BSCZ vs IIF

Comparison between Invesco BulletShares 2035 Corporate Bond ETF (BSCZ, ETF) and Morgan Stanley India Investment Fund Inc (IIF, ETF).

BSCZ vs IIF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSCZ(ETF)	IIF(ETF)
Net Assets	$234M	$233M
Expense Ratio	0.10%	N/A
Max Drawdown	4.42%	85.15%
Sharpe Ratio	0.37	-1.21
5Y Beta	0.18	0.47
5Y Dividends CAGR	N/A	128.74%

Net Assets

Winner

BSCZ

$234M

IIF

$233M

Expense Ratio

BSCZ

0.10%

IIF

N/A

Max Drawdown

Winner

BSCZ

4.42%

IIF

85.15%

Sharpe Ratio

Winner

BSCZ

0.37

IIF

-1.21

5Y Beta

Winner

BSCZ

0.18

IIF

0.47

5Y Dividends CAGR

BSCZ

N/A

IIF

128.74%

BSCZ vs IIF - Historical Returns

Returns include dividend reinvestment.

Period	BSCZ	IIF
1 month	-0.31%	-3.91%
3 months	-1.21%	-8.02%
6 months	-0.12%	-14.63%
1 year	+5.39%	-15.33%
5 years(CAGR)	N/A	+7.18%
10 years(CAGR)	N/A	+7.68%
Max(CAGR)	+5.49%	+13.48%

Winner

BSCZ

-0.31%

IIF

-3.91%

Winner

BSCZ

-1.21%

IIF

-8.02%

Winner

BSCZ

-0.12%

IIF

-14.63%

Winner

BSCZ

+5.39%

IIF

-15.33%

5Y(CAGR)

BSCZ

N/A

IIF

+7.18%

10Y(CAGR)

BSCZ

N/A

IIF

+7.68%

Max(CAGR)

BSCZ

+5.49%

Winner

IIF

+13.48%

BSCZ vs IIF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BSCZ	IIF
2026	-0.16%	-16.06%
2025	+5.67%	+5.62%
2024	N/A	+30.11%
2023	N/A	+21.08%
2022	N/A	-10.32%
2021	N/A	+30.04%
2020	N/A	+5.23%
2019	N/A	+0.04%
2018	N/A	-21.78%
2017	N/A	+50.17%
2016	N/A	+8.14%
2015	N/A	-6.26%
2014	N/A	+58.58%
2013	N/A	-7.61%
2012	N/A	+27.71%
2011	N/A	-43.26%
2010	N/A	+22.07%
2009	N/A	+68.48%
2008	N/A	-55.37%
2007	N/A	+77.20%
2006	N/A	+43.07%
2005	N/A	+31.95%
2004	N/A	+16.57%
2003	N/A	+170.13%
2002	N/A	+14.42%
2001	N/A	-11.08%
2000	N/A	-26.41%
1999	N/A	+36.82%

BSCZ vs IIF 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 IIF was -66.78%, occurring on Nov 20, 2008. Recovery took 694 trading sessions.

The current BSCZ drawdown is -1.90%. The current IIF drawdown is -19.80%.

Rank	BSCZ	IIF
#1	-3.28% Feb 27, 2026 - Mar 27, 2026	-66.78% Jan 2, 2008 - Oct 4, 2010
#2	-1.63% Oct 27, 2025 - Feb 10, 2026	-59.10% Jan 23, 2018 - Aug 30, 2021
#3	-1.37% Jun 30, 2025 - Jul 29, 2025	-54.90% Feb 8, 2000 - Aug 22, 2003
#4	-1.15% Sep 15, 2025 - Oct 14, 2025	-49.86% Nov 5, 2010 - Nov 18, 2014
#5	-0.72% Aug 13, 2025 - Aug 22, 2025	-36.83% May 10, 2006 - Jul 9, 2007
#6	-0.61% Aug 28, 2025 - Sep 4, 2025	-34.47% Jan 13, 2004 - Dec 21, 2004
#7	-0.57% Jun 12, 2025 - Jun 23, 2025	-28.32% Mar 5, 2015 - Feb 2, 2017
#8	-0.41% Aug 4, 2025 - Aug 13, 2025	-24.17% Jun 27, 2025 - Mar 30, 2026
#9	-0.22% Jul 29, 2025 - Aug 1, 2025	-23.35% Jan 12, 2022 - Dec 6, 2023
#10	-0.17% Aug 22, 2025 - Aug 28, 2025	-21.21% Sep 19, 2005 - Jan 6, 2006
#11	-0.14% Sep 11, 2025 - Sep 15, 2025	-17.77% Mar 4, 2005 - Jun 22, 2005
#12	-0.14% Sep 8, 2025 - Sep 10, 2025	-17.61% Sep 27, 2024 - Jun 11, 2025
#13	-0.14% Oct 16, 2025 - Oct 20, 2025	-15.76% Nov 4, 2003 - Dec 1, 2003
#14	-0.12% Oct 22, 2025 - Oct 24, 2025	-15.75% Jul 23, 2007 - Sep 19, 2007
#15	-0.12% Feb 10, 2026 - Feb 12, 2026	-15.56% Oct 29, 2007 - Dec 5, 2007

Correlation

Correlation between BSCZ and IIF is -0.48 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.48

-101

Dividend Comparison (2000 - 2026)

BSCZ vs IIF dividend yield comparison.

Year	BSCZ	IIF
2026	1.87%	0.00%
2025	2.18%	7.95%
2024	0.00%	10.67%
2023	0.00%	14.61%
2022	0.00%	19.62%
2021	0.00%	3.75%
2020	0.00%	0.02%
2019	0.00%	0.14%
2018	0.00%	30.40%
2017	0.00%	15.23%
2016	0.00%	4.46%
2015	0.00%	0.16%
2011	0.00%	8.41%
2010	0.00%	9.64%
2008	0.00%	152.11%
2007	0.00%	52.30%
2006	0.00%	10.43%
2005	0.00%	10.39%
2004	0.00%	0.30%
2003	0.00%	0.75%
2002	0.00%	0.13%
2001	0.00%	12.29%
2000	0.00%	14.49%