BSCU vs JMEE
Comparison between INVESCO BULLETSHARES 2030 CORPORATE BOND ETF (BSCU, ETF) and JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF (JMEE, ETF).
BSCU vs JMEE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BSCU vs JMEE - Holdings Comparison
BSCU and JMEE have 1 common holdings. Overlap is -0.26%
BSCU's top 25 holdings weight is 14.97%. JMEE's top 25 holdings weight is 15.58%.
| Rank | BSCU | JMEE |
|---|---|---|
| #1 | BOEING CO. 5.15% (n/a) - 1.23% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 3.20% |
| #2 | META PLATFORMS INC 4.2% (n/a) - 1.06% | NVENT ELECTRIC PLC (NVT) - 0.75% |
| #3 | PACIFIC GAS AND ELECTRIC COMPANY 4.55% (n/a) - 0.82% | MASTEC INC (MTZ) - 0.74% |
| #4 | ORACLE CORP. 4.45% (n/a) - 0.78% | UNITED THERAPEUTICS CORP (UTHR) - 0.73% |
| #5 | AMGEN INC. 5.25% (n/a) - 0.76% | TECHNIPFMC PLC (n/a) - 0.73% |
| #6 | CITIBANK, N.A. 4.914% (n/a) - 0.68% | CURTISS-WRIGHT CORP (CW) - 0.72% |
| #7 | ALPHABET INC. 4.1% (n/a) - 0.67% | TWILIO INC CLASS A (TWLO) - 0.71% |
| #8 | AMAZON.COM, INC. 4.1% (n/a) - 0.66% | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.67% |
| #9 | TAKEDA PHARMACEUTICAL CO LTD. 2.05% (n/a) - 0.61% | FLEX LTD (FLEX) - 0.63% |
| #10 | PHILIP MORRIS INTERNATIONAL INC. 5.125% (n/a) - 0.60% | MKS INC (MKSI) - 0.51% |
| #11 | SYNOPSYS INC 4.85% (n/a) - 0.54% | RBC BEARINGS INC (RBC) - 0.51% |
| #12 | ALPHABET INC. 1.1% (n/a) - 0.53% | FABRINET (FN) - 0.49% |
| #13 | CENTENE CORP. 3% (n/a) - 0.53% | TTM TECHNOLOGIES INC (TTMI) - 0.48% |
| #14 | n/a (n/a) - 0.51% | WOODWARD INC (WWD) - 0.48% |
| #15 | EXXON MOBIL CORP. 2.61% (n/a) - 0.50% | RELIANCE INC (RS) - 0.47% |
| #16 | CENTENE CORP. 3.375% (n/a) - 0.50% | EAST WEST BANCORP INC (EWBC) - 0.47% |
| #17 | AMAZON.COM, INC. 1.5% (n/a) - 0.48% | CLEAN HARBORS INC (CLH) - 0.45% |
| #18 | BROADCOM INC 4.6% (n/a) - 0.47% | US FOODS HOLDING CORP (USFD) - 0.45% |
| #19 | NOVARTIS CAPITAL CORPORATION 4.1% (n/a) - 0.46% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.44% |
| #20 | GLOBAL PAYMENTS INC 4.875% (n/a) - 0.45% | STERLING INFRASTRUCTURE INC (STRL) - 0.43% |
| #21 | n/a (n/a) - 0.43% | TOLL BROTHERS INC (TOL) - 0.31% |
| #22 | APPLE INC. 1.65% (n/a) - 0.43% | VIASAT INC (VSAT) - 0.31% |
| #23 | COSTCO WHOLESALE CORPORATION 1.6% (n/a) - 0.43% | PERFORMANCE FOOD GROUP CO (PFGC) - 0.30% |
| #24 | FORD MOTOR CREDIT COMPANY LLC 4% (n/a) - 0.42% | MAXLINEAR INC (MXL) - 0.30% |
| #25 | JOHNSON & JOHNSON 1.3% (n/a) - 0.42% | ENCOMPASS HEALTH CORP (EHC) - 0.30% |
| Total Holdings | 443 | 623 |
BSCU vs JMEE - Historical Returns
Returns include dividend reinvestment.
BSCU vs JMEE - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BSCU | JMEE |
|---|---|---|
| 2026 | +0.38% | +12.77% |
| 2025 | +8.18% | +7.89% |
| 2024 | +3.65% | +14.18% |
| 2023 | +7.83% | +18.51% |
| 2022 | -14.41% | +1.48% |
| 2021 | -2.74% | N/A |
| 2020 | +2.07% | N/A |
BSCU vs JMEE Drawdown Comparison
The maximum drawdown for BSCU was -22.34%, occurring on Oct 20, 2022. Recovery took 1252 trading sessions.
The maximum drawdown for JMEE was -25.40%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The current BSCU drawdown is -0.85%. The current JMEE drawdown is -1.22%.
| Rank | BSCU | JMEE |
|---|---|---|
| #1 | -22.34% Dec 31, 2020 - Dec 26, 2025 | -25.40% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -2.08% Feb 27, 2026 - Mar 26, 2026 | -16.61% Aug 16, 2022 - Jan 31, 2023 |
| #3 | -1.40% Sep 18, 2020 - Nov 4, 2020 | -14.57% Jun 7, 2022 - Aug 12, 2022 |
| #4 | -0.82% Nov 30, 2020 - Dec 24, 2020 | -13.74% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -0.70% Nov 5, 2020 - Nov 16, 2020 | -12.35% Feb 2, 2023 - Jul 18, 2023 |
| #6 | -0.40% Dec 29, 2025 - Jan 29, 2026 | -8.24% Feb 20, 2026 - Apr 16, 2026 |
| #7 | -0.21% Jan 30, 2026 - Feb 5, 2026 | -7.89% Jul 16, 2024 - Sep 19, 2024 |
| #8 | -0.15% Nov 19, 2020 - Nov 24, 2020 | -7.21% Mar 28, 2024 - Jul 15, 2024 |
| #9 | -0.15% Feb 23, 2026 - Feb 27, 2026 | -4.44% Dec 27, 2023 - Feb 9, 2024 |
| #10 | -0.12% Feb 10, 2026 - Feb 12, 2026 | -4.37% May 17, 2022 - May 27, 2022 |
| #11 | -0.06% Feb 17, 2026 - Feb 20, 2026 | -3.58% Nov 11, 2024 - Nov 22, 2024 |
| #12 | -0.05% Feb 5, 2026 - Feb 9, 2026 | -3.57% Oct 17, 2024 - Nov 6, 2024 |
| #13 | N/A | -2.91% Dec 11, 2025 - Jan 6, 2026 |
| #14 | N/A | -2.62% Feb 12, 2024 - Feb 15, 2024 |
| #15 | N/A | -2.16% Jan 22, 2026 - Feb 6, 2026 |
Correlation
Correlation between BSCU and JMEE is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2020 - 2026)
BSCU vs JMEE dividend yield comparison.
| Year | BSCU | JMEE |
|---|---|---|
| 2026 | 1.49% | 0.00% |
| 2025 | 4.56% | 1.13% |
| 2024 | 4.70% | 0.95% |
| 2023 | 4.07% | 1.25% |
| 2022 | 3.06% | 6.63% |
| 2021 | 1.93% | 0.00% |
| 2020 | 0.33% | 0.00% |
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