BSCZ vs DIVZ
Comparison between Invesco BulletShares 2035 Corporate Bond ETF (BSCZ, ETF) and POLEN DIVIDEND INCOME ETF (DIVZ, ETF).
BSCZ vs DIVZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSCZ
$267M
DIVZ
$267M
Expense Ratio
Winner
BSCZ
0.10%
DIVZ
0.65%
Max Drawdown
Winner
BSCZ
4.42%
DIVZ
18.09%
Sharpe Ratio
BSCZ
0.05
Winner
DIVZ
0.75
5Y Beta
Winner
BSCZ
0.17
DIVZ
0.40
P/E Ratio
BSCZ
N/A
DIVZ
21.44
Forward P/E
BSCZ
N/A
DIVZ
16.69
PEG Ratio
BSCZ
N/A
DIVZ
-43.95
5Y Dividends CAGR
BSCZ
N/A
DIVZ
28.41%
5Y EPS CAGR
BSCZ
N/A
DIVZ
6.14%
P/S Ratio
BSCZ
N/A
DIVZ
1.98
P/B Ratio
BSCZ
N/A
DIVZ
3.60
BSCZ vs DIVZ - Holdings Comparison
BSCZ and DIVZ have 0 common holdings. Overlap is 0.00%
BSCZ's top 25 holdings weight is 21.08%. DIVZ's top 25 holdings weight is 91.34%.
| Rank | BSCZ | DIVZ |
|---|---|---|
| #1 | META PLATFORMS INC 4.875% (n/a) - 2.24% | UNITEDHEALTH GROUP INC (UNH) - 6.03% |
| #2 | ORACLE CORP. 5.2% (n/a) - 1.32% | PHILIP MORRIS INTERNATIONAL INC (PM) - 5.65% |
| #3 | ALPHABET INC. 4.7% (n/a) - 1.22% | MPLX LP PARTNERSHIP UNITS (MPLX) - 5.58% |
| #4 | AMAZON.COM, INC. 4.65% (n/a) - 1.21% | VERIZON COMMUNICATIONS INC (VZ) - 5.16% |
| #5 | n/a (n/a) - 1.15% | JOHNSON & JOHNSON (JNJ) - 4.80% |
| #6 | MPLX LP 5.4% (n/a) - 0.90% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.75% |
| #7 | PEPSICO INC 5% (n/a) - 0.90% | NEXTERA ENERGY INC (NEE) - 4.65% |
| #8 | BROADCOM INC 5.2% (n/a) - 0.89% | CHEVRON CORP (CVX) - 4.31% |
| #9 | ABBVIE INC. 4.5% (n/a) - 0.86% | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 3.61% |
| #10 | SYNOPSYS INC 5.15% (n/a) - 0.85% | THE HOME DEPOT INC (HD) - 3.60% |
| #11 | AT&T INC 4.5% (n/a) - 0.84% | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.48% |
| #12 | VERIZON COMMUNICATIONS INC. 5.25% (n/a) - 0.80% | CME GROUP INC CLASS A (CME) - 3.41% |
| #13 | VERIZON COMMUNICATIONS INC. 4.78% (n/a) - 0.75% | ABBVIE INC (ABBV) - 3.36% |
| #14 | MARSH & MCLENNAN COMPANIES, INC. 5% (n/a) - 0.71% | THE CIGNA GROUP (CI) - 3.30% |
| #15 | MEDTRONIC, INC. 4.375% (n/a) - 0.66% | ENBRIDGE INC (ENB) - 3.19% |
| #16 | CATERPILLAR INC 5.2% (n/a) - 0.62% | THE HERSHEY CO (HSY) - 3.15% |
| #17 | MERCK & CO., INC 4.95% (n/a) - 0.62% | RTX CORP (RTX) - 3.11% |
| #18 | GLOBAL PAYMENTS INC 5.55% (n/a) - 0.61% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 2.94% |
| #19 | TAKEDA US FINANCING INC. 5.2% (n/a) - 0.59% | THE GOLDMAN SACHS GROUP INC (GS) - 2.86% |
| #20 | ORACLE CORP. 5.5% (n/a) - 0.59% | PEPSICO INC (PEP) - 2.54% |
| #21 | ABBVIE INC. 4.55% (n/a) - 0.58% | ATMOS ENERGY CORP (ATO) - 2.52% |
| #22 | HCA INC. 5.75% (n/a) - 0.55% | UNION PACIFIC CORP (UNP) - 2.50% |
| #23 | CVS HEALTH CORP 5.45% (n/a) - 0.54% | BROOKFIELD INFRASTRUCTURE CORP ORDINARY SHARES CLASS A (EXCHANGEABLE SUB (BIPC) - 2.46% |
| #24 | WALMART INC 4.9% (n/a) - 0.54% | ALTRIA GROUP INC (MO) - 2.29% |
| #25 | WASTE MANAGEMENT, INC. 4.95% (n/a) - 0.54% | STATE STREET INSTL US GOVT MMKT ADMIN (SALXX) - 2.09% |
| Total Holdings | 310 | 30 |
BSCZ vs DIVZ - Historical Returns
Returns include dividend reinvestment.
