IMTM vs BSCQ
Comparison between ISHARES MSCI INTL MOMENTUM FACTOR ETF (IMTM, ETF) and INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSCQ, ETF).
5-Year PerformanceIMTM has outperformed BSCQ, delivering a return of +8.4% compared to +1.5%
IMTM vs BSCQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IMTM
$3.90B
BSCQ
$3.90B
Expense Ratio
IMTM
0.30%
Winner
BSCQ
0.10%
Max Drawdown
IMTM
34.72%
Winner
BSCQ
16.50%
Sharpe Ratio
IMTM
0.92
Winner
BSCQ
1.07
5Y Beta
IMTM
0.83
Winner
BSCQ
0.01
5Y Dividends CAGR
Winner
IMTM
37.85%
BSCQ
12.72%
IMTM vs BSCQ - Holdings Comparison
IMTM and BSCQ have 1 common holdings. Overlap is -0.01%
IMTM's top 25 holdings weight is 37.96%. BSCQ's top 25 holdings weight is 18.11%.
| Rank | IMTM | BSCQ |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 4.62% | WELLS FARGO & CO. 3% (n/a) - 1.53% |
| #2 | HSBC HOLDINGS PLC (n/a) - 2.60% | BOEING CO. 2.196% (n/a) - 1.20% |
| #3 | ROYAL BANK OF CANADA (n/a) - 2.05% | n/a (n/a) - 1.03% |
| #4 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.91% | n/a (n/a) - 0.99% |
| #5 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.87% | ABBVIE INC. 2.95% (n/a) - 0.87% |
| #6 | THE TORONTO-DOMINION BANK (n/a) - 1.68% | MICROSOFT CORP. 2.4% (n/a) - 0.87% |
| #7 | IBERDROLA SA (n/a) - 1.67% | APPLE INC. 3.25% (n/a) - 0.71% |
| #8 | BANCO SANTANDER SA (n/a) - 1.66% | n/a (n/a) - 0.70% |
| #9 | TOTALENERGIES SE (TTE:XPAR) - 1.61% | MORGAN STANLEY 3.875% (n/a) - 0.66% |
| #10 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.60% | MORGAN STANLEY 3.125% (n/a) - 0.66% |
| #11 | SHELL PLC (n/a) - 1.51% | ORACLE CORP. 2.65% (n/a) - 0.65% |
| #12 | ASTRAZENECA PLC (AZN) - 1.46% | AT&T INC 1.7% (n/a) - 0.65% |
| #13 | ADVANTEST CORP (n/a) - 1.23% | CITIGROUP INC. 3.2% (n/a) - 0.65% |
| #14 | MITSUBISHI CORP (n/a) - 1.17% | JPMORGAN CHASE & CO. 2.95% (n/a) - 0.65% |
| #15 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.16% | n/a (n/a) - 0.61% |
| #16 | BHP GROUP LTD (n/a) - 1.14% | AMAZON.COM, INC. 1% (n/a) - 0.60% |
| #17 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.07% | GILEAD SCIENCES INC. 3.65% (n/a) - 0.60% |
| #18 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.02% | GOLDMAN SACHS GROUP, INC. 3.5% (n/a) - 0.60% |
| #19 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.01% | ORACLE CORP. 1.65% (n/a) - 0.60% |
| #20 | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 1.01% | JPMORGAN CHASE & CO. 3.3% (n/a) - 0.55% |
| #21 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.00% | BERKSHIRE HATHAWAY INC. 3.125% (n/a) - 0.55% |
| #22 | TOKYO ELECTRON LTD (n/a) - 1.00% | BANK OF AMERICA CORP. 3.5% (n/a) - 0.55% |
| #23 | ABB LTD (n/a) - 1.00% | EXXON MOBIL CORP. 3.043% (n/a) - 0.55% |
| #24 | RIO TINTO PLC ORDINARY SHARES (n/a) - 0.97% | APPLE INC. 0.7% (n/a) - 0.55% |
| #25 | ALLIANZ SE (n/a) - 0.94% | WELLS FARGO & CO. 4.1% (n/a) - 0.53% |
| Total Holdings | 322 | 426 |
IMTM vs BSCQ - Historical Returns
Returns include dividend reinvestment.
