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