BSCZ vs KBWP

Comparison between Invesco BulletShares 2035 Corporate Bond ETF (BSCZ, ETF) and INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF (KBWP, ETF).

BSCZ vs KBWP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSCZ(ETF)	KBWP(ETF)
Net Assets	$267M	$267M
Expense Ratio	0.10%	0.35%
Max Drawdown	4.42%	40.31%
Sharpe Ratio	0.05	0.60
5Y Beta	0.17	0.32
P/E Ratio	N/A	11.27
Forward P/E	N/A	12.32
PEG Ratio	N/A	0.15
5Y Dividends CAGR	N/A	9.21%
5Y EPS CAGR	N/A	20.37%
Debt to Equity	N/A	38.42%
P/S Ratio	N/A	1.63
P/B Ratio	N/A	2.12

Net Assets

BSCZ

$267M

Winner

KBWP

$267M

Expense Ratio

Winner

BSCZ

0.10%

KBWP

0.35%

Max Drawdown

Winner

BSCZ

4.42%

KBWP

40.31%

Sharpe Ratio

BSCZ

0.05

Winner

KBWP

0.60

5Y Beta

Winner

BSCZ

0.17

KBWP

0.32

P/E Ratio

BSCZ

N/A

KBWP

11.27

Forward P/E

BSCZ

N/A

KBWP

12.32

PEG Ratio

BSCZ

N/A

KBWP

0.15

5Y Dividends CAGR

BSCZ

N/A

KBWP

9.21%

5Y EPS CAGR

BSCZ

N/A

KBWP

20.37%

Debt to Equity

BSCZ

N/A

KBWP

38.42%

P/S Ratio

BSCZ

N/A

KBWP

1.63

P/B Ratio

BSCZ

N/A

KBWP

2.12

BSCZ vs KBWP - Holdings Comparison

BSCZ and KBWP have 2 common holdings. Overlap is 0.06%

BSCZ's top 25 holdings weight is 21.08%. KBWP's top 25 holdings weight is 99.99%.

Rank	BSCZ	KBWP
#1	META PLATFORMS INC 4.875% (n/a) - 2.24%	THE TRAVELERS COMPANIES INC (TRV) - 8.10%
#2	ORACLE CORP. 5.2% (n/a) - 1.32%	AON PLC CLASS A (AON) - 8.07%
#3	ALPHABET INC. 4.7% (n/a) - 1.22%	MARSH (MRSH) - 7.91%
#4	AMAZON.COM, INC. 4.65% (n/a) - 1.21%	CHUBB LTD (CB) - 7.78%
#5	n/a (n/a) - 1.15%	PROGRESSIVE CORP (PGR) - 7.74%
#6	MPLX LP 5.4% (n/a) - 0.90%	ARTHUR J. GALLAGHER & CO (AJG) - 4.42%
#7	PEPSICO INC 5% (n/a) - 0.90%	BROWN & BROWN INC (BRO) - 4.27%
#8	BROADCOM INC 5.2% (n/a) - 0.89%	ALLSTATE CORP (ALL) - 4.17%
#9	ABBVIE INC. 4.5% (n/a) - 0.86%	WILLIS TOWERS WATSON PLC (WTW) - 4.10%
#10	SYNOPSYS INC 5.15% (n/a) - 0.85%	ARCH CAPITAL GROUP LTD (ACGL) - 3.96%
#11	AT&T INC 4.5% (n/a) - 0.84%	WR BERKLEY CORP (WRB) - 3.95%
#12	VERIZON COMMUNICATIONS INC. 5.25% (n/a) - 0.80%	CINCINNATI FINANCIAL CORP (CINF) - 3.93%
#13	VERIZON COMMUNICATIONS INC. 4.78% (n/a) - 0.75%	EVEREST GROUP LTD (EG) - 3.85%
#14	MARSH & MCLENNAN COMPANIES, INC. 5% (n/a) - 0.71%	THE HARTFORD INSURANCE GROUP INC (HIG) - 3.80%
#15	MEDTRONIC, INC. 4.375% (n/a) - 0.66%	AMERICAN INTERNATIONAL GROUP INC (AIG) - 3.71%
#16	CATERPILLAR INC 5.2% (n/a) - 0.62%	ASSURANT INC (AIZ) - 3.62%
#17	MERCK & CO., INC 4.95% (n/a) - 0.62%	RENAISSANCERE HOLDINGS LTD (RNR) - 3.50%
#18	GLOBAL PAYMENTS INC 5.55% (n/a) - 0.61%	AMERICAN FINANCIAL GROUP INC (AFG) - 3.06%
#19	TAKEDA US FINANCING INC. 5.2% (n/a) - 0.59%	AXIS CAPITAL HOLDINGS LTD (AXS) - 2.18%
#20	ORACLE CORP. 5.5% (n/a) - 0.59%	THE HANOVER INSURANCE GROUP INC (THG) - 1.93%
#21	ABBVIE INC. 4.55% (n/a) - 0.58%	MERCURY GENERAL CORP (MCY) - 1.56%
#22	HCA INC. 5.75% (n/a) - 0.55%	SELECTIVE INSURANCE GROUP INC (SIGI) - 1.50%
#23	CVS HEALTH CORP 5.45% (n/a) - 0.54%	RLI CORP (RLI) - 1.42%
#24	WALMART INC 4.9% (n/a) - 0.54%	RYAN SPECIALTY HOLDINGS INC CLASS A (RYAN) - 1.40%
#25	WASTE MANAGEMENT, INC. 4.95% (n/a) - 0.54%	INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.06%
Total Holdings	310	26

BSCZ vs KBWP - Historical Returns

Returns include dividend reinvestment.

