BSCU vs MDYV
Comparison between INVESCO BULLETSHARES 2030 CORPORATE BOND ETF (BSCU, ETF) and SPDR(R) S & P 400 MID CAP VALUE ETF (MDYV, ETF).
5-Year PerformanceMDYV has outperformed BSCU, delivering a return of +7.3% compared to +1.0%
BSCU vs MDYV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSCU
$2.50B
Winner
MDYV
$2.60B
Expense Ratio
Winner
BSCU
0.10%
MDYV
0.15%
Max Drawdown
Winner
BSCU
25.29%
MDYV
62.59%
Sharpe Ratio
BSCU
0.67
Winner
MDYV
1.08
5Y Beta
Winner
BSCU
0.06
MDYV
0.90
P/E Ratio
BSCU
N/A
MDYV
21.21
Forward P/E
BSCU
N/A
MDYV
13.97
PEG Ratio
BSCU
N/A
MDYV
0.23
5Y Dividends CAGR
Winner
BSCU
34.73%
MDYV
8.23%
5Y EPS CAGR
BSCU
N/A
MDYV
8.23%
Debt to Equity
BSCU
N/A
MDYV
21.32%
P/S Ratio
BSCU
N/A
MDYV
1.06
P/B Ratio
BSCU
N/A
MDYV
1.96
BSCU vs MDYV - Holdings Comparison
BSCU and MDYV have 1 common holdings. Overlap is 0.00%
BSCU's top 25 holdings weight is 14.97%. MDYV's top 25 holdings weight is 21.69%.
| Rank | BSCU | MDYV |
|---|---|---|
| #1 | BOEING CO. 5.15% (n/a) - 1.23% | US FOODS HOLDING CORP (USFD) - 1.21% |
| #2 | META PLATFORMS INC 4.2% (n/a) - 1.06% | RELIANCE INC (RS) - 1.16% |
| #3 | PACIFIC GAS AND ELECTRIC COMPANY 4.55% (n/a) - 0.82% | TD SYNNEX CORP (SNX) - 1.05% |
| #4 | ORACLE CORP. 4.45% (n/a) - 0.78% | OVINTIV INC (OVV) - 1.04% |
| #5 | AMGEN INC. 5.25% (n/a) - 0.76% | WESCO INTERNATIONAL INC (WCC) - 1.02% |
| #6 | CITIBANK, N.A. 4.914% (n/a) - 0.68% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.99% |
| #7 | ALPHABET INC. 4.1% (n/a) - 0.67% | ALCOA CORP (AA) - 0.97% |
| #8 | AMAZON.COM, INC. 4.1% (n/a) - 0.66% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.96% |
| #9 | TAKEDA PHARMACEUTICAL CO LTD. 2.05% (n/a) - 0.61% | JONES LANG LASALLE INC (JLL) - 0.90% |
| #10 | PHILIP MORRIS INTERNATIONAL INC. 5.125% (n/a) - 0.60% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.89% |
| #11 | SYNOPSYS INC 4.85% (n/a) - 0.54% | REGAL REXNORD CORP (RRX) - 0.88% |
| #12 | ALPHABET INC. 1.1% (n/a) - 0.53% | WATSCO INC ORDINARY SHARES (WSO) - 0.88% |
| #13 | CENTENE CORP. 3% (n/a) - 0.53% | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.84% |
| #14 | n/a (n/a) - 0.51% | PERFORMANCE FOOD GROUP CO (PFGC) - 0.82% |
| #15 | EXXON MOBIL CORP. 2.61% (n/a) - 0.50% | ENTEGRIS INC (ENTG) - 0.81% |
| #16 | CENTENE CORP. 3.375% (n/a) - 0.50% | FIDELITY NATIONAL FINANCIAL INC (FNF) - 0.78% |
| #17 | AMAZON.COM, INC. 1.5% (n/a) - 0.48% | TOLL BROTHERS INC (TOL) - 0.78% |
| #18 | BROADCOM INC 4.6% (n/a) - 0.47% | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 0.74% |
| #19 | NOVARTIS CAPITAL CORPORATION 4.1% (n/a) - 0.46% | UNUM GROUP (UNM) - 0.73% |
| #20 | GLOBAL PAYMENTS INC 4.875% (n/a) - 0.45% | FIRST HORIZON CORP (FHN) - 0.72% |
| #21 | n/a (n/a) - 0.43% | ALLY FINANCIAL INC (ALLY) - 0.72% |
| #22 | APPLE INC. 1.65% (n/a) - 0.43% | ARAMARK (ARMK) - 0.71% |
| #23 | COSTCO WHOLESALE CORPORATION 1.6% (n/a) - 0.43% | BORGWARNER INC (BWA) - 0.71% |
| #24 | FORD MOTOR CREDIT COMPANY LLC 4% (n/a) - 0.42% | HF SINCLAIR CORP (DINO) - 0.69% |
| #25 | JOHNSON & JOHNSON 1.3% (n/a) - 0.42% | WEBSTER FINANCIAL CORP (WBS) - 0.69% |
| Total Holdings | 443 | 303 |
BSCU vs MDYV - Historical Returns
Returns include dividend reinvestment.
