BSCU vs ETY

Comparison between INVESCO BULLETSHARES 2030 CORPORATE BOND ETF (BSCU, ETF) and Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY, ETF).

5-Year PerformanceETY has outperformed BSCU, delivering a return of +9.2% compared to +0.7%

BSCU vs ETY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSCU(ETF)	ETY(ETF)
Net Assets	$2.50B	$2.50B
Expense Ratio	0.10%	N/A
Max Drawdown	25.29%	64.57%
Sharpe Ratio	0.22	0.06
5Y Beta	0.06	0.93
5Y Dividends CAGR	27.06%	4.98%

Net Assets

BSCU

$2.50B

ETY

$2.50B

Expense Ratio

BSCU

0.10%

ETY

N/A

Max Drawdown

Winner

BSCU

25.29%

ETY

64.57%

Sharpe Ratio

Winner

BSCU

0.22

ETY

0.06

5Y Beta

Winner

BSCU

0.06

ETY

0.93

5Y Dividends CAGR

Winner

BSCU

27.06%

ETY

4.98%

BSCU vs ETY - Historical Returns

Returns include dividend reinvestment.

Period	BSCU	ETY
1 month	+0.33%	-2.38%
3 months	+0.58%	+6.67%
6 months	+0.55%	-2.41%
1 year	+4.13%	+3.35%
5 years(CAGR)	+0.67%	+9.19%
10 years(CAGR)	N/A	+12.45%
Max(CAGR)	+0.39%	+8.48%

Winner

BSCU

+0.33%

ETY

-2.38%

BSCU

+0.58%

Winner

ETY

+6.67%

Winner

BSCU

+0.55%

ETY

-2.41%

Winner

BSCU

+4.13%

ETY

+3.35%

5Y(CAGR)

BSCU

+0.67%

Winner

ETY

+9.19%

10Y(CAGR)

BSCU

N/A

ETY

+12.45%

Max(CAGR)

BSCU

+0.39%

Winner

ETY

+8.48%

BSCU vs ETY - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	BSCU	ETY
2026	+0.32%	-2.41%
2025	+8.18%	+11.01%
2024	+3.65%	+35.10%
2023	+7.83%	+21.52%
2022	-14.41%	-20.72%
2021	-2.74%	+34.82%
2020	+2.07%	+6.29%
2019	N/A	+31.23%
2018	N/A	-10.18%
2017	N/A	+29.36%
2016	N/A	+4.62%
2015	N/A	+9.12%
2014	N/A	+12.87%
2013	N/A	+25.11%
2012	N/A	+16.30%
2011	N/A	-13.08%
2010	N/A	-2.81%
2009	N/A	+36.46%
2008	N/A	-25.83%
2007	N/A	-8.21%
2006	N/A	+0.25%

BSCU vs ETY Drawdown Comparison

The maximum drawdown for BSCU was -22.34%, occurring on Oct 20, 2022. Recovery took 1252 trading sessions.

The maximum drawdown for ETY was -52.91%, occurring on Nov 20, 2008. Recovery took 1419 trading sessions.

The current BSCU drawdown is -0.91%. The current ETY drawdown is -4.93%.

Rank	BSCU	ETY
#1	-22.34% Dec 31, 2020 - Dec 26, 2025	-52.91% Jun 1, 2007 - Jan 18, 2013
#2	-2.08% Feb 27, 2026 - Mar 26, 2026	-42.40% Feb 12, 2020 - Nov 17, 2020
#3	-1.40% Sep 18, 2020 - Nov 4, 2020	-24.43% Sep 13, 2018 - Jun 20, 2019
#4	-0.82% Nov 30, 2020 - Dec 24, 2020	-24.03% Dec 31, 2021 - Feb 5, 2024
#5	-0.70% Nov 5, 2020 - Nov 16, 2020	-21.28% Feb 19, 2025 - Jun 25, 2025
#6	-0.40% Dec 29, 2025 - Jan 29, 2026	-14.39% Sep 22, 2025 - Mar 30, 2026
#7	-0.21% Jan 30, 2026 - Feb 5, 2026	-13.90% Nov 3, 2015 - Aug 5, 2016
#8	-0.15% Nov 19, 2020 - Nov 24, 2020	-12.52% Sep 3, 2014 - Nov 5, 2014
#9	-0.15% Feb 23, 2026 - Feb 27, 2026	-11.93% Jul 20, 2015 - Nov 3, 2015
#10	-0.12% Feb 10, 2026 - Feb 12, 2026	-8.97% Jan 26, 2018 - May 8, 2018
#11	-0.06% Feb 17, 2026 - Feb 20, 2026	-8.63% Sep 8, 2016 - Jan 26, 2017
#12	-0.05% Feb 5, 2026 - Feb 9, 2026	-8.09% May 21, 2013 - Jul 15, 2013
#13	N/A	-7.21% Jul 10, 2024 - Aug 30, 2024
#14	N/A	-6.77% Nov 28, 2014 - Feb 27, 2015
#15	N/A	-6.17% Jan 22, 2014 - Feb 18, 2014

Correlation

Correlation between BSCU and ETY is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.49

-101

Dividend Comparison (2007 - 2026)

BSCU vs ETY dividend yield comparison.

Year	BSCU	ETY
2026	2.28%	4.16%
2025	4.56%	7.76%
2024	4.70%	7.59%
2023	4.07%	7.92%
2022	3.06%	10.04%
2021	1.93%	7.01%
2020	0.33%	8.26%
2019	0.00%	8.08%
2018	0.00%	9.92%
2017	0.00%	8.30%
2016	0.00%	9.77%
2015	0.00%	9.03%
2014	0.00%	9.06%
2013	0.00%	9.26%
2012	0.00%	11.19%
2011	0.00%	13.06%
2010	0.00%	14.35%
2009	0.00%	14.09%
2008	0.00%	17.11%
2007	0.00%	11.13%