BSCU vs SPYX
Comparison between INVESCO BULLETSHARES 2030 CORPORATE BOND ETF (BSCU, ETF) and STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF (SPYX, ETF).
5-Year PerformanceSPYX has outperformed BSCU, delivering a return of +12.9% compared to +0.4%
BSCU vs SPYX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSCU
$2.60B
Winner
SPYX
$2.70B
Expense Ratio
Winner
BSCU
0.10%
SPYX
0.20%
Max Drawdown
Winner
BSCU
25.29%
SPYX
33.23%
Sharpe Ratio
BSCU
-0.36
Winner
SPYX
1.38
5Y Beta
Winner
BSCU
0.07
SPYX
0.99
P/E Ratio
BSCU
N/A
SPYX
26.44
Forward P/E
BSCU
N/A
SPYX
21.29
PEG Ratio
BSCU
N/A
SPYX
0.33
5Y Dividends CAGR
Winner
BSCU
23.95%
SPYX
5.35%
5Y EPS CAGR
BSCU
N/A
SPYX
26.21%
Debt to Equity
BSCU
N/A
SPYX
48.56%
P/S Ratio
BSCU
N/A
SPYX
3.75
P/B Ratio
BSCU
N/A
SPYX
5.70
BSCU vs SPYX - Holdings Comparison
BSCU and SPYX have 1 common holdings. Overlap is 0.00%
BSCU's top 25 holdings weight is 14.93%. SPYX's top 25 holdings weight is 52.72%.
| Rank | BSCU | SPYX |
|---|---|---|
| #1 | BOEING CO. 5.15% (n/a) - 1.22% | NVIDIA CORP (NVDA) - 7.93% |
| #2 | META PLATFORMS INC 4.2% (n/a) - 1.05% | APPLE INC (AAPL) - 7.73% |
| #3 | PACIFIC GAS AND ELECTRIC COMPANY 4.55% (n/a) - 0.82% | MICROSOFT CORP (MSFT) - 4.81% |
| #4 | ORACLE CORP. 4.45% (n/a) - 0.77% | AMAZON.COM INC (AMZN) - 3.94% |
| #5 | AMGEN INC. 5.25% (n/a) - 0.75% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | CITIBANK, N.A. 4.914% (n/a) - 0.68% | BROADCOM INC (AVGO) - 2.88% |
| #7 | AMAZON.COM, INC. 4.1% (n/a) - 0.66% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | ALPHABET INC. 4.1% (n/a) - 0.66% | META PLATFORMS INC CLASS A (META) - 2.28% |
| #9 | TAKEDA PHARMACEUTICAL CO LTD. 2.05% (n/a) - 0.61% | TESLA INC (TSLA) - 1.68% |
| #10 | PHILIP MORRIS INTERNATIONAL INC. 5.125% (n/a) - 0.60% | MICRON TECHNOLOGY INC (MU) - 1.57% |
| #11 | CENTENE CORP. 3% (n/a) - 0.54% | ELI LILLY AND CO (LLY) - 1.46% |
| #12 | SYNOPSYS INC 4.85% (n/a) - 0.54% | JPMORGAN CHASE & CO (JPM) - 1.46% |
| #13 | ALPHABET INC. 1.1% (n/a) - 0.53% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.45% |
| #14 | n/a (n/a) - 0.51% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | EXXON MOBIL CORP. 2.61% (n/a) - 0.50% | VISA INC CLASS A (V) - 0.96% |
| #16 | CENTENE CORP. 3.375% (n/a) - 0.50% | JOHNSON & JOHNSON (JNJ) - 0.96% |
| #17 | AMAZON.COM, INC. 1.5% (n/a) - 0.48% | WALMART INC (WMT) - 0.79% |
| #18 | BROADCOM INC 4.6% (n/a) - 0.47% | INTEL CORP (INTC) - 0.74% |
| #19 | NOVARTIS CAPITAL CORPORATION 4.1% (n/a) - 0.46% | ABBVIE INC (ABBV) - 0.72% |
| #20 | GLOBAL PAYMENTS INC 4.875% (n/a) - 0.45% | MASTERCARD INC CLASS A (MA) - 0.71% |
| #21 | n/a (n/a) - 0.43% | CISCO SYSTEMS INC (CSCO) - 0.70% |
| #22 | APPLE INC. 1.65% (n/a) - 0.43% | COSTCO WHOLESALE CORP (COST) - 0.67% |
| #23 | COSTCO WHOLESALE CORPORATION 1.6% (n/a) - 0.43% | APPLIED MATERIALS INC (AMAT) - 0.67% |
| #24 | FORD MOTOR CREDIT COMPANY LLC 4% (n/a) - 0.42% | BANK OF AMERICA CORP (BAC) - 0.64% |
| #25 | JOHNSON & JOHNSON 1.3% (n/a) - 0.42% | CATERPILLAR INC (CAT) - 0.64% |
| Total Holdings | 444 | 493 |
BSCU vs SPYX - Historical Returns
Returns include dividend reinvestment.