1M
BSCU
+0.13%
Winner
MDYV
+2.16%
3M
Winner
BSCU
-0.14%
MDYV
-1.31%
6M
BSCU
+1.02%
Winner
MDYV
+9.88%
1Y
BSCU
+5.99%
Winner
MDYV
+17.24%
5Y(CAGR)
BSCU
+1.03%
Winner
MDYV
+7.34%
10Y(CAGR)
BSCU
N/A
MDYV
+10.62%
Max(CAGR)
BSCU
+0.41%
Winner
MDYV
+8.90%
BSCU vs MDYV - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | BSCU | MDYV |
|---|---|---|
| 2026 | +0.38% | +6.05% |
| 2025 | +8.18% | +7.89% |
| 2024 | +3.65% | +11.46% |
| 2023 | +7.83% | +15.49% |
| 2022 | -14.41% | -7.79% |
| 2021 | -2.74% | +32.87% |
| 2020 | +2.07% | +3.95% |
| 2019 | N/A | +25.64% |
| 2018 | N/A | -12.74% |
| 2017 | N/A | +11.16% |
| 2016 | N/A | +27.76% |
| 2015 | N/A | -6.72% |
| 2014 | N/A | +13.69% |
| 2013 | N/A | +31.45% |
| 2012 | N/A | +16.71% |
| 2011 | N/A | -3.66% |
| 2010 | N/A | +20.67% |
| 2009 | N/A | +31.76% |
| 2008 | N/A | -34.65% |
| 2007 | N/A | -1.23% |
| 2006 | N/A | +14.50% |
| 2005 | N/A | +2.32% |
BSCU vs MDYV Drawdown Comparison
The maximum drawdown for BSCU was -22.34%, occurring on Oct 20, 2022. Recovery took 1252 trading sessions.
The maximum drawdown for MDYV was -60.74%, occurring on Mar 6, 2009. Recovery took 968 trading sessions.
The current BSCU drawdown is -0.85%. The current MDYV drawdown is -1.88%.
| Rank | BSCU | MDYV |
|---|---|---|
| #1 | -22.34% Dec 31, 2020 - Dec 26, 2025 | -60.74% Jun 4, 2007 - Apr 5, 2011 |
| #2 | -2.08% Feb 27, 2026 - Mar 26, 2026 | -45.87% Jan 16, 2020 - Dec 4, 2020 |
| #3 | -1.40% Sep 18, 2020 - Nov 4, 2020 | -25.52% Apr 28, 2011 - Mar 15, 2012 |
| #4 | -0.82% Nov 30, 2020 - Dec 24, 2020 | -22.81% Aug 29, 2018 - Nov 5, 2019 |
| #5 | -0.70% Nov 5, 2020 - Nov 16, 2020 | -22.59% Nov 25, 2024 - Dec 10, 2025 |
| #6 | -0.40% Dec 29, 2025 - Jan 29, 2026 | -21.23% Jun 23, 2015 - Jun 8, 2016 |
| #7 | -0.21% Jan 30, 2026 - Feb 5, 2026 | -19.02% Jan 4, 2022 - Jan 27, 2023 |
| #8 | -0.15% Nov 19, 2020 - Nov 24, 2020 | -18.70% Feb 2, 2023 - Dec 19, 2023 |
| #9 | -0.15% Feb 23, 2026 - Feb 27, 2026 | -12.24% Mar 19, 2012 - Sep 7, 2012 |
| #10 | -0.12% Feb 10, 2026 - Feb 12, 2026 | -10.53% Feb 6, 2026 - Mar 20, 2026 |
| #11 | -0.06% Feb 17, 2026 - Feb 20, 2026 | -10.31% Sep 2, 2014 - Nov 24, 2014 |
| #12 | -0.05% Feb 5, 2026 - Feb 9, 2026 | -9.35% Jan 23, 2018 - Jun 7, 2018 |
| #13 | N/A | -9.07% May 7, 2021 - Oct 25, 2021 |
| #14 | N/A | -9.01% May 9, 2006 - Oct 13, 2006 |
| #15 | N/A | -8.70% Nov 15, 2021 - Jan 4, 2022 |
Correlation
Correlation between BSCU and MDYV is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.34
-101
Dividend Comparison (2005 - 2026)
BSCU vs MDYV dividend yield comparison.
| Year | BSCU | MDYV |
|---|---|---|
| 2026 | 1.49% | 0.42% |
| 2025 | 4.56% | 1.72% |
| 2024 | 4.70% | 1.89% |
| 2023 | 4.07% | 1.59% |
| 2022 | 3.06% | 1.90% |
| 2021 | 1.93% | 1.74% |
| 2020 | 0.33% | 1.69% |
| 2019 | 0.00% | 1.83% |
| 2018 | 0.00% | 2.28% |
| 2017 | 0.00% | 2.48% |
| 2016 | 0.00% | 1.83% |
| 2015 | 0.00% | 4.31% |
| 2014 | 0.00% | 4.05% |
| 2013 | 0.00% | 1.40% |
| 2012 | 0.00% | 2.08% |
| 2011 | 0.00% | 1.74% |
| 2010 | 0.00% | 2.24% |
| 2009 | 0.00% | 2.37% |
| 2008 | 0.00% | 4.30% |
| 2007 | 0.00% | 2.13% |
| 2006 | 0.00% | 3.56% |
| 2005 | 0.00% | 0.31% |
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