BSCZ vs HEEM
Comparison between Invesco BulletShares 2035 Corporate Bond ETF (BSCZ, ETF) and ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF (HEEM, ETF).
BSCZ vs HEEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSCZ
$276M
Winner
HEEM
$277M
Expense Ratio
Winner
BSCZ
0.10%
HEEM
0.72%
Max Drawdown
Winner
BSCZ
5.00%
HEEM
35.35%
Sharpe Ratio
BSCZ
-0.22
Winner
HEEM
1.36
5Y Beta
Winner
BSCZ
0.18
HEEM
0.77
5Y Dividends CAGR
BSCZ
N/A
HEEM
21.76%
BSCZ vs HEEM - Holdings Comparison
BSCZ and HEEM have 1 common holdings. Overlap is -36.80%
BSCZ's top 25 holdings weight is 20.82%. HEEM's top 25 holdings weight is 186.49%.
| Rank | BSCZ | HEEM |
|---|---|---|
| #1 | META PLATFORMS INC 4.875% (n/a) - 2.19% | ISHARES MSCI EMERGING MARKETS ETF (EEM) - 101.18% |
| #2 | ORACLE CORP. 5.2% (n/a) - 1.30% | KRW/USD PURCHASED (n/a) - 36.77% |
| #3 | ALPHABET INC. 4.7% (n/a) - 1.20% | TWD/USD PURCHASED (n/a) - 30.93% |
| #4 | AMAZON.COM, INC. 4.65% (n/a) - 1.19% | HKD/USD PURCHASED (n/a) - 15.35% |
| #5 | n/a (n/a) - 1.12% | CNH/USD PURCHASED (n/a) - 4.00% |
| #6 | PEPSICO INC 5% (n/a) - 0.89% | ZAR/USD PURCHASED (n/a) - 3.15% |
| #7 | MPLX LP 5.4% (n/a) - 0.89% | EUR/USD PURCHASED (n/a) - 2.17% |
| #8 | BROADCOM INC 5.2% (n/a) - 0.86% | INR/USD PURCHASED (n/a) - 2.07% |
| #9 | SYNOPSYS INC 5.15% (n/a) - 0.85% | IDR/USD PURCHASED (n/a) - 0.52% |
| #10 | ABBVIE INC. 4.5% (n/a) - 0.85% | MXN/USD PURCHASED (n/a) - 0.19% |
| #11 | AT&T INC 4.5% (n/a) - 0.83% | BRL/USD PURCHASED (n/a) - 0.14% |
| #12 | VERIZON COMMUNICATIONS INC. 5.25% (n/a) - 0.79% | MYR/USD PURCHASED (n/a) - 0.07% |
| #13 | VERIZON COMMUNICATIONS INC. 4.78% (n/a) - 0.74% | CLP/USD PURCHASED (n/a) - 0.05% |
| #14 | MARSH & MCLENNAN COMPANIES, INC. 5% (n/a) - 0.70% | THB/USD PURCHASED (n/a) - 0.05% |
| #15 | MEDTRONIC, INC. 4.375% (n/a) - 0.66% | TRY/USD PURCHASED (n/a) - 0.02% |
| #16 | MERCK & CO., INC 4.95% (n/a) - 0.62% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.00% |
| #17 | GLOBAL PAYMENTS INC 5.55% (n/a) - 0.61% | USD CASH (n/a) - -0.33% |
| #18 | CATERPILLAR INC 5.2% (n/a) - 0.61% | TRY/USD SOLD (n/a) - -0.40% |
| #19 | TAKEDA US FINANCING INC. 5.2% (n/a) - 0.59% | IDR/USD SOLD (n/a) - -0.52% |
| #20 | ORACLE CORP. 5.5% (n/a) - 0.59% | CLP/USD SOLD (n/a) - -0.65% |
| #21 | ABBVIE INC. 4.55% (n/a) - 0.58% | MYR/USD SOLD (n/a) - -1.00% |
| #22 | HCA INC. 5.75% (n/a) - 0.55% | THB/USD SOLD (n/a) - -1.04% |
| #23 | CVS HEALTH CORP 5.45% (n/a) - 0.54% | MXN/USD SOLD (n/a) - -1.95% |
| #24 | WALMART INC 4.9% (n/a) - 0.54% | CASH OFFSET (n/a) - -2.00% |
| #25 | WASTE MANAGEMENT, INC. 4.95% (n/a) - 0.53% | EUR/USD SOLD (n/a) - -2.28% |
| Total Holdings | 311 | 32 |
BSCZ vs HEEM - Historical Returns
Returns include dividend reinvestment.