1M
BSCU
-0.34%
Winner
SPYX
+2.40%
3M
BSCU
-0.19%
Winner
SPYX
+5.33%
6M
BSCU
-0.06%
Winner
SPYX
+11.98%
1Y
BSCU
+2.70%
Winner
SPYX
+22.42%
5Y(CAGR)
BSCU
+0.41%
Winner
SPYX
+12.85%
10Y(CAGR)
BSCU
N/A
SPYX
+15.33%
Max(CAGR)
BSCU
+0.40%
Winner
SPYX
+14.83%
BSCU vs SPYX - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | BSCU | SPYX |
|---|---|---|
| 2026 | +0.40% | +12.75% |
| 2025 | +8.18% | +18.23% |
| 2024 | +3.65% | +26.04% |
| 2023 | +7.83% | +27.44% |
| 2022 | -14.41% | -19.97% |
| 2021 | -2.74% | +30.12% |
| 2020 | +2.07% | +18.84% |
| 2019 | N/A | +31.63% |
| 2018 | N/A | -4.86% |
| 2017 | N/A | +22.61% |
| 2016 | N/A | +12.60% |
| 2015 | N/A | -2.02% |
BSCU vs SPYX Drawdown Comparison
The maximum drawdown for BSCU was -22.34%, occurring on Oct 20, 2022. Recovery took 1252 trading sessions.
The maximum drawdown for SPYX was -32.83%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The current BSCU drawdown is -0.83%. The current SPYX drawdown is -0.36%.
| Rank | BSCU | SPYX |
|---|---|---|
| #1 | -22.34% Dec 31, 2020 - Dec 26, 2025 | -32.83% Feb 19, 2020 - Aug 6, 2020 |
| #2 | -2.08% Feb 27, 2026 - Mar 26, 2026 | -26.15% Dec 29, 2021 - Dec 14, 2023 |
| #3 | -1.40% Sep 18, 2020 - Nov 4, 2020 | -19.19% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -0.82% Nov 30, 2020 - Dec 24, 2020 | -18.74% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -0.70% Nov 5, 2020 - Nov 16, 2020 | -12.46% Dec 1, 2015 - Apr 19, 2016 |
| #6 | -0.40% Dec 29, 2025 - Jan 29, 2026 | -9.84% Jan 12, 2026 - Apr 15, 2026 |
| #7 | -0.21% Jan 30, 2026 - Feb 5, 2026 | -9.67% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -0.15% Nov 19, 2020 - Nov 24, 2020 | -9.55% Sep 2, 2020 - Nov 11, 2020 |
| #9 | -0.15% Feb 23, 2026 - Feb 27, 2026 | -8.45% Jul 16, 2024 - Sep 19, 2024 |
| #10 | -0.12% Feb 10, 2026 - Feb 12, 2026 | -7.14% May 3, 2019 - Jun 20, 2019 |
| #11 | -0.06% Feb 17, 2026 - Feb 20, 2026 | -6.19% Jul 26, 2019 - Oct 21, 2019 |
| #12 | -0.05% Feb 5, 2026 - Feb 9, 2026 | -5.71% Jun 8, 2016 - Jul 8, 2016 |
| #13 | N/A | -5.57% Sep 3, 2021 - Oct 25, 2021 |
| #14 | N/A | -5.44% Mar 28, 2024 - May 15, 2024 |
| #15 | N/A | -5.17% Oct 28, 2025 - Dec 11, 2025 |
Correlation
Correlation between BSCU and SPYX is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.56
-101
Dividend Comparison (2015 - 2026)
BSCU vs SPYX dividend yield comparison.
| Year | BSCU | SPYX |
|---|---|---|
| 2026 | 2.67% | 0.42% |
| 2025 | 4.56% | 0.91% |
| 2024 | 4.70% | 1.05% |
| 2023 | 4.07% | 1.21% |
| 2022 | 3.06% | 1.41% |
| 2021 | 1.93% | 1.04% |
| 2020 | 0.33% | 1.33% |
| 2019 | 0.00% | 1.56% |
| 2018 | 0.00% | 1.92% |
| 2017 | 0.00% | 1.68% |
| 2016 | 0.00% | 1.91% |
| 2015 | 0.00% | 0.16% |
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