BSCW vs SPY
Comparison between Invesco BulletShares 2032 Corporate Bond ETF (BSCW, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
BSCW vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSCW
$1.40B
Winner
SPY
$652B
Expense Ratio
BSCW
0.10%
Winner
SPY
0.09%
Max Drawdown
Winner
BSCW
11.22%
SPY
56.47%
Sharpe Ratio
BSCW
0.73
Winner
SPY
2.07
5Y Beta
Winner
BSCW
0.08
SPY
1.00
P/E Ratio
BSCW
N/A
SPY
28.24
Forward P/E
BSCW
N/A
SPY
21.85
5Y Dividends CAGR
BSCW
N/A
SPY
5.43%
5Y EPS CAGR
BSCW
N/A
SPY
25.79%
Debt to Equity
BSCW
N/A
SPY
22.35%
P/S Ratio
BSCW
N/A
SPY
3.55
P/B Ratio
BSCW
N/A
SPY
5.29
BSCW vs SPY - Holdings Comparison
BSCW and SPY have 1 common holdings. Overlap is 0.00%
BSCW's top 25 holdings weight is 20.22%. SPY's top 25 holdings weight is 51.32%.
| Rank | BSCW | SPY |
|---|---|---|
| #1 | META PLATFORMS INC 4.6% (n/a) - 1.43% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | VERIZON COMMUNICATIONS INC. 2.355% (n/a) - 1.38% | APPLE INC (AAPL) - 6.48% |
| #3 | n/a (n/a) - 1.32% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | ORACLE CORP. 4.8% (n/a) - 1.04% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | META PLATFORMS INC 3.85% (n/a) - 1.03% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | SPRINT CAPITAL CORPORATION 8.75% (n/a) - 0.86% | BROADCOM INC (AVGO) - 3.09% |
| #7 | AMAZON.COM, INC. 3.6% (n/a) - 0.86% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | ORACLE CORP. 6.25% (n/a) - 0.84% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | AMAZON.COM, INC. 4.7% (n/a) - 0.82% | TESLA INC (TSLA) - 1.73% |
| #10 | AT&T INC 2.25% (n/a) - 0.79% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | FORD MOTOR COMPANY 3.25% (n/a) - 0.79% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | BLOCK INC 6.5% (n/a) - 0.74% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | THE TORONTO-DOMINION BANK 4.456% (n/a) - 0.71% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | BROADCOM INC 4.3% (n/a) - 0.71% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | HALEON US CAPITAL LLC. 3.625% (n/a) - 0.68% | WALMART INC (WMT) - 0.91% |
| #16 | HCA INC. 3.625% (n/a) - 0.68% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | GE HEALTHCARE TECHNOLOGIES INC. 5.905% (n/a) - 0.67% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | ROGERS COMMUNICATIONS INC. 3.8% (n/a) - 0.66% | VISA INC CLASS A (V) - 0.85% |
| #19 | BP CAPITAL MARKETS AMERICA, INC. 2.721% (n/a) - 0.66% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | FORD MOTOR COMPANY 6.1% (n/a) - 0.65% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | BROADCOM INC 4.9% (n/a) - 0.64% | INTEL CORP (INTC) - 0.65% |
| #22 | BRISTOL-MYERS SQUIBB COMPANY 2.95% (n/a) - 0.58% | NETFLIX INC (NFLX) - 0.64% |
| #23 | PHILIP MORRIS INTERNATIONAL INC. 5.75% (n/a) - 0.57% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | ALTRIA GROUP, INC. 2.45% (n/a) - 0.56% | CHEVRON CORP (CVX) - 0.58% |
| #25 | SYNOPSYS INC 5% (n/a) - 0.55% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 317 | 505 |
BSCW vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
BSCW
+0.15%
Winner
SPY
+9.11%
3M
BSCW
-0.12%
Winner
SPY
+6.59%
6M
BSCW
+1.40%
Winner
SPY
+10.56%
1Y
BSCW
+7.22%
Winner
SPY
+32.04%
5Y(CAGR)
BSCW
N/A
SPY
+13.35%
10Y(CAGR)
BSCW
N/A
SPY
+15.49%
Max(CAGR)
BSCW
+5.77%
Winner
SPY
+8.50%
BSCW vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BSCW | SPY |
|---|---|---|
| 2026 | +0.53% | +8.27% |
| 2025 | +8.95% | +18.00% |
| 2024 | +2.79% | +25.59% |
| 2023 | +8.39% | +26.72% |
| 2022 | +0.31% | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
BSCW vs SPY Drawdown Comparison
The maximum drawdown for BSCW was -8.31%, occurring on Oct 19, 2023. Recovery took 212 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BSCW drawdown is -1.06%.
| Rank | BSCW | SPY |
|---|---|---|
| #1 | -8.31% Feb 2, 2023 - Dec 6, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -7.49% Sep 9, 2022 - Nov 16, 2022 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -4.69% Sep 16, 2024 - Jun 4, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -4.24% Dec 27, 2023 - Jul 5, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -3.84% Dec 14, 2022 - Jan 12, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -2.81% Feb 27, 2026 - Mar 26, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -1.19% Oct 27, 2025 - Nov 26, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -1.18% Aug 2, 2024 - Aug 14, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -1.04% Nov 25, 2022 - Nov 30, 2022 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -1.00% Dec 7, 2022 - Dec 14, 2022 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -0.99% Jan 18, 2023 - Feb 1, 2023 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -0.92% Jul 12, 2024 - Jul 30, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -0.89% Sep 15, 2025 - Oct 14, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -0.83% Jun 4, 2025 - Jun 12, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -0.78% Jun 30, 2025 - Jul 21, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BSCW and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
BSCW vs SPY dividend yield comparison.
| Year | BSCW | SPY |
|---|---|---|
| 2026 | 1.55% | 0.24% |
| 2025 | 4.81% | 1.07% |
| 2024 | 5.06% | 1.21% |
| 2023 | 4.80% | 1.40% |
| 2022 | 1.12% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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