1M
BSCZ
-0.76%
Winner
DIVZ
+3.15%
3M
BSCZ
-1.15%
Winner
DIVZ
+5.12%
6M
BSCZ
-0.61%
Winner
DIVZ
+4.94%
1Y
BSCZ
+3.57%
Winner
DIVZ
+11.02%
5Y(CAGR)
BSCZ
N/A
DIVZ
+9.85%
Max(CAGR)
BSCZ
+4.54%
Winner
DIVZ
+11.58%
BSCZ vs DIVZ - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | BSCZ | DIVZ |
|---|---|---|
| 2026 | -0.50% | +6.29% |
| 2025 | +5.67% | +16.35% |
| 2024 | N/A | +17.39% |
| 2023 | N/A | -0.12% |
| 2022 | N/A | +2.45% |
| 2021 | N/A | +19.73% |
BSCZ vs DIVZ Drawdown Comparison
The maximum drawdown for BSCZ was -3.28%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for DIVZ was -15.44%, occurring on Sep 30, 2022. Recovery took 448 trading sessions.
The current BSCZ drawdown is -2.22%. The current DIVZ drawdown is -0.93%.
| Rank | BSCZ | DIVZ |
|---|---|---|
| #1 | -3.28% Feb 27, 2026 - Mar 27, 2026 | -15.44% Jun 7, 2022 - Mar 20, 2024 |
| #2 | -1.63% Oct 27, 2025 - Feb 10, 2026 | -8.98% Mar 3, 2025 - May 16, 2025 |
| #3 | -1.37% Jun 30, 2025 - Jul 29, 2025 | -7.25% Nov 29, 2024 - Feb 13, 2025 |
| #4 | -1.15% Sep 15, 2025 - Oct 14, 2025 | -6.77% Apr 20, 2022 - Jun 7, 2022 |
| #5 | -0.72% Aug 13, 2025 - Aug 22, 2025 | -5.96% Oct 22, 2021 - Dec 27, 2021 |
| #6 | -0.61% Aug 28, 2025 - Sep 4, 2025 | -5.83% Feb 27, 2026 - Apr 15, 2026 |
| #7 | -0.57% Jun 12, 2025 - Jun 23, 2025 | -5.14% Jun 10, 2021 - Oct 20, 2021 |
| #8 | -0.41% Aug 4, 2025 - Aug 13, 2025 | -4.58% Feb 9, 2022 - Mar 22, 2022 |
| #9 | -0.22% Jul 29, 2025 - Aug 1, 2025 | -4.55% Jul 31, 2024 - Aug 15, 2024 |
| #10 | -0.17% Aug 22, 2025 - Aug 28, 2025 | -4.08% Sep 11, 2025 - Nov 28, 2025 |
| #11 | -0.14% Sep 11, 2025 - Sep 15, 2025 | -3.95% Apr 3, 2024 - May 6, 2024 |
| #12 | -0.14% Sep 8, 2025 - Sep 10, 2025 | -3.84% Jan 14, 2022 - Feb 2, 2022 |
| #13 | -0.14% Oct 16, 2025 - Oct 20, 2025 | -3.05% Oct 18, 2024 - Nov 11, 2024 |
| #14 | -0.12% Oct 22, 2025 - Oct 24, 2025 | -2.95% Feb 24, 2021 - Mar 8, 2021 |
| #15 | -0.12% Feb 10, 2026 - Feb 12, 2026 | -2.93% May 15, 2024 - Jul 11, 2024 |
Correlation
Correlation between BSCZ and DIVZ is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2021 - 2026)
BSCZ vs DIVZ dividend yield comparison.
| Year | BSCZ | DIVZ |
|---|---|---|
| 2026 | 2.78% | 1.28% |
| 2025 | 2.18% | 2.60% |
| 2024 | 0.00% | 2.63% |
| 2023 | 0.00% | 3.66% |
| 2022 | 0.00% | 3.23% |
| 2021 | 0.00% | 3.83% |
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