BSCW vs ZROZ

Comparison between Invesco BulletShares 2032 Corporate Bond ETF (BSCW, ETF) and PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF).

BSCW vs ZROZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSCW(ETF)	ZROZ(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	0.10%	0.15%
Max Drawdown	11.22%	67.48%
Sharpe Ratio	0.73	-0.21
5Y Beta	0.08	0.11
5Y Dividends CAGR	N/A	3.66%

Net Assets

BSCW

$1.40B

ZROZ

$1.40B

Expense Ratio

Winner

BSCW

0.10%

ZROZ

0.15%

Max Drawdown

Winner

BSCW

11.22%

ZROZ

67.48%

Sharpe Ratio

Winner

BSCW

0.73

ZROZ

-0.21

5Y Beta

Winner

BSCW

0.08

ZROZ

0.11

5Y Dividends CAGR

BSCW

N/A

ZROZ

3.66%

BSCW vs ZROZ - Historical Returns

Returns include dividend reinvestment.

Period	BSCW	ZROZ
1 month	+0.15%	-1.33%
3 months	-0.12%	-0.95%
6 months	+1.40%	-4.75%
1 year	+7.22%	+0.27%
5 years(CAGR)	N/A	-11.36%
10 years(CAGR)	N/A	-3.79%
Max(CAGR)	+5.77%	+2.14%

Winner

BSCW

+0.15%

ZROZ

-1.33%

Winner

BSCW

-0.12%

ZROZ

-0.95%

Winner

BSCW

+1.40%

ZROZ

-4.75%

Winner

BSCW

+7.22%

ZROZ

+0.27%

5Y(CAGR)

BSCW

N/A

ZROZ

-11.36%

10Y(CAGR)

BSCW

N/A

ZROZ

-3.79%

Max(CAGR)

Winner

BSCW

+5.77%

ZROZ

+2.14%

BSCW vs ZROZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	BSCW	ZROZ
2026	+0.53%	-0.16%
2025	+8.95%	-1.87%
2024	+2.79%	-15.03%
2023	+8.39%	-1.52%
2022	+0.31%	-39.26%
2021	N/A	-4.79%
2020	N/A	+22.56%
2019	N/A	+20.05%
2018	N/A	-3.51%
2017	N/A	+13.87%
2016	N/A	-0.31%
2015	N/A	-7.39%
2014	N/A	+48.29%
2013	N/A	-19.11%
2012	N/A	+3.51%
2011	N/A	+61.75%
2010	N/A	+9.96%
2009	N/A	-6.29%

BSCW vs ZROZ Drawdown Comparison

The maximum drawdown for BSCW was -8.31%, occurring on Oct 19, 2023. Recovery took 212 trading sessions.

The maximum drawdown for ZROZ was -62.94%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current BSCW drawdown is -1.06%. The current ZROZ drawdown is -59.76%.

Rank	BSCW	ZROZ
#1	-8.31% Feb 2, 2023 - Dec 6, 2023	-62.94% Mar 9, 2020 - Oct 19, 2023
#2	-7.49% Sep 9, 2022 - Nov 16, 2022	-32.29% Jul 25, 2012 - Dec 11, 2014
#3	-4.69% Sep 16, 2024 - Jun 4, 2025	-28.88% Aug 26, 2010 - Aug 10, 2011
#4	-4.24% Dec 27, 2023 - Jul 5, 2024	-25.82% Jan 30, 2015 - Jun 27, 2016
#5	-3.84% Dec 14, 2022 - Jan 12, 2023	-25.21% Jul 8, 2016 - Aug 2, 2019
#6	-2.81% Feb 27, 2026 - Mar 26, 2026	-18.35% Oct 3, 2011 - Dec 19, 2011
#7	-1.19% Oct 27, 2025 - Nov 26, 2025	-17.49% Dec 19, 2011 - May 17, 2012
#8	-1.18% Aug 2, 2024 - Aug 14, 2024	-15.67% Nov 27, 2009 - May 6, 2010
#9	-1.04% Nov 25, 2022 - Nov 30, 2022	-12.23% Aug 28, 2019 - Feb 20, 2020
#10	-1.00% Dec 7, 2022 - Dec 14, 2022	-9.10% Aug 10, 2011 - Aug 18, 2011
#11	-0.99% Jan 18, 2023 - Feb 1, 2023	-8.29% May 6, 2010 - May 20, 2010
#12	-0.92% Jul 12, 2024 - Jul 30, 2024	-7.85% Sep 22, 2011 - Oct 3, 2011
#13	-0.89% Sep 15, 2025 - Oct 14, 2025	-7.18% Aug 19, 2011 - Sep 2, 2011
#14	-0.83% Jun 4, 2025 - Jun 12, 2025	-7.09% Jun 1, 2012 - Jul 20, 2012
#15	-0.78% Jun 30, 2025 - Jul 21, 2025	-6.88% Jul 1, 2010 - Aug 16, 2010

Correlation

Correlation between BSCW and ZROZ is -0.57 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.57

-101

Dividend Comparison (2009 - 2026)

BSCW vs ZROZ dividend yield comparison.

Year	BSCW	ZROZ
2026	1.55%	1.30%
2025	4.81%	4.96%
2024	5.06%	4.58%
2023	4.80%	3.52%
2022	1.12%	2.76%
2021	0.00%	1.60%
2020	0.00%	1.68%
2019	0.00%	2.22%
2018	0.00%	2.06%
2017	0.00%	2.53%
2016	0.00%	3.00%
2015	0.00%	2.98%
2014	0.00%	2.60%
2013	0.00%	4.28%
2012	0.00%	3.16%
2011	0.00%	2.99%
2010	0.00%	4.55%
2009	0.00%	0.74%