1M
BSCZ
+0.37%
Winner
HEEM
+2.22%
3M
Winner
BSCZ
-0.39%
HEEM
-1.44%
6M
BSCZ
-2.19%
Winner
HEEM
+5.55%
1Y
BSCZ
+1.99%
Winner
HEEM
+36.16%
5Y(CAGR)
BSCZ
N/A
HEEM
+10.05%
10Y(CAGR)
BSCZ
N/A
HEEM
+9.70%
Max(CAGR)
BSCZ
+4.04%
Winner
HEEM
+7.96%
BSCZ vs HEEM - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | BSCZ | HEEM |
|---|---|---|
| 2026 | -0.65% | +17.32% |
| 2025 | +5.67% | +34.47% |
| 2024 | N/A | +13.00% |
| 2023 | N/A | +8.27% |
| 2022 | N/A | -17.43% |
| 2021 | N/A | -2.74% |
| 2020 | N/A | +15.36% |
| 2019 | N/A | +17.92% |
| 2018 | N/A | -12.68% |
| 2017 | N/A | +26.04% |
| 2016 | N/A | +11.00% |
| 2015 | N/A | -9.15% |
| 2014 | N/A | -1.12% |
BSCZ vs HEEM 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 HEEM was -33.53%, occurring on Oct 24, 2022. Recovery took 1097 trading sessions.
The current BSCZ drawdown is -2.37%. The current HEEM drawdown is -9.58%.
| Rank | BSCZ | HEEM |
|---|---|---|
| #1 | -3.28% Feb 27, 2026 - Mar 27, 2026 | -33.53% Feb 17, 2021 - Jul 1, 2025 |
| #2 | -1.63% Oct 27, 2025 - Feb 10, 2026 | -28.82% Jan 26, 2018 - Aug 5, 2020 |
| #3 | -1.37% Jun 30, 2025 - Jul 29, 2025 | -27.54% Apr 27, 2015 - Jul 11, 2017 |
| #4 | -1.15% Sep 15, 2025 - Oct 14, 2025 | -15.00% Jun 22, 2026 - Jul 29, 2026 |
| #5 | -0.72% Aug 13, 2025 - Aug 22, 2025 | -10.83% Feb 25, 2026 - Apr 17, 2026 |
| #6 | -0.61% Aug 28, 2025 - Sep 4, 2025 | -8.71% Nov 21, 2014 - Jan 22, 2015 |
| #7 | -0.57% Jun 12, 2025 - Jun 23, 2025 | -8.01% Jun 2, 2026 - Jun 18, 2026 |
| #8 | -0.41% Aug 4, 2025 - Aug 13, 2025 | -5.70% Aug 26, 2020 - Oct 12, 2020 |
| #9 | -0.22% Jul 29, 2025 - Aug 1, 2025 | -5.39% Nov 21, 2017 - Jan 2, 2018 |
| #10 | -0.17% Aug 22, 2025 - Aug 28, 2025 | -5.25% Jan 25, 2021 - Feb 5, 2021 |
| #11 | -0.14% Sep 11, 2025 - Sep 15, 2025 | -4.29% Feb 20, 2015 - Apr 2, 2015 |
| #12 | -0.14% Sep 8, 2025 - Sep 10, 2025 | -4.17% Oct 8, 2025 - Oct 20, 2025 |
| #13 | -0.14% Oct 16, 2025 - Oct 20, 2025 | -4.14% Oct 29, 2025 - Dec 4, 2025 |
| #14 | -0.12% Oct 22, 2025 - Oct 24, 2025 | -4.13% May 11, 2026 - May 26, 2026 |
| #15 | -0.12% Feb 10, 2026 - Feb 12, 2026 | -3.56% Jan 22, 2015 - Feb 13, 2015 |
Correlation
Correlation between BSCZ and HEEM is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (2014 - 2026)
BSCZ vs HEEM dividend yield comparison.
| Year | BSCZ | HEEM |
|---|---|---|
| 2026 | 3.27% | 0.55% |
| 2025 | 2.18% | 3.98% |
| 2024 | 0.00% | 2.38% |
| 2023 | 0.00% | 2.75% |
| 2022 | 0.00% | 7.49% |
| 2021 | 0.00% | 1.93% |
| 2020 | 0.00% | 1.49% |
| 2019 | 0.00% | 3.04% |
| 2018 | 0.00% | 2.37% |
| 2017 | 0.00% | 2.05% |
| 2016 | 0.00% | 1.84% |
| 2015 | 0.00% | 6.28% |
| 2014 | 0.00% | 2.04% |
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