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BSCU vs SPY

Comparison between INVESCO BULLETSHARES 2030 CORPORATE BOND ETF (BSCU, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BSCU, delivering a return of +13.2% compared to +0.7%

BSCU vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BSCU
$2.50B
Winner
SPY
$784B
Expense Ratio
BSCU
0.10%
Winner
SPY
0.09%
Max Drawdown
Winner
BSCU
25.29%
SPY
56.47%
Sharpe Ratio
BSCU
0.22
Winner
SPY
1.54
5Y Beta
Winner
BSCU
0.06
SPY
1.00
P/E Ratio
BSCU
N/A
SPY
27.62
Forward P/E
BSCU
N/A
SPY
21.11
5Y Dividends CAGR
Winner
BSCU
27.06%
SPY
6.00%
5Y EPS CAGR
BSCU
N/A
SPY
25.30%
Debt to Equity
BSCU
N/A
SPY
31.11%
P/S Ratio
BSCU
N/A
SPY
3.49
P/B Ratio
BSCU
N/A
SPY
5.30

BSCU vs SPY - Holdings Comparison

BSCU and SPY have 1 common holdings. Overlap is 0.00%

BSCU's top 25 holdings weight is 14.39%. SPY's top 25 holdings weight is 51.24%.

RankBSCUSPY
#1
BOEING CO. 5.15% (n/a) - 1.23%
NVIDIA CORP (NVDA) - 7.81%
#2
META PLATFORMS INC 4.2% (n/a) - 1.06%
APPLE INC (AAPL) - 6.81%
#3
PACIFIC GAS AND ELECTRIC COMPANY 4.55% (n/a) - 0.82%
MICROSOFT CORP (MSFT) - 4.53%
#4
ORACLE CORP. 4.45% (n/a) - 0.78%
AMAZON.COM INC (AMZN) - 3.72%
#5
AMGEN INC. 5.25% (n/a) - 0.75%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
CITIBANK, N.A. 4.914% (n/a) - 0.68%
BROADCOM INC (AVGO) - 2.77%
#7
ALPHABET INC. 4.1% (n/a) - 0.66%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
AMAZON.COM, INC. 4.1% (n/a) - 0.66%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
TAKEDA PHARMACEUTICAL CO LTD. 2.05% (n/a) - 0.61%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
PHILIP MORRIS INTERNATIONAL INC. 5.125% (n/a) - 0.60%
TESLA INC (TSLA) - 1.76%
#11
SYNOPSYS INC 4.85% (n/a) - 0.54%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
ALPHABET INC. 1.1% (n/a) - 0.53%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
CENTENE CORP. 3% (n/a) - 0.53%
ELI LILLY AND CO (LLY) - 1.38%
#14
EXXON MOBIL CORP. 2.61% (n/a) - 0.50%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
CENTENE CORP. 3.375% (n/a) - 0.49%
EXXON MOBIL CORP (XOM) - 0.92%
#16
AMAZON.COM, INC. 1.5% (n/a) - 0.48%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
BROADCOM INC 4.6% (n/a) - 0.47%
VISA INC CLASS A (V) - 0.87%
#18
NOVARTIS CAPITAL CORPORATION 4.1% (n/a) - 0.46%
INTEL CORP (INTC) - 0.85%
#19
GLOBAL PAYMENTS INC 4.875% (n/a) - 0.45%
WALMART INC (WMT) - 0.82%
#20
INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.45%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
n/a (n/a) - 0.40%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
TOYOTA MOTOR CREDIT CORP. 5.55% (n/a) - 0.31%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
ASTRAZENECA PLC 1.375% (n/a) - 0.31%
CATERPILLAR INC (CAT) - 0.68%
#24
THE TORONTO-DOMINION BANK 4.808% (n/a) - 0.31%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
REGAL REXNORD CORPORATION 6.3% (n/a) - 0.31%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings404505

BSCU vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BSCU
+0.33%
SPY
-1.37%
3M
BSCU
+0.58%
Winner
SPY
+12.22%
6M
BSCU
+0.55%
Winner
SPY
+7.20%
1Y
BSCU
+4.13%
Winner
SPY
+23.58%
5Y(CAGR)
BSCU
+0.67%
Winner
SPY
+13.19%
10Y(CAGR)
BSCU
N/A
SPY
+15.12%
Max(CAGR)
BSCU
+0.39%
Winner
SPY
+8.44%

BSCU vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBSCUSPY
2026+0.32%+7.95%
2025+8.18%+18.00%
2024+3.65%+25.59%
2023+7.83%+26.72%
2022-14.41%-18.64%
2021-2.74%+30.52%
2020+2.07%+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

BSCU vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current BSCU drawdown is -0.91%. The current SPY drawdown is -3.18%.

RankBSCUSPY
#1-22.34%
Dec 31, 2020 - Dec 26, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-2.08%
Feb 27, 2026 - Mar 26, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-1.40%
Sep 18, 2020 - Nov 4, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-0.82%
Nov 30, 2020 - Dec 24, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-0.70%
Nov 5, 2020 - Nov 16, 2020		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-0.40%
Dec 29, 2025 - Jan 29, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-0.21%
Jan 30, 2026 - Feb 5, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.15%
Nov 19, 2020 - Nov 24, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.15%
Feb 23, 2026 - Feb 27, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.12%
Feb 10, 2026 - Feb 12, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.06%
Feb 17, 2026 - Feb 20, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.05%
Feb 5, 2026 - Feb 9, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BSCU and SPY is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51
-101

Dividend Comparison (1999 - 2026)

BSCU vs SPY dividend yield comparison.

YearBSCUSPY
20262.28%0.50%
20254.56%1.07%
20244.70%1.21%
20234.07%1.40%
20223.06%1.65%
20211.93%1.20%
20200.33%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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