BSCW vs IAI
Comparison between Invesco BulletShares 2032 Corporate Bond ETF (BSCW, ETF) and ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (IAI, ETF).
BSCW vs IAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSCW
$1.40B
IAI
$1.40B
Expense Ratio
Winner
BSCW
0.10%
IAI
0.38%
Max Drawdown
Winner
BSCW
11.22%
IAI
75.80%
Sharpe Ratio
BSCW
0.35
Winner
IAI
0.77
5Y Beta
Winner
BSCW
0.08
IAI
1.06
P/E Ratio
BSCW
N/A
IAI
21.75
Forward P/E
BSCW
N/A
IAI
19.31
PEG Ratio
BSCW
N/A
IAI
0.52
5Y Dividends CAGR
BSCW
N/A
IAI
12.58%
5Y EPS CAGR
BSCW
N/A
IAI
13.72%
Debt to Equity
BSCW
N/A
IAI
72.19%
P/S Ratio
BSCW
N/A
IAI
3.26
P/B Ratio
BSCW
N/A
IAI
3.76
BSCW vs IAI - Holdings Comparison
BSCW and IAI have 1 common holdings. Overlap is -0.13%
BSCW's top 25 holdings weight is 20.18%. IAI's top 25 holdings weight is 97.46%.
| Rank | BSCW | IAI |
|---|---|---|
| #1 | META PLATFORMS INC 4.6% (n/a) - 1.43% | THE GOLDMAN SACHS GROUP INC (GS) - 20.81% |
| #2 | VERIZON COMMUNICATIONS INC. 2.355% (n/a) - 1.39% | MORGAN STANLEY (MS) - 17.09% |
| #3 | n/a (n/a) - 1.32% | CHARLES SCHWAB CORP (SCHW) - 9.97% |
| #4 | ORACLE CORP. 4.8% (n/a) - 1.04% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 5.28% |
| #5 | META PLATFORMS INC 3.85% (n/a) - 1.02% | MOODYS CORP (MCO) - 4.04% |
| #6 | SPRINT CAPITAL CORPORATION 8.75% (n/a) - 0.86% | MSCI INC (MSCI) - 4.00% |
| #7 | AMAZON.COM, INC. 3.6% (n/a) - 0.86% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 3.86% |
| #8 | ORACLE CORP. 6.25% (n/a) - 0.84% | S&P GLOBAL INC (SPGI) - 3.85% |
| #9 | AMAZON.COM, INC. 4.7% (n/a) - 0.82% | NASDAQ INC (NDAQ) - 3.41% |
| #10 | FORD MOTOR COMPANY 3.25% (n/a) - 0.80% | INTERCONTINENTAL EXCHANGE INC (ICE) - 3.39% |
| #11 | AT&T INC 2.25% (n/a) - 0.79% | CME GROUP INC CLASS A (CME) - 3.29% |
| #12 | BLOCK INC 6.5% (n/a) - 0.73% | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 3.28% |
| #13 | THE TORONTO-DOMINION BANK 4.456% (n/a) - 0.71% | RAYMOND JAMES FINANCIAL INC (RJF) - 2.54% |
| #14 | BROADCOM INC 4.3% (n/a) - 0.70% | CBOE GLOBAL MARKETS INC (CBOE) - 2.43% |
| #15 | HALEON US CAPITAL LLC. 3.625% (n/a) - 0.68% | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.22% |
| #16 | HCA INC. 3.625% (n/a) - 0.67% | EVERCORE INC CLASS A (EVR) - 1.29% |
| #17 | GE HEALTHCARE TECHNOLOGIES INC. 5.905% (n/a) - 0.67% | TRADEWEB MARKETS INC (TW) - 1.06% |
| #18 | ROGERS COMMUNICATIONS INC. 3.8% (n/a) - 0.66% | STIFEL FINANCIAL CORP (SF) - 1.02% |
| #19 | FORD MOTOR COMPANY 6.1% (n/a) - 0.65% | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.93% |
| #20 | BP CAPITAL MARKETS AMERICA, INC. 2.721% (n/a) - 0.65% | STONEX GROUP INC (SNEX) - 0.85% |
| #21 | BROADCOM INC 4.9% (n/a) - 0.63% | FACTSET RESEARCH SYSTEMS INC (FDS) - 0.77% |
| #22 | BRISTOL-MYERS SQUIBB COMPANY 2.95% (n/a) - 0.58% | HOULIHAN LOKEY INC CLASS A (HLI) - 0.70% |
| #23 | PHILIP MORRIS INTERNATIONAL INC. 5.75% (n/a) - 0.57% | PIPER SANDLER COS (PIPR) - 0.50% |
| #24 | ALTRIA GROUP, INC. 2.45% (n/a) - 0.56% | MOELIS & CO CLASS A (MC) - 0.44% |
| #25 | SYNOPSYS INC 5% (n/a) - 0.55% | LAZARD INC (LAZ) - 0.44% |
| Total Holdings | 318 | 38 |
BSCW vs IAI - Historical Returns
Returns include dividend reinvestment.
