BSCW vs FGD
Comparison between Invesco BulletShares 2032 Corporate Bond ETF (BSCW, ETF) and FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF).
BSCW vs FGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSCW
$1.40B
Winner
FGD
$1.50B
Expense Ratio
Winner
BSCW
0.10%
FGD
0.55%
Max Drawdown
Winner
BSCW
11.22%
FGD
70.20%
Sharpe Ratio
BSCW
0.35
Winner
FGD
1.73
5Y Beta
Winner
BSCW
0.08
FGD
0.54
5Y Dividends CAGR
BSCW
N/A
FGD
4.42%
BSCW vs FGD - Holdings Comparison
BSCW and FGD have 1 common holdings. Overlap is 0.00%
BSCW's top 25 holdings weight is 20.18%. FGD's top 25 holdings weight is 34.88%.
| Rank | BSCW | FGD |
|---|---|---|
| #1 | META PLATFORMS INC 4.6% (n/a) - 1.43% | ROBERT HALF INC (RHI) - 2.02% |
| #2 | VERIZON COMMUNICATIONS INC. 2.355% (n/a) - 1.39% | HYUNDAI ELEVATOR CO LTD (n/a) - 1.96% |
| #3 | n/a (n/a) - 1.32% | TELEFONICA SA (TEFOF) - 1.56% |
| #4 | ORACLE CORP. 4.8% (n/a) - 1.04% | BANCO BPM SPA (n/a) - 1.55% |
| #5 | META PLATFORMS INC 3.85% (n/a) - 1.02% | CAL-MAINE FOODS INC (CALM) - 1.46% |
| #6 | SPRINT CAPITAL CORPORATION 8.75% (n/a) - 0.86% | SIGNIFY NV (n/a) - 1.44% |
| #7 | AMAZON.COM, INC. 3.6% (n/a) - 0.86% | HP INC (HPQ) - 1.43% |
| #8 | ORACLE CORP. 6.25% (n/a) - 0.84% | OMV AG (n/a) - 1.42% |
| #9 | AMAZON.COM, INC. 4.7% (n/a) - 0.82% | NATURGY ENERGY GROUP SA (n/a) - 1.40% |
| #10 | FORD MOTOR COMPANY 3.25% (n/a) - 0.80% | LEGAL & GENERAL GROUP PLC (n/a) - 1.40% |
| #11 | AT&T INC 2.25% (n/a) - 0.79% | TELEPERFORMANCE SE (n/a) - 1.39% |
| #12 | BLOCK INC 6.5% (n/a) - 0.73% | ENAGAS SA (n/a) - 1.38% |
| #13 | THE TORONTO-DOMINION BANK 4.456% (n/a) - 0.71% | PAREX RESOURCES INC (n/a) - 1.35% |
| #14 | BROADCOM INC 4.3% (n/a) - 0.70% | THE WESTERN UNION CO (WU) - 1.34% |
| #15 | HALEON US CAPITAL LLC. 3.625% (n/a) - 0.68% | AKER ASA CLASS A (n/a) - 1.32% |
| #16 | HCA INC. 3.625% (n/a) - 0.67% | TELUS CORP (n/a) - 1.32% |
| #17 | GE HEALTHCARE TECHNOLOGIES INC. 5.905% (n/a) - 0.67% | ABERDEEN GROUP PLC (n/a) - 1.30% |
| #18 | ROGERS COMMUNICATIONS INC. 3.8% (n/a) - 0.66% | B&M EUROPEAN VALUE RETAIL PLC (n/a) - 1.29% |
| #19 | FORD MOTOR COMPANY 6.1% (n/a) - 0.65% | ZIGUP PLC (n/a) - 1.29% |
| #20 | BP CAPITAL MARKETS AMERICA, INC. 2.721% (n/a) - 0.65% | STANDARD LIFE PLC (n/a) - 1.28% |
| #21 | BROADCOM INC 4.9% (n/a) - 0.63% | ONEMAIN HOLDINGS INC (OMF) - 1.26% |
| #22 | BRISTOL-MYERS SQUIBB COMPANY 2.95% (n/a) - 0.58% | NORTHWEST BANCSHARES INC (NWBI) - 1.22% |
| #23 | PHILIP MORRIS INTERNATIONAL INC. 5.75% (n/a) - 0.57% | UNICAJA BANCO SA (n/a) - 1.18% |
| #24 | ALTRIA GROUP, INC. 2.45% (n/a) - 0.56% | CARREFOUR (n/a) - 1.16% |
| #25 | SYNOPSYS INC 5% (n/a) - 0.55% | ALTRIA GROUP INC (MO) - 1.16% |
| Total Holdings | 318 | 107 |
BSCW vs FGD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BSCW
+0.48%
FGD
-3.22%
3M
BSCW
+0.67%
Winner
FGD
+3.98%
6M
BSCW
+0.37%
Winner
FGD
+8.42%
1Y
BSCW
+4.90%
Winner
FGD
+27.07%
5Y(CAGR)
BSCW
N/A
FGD
+10.79%
10Y(CAGR)
BSCW
N/A
FGD
+9.26%
Max(CAGR)
BSCW
+5.47%
Winner
FGD
+5.83%
BSCW vs FGD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | BSCW | FGD |
|---|---|---|
| 2026 | +0.18% | +7.46% |
| 2025 | +8.95% | +44.34% |
| 2024 | +2.79% | +6.10% |
| 2023 | +8.39% | +8.21% |
| 2022 | +0.31% | -7.94% |
| 2021 | N/A | +21.01% |
| 2020 | N/A | -5.99% |
| 2019 | N/A | +20.71% |
| 2018 | N/A | -13.23% |
| 2017 | N/A | +16.88% |
| 2016 | N/A | +13.11% |
| 2015 | N/A | -10.18% |
| 2014 | N/A | -0.01% |
| 2013 | N/A | +16.37% |
| 2012 | N/A | +13.69% |
| 2011 | N/A | -3.02% |
| 2010 | N/A | +10.29% |
| 2009 | N/A | +58.23% |
| 2008 | N/A | -50.12% |
| 2007 | N/A | +2.70% |
BSCW vs FGD Drawdown Comparison
The maximum drawdown for BSCW was -8.31%, occurring on Oct 19, 2023. Recovery took 212 trading sessions.
