BSCU vs SPXX

Comparison between INVESCO BULLETSHARES 2030 CORPORATE BOND ETF (BSCU, ETF) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF).

5-Year PerformanceSPXX has outperformed BSCU, delivering a return of +8.0% compared to +1.0%

BSCU vs SPXX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSCU(ETF)	SPXX(ETF)
Net Assets	$2.50B	$2.50B
Expense Ratio	0.10%	N/A
Max Drawdown	25.29%	59.96%
Sharpe Ratio	0.61	0.95
5Y Beta	0.06	0.80
5Y Dividends CAGR	34.73%	11.48%

Net Assets

BSCU

$2.50B

SPXX

$2.50B

Expense Ratio

BSCU

0.10%

SPXX

N/A

Max Drawdown

Winner

BSCU

25.29%

SPXX

59.96%

Sharpe Ratio

BSCU

0.61

Winner

SPXX

0.95

5Y Beta

Winner

BSCU

0.06

SPXX

0.80

5Y Dividends CAGR

Winner

BSCU

34.73%

SPXX

11.48%

BSCU vs SPXX - Historical Returns

Returns include dividend reinvestment.

Period	BSCU	SPXX
1 month	+0.19%	+7.16%
3 months	-0.08%	+0.27%
6 months	+1.35%	+6.60%
1 year	+5.96%	+15.10%
5 years(CAGR)	+0.98%	+8.02%
10 years(CAGR)	N/A	+10.12%
Max(CAGR)	+0.44%	+7.36%

BSCU

+0.19%

Winner

SPXX

+7.16%

BSCU

-0.08%

Winner

SPXX

+0.27%

BSCU

+1.35%

Winner

SPXX

+6.60%

BSCU

+5.96%

Winner

SPXX

+15.10%

5Y(CAGR)

BSCU

+0.98%

Winner

SPXX

+8.02%

10Y(CAGR)

BSCU

N/A

SPXX

+10.12%

Max(CAGR)

BSCU

+0.44%

Winner

SPXX

+7.36%

BSCU vs SPXX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	BSCU	SPXX
2026	+0.53%	+0.77%
2025	+8.18%	+11.56%
2024	+3.65%	+28.64%
2023	+7.83%	+1.77%
2022	-14.41%	-7.14%
2021	-2.74%	+31.06%
2020	+2.07%	+0.75%
2019	N/A	+23.48%
2018	N/A	-14.40%
2017	N/A	+28.09%
2016	N/A	+14.57%
2015	N/A	+2.35%
2014	N/A	+9.85%
2013	N/A	+15.93%
2012	N/A	+15.76%
2011	N/A	-5.57%
2010	N/A	+13.97%
2009	N/A	+28.61%
2008	N/A	-29.58%
2007	N/A	-4.08%
2006	N/A	+22.10%
2005	N/A	-13.75%

BSCU vs SPXX Drawdown Comparison

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

The maximum drawdown for SPXX was -52.38%, occurring on Mar 9, 2009. Recovery took 924 trading sessions.

The current BSCU drawdown is -0.70%. The current SPXX drawdown is -0.88%.

Rank	BSCU	SPXX
#1	-22.34% Dec 31, 2020 - Dec 26, 2025	-52.38% Apr 12, 2007 - Dec 9, 2010
#2	-2.08% Feb 27, 2026 - Mar 26, 2026	-43.80% Jun 7, 2018 - Mar 1, 2021
#3	-1.40% Sep 18, 2020 - Nov 4, 2020	-18.59% Dec 14, 2010 - Feb 13, 2012
#4	-0.82% Nov 30, 2020 - Dec 24, 2020	-18.06% Jan 12, 2022 - Dec 1, 2022
#5	-0.70% Nov 5, 2020 - Nov 16, 2020	-17.95% Dec 1, 2022 - Jun 6, 2024
#6	-0.40% Dec 29, 2025 - Jan 29, 2026	-17.67% Feb 19, 2025 - Jun 30, 2025
#7	-0.21% Jan 30, 2026 - Feb 5, 2026	-14.69% Nov 30, 2005 - Aug 31, 2006
#8	-0.15% Nov 19, 2020 - Nov 24, 2020	-14.67% Nov 24, 2015 - Apr 12, 2016
#9	-0.15% Feb 23, 2026 - Feb 27, 2026	-11.85% Jan 12, 2026 - Mar 30, 2026
#10	-0.12% Feb 10, 2026 - Feb 12, 2026	-11.20% Oct 1, 2012 - Jan 11, 2013
#11	-0.06% Feb 17, 2026 - Feb 20, 2026	-9.73% Jun 15, 2021 - Dec 30, 2021
#12	-0.05% Feb 5, 2026 - Feb 9, 2026	-9.68% Jul 16, 2015 - Nov 3, 2015
#13	N/A	-7.94% Jan 26, 2018 - May 4, 2018
#14	N/A	-7.77% Apr 2, 2012 - Jul 27, 2012
#15	N/A	-7.69% Jul 16, 2024 - Aug 26, 2024

Correlation

Correlation between BSCU and SPXX is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.41

-101

Dividend Comparison (2006 - 2026)

BSCU vs SPXX dividend yield comparison.

Year	BSCU	SPXX
2026	1.49%	1.90%
2025	4.56%	7.48%
2024	4.70%	6.87%
2023	4.07%	7.82%
2022	3.06%	7.30%
2021	1.93%	5.27%
2020	0.33%	6.56%
2019	0.00%	6.44%
2018	0.00%	7.98%
2017	0.00%	5.69%
2016	0.00%	5.14%
2015	0.00%	7.75%
2014	0.00%	7.30%
2013	0.00%	7.93%
2012	0.00%	8.66%
2011	0.00%	9.28%
2010	0.00%	8.09%
2009	0.00%	8.56%
2008	0.00%	13.80%
2007	0.00%	9.46%
2006	0.00%	8.36%