HELO vs BSCR
Comparison between JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF) and INVESCO BULLETSHARES 2027 CORPORATE BOND ETF (BSCR, ETF).
HELO vs BSCR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HELO
$4.60B
BSCR
$4.60B
Expense Ratio
HELO
0.50%
Winner
BSCR
0.10%
Max Drawdown
Winner
HELO
11.02%
BSCR
18.12%
Sharpe Ratio
Winner
HELO
0.79
BSCR
0.13
5Y Beta
HELO
0.47
Winner
BSCR
0.02
P/E Ratio
HELO
25.09
BSCR
N/A
Forward P/E
HELO
19.92
BSCR
N/A
PEG Ratio
HELO
0.27
BSCR
N/A
5Y Dividends CAGR
HELO
N/A
BSCR
11.68%
5Y EPS CAGR
HELO
27.86%
BSCR
N/A
Debt to Equity
HELO
10.06%
BSCR
N/A
P/S Ratio
HELO
4.00
BSCR
N/A
P/B Ratio
HELO
5.53
BSCR
N/A
HELO vs BSCR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HELO
+1.85%
BSCR
+0.41%
3M
Winner
HELO
+2.63%
BSCR
+1.04%
6M
Winner
HELO
+3.83%
BSCR
+1.55%
1Y
Winner
HELO
+9.61%
BSCR
+4.11%
5Y(CAGR)
HELO
N/A
BSCR
+1.45%
10Y(CAGR)
HELO
N/A
BSCR
+3.17%
Max(CAGR)
Winner
HELO
+12.81%
BSCR
+3.17%
HELO vs BSCR - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | HELO | BSCR |
|---|---|---|
| 2026 | +4.75% | +2.09% |
| 2025 | +8.10% | +5.76% |
| 2024 | +18.31% | +4.98% |
| 2023 | +6.30% | +6.21% |
| 2022 | N/A | -9.13% |
| 2021 | N/A | -1.72% |
| 2020 | N/A | +9.53% |
| 2019 | N/A | +14.70% |
| 2018 | N/A | -2.60% |
| 2017 | N/A | +0.81% |
HELO vs BSCR Drawdown Comparison
The maximum drawdown for HELO was -10.89%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The maximum drawdown for BSCR was -17.26%, occurring on Mar 20, 2020. Recovery took 62 trading sessions.
The current HELO drawdown is -1.05%.
| Rank | HELO | BSCR |
|---|---|---|
| #1 | -10.89% Feb 19, 2025 - Aug 12, 2025 | -17.26% Mar 4, 2020 - Jun 2, 2020 |
| #2 | -5.76% Feb 9, 2026 - Apr 22, 2026 | -14.89% Dec 30, 2020 - Feb 28, 2025 |
| #3 | -4.16% Jul 16, 2024 - Aug 16, 2024 | -5.12% Dec 13, 2017 - Jan 31, 2019 |
| #4 | -3.60% Oct 17, 2023 - Nov 3, 2023 | -2.30% Sep 3, 2019 - Nov 26, 2019 |
| #5 | -2.93% Mar 28, 2024 - May 6, 2024 | -1.41% Aug 6, 2020 - Nov 18, 2020 |
| #6 | -2.71% Aug 30, 2024 - Sep 19, 2024 | -1.09% Jul 3, 2019 - Aug 1, 2019 |
| #7 | -2.56% Dec 26, 2024 - Jan 23, 2025 | -0.94% Jun 16, 2020 - Jul 6, 2020 |
| #8 | -2.38% Nov 12, 2025 - Nov 25, 2025 | -0.85% Oct 13, 2017 - Nov 22, 2017 |
| #9 | -2.21% Dec 5, 2024 - Dec 26, 2024 | -0.81% Apr 3, 2025 - Apr 25, 2025 |
| #10 | -2.09% Jan 12, 2026 - Jan 27, 2026 | -0.72% Jun 10, 2020 - Jun 15, 2020 |
| #11 | -1.89% Jul 15, 2026 - Jul 31, 2026 | -0.63% Mar 28, 2019 - Apr 24, 2019 |
| #12 | -1.81% Dec 11, 2025 - Dec 22, 2025 | -0.54% Nov 30, 2020 - Dec 15, 2020 |
| #13 | -1.72% Jun 1, 2026 - Jul 6, 2026 | -0.48% Dec 11, 2019 - Dec 27, 2019 |
| #14 | -1.50% Oct 29, 2024 - Nov 6, 2024 | -0.45% Nov 26, 2019 - Dec 3, 2019 |
| #15 | -1.45% Jan 23, 2025 - Feb 19, 2025 | -0.45% Feb 3, 2020 - Feb 10, 2020 |
Correlation
Correlation between HELO and BSCR is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2017 - 2026)
HELO vs BSCR dividend yield comparison.
| Year | HELO | BSCR |
|---|---|---|
| 2026 | 0.25% | 2.45% |
| 2025 | 0.67% | 4.26% |
| 2024 | 0.60% | 4.27% |
| 2023 | 0.19% | 3.74% |
| 2022 | 0.00% | 2.65% |
| 2021 | 0.00% | 2.12% |
| 2020 | 0.00% | 2.46% |
| 2019 | 0.00% | 3.11% |
| 2018 | 0.00% | 3.35% |
| 2017 | 0.00% | 0.78% |
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