | BROADCOM INC 5.05% (n/a) - 0.56% | BALL CORP (BALL) - 1.28% |
| #19 | ABBOTT LABORATORIES 3.7% (n/a) - 0.55% | SKYWORKS SOLUTIONS INC (SWKS) - 1.27% |
| #20 | HCA INC. 4.125% (n/a) - 0.49% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.25% |
| #21 | COOPERATIEVE RABOBANK U.A. NEW YORK BRANCH 4.8% (n/a) - 0.49% | THE KRAFT HEINZ CO (KHC) - 1.23% |
| #22 | n/a (n/a) - 0.42% | THE MOSAIC CO (MOS) - 1.20% |
| #23 | HOME DEPOT INC. 4.75% (n/a) - 0.31% | ADOBE INC (ADBE) - 1.19% |
| #24 | FORD MOTOR CREDIT COMPANY LLC 5.875% (n/a) - 0.31% | RYDER SYSTEM INC (R) - 1.18% |
| #25 | KINDER MORGAN, INC. 5% (n/a) - 0.31% | EDISON INTERNATIONAL (EIX) - 1.18% |
| Total Holdings | 413 | 118 |
BSCT vs WTV - Historical Returns
Returns include dividend reinvestment.
1M
BSCT
-0.10%
Winner
WTV
+3.38%
3M
BSCT
-0.35%
Winner
WTV
+5.00%
6M
BSCT
+0.86%
Winner
WTV
+10.98%
1Y
BSCT
+4.50%
Winner
WTV
+24.46%
5Y(CAGR)
BSCT
+1.21%
Winner
WTV
+13.11%
10Y(CAGR)
BSCT
N/A
WTV
+13.44%
Max(CAGR)
BSCT
+2.30%
Winner
WTV
+13.44%
BSCT vs WTV - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | BSCT | WTV |
|---|---|---|
| 2026 | +0.30% | +9.38% |
| 2025 | +7.51% | +14.03% |
| 2024 | +4.04% | +23.99% |
| 2023 | +8.33% | +22.85% |
| 2022 | -12.37% | -8.18% |
| 2021 | -1.91% | +31.79% |
| 2020 | +10.51% | +5.42% |
| 2019 | +1.72% | +29.11% |
| 2018 | N/A | -8.58% |
| 2017 | N/A | +1.14% |
BSCT vs WTV Drawdown Comparison
The maximum drawdown for BSCT was -19.13%, occurring on Oct 20, 2022. Recovery took 994 trading sessions.
The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The current BSCT drawdown is -0.74%. The current WTV drawdown is -1.17%.
| Rank | BSCT | WTV |
|---|---|---|
| #1 | -19.13% Aug 3, 2021 - Jul 21, 2025 | -42.18% Jan 16, 2020 - Nov 23, 2020 |
| #2 | -18.44% Mar 5, 2020 - Jun 8, 2020 | -20.53% Sep 21, 2018 - Apr 5, 2019 |
| #3 | -5.26% Dec 31, 2020 - Aug 3, 2021 | -19.31% Jan 4, 2022 - Feb 1, 2023 |
| #4 | -1.96% Aug 6, 2020 - Nov 30, 2020 | -18.49% Nov 29, 2024 - Jul 23, 2025 |
| #5 | -1.70% Oct 4, 2019 - Dec 27, 2019 | -13.67% Feb 2, 2023 - Jul 12, 2023 |
| #6 | -1.63% Feb 27, 2026 - Mar 26, 2026 | -10.43% Aug 1, 2023 - Dec 1, 2023 |
| #7 | -1.02% Jun 10, 2020 - Jun 15, 2020 | -9.69% Jan 26, 2018 - Aug 27, 2018 |
| #8 | -0.98% Jun 17, 2020 - Jul 2, 2020 | -9.24% May 3, 2019 - Jul 24, 2019 |
| #9 | -0.85% Sep 12, 2019 - Sep 20, 2019 | -7.88% Jul 26, 2019 - Oct 24, 2019 |
| #10 | -0.71% Nov 30, 2020 - Dec 24, 2020 | -7.15% Feb 10, 2026 - May 8, 2026 |
| #11 | -0.65% Sep 24, 2019 - Oct 2, 2019 | -6.91% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -0.61% Feb 3, 2020 - Feb 18, 2020 | -6.24% Mar 28, 2024 - Jul 16, 2024 |
| #13 | -0.58% Oct 24, 2025 - Nov 25, 2025 | -6.10% Nov 16, 2021 - Dec 29, 2021 |
| #14 | -0.55% Feb 25, 2020 - Feb 28, 2020 | -4.91% Oct 27, 2025 - Dec 3, 2025 |
| #15 | -0.52% Sep 15, 2025 - Oct 13, 2025 | -4.66% May 10, 2021 - Aug 3, 2021 |
Correlation
Correlation between BSCT and WTV is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.53
-101
Dividend Comparison (2017 - 2026)
BSCT vs WTV dividend yield comparison.
| Year | BSCT | WTV |
|---|---|---|
| 2026 | 1.87% | 0.51% |
| 2025 | 4.53% | 1.59% |
| 2024 | 4.51% | 1.54% |
| 2023 | 3.89% | 1.62% |
| 2022 | 2.65% | 2.08% |
| 2021 | 1.94% | 1.55% |
| 2020 | 2.24% | 1.63% |
| 2019 | 0.86% | 1.44% |
| 2018 | 0.00% | 1.94% |
| 2017 | 0.00% | 0.41% |
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