The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.
The current BSCW drawdown is -1.41%. The current FGD drawdown is -4.09%.
| Rank | BSCW | FGD |
|---|---|---|
| #1 | -8.31% Feb 2, 2023 - Dec 6, 2023 | -68.07% Nov 29, 2007 - Apr 25, 2013 |
| #2 | -7.49% Sep 9, 2022 - Nov 16, 2022 | -44.84% Feb 12, 2020 - Jan 13, 2021 |
| #3 | -4.69% Sep 16, 2024 - Jun 4, 2025 | -28.68% Feb 9, 2022 - May 14, 2024 |
| #4 | -4.24% Dec 27, 2023 - Jul 5, 2024 | -28.08% Jul 3, 2014 - Jul 19, 2017 |
| #5 | -3.84% Dec 14, 2022 - Jan 12, 2023 | -20.87% Jan 26, 2018 - Feb 12, 2020 |
| #6 | -2.81% Feb 27, 2026 - Mar 26, 2026 | -11.50% Mar 19, 2025 - Apr 24, 2025 |
| #7 | -1.19% Oct 27, 2025 - Nov 26, 2025 | -10.80% May 8, 2013 - Sep 10, 2013 |
| #8 | -1.18% Aug 2, 2024 - Aug 14, 2024 | -9.82% Feb 20, 2026 - Mar 20, 2026 |
| #9 | -1.04% Nov 25, 2022 - Nov 30, 2022 | -9.10% Jun 7, 2021 - Jan 11, 2022 |
| #10 | -1.00% Dec 7, 2022 - Dec 14, 2022 | -8.98% Sep 26, 2024 - Mar 7, 2025 |
| #11 | -0.99% Jan 18, 2023 - Feb 1, 2023 | -6.40% May 17, 2024 - Jul 31, 2024 |
| #12 | -0.92% Jul 12, 2024 - Jul 30, 2024 | -6.14% Jan 14, 2021 - Feb 16, 2021 |
| #13 | -0.89% Sep 15, 2025 - Oct 14, 2025 | -5.66% Dec 31, 2013 - Feb 18, 2014 |
| #14 | -0.83% Jun 4, 2025 - Jun 12, 2025 | -5.36% Jul 31, 2024 - Aug 19, 2024 |
| #15 | -0.78% Jun 30, 2025 - Jul 21, 2025 | -4.95% Oct 29, 2013 - Dec 30, 2013 |
Correlation
Correlation between BSCW and FGD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2007 - 2026)
BSCW vs FGD dividend yield comparison.
| Year | BSCW | FGD |
|---|---|---|
| 2026 | 2.39% | 0.34% |
| 2025 | 4.81% | 5.62% |
| 2024 | 5.06% | 5.87% |
| 2023 | 4.80% | 6.44% |
| 2022 | 1.12% | 5.74% |
| 2021 | 0.00% | 5.35% |
| 2020 | 0.00% | 6.17% |
| 2019 | 0.00% | 5.19% |
| 2018 | 0.00% | 5.88% |
| 2017 | 0.00% | 4.01% |
| 2016 | 0.00% | 4.36% |
| 2015 | 0.00% | 5.07% |
| 2014 | 0.00% | 5.18% |
| 2013 | 0.00% | 4.51% |
| 2012 | 0.00% | 4.93% |
| 2011 | 0.00% | 5.15% |
| 2010 | 0.00% | 4.23% |
| 2009 | 0.00% | 3.13% |
| 2008 | 0.00% | 9.79% |
| 2007 | 0.00% | 0.52% |
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