BSCZ vs PBE
Comparison between Invesco BulletShares 2035 Corporate Bond ETF (BSCZ, ETF) and INVESCO BIOTECHNOLOGY & GENOME ETF (PBE, ETF).
BSCZ vs PBE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSCZ
$259M
Winner
PBE
$259M
Expense Ratio
Winner
BSCZ
0.10%
PBE
0.58%
Max Drawdown
Winner
BSCZ
4.42%
PBE
45.69%
Sharpe Ratio
BSCZ
0.45
Winner
PBE
1.35
5Y Beta
Winner
BSCZ
0.18
PBE
0.76
P/E Ratio
BSCZ
N/A
PBE
36.34
Forward P/E
BSCZ
N/A
PBE
19.88
5Y Dividends CAGR
BSCZ
N/A
PBE
98.81%
5Y EPS CAGR
BSCZ
N/A
PBE
12.51%
Debt to Equity
BSCZ
N/A
PBE
54.69%
P/S Ratio
BSCZ
N/A
PBE
5.10
P/B Ratio
BSCZ
N/A
PBE
4.58
BSCZ vs PBE - Holdings Comparison
BSCZ and PBE have 1 common holdings. Overlap is -0.02%
BSCZ's top 25 holdings weight is 19.15%. PBE's top 25 holdings weight is 89.66%.
| Rank | BSCZ | PBE |
|---|---|---|
| #1 | META PLATFORMS INC 4.875% (n/a) - 2.24% | ILLUMINA INC (ILMN) - 6.77% |
| #2 | ORACLE CORP. 5.2% (n/a) - 1.35% | UNITED THERAPEUTICS CORP (UTHR) - 5.84% |
| #3 | ALPHABET INC. 4.7% (n/a) - 1.22% | BIOGEN INC (BIIB) - 4.95% |
| #4 | AMAZON.COM, INC. 4.65% (n/a) - 1.21% | INCYTE CORP (INCY) - 4.67% |
| #5 | BROADCOM INC 5.2% (n/a) - 0.89% | GILEAD SCIENCES INC (GILD) - 4.42% |
| #6 | ABBVIE INC. 4.5% (n/a) - 0.86% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 4.39% |
| #7 | SYNOPSYS INC 5.15% (n/a) - 0.85% | AMGEN INC (AMGN) - 4.38% |
| #8 | AT&T INC 4.5% (n/a) - 0.84% | REGENERON PHARMACEUTICALS INC (REGN) - 4.00% |
| #9 | VERIZON COMMUNICATIONS INC. 5.25% (n/a) - 0.81% | VERACYTE INC (VCYT) - 3.74% |
| #10 | VERIZON COMMUNICATIONS INC. 4.78% (n/a) - 0.75% | CATALYST PHARMACEUTICALS INC (CPRX) - 3.61% |
| #11 | n/a (n/a) - 0.72% | TG THERAPEUTICS INC (TGTX) - 3.35% |
| #12 | MARSH & MCLENNAN COMPANIES, INC. 5% (n/a) - 0.71% | ROYALTY PHARMA PLC CLASS A (RPRX) - 3.32% |
| #13 | MEDTRONIC, INC. 4.375% (n/a) - 0.66% | NEUROCRINE BIOSCIENCES INC (NBIX) - 3.30% |
| #14 | MERCK & CO., INC 4.95% (n/a) - 0.62% | CAREDX INC (CDNA) - 3.20% |
| #15 | CATERPILLAR INC 5.2% (n/a) - 0.62% | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 3.10% |
| #16 | ORACLE CORP. 5.5% (n/a) - 0.60% | BIOCRYST PHARMACEUTICALS INC (BCRX) - 3.06% |
| #17 | GLOBAL PAYMENTS INC 5.55% (n/a) - 0.59% | EXELIXIS INC (EXEL) - 3.00% |
| #18 | TAKEDA US FINANCING INC. 5.2% (n/a) - 0.59% | PROTAGONIST THERAPEUTICS INC (PTGX) - 2.98% |
| #19 | ABBVIE INC. 4.55% (n/a) - 0.58% | PTC THERAPEUTICS INC (PTCT) - 2.76% |
| #20 | HCA INC. 5.75% (n/a) - 0.55% | HALOZYME THERAPEUTICS INC (HALO) - 2.63% |
| #21 | n/a (n/a) - 0.39% | VERICEL CORP (VCEL) - 2.51% |
| #22 | WALT DISNEY COMPANY 6.4% (n/a) - 0.38% | REPLIGEN CORP (RGEN) - 2.51% |
| #23 | MASTERCARD INCORPORATED 4.55% (n/a) - 0.38% | BIO-TECHNE CORP (TECH) - 2.41% |
| #24 | PLAINS ALL AMERICAN PIPELINE L.P. 5.95% (n/a) - 0.37% | IONIS PHARMACEUTICALS INC (IONS) - 2.38% |
| #25 | ORACLE CORP. 3.9% (n/a) - 0.37% | BIOMARIN PHARMACEUTICAL INC (BMRN) - 2.38% |
| Total Holdings | 274 | 33 |
BSCZ vs PBE - Historical Returns
Returns include dividend reinvestment.
