DSI vs BSCR

Comparison between ISHARES MSCI KLD 400 SOCIAL ETF (DSI, ETF) and INVESCO BULLETSHARES 2027 CORPORATE BOND ETF (BSCR, ETF).

5-Year PerformanceDSI has outperformed BSCR, delivering a return of +12.9% compared to +1.4%

DSI vs BSCR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DSI(ETF)	BSCR(ETF)
Net Assets	$4.60B	$4.70B
Expense Ratio	0.25%	0.10%
Max Drawdown	55.08%	18.12%
Sharpe Ratio	2.09	0.82
5Y Beta	1.01	0.02
P/E Ratio	29.25	N/A
Forward P/E	22.03	N/A
PEG Ratio	0.44	N/A
5Y Dividends CAGR	11.27%	10.57%
5Y EPS CAGR	30.72%	N/A
Debt to Equity	-1.95%	N/A
P/S Ratio	3.72	N/A
P/B Ratio	6.12	N/A

Net Assets

DSI

$4.60B

Winner

BSCR

$4.70B

Expense Ratio

DSI

0.25%

Winner

BSCR

0.10%

Max Drawdown

DSI

55.08%

Winner

BSCR

18.12%

Sharpe Ratio

Winner

DSI

2.09

BSCR

0.82

5Y Beta

DSI

1.01

Winner

BSCR

0.02

P/E Ratio

DSI

29.25

BSCR

N/A

Forward P/E

DSI

22.03

BSCR

N/A

PEG Ratio

DSI

0.44

BSCR

N/A

5Y Dividends CAGR

Winner

DSI

11.27%

BSCR

10.57%

5Y EPS CAGR

DSI

30.72%

BSCR

N/A

Debt to Equity

DSI

-1.95%

BSCR

N/A

P/S Ratio

DSI

3.72

BSCR

N/A

P/B Ratio

DSI

6.12

BSCR

N/A

DSI vs BSCR - Historical Returns

Returns include dividend reinvestment.

Period	DSI	BSCR
1 month	+11.63%	+0.34%
3 months	+7.70%	+0.52%
6 months	+11.59%	+1.76%
1 year	+35.04%	+4.75%
5 years(CAGR)	+12.86%	+1.40%
10 years(CAGR)	+15.46%	+3.15%
Max(CAGR)	+10.73%	+3.15%

Winner

DSI

+11.63%

BSCR

+0.34%

Winner

DSI

+7.70%

BSCR

+0.52%

Winner

DSI

+11.59%

BSCR

+1.76%

Winner

DSI

+35.04%

BSCR

+4.75%

5Y(CAGR)

Winner

DSI

+12.86%

BSCR

+1.40%

10Y(CAGR)

Winner

DSI

+15.46%

BSCR

+3.15%

Max(CAGR)

Winner

DSI

+10.73%

BSCR

+3.15%

DSI vs BSCR - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DSI	BSCR
2026	+9.28%	+0.95%
2025	+18.27%	+5.76%
2024	+23.16%	+4.98%
2023	+28.81%	+6.21%
2022	-22.06%	-9.13%
2021	+33.05%	-1.72%
2020	+19.83%	+9.53%
2019	+31.24%	+14.70%
2018	-4.65%	-2.60%
2017	+19.92%	+0.81%
2016	+12.30%	N/A
2015	+0.37%	N/A
2014	+13.49%	N/A
2013	+32.39%	N/A
2012	+11.24%	N/A
2011	+0.54%	N/A
2010	+9.95%	N/A
2009	+27.31%	N/A
2008	-33.72%	N/A
2007	+3.37%	N/A
2006	+1.39%	N/A

DSI vs BSCR Drawdown Comparison

The maximum drawdown for DSI was -54.23%, occurring on Mar 6, 2009. Recovery took 1117 trading sessions.

The maximum drawdown for BSCR was -17.26%, occurring on Mar 20, 2020. Recovery took 62 trading sessions.

The current BSCR drawdown is -0.03%.

Rank	DSI	BSCR
#1	-54.23% Oct 11, 2007 - Mar 19, 2012	-17.26% Mar 4, 2020 - Jun 2, 2020
#2	-34.10% Feb 19, 2020 - Aug 12, 2020	-14.89% Dec 30, 2020 - Feb 28, 2025
#3	-28.35% Dec 29, 2021 - Dec 26, 2023	-5.12% Dec 13, 2017 - Jan 31, 2019
#4	-20.57% Jan 23, 2025 - Jun 27, 2025	-2.30% Sep 3, 2019 - Nov 26, 2019
#5	-18.31% Sep 20, 2018 - Apr 1, 2019	-1.41% Aug 6, 2020 - Nov 18, 2020
#6	-13.12% May 21, 2015 - Apr 18, 2016	-1.09% Jul 3, 2019 - Aug 1, 2019
#7	-11.05% Jan 28, 2026 - Apr 17, 2026	-0.94% Jun 16, 2020 - Jul 6, 2020
#8	-10.30% Jan 26, 2018 - Jul 25, 2018	-0.85% Oct 13, 2017 - Nov 22, 2017
#9	-10.08% Apr 2, 2012 - Sep 6, 2012	-0.81% Apr 3, 2025 - Apr 25, 2025
#10	-9.61% Jul 13, 2007 - Oct 5, 2007	-0.72% Jun 10, 2020 - Jun 15, 2020
#11	-9.49% Sep 2, 2020 - Nov 13, 2020	-0.63% Mar 28, 2019 - Apr 24, 2019
#12	-9.17% Jul 16, 2024 - Sep 19, 2024	-0.54% Nov 30, 2020 - Dec 15, 2020
#13	-7.33% Sep 18, 2014 - Oct 31, 2014	-0.48% Dec 11, 2019 - Dec 27, 2019
#14	-6.99% Apr 29, 2019 - Jun 20, 2019	-0.45% Nov 26, 2019 - Dec 3, 2019
#15	-6.49% Mar 28, 2024 - May 15, 2024	-0.45% Feb 3, 2020 - Feb 10, 2020

Correlation

Correlation between DSI and BSCR is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2006 - 2026)

DSI vs BSCR dividend yield comparison.

Year	DSI	BSCR
2026	0.22%	1.38%
2025	0.92%	4.26%
2024	1.03%	4.27%
2023	1.19%	3.74%
2022	1.39%	2.65%
2021	0.99%	2.12%
2020	1.22%	2.46%
2019	1.40%	3.11%
2018	1.63%	3.35%
2017	1.28%	0.78%
2016	1.51%	0.00%
2015	1.46%	0.00%
2014	1.26%	0.00%
2013	1.27%	0.00%
2012	1.74%	0.00%
2011	1.47%	0.00%
2010	1.33%	0.00%
2009	1.35%	0.00%
2008	1.96%	0.00%
2007	1.20%	0.00%
2006	0.20%	0.00%