BSCW vs UTES
Comparison between Invesco BulletShares 2032 Corporate Bond ETF (BSCW, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
BSCW vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSCW
$1.40B
UTES
$1.40B
Expense Ratio
Winner
BSCW
0.10%
UTES
0.49%
Max Drawdown
Winner
BSCW
11.22%
UTES
35.71%
Sharpe Ratio
BSCW
0.35
Winner
UTES
0.51
5Y Beta
Winner
BSCW
0.08
UTES
0.72
P/E Ratio
BSCW
N/A
UTES
27.29
Forward P/E
BSCW
N/A
UTES
19.98
PEG Ratio
BSCW
N/A
UTES
1.05
5Y Dividends CAGR
BSCW
N/A
UTES
1.74%
5Y EPS CAGR
BSCW
N/A
UTES
8.87%
Debt to Equity
BSCW
N/A
UTES
219.65%
P/S Ratio
BSCW
N/A
UTES
3.09
P/B Ratio
BSCW
N/A
UTES
3.07
BSCW vs UTES - Holdings Comparison
BSCW and UTES have 0 common holdings. Overlap is 0.00%
BSCW's top 25 holdings weight is 20.18%. UTES's top 25 holdings weight is 99.85%.
| Rank | BSCW | UTES |
|---|---|---|
| #1 | META PLATFORMS INC 4.6% (n/a) - 1.43% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 12.30% |
| #2 | VERIZON COMMUNICATIONS INC. 2.355% (n/a) - 1.39% | CONSTELLATION ENERGY CORP (CEG) - 10.71% |
| #3 | n/a (n/a) - 1.32% | VISTRA CORP (VST) - 10.05% |
| #4 | ORACLE CORP. 4.8% (n/a) - 1.04% | XCEL ENERGY INC (XEL) - 6.73% |
| #5 | META PLATFORMS INC 3.85% (n/a) - 1.02% | CENTERPOINT ENERGY INC (CNP) - 6.46% |
| #6 | SPRINT CAPITAL CORPORATION 8.75% (n/a) - 0.86% | ENTERGY CORP (ETR) - 5.01% |
| #7 | AMAZON.COM, INC. 3.6% (n/a) - 0.86% | ALLIANT ENERGY CORP (LNT) - 4.94% |
| #8 | ORACLE CORP. 6.25% (n/a) - 0.84% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.84% |
| #9 | AMAZON.COM, INC. 4.7% (n/a) - 0.82% | SEMPRA (SRE) - 4.73% |
| #10 | FORD MOTOR COMPANY 3.25% (n/a) - 0.80% | IDACORP INC (IDA) - 4.38% |
| #11 | AT&T INC 2.25% (n/a) - 0.79% | WEC ENERGY GROUP INC (WEC) - 4.25% |
| #12 | BLOCK INC 6.5% (n/a) - 0.73% | NRG ENERGY INC (NRG) - 4.08% |
| #13 | THE TORONTO-DOMINION BANK 4.456% (n/a) - 0.71% | DTE ENERGY CO (DTE) - 3.91% |
| #14 | BROADCOM INC 4.3% (n/a) - 0.70% | AMEREN CORP (AEE) - 3.80% |
| #15 | HALEON US CAPITAL LLC. 3.625% (n/a) - 0.68% | NEXTERA ENERGY INC (NEE) - 3.75% |
| #16 | HCA INC. 3.625% (n/a) - 0.67% | NISOURCE INC (NI) - 3.57% |
| #17 | GE HEALTHCARE TECHNOLOGIES INC. 5.905% (n/a) - 0.67% | CMS ENERGY CORP (CMS) - 3.50% |
| #18 | ROGERS COMMUNICATIONS INC. 3.8% (n/a) - 0.66% | PINNACLE WEST CAPITAL CORP (PNW) - 2.84% |
| #19 | FORD MOTOR COMPANY 6.1% (n/a) - 0.65% | N/A |
| #20 | BP CAPITAL MARKETS AMERICA, INC. 2.721% (n/a) - 0.65% | N/A |
| #21 | BROADCOM INC 4.9% (n/a) - 0.63% | N/A |
| #22 | BRISTOL-MYERS SQUIBB COMPANY 2.95% (n/a) - 0.58% | N/A |
| #23 | PHILIP MORRIS INTERNATIONAL INC. 5.75% (n/a) - 0.57% | N/A |
| #24 | ALTRIA GROUP, INC. 2.45% (n/a) - 0.56% | N/A |
| #25 | SYNOPSYS INC 5% (n/a) - 0.55% | N/A |
| Total Holdings | 318 | 18 |
BSCW vs UTES - Historical Returns
Returns include dividend reinvestment.
