BSCY vs ETO

Comparison between Invesco BulletShares 2034 Corporate Bond ETF (BSCY, ETF) and Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO, ETF).

BSCY vs ETO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSCY(ETF)	ETO(ETF)
Net Assets	$563M	$563M
Expense Ratio	0.10%	N/A
Max Drawdown	6.65%	75.20%
Sharpe Ratio	0.10	1.04
5Y Beta	0.10	0.84
5Y Dividends CAGR	N/A	5.67%

Net Assets

Winner

BSCY

$563M

ETO

$563M

Expense Ratio

BSCY

0.10%

ETO

N/A

Max Drawdown

Winner

BSCY

6.65%

ETO

75.20%

Sharpe Ratio

BSCY

0.10

Winner

ETO

1.04

5Y Beta

Winner

BSCY

0.10

ETO

0.84

5Y Dividends CAGR

BSCY

N/A

ETO

5.67%

BSCY vs ETO - Historical Returns

Returns include dividend reinvestment.

Period	BSCY	ETO
1 month	-0.57%	+0.76%
3 months	-0.92%	+6.59%
6 months	-0.38%	+5.87%
1 year	+3.80%	+20.19%
5 years(CAGR)	N/A	+8.70%
10 years(CAGR)	N/A	+11.88%
Max(CAGR)	+5.28%	+10.53%

BSCY

-0.57%

Winner

ETO

+0.76%

BSCY

-0.92%

Winner

ETO

+6.59%

BSCY

-0.38%

Winner

ETO

+5.87%

BSCY

+3.80%

Winner

ETO

+20.19%

5Y(CAGR)

BSCY

N/A

ETO

+8.70%

10Y(CAGR)

BSCY

N/A

ETO

+11.88%

Max(CAGR)

BSCY

+5.28%

Winner

ETO

+10.53%

BSCY vs ETO - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	BSCY	ETO
2026	-0.23%	+7.92%
2025	+9.04%	+30.49%
2024	+2.42%	+16.89%
2023	N/A	+21.38%
2022	N/A	-30.30%
2021	N/A	+38.76%
2020	N/A	+5.60%
2019	N/A	+48.13%
2018	N/A	-18.67%
2017	N/A	+33.20%
2016	N/A	+9.91%
2015	N/A	-3.13%
2014	N/A	+13.76%
2013	N/A	+30.52%
2012	N/A	+24.01%
2011	N/A	-12.34%
2010	N/A	+11.90%
2009	N/A	+40.57%
2008	N/A	-52.19%
2007	N/A	+19.59%
2006	N/A	+33.45%
2005	N/A	+31.87%
2004	N/A	+6.89%

BSCY vs ETO Drawdown Comparison

The maximum drawdown for BSCY was -5.43%, occurring on Jan 14, 2025. Recovery took 191 trading sessions.

The maximum drawdown for ETO was -71.95%, occurring on Mar 9, 2009. Recovery took 1384 trading sessions.

The current BSCY drawdown is -1.91%. The current ETO drawdown is -1.16%.

Rank	BSCY	ETO
#1	-5.43% Sep 16, 2024 - Jun 23, 2025	-71.95% Oct 31, 2007 - May 2, 2013
#2	-3.11% Feb 27, 2026 - Mar 27, 2026	-51.93% Feb 20, 2020 - Dec 16, 2020
#3	-1.46% Oct 27, 2025 - Dec 29, 2025	-35.40% Nov 11, 2021 - Dec 4, 2024
#4	-1.45% Jun 13, 2024 - Jul 5, 2024	-29.75% Aug 28, 2018 - Mar 21, 2019
#5	-1.34% Aug 2, 2024 - Aug 14, 2024	-24.20% Apr 22, 2015 - Aug 23, 2016
#6	-1.20% Jun 30, 2025 - Jul 29, 2025	-23.75% Jul 12, 2007 - Oct 5, 2007
#7	-1.10% Jul 17, 2024 - Jul 30, 2024	-18.24% Feb 20, 2025 - May 13, 2025
#8	-1.02% Sep 15, 2025 - Oct 14, 2025	-16.44% May 21, 2013 - Nov 15, 2013
#9	-0.84% Jan 14, 2026 - Feb 6, 2026	-15.27% Feb 25, 2026 - May 6, 2026
#10	-0.66% Aug 13, 2025 - Aug 22, 2025	-14.73% Jun 1, 2004 - Nov 16, 2004
#11	-0.64% Aug 23, 2024 - Sep 4, 2024	-13.96% Jul 23, 2014 - Nov 6, 2014
#12	-0.48% Aug 28, 2025 - Sep 4, 2025	-13.70% May 10, 2006 - Aug 9, 2006
#13	-0.47% Dec 29, 2025 - Jan 14, 2026	-11.74% Dec 29, 2006 - Apr 3, 2007
#14	-0.40% Jul 12, 2024 - Jul 16, 2024	-11.38% Jan 24, 2018 - Aug 7, 2018
#15	-0.36% Aug 4, 2025 - Aug 13, 2025	-11.20% Sep 13, 2021 - Nov 11, 2021

Correlation

Correlation between BSCY and ETO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2004 - 2026)

BSCY vs ETO dividend yield comparison.

Year	BSCY	ETO
2026	2.87%	3.96%
2025	4.79%	6.85%
2024	2.43%	7.81%
2023	0.00%	6.97%
2022	0.00%	9.87%
2021	0.00%	5.82%
2020	0.00%	7.36%
2019	0.00%	8.32%
2018	0.00%	11.51%
2017	0.00%	8.50%
2016	0.00%	9.51%
2015	0.00%	9.29%
2014	0.00%	12.51%
2013	0.00%	8.49%
2012	0.00%	6.48%
2011	0.00%	7.55%
2010	0.00%	6.26%
2009	0.00%	6.62%
2008	0.00%	14.74%
2007	0.00%	5.66%
2006	0.00%	5.82%
2005	0.00%	6.16%
2004	0.00%	4.31%