BSCW vs CTA
Comparison between Invesco BulletShares 2032 Corporate Bond ETF (BSCW, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
BSCW vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSCW
$1.50B
CTA
$1.50B
Expense Ratio
Winner
BSCW
0.10%
CTA
0.75%
Max Drawdown
Winner
BSCW
11.22%
CTA
22.46%
Sharpe Ratio
BSCW
-0.30
Winner
CTA
0.04
5Y Beta
BSCW
0.08
Winner
CTA
-0.10
BSCW vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
BSCW
-0.67%
Winner
CTA
+0.46%
3M
Winner
BSCW
-0.51%
CTA
-14.23%
6M
Winner
BSCW
-0.56%
CTA
-5.23%
1Y
Winner
BSCW
+2.67%
CTA
+1.52%
5Y(CAGR)
BSCW
N/A
CTA
+6.59%
Max(CAGR)
BSCW
+5.26%
Winner
CTA
+6.59%
BSCW vs CTA - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | BSCW | CTA |
|---|---|---|
| 2026 | +0.04% | -0.79% |
| 2025 | +8.95% | +0.56% |
| 2024 | +2.79% | +22.54% |
| 2023 | +8.39% | -2.92% |
| 2022 | +0.31% | +9.54% |
BSCW vs CTA Drawdown Comparison
The maximum drawdown for BSCW was -8.31%, occurring on Oct 19, 2023. Recovery took 212 trading sessions.
The maximum drawdown for CTA was -20.79%, occurring on Aug 4, 2026. This drawdown has not yet recovered.
The current BSCW drawdown is -1.54%. The current CTA drawdown is -18.89%.
| Rank | BSCW | CTA |
|---|---|---|
| #1 | -8.31% Feb 2, 2023 - Dec 6, 2023 | -20.79% May 4, 2026 - Aug 4, 2026 |
| #2 | -7.49% Sep 9, 2022 - Nov 16, 2022 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #3 | -4.69% Sep 16, 2024 - Jun 4, 2025 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -4.24% Dec 27, 2023 - Jul 5, 2024 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -3.84% Dec 14, 2022 - Jan 12, 2023 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -2.81% Feb 27, 2026 - Mar 26, 2026 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -1.19% Oct 27, 2025 - Nov 26, 2025 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -1.18% Aug 2, 2024 - Aug 14, 2024 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -1.04% Nov 25, 2022 - Nov 30, 2022 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -1.00% Dec 7, 2022 - Dec 14, 2022 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -0.99% Jan 18, 2023 - Feb 1, 2023 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -0.92% Jul 12, 2024 - Jul 30, 2024 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -0.89% Sep 15, 2025 - Oct 14, 2025 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -0.83% Jun 4, 2025 - Jun 12, 2025 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -0.78% Jun 30, 2025 - Jul 21, 2025 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between BSCW and CTA is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2022 - 2026)
BSCW vs CTA dividend yield comparison.
| Year | BSCW | CTA |
|---|---|---|
| 2026 | 2.81% | 3.68% |
| 2025 | 4.81% | 3.19% |
| 2024 | 5.06% | 4.80% |
| 2023 | 4.80% | 7.78% |
| 2022 | 1.12% | 6.58% |
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