1M
BSCW
+0.48%
Winner
UTES
+1.25%
3M
BSCW
+0.67%
Winner
UTES
+5.63%
6M
BSCW
+0.37%
Winner
UTES
+4.75%
1Y
BSCW
+4.90%
Winner
UTES
+11.50%
5Y(CAGR)
BSCW
N/A
UTES
+17.20%
10Y(CAGR)
BSCW
N/A
UTES
+12.80%
Max(CAGR)
BSCW
+5.47%
Winner
UTES
+14.23%
BSCW vs UTES - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | BSCW | UTES |
|---|---|---|
| 2026 | +0.18% | +2.92% |
| 2025 | +8.95% | +22.66% |
| 2024 | +2.79% | +43.95% |
| 2023 | +8.39% | -1.97% |
| 2022 | +0.31% | +1.90% |
| 2021 | N/A | +23.82% |
| 2020 | N/A | +1.59% |
| 2019 | N/A | +27.65% |
| 2018 | N/A | +6.28% |
| 2017 | N/A | +14.80% |
| 2016 | N/A | +16.95% |
| 2015 | N/A | +5.54% |
BSCW vs UTES Drawdown Comparison
The maximum drawdown for BSCW was -8.31%, occurring on Oct 19, 2023. Recovery took 212 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current BSCW drawdown is -1.41%. The current UTES drawdown is -4.76%.
| Rank | BSCW | UTES |
|---|---|---|
| #1 | -8.31% Feb 2, 2023 - Dec 6, 2023 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -7.49% Sep 9, 2022 - Nov 16, 2022 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -4.69% Sep 16, 2024 - Jun 4, 2025 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -4.24% Dec 27, 2023 - Jul 5, 2024 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -3.84% Dec 14, 2022 - Jan 12, 2023 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | -2.81% Feb 27, 2026 - Mar 26, 2026 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -1.19% Oct 27, 2025 - Nov 26, 2025 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -1.18% Aug 2, 2024 - Aug 14, 2024 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -1.04% Nov 25, 2022 - Nov 30, 2022 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -1.00% Dec 7, 2022 - Dec 14, 2022 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -0.99% Jan 18, 2023 - Feb 1, 2023 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -0.92% Jul 12, 2024 - Jul 30, 2024 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -0.89% Sep 15, 2025 - Oct 14, 2025 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -0.83% Jun 4, 2025 - Jun 12, 2025 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -0.78% Jun 30, 2025 - Jul 21, 2025 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between BSCW and UTES is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2015 - 2026)
BSCW vs UTES dividend yield comparison.
| Year | BSCW | UTES |
|---|---|---|
| 2026 | 2.39% | 0.69% |
| 2025 | 4.81% | 1.42% |
| 2024 | 5.06% | 1.51% |
| 2023 | 4.80% | 2.44% |
| 2022 | 1.12% | 2.13% |
| 2021 | 0.00% | 1.94% |
| 2020 | 0.00% | 2.09% |
| 2019 | 0.00% | 1.84% |
| 2018 | 0.00% | 2.09% |
| 2017 | 0.00% | 3.44% |
| 2016 | 0.00% | 3.53% |
| 2015 | 0.00% | 0.61% |
Select Stocks to Compare
Popular: BSCW vs SPYUTES vs SPY
More Comparisons
Compare with similar stocks