1M
BSCW
+0.48%
Winner
IAI
+3.38%
3M
BSCW
+0.67%
Winner
IAI
+12.25%
6M
BSCW
+0.37%
Winner
IAI
+2.05%
1Y
BSCW
+4.90%
Winner
IAI
+17.15%
5Y(CAGR)
BSCW
N/A
IAI
+15.20%
10Y(CAGR)
BSCW
N/A
IAI
+18.99%
Max(CAGR)
BSCW
+5.47%
Winner
IAI
+8.23%
BSCW vs IAI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | BSCW | IAI |
|---|---|---|
| 2026 | +0.18% | +2.71% |
| 2025 | +8.95% | +25.49% |
| 2024 | +2.79% | +35.52% |
| 2023 | +8.39% | +14.79% |
| 2022 | +0.31% | -11.75% |
| 2021 | N/A | +41.17% |
| 2020 | N/A | +17.15% |
| 2019 | N/A | +23.36% |
| 2018 | N/A | -9.42% |
| 2017 | N/A | +27.80% |
| 2016 | N/A | +24.66% |
| 2015 | N/A | -0.96% |
| 2014 | N/A | +12.35% |
| 2013 | N/A | +61.82% |
| 2012 | N/A | +13.26% |
| 2011 | N/A | -28.09% |
| 2010 | N/A | +2.58% |
| 2009 | N/A | +39.54% |
| 2008 | N/A | -59.22% |
| 2007 | N/A | -5.34% |
| 2006 | N/A | +5.67% |
BSCW vs IAI Drawdown Comparison
The maximum drawdown for BSCW was -8.31%, occurring on Oct 19, 2023. Recovery took 212 trading sessions.
The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.
The current BSCW drawdown is -1.41%. The current IAI drawdown is -1.92%.
| Rank | BSCW | IAI |
|---|---|---|
| #1 | -8.31% Feb 2, 2023 - Dec 6, 2023 | -75.46% Jun 20, 2007 - Dec 7, 2016 |
| #2 | -7.49% Sep 9, 2022 - Nov 16, 2022 | -40.38% Feb 20, 2020 - Nov 23, 2020 |
| #3 | -4.69% Sep 16, 2024 - Jun 4, 2025 | -28.84% Nov 2, 2021 - Mar 4, 2024 |
| #4 | -4.24% Dec 27, 2023 - Jul 5, 2024 | -23.98% Mar 12, 2018 - Nov 25, 2019 |
| #5 | -3.84% Dec 14, 2022 - Jan 12, 2023 | -23.14% Feb 18, 2025 - Jun 18, 2025 |
| #6 | -2.81% Feb 27, 2026 - Mar 26, 2026 | -19.73% May 9, 2006 - Oct 5, 2006 |
| #7 | -1.19% Oct 27, 2025 - Nov 26, 2025 | -16.52% Jan 15, 2026 - Mar 27, 2026 |
| #8 | -1.18% Aug 2, 2024 - Aug 14, 2024 | -12.16% Feb 7, 2007 - Jun 15, 2007 |
| #9 | -1.04% Nov 25, 2022 - Nov 30, 2022 | -9.18% Jan 12, 2021 - Feb 16, 2021 |
| #10 | -1.00% Dec 7, 2022 - Dec 14, 2022 | -8.41% Mar 1, 2017 - Jun 28, 2017 |
| #11 | -0.99% Jan 18, 2023 - Feb 1, 2023 | -8.12% Feb 1, 2018 - Mar 6, 2018 |
| #12 | -0.92% Jul 12, 2024 - Jul 30, 2024 | -7.77% Nov 27, 2024 - Jan 21, 2025 |
| #13 | -0.89% Sep 15, 2025 - Oct 14, 2025 | -7.07% Aug 27, 2021 - Oct 15, 2021 |
| #14 | -0.83% Jun 4, 2025 - Jun 12, 2025 | -7.01% Jul 26, 2024 - Aug 16, 2024 |
| #15 | -0.78% Jun 30, 2025 - Jul 21, 2025 | -6.97% Nov 12, 2025 - Dec 9, 2025 |
Correlation
Correlation between BSCW and IAI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
BSCW vs IAI dividend yield comparison.
| Year | BSCW | IAI |
|---|---|---|
| 2026 | 2.39% | 0.63% |
| 2025 | 4.81% | 0.95% |
| 2024 | 5.06% | 1.05% |
| 2023 | 4.80% | 1.80% |
| 2022 | 1.12% | 2.14% |
| 2021 | 0.00% | 1.31% |
| 2020 | 0.00% | 1.55% |
| 2019 | 0.00% | 1.52% |
| 2018 | 0.00% | 1.58% |
| 2017 | 0.00% | 1.37% |
| 2016 | 0.00% | 1.49% |
| 2015 | 0.00% | 1.31% |
| 2014 | 0.00% | 1.13% |
| 2013 | 0.00% | 1.13% |
| 2012 | 0.00% | 2.97% |
| 2011 | 0.00% | 1.25% |
| 2010 | 0.00% | 1.62% |
| 2009 | 0.00% | 0.57% |
| 2008 | 0.00% | 2.28% |
| 2007 | 0.00% | 0.68% |
| 2006 | 0.00% | 0.20% |
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