1M
BSCZ
+0.38%
Winner
PBE
+1.34%
3M
BSCZ
+0.95%
Winner
PBE
+10.51%
6M
BSCZ
+0.90%
Winner
PBE
+5.02%
1Y
BSCZ
+5.57%
Winner
PBE
+31.39%
5Y(CAGR)
BSCZ
N/A
PBE
+1.98%
10Y(CAGR)
BSCZ
N/A
PBE
+8.47%
Max(CAGR)
BSCZ
+6.00%
Winner
PBE
+8.90%
BSCZ vs PBE - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | BSCZ | PBE |
|---|---|---|
| 2026 | +0.42% | +2.24% |
| 2025 | +5.67% | +23.76% |
| 2024 | N/A | -0.05% |
| 2023 | N/A | +4.60% |
| 2022 | N/A | -11.11% |
| 2021 | N/A | +1.21% |
| 2020 | N/A | +25.68% |
| 2019 | N/A | +18.35% |
| 2018 | N/A | -2.62% |
| 2017 | N/A | +20.54% |
| 2016 | N/A | -20.66% |
| 2015 | N/A | +1.36% |
| 2014 | N/A | +36.45% |
| 2013 | N/A | +57.53% |
| 2012 | N/A | +13.17% |
| 2011 | N/A | -7.24% |
| 2010 | N/A | +29.99% |
| 2009 | N/A | +19.16% |
| 2008 | N/A | -25.84% |
| 2007 | N/A | +6.24% |
| 2006 | N/A | +0.45% |
| 2005 | N/A | +17.45% |
BSCZ vs PBE 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 PBE was -45.69%, occurring on Mar 9, 2009. Recovery took 644 trading sessions.
The current BSCZ drawdown is -1.32%. The current PBE drawdown is -1.80%.
| Rank | BSCZ | PBE |
|---|---|---|
| #1 | -3.28% Feb 27, 2026 - Mar 27, 2026 | -45.69% Oct 15, 2007 - May 6, 2010 |
| #2 | -1.63% Oct 27, 2025 - Feb 10, 2026 | -44.56% Jul 17, 2015 - Jul 20, 2020 |
| #3 | -1.37% Jun 30, 2025 - Jul 29, 2025 | -37.84% Feb 8, 2021 - Nov 26, 2025 |
| #4 | -1.15% Sep 15, 2025 - Oct 14, 2025 | -35.71% May 6, 2010 - Apr 2, 2013 |
| #5 | -0.72% Aug 13, 2025 - Aug 22, 2025 | -21.12% Feb 27, 2006 - Apr 23, 2007 |
| #6 | -0.61% Aug 28, 2025 - Sep 4, 2025 | -18.86% Feb 24, 2014 - Aug 25, 2014 |
| #7 | -0.57% Jun 12, 2025 - Jun 23, 2025 | -14.38% Jul 20, 2020 - Nov 27, 2020 |
| #8 | -0.41% Aug 4, 2025 - Aug 13, 2025 | -11.73% Jan 7, 2026 - Mar 27, 2026 |
| #9 | -0.22% Jul 29, 2025 - Aug 1, 2025 | -10.65% Mar 19, 2015 - Jun 18, 2015 |
| #10 | -0.17% Aug 22, 2025 - Aug 28, 2025 | -10.08% Sep 12, 2005 - Nov 17, 2005 |
| #11 | -0.14% Sep 11, 2025 - Sep 15, 2025 | -9.07% Apr 25, 2007 - Sep 26, 2007 |
| #12 | -0.14% Sep 8, 2025 - Sep 10, 2025 | -8.60% Aug 29, 2014 - Oct 23, 2014 |
| #13 | -0.14% Oct 16, 2025 - Oct 20, 2025 | -7.84% May 28, 2013 - Jul 5, 2013 |
| #14 | -0.12% Oct 22, 2025 - Oct 24, 2025 | -7.21% Nov 29, 2013 - Jan 7, 2014 |
| #15 | -0.12% Feb 10, 2026 - Feb 12, 2026 | -6.59% Oct 2, 2013 - Oct 24, 2013 |
Correlation
Correlation between BSCZ and PBE is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2009 - 2026)
BSCZ vs PBE dividend yield comparison.
| Year | BSCZ | PBE |
|---|---|---|
| 2026 | 1.86% | 0.10% |
| 2025 | 2.18% | 1.00% |
| 2024 | 0.00% | 0.05% |
| 2023 | 0.00% | 0.02% |
| 2020 | 0.00% | 0.04% |
| 2018 | 0.00% | 0.00% |
| 2017 | 0.00% | 0.57% |
| 2016 | 0.00% | 0.38% |
| 2015 | 0.00% | 1.12% |
| 2014 | 0.00% | 0.55% |
| 2009 | 0.00% | 0.45% |
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