Period	BSCZ	KBWP
1 month	-0.76%	+10.16%
3 months	-1.15%	+7.71%
6 months	-0.61%	+10.72%
1 year	+3.57%	+14.62%
5 years(CAGR)	N/A	+14.05%
10 years(CAGR)	N/A	+12.75%
Max(CAGR)	+4.54%	+13.62%

BSCZ

-0.76%

Winner

KBWP

+10.16%

BSCZ

-1.15%

Winner

KBWP

+7.71%

BSCZ

-0.61%

Winner

KBWP

+10.72%

BSCZ

+3.57%

Winner

KBWP

+14.62%

5Y(CAGR)

BSCZ

N/A

KBWP

+14.05%

10Y(CAGR)

BSCZ

N/A

KBWP

+12.75%

Max(CAGR)

BSCZ

+4.54%

Winner

KBWP

+13.62%

BSCZ vs KBWP - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	BSCZ	KBWP
2026	-0.50%	+7.24%
2025	+5.67%	+12.19%
2024	N/A	+28.79%
2023	N/A	+6.85%
2022	N/A	+10.93%
2021	N/A	+23.29%
2020	N/A	-1.94%
2019	N/A	+30.22%
2018	N/A	-0.62%
2017	N/A	+9.12%
2016	N/A	+22.06%
2015	N/A	+16.27%
2014	N/A	+12.15%
2013	N/A	+32.29%
2012	N/A	+24.21%
2011	N/A	-0.75%
2010	N/A	-0.04%

BSCZ vs KBWP 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 KBWP was -39.74%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.

The current BSCZ drawdown is -2.22%. The current KBWP drawdown is -1.62%.

Rank	BSCZ	KBWP
#1	-3.28% Feb 27, 2026 - Mar 27, 2026	-39.74% Feb 11, 2020 - Mar 8, 2021
#2	-1.63% Oct 27, 2025 - Feb 10, 2026	-19.06% Apr 29, 2011 - Feb 3, 2012
#3	-1.37% Jun 30, 2025 - Jul 29, 2025	-17.01% Apr 1, 2022 - Nov 25, 2022
#4	-1.15% Sep 15, 2025 - Oct 14, 2025	-16.57% Sep 21, 2018 - Apr 11, 2019
#5	-0.72% Aug 13, 2025 - Aug 22, 2025	-13.35% Feb 7, 2023 - Nov 22, 2023
#6	-0.61% Aug 28, 2025 - Sep 4, 2025	-12.29% Nov 27, 2024 - Apr 1, 2025
#7	-0.57% Jun 12, 2025 - Jun 23, 2025	-12.27% Aug 4, 2017 - Nov 29, 2017
#8	-0.41% Aug 4, 2025 - Aug 13, 2025	-11.59% Apr 1, 2025 - May 19, 2025
#9	-0.22% Jul 29, 2025 - Aug 1, 2025	-10.43% Dec 31, 2013 - May 29, 2014
#10	-0.17% Aug 22, 2025 - Aug 28, 2025	-9.61% Dec 29, 2015 - Mar 17, 2016
#11	-0.14% Sep 11, 2025 - Sep 15, 2025	-9.57% Dec 30, 2025 - Jun 26, 2026
#12	-0.14% Sep 8, 2025 - Sep 10, 2025	-8.92% May 10, 2021 - Aug 20, 2021
#13	-0.14% Oct 16, 2025 - Oct 20, 2025	-8.45% Jun 2, 2025 - Dec 12, 2025
#14	-0.12% Oct 22, 2025 - Oct 24, 2025	-8.30% Aug 18, 2015 - Oct 20, 2015
#15	-0.12% Feb 10, 2026 - Feb 12, 2026	-7.48% Oct 25, 2021 - Jan 4, 2022

Correlation

Correlation between BSCZ and KBWP is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36

-101

Dividend Comparison (2011 - 2026)

BSCZ vs KBWP dividend yield comparison.

Year	BSCZ	KBWP
2026	2.78%	1.12%
2025	2.18%	1.58%
2024	0.00%	1.64%
2023	0.00%	1.68%
2022	0.00%	1.99%
2021	0.00%	3.02%
2020	0.00%	1.93%
2019	0.00%	1.99%
2018	0.00%	2.11%
2017	0.00%	1.90%
2016	0.00%	2.14%
2015	0.00%	1.35%
2014	0.00%	2.73%
2013	0.00%	1.72%
2012	0.00%	3.06%
2011	0.00%	2.86%