1M
IMTM
-0.02%
Winner
BSCQ
+0.34%
3M
Winner
IMTM
+4.70%
BSCQ
+0.98%
6M
Winner
IMTM
+10.20%
BSCQ
+1.92%
1Y
Winner
IMTM
+19.43%
BSCQ
+4.39%
5Y(CAGR)
Winner
IMTM
+8.38%
BSCQ
+1.47%
10Y(CAGR)
Winner
IMTM
+9.52%
BSCQ
+2.87%
Max(CAGR)
Winner
IMTM
+8.66%
BSCQ
+2.87%
IMTM vs BSCQ - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | IMTM | BSCQ |
|---|---|---|
| 2026 | +6.20% | +1.55% |
| 2025 | +34.88% | +4.91% |
| 2024 | +13.55% | +5.07% |
| 2023 | +14.13% | +5.60% |
| 2022 | -16.98% | -7.96% |
| 2021 | +2.45% | -1.63% |
| 2020 | +21.34% | +9.39% |
| 2019 | +24.70% | +13.91% |
| 2018 | -14.94% | -2.10% |
| 2017 | +25.17% | +5.60% |
| 2016 | +2.90% | -4.15% |
| 2015 | -2.08% | N/A |
IMTM vs BSCQ Drawdown Comparison
The maximum drawdown for IMTM was -32.60%, occurring on Sep 27, 2022. Recovery took 583 trading sessions.
The maximum drawdown for BSCQ was -16.50%, occurring on Mar 20, 2020. Recovery took 60 trading sessions.
The current IMTM drawdown is -3.58%.
| Rank | IMTM | BSCQ |
|---|---|---|
| #1 | -32.60% Nov 8, 2021 - Mar 6, 2024 | -16.50% Mar 4, 2020 - May 29, 2020 |
| #2 | -29.79% Feb 19, 2020 - Jul 10, 2020 | -13.11% Dec 30, 2020 - Jan 2, 2025 |
| #3 | -23.03% Jan 26, 2018 - Jan 14, 2020 | -6.05% Sep 30, 2016 - Aug 1, 2017 |
| #4 | -19.90% May 21, 2015 - Apr 25, 2017 | -4.85% Sep 5, 2017 - Jan 31, 2019 |
| #5 | -12.85% Feb 25, 2026 - May 13, 2026 | -2.03% Aug 28, 2019 - Oct 4, 2019 |
| #6 | -12.41% Mar 19, 2025 - Apr 24, 2025 | -1.28% Oct 4, 2019 - Dec 3, 2019 |
| #7 | -12.00% Jul 16, 2024 - Sep 26, 2024 | -1.02% Aug 7, 2020 - Nov 6, 2020 |
| #8 | -10.56% Feb 16, 2021 - Jun 1, 2021 | -1.01% Jul 3, 2019 - Jul 31, 2019 |
| #9 | -8.53% Sep 26, 2024 - Feb 13, 2025 | -0.82% Jun 16, 2020 - Jul 14, 2020 |
| #10 | -6.81% Jun 7, 2021 - Aug 10, 2021 | -0.71% Aug 3, 2017 - Aug 25, 2017 |
| #11 | -6.70% Sep 7, 2021 - Nov 3, 2021 | -0.59% Apr 10, 2019 - Apr 24, 2019 |
| #12 | -6.70% Oct 12, 2020 - Nov 5, 2020 | -0.57% Jun 10, 2020 - Jun 16, 2020 |
| #13 | -5.46% Mar 27, 2024 - May 28, 2024 | -0.55% Jun 24, 2019 - Jun 28, 2019 |
| #14 | -5.37% Nov 12, 2025 - Dec 10, 2025 | -0.52% Feb 26, 2019 - Mar 7, 2019 |
| #15 | -4.74% Sep 2, 2020 - Oct 9, 2020 | -0.48% Feb 11, 2020 - Feb 20, 2020 |
Correlation
Correlation between IMTM and BSCQ is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2015 - 2026)
IMTM vs BSCQ dividend yield comparison.
| Year | IMTM | BSCQ |
|---|---|---|
| 2026 | 0.00% | 1.69% |
| 2025 | 4.70% | 4.14% |
| 2024 | 2.93% | 4.05% |
| 2023 | 2.29% | 3.54% |
| 2022 | 2.68% | 2.54% |
| 2021 | 2.51% | 1.91% |
| 2020 | 0.97% | 2.42% |
| 2019 | 2.13% | 2.96% |
| 2018 | 2.36% | 3.32% |
| 2017 | 1.92% | 2.92% |
| 2016 | 2.75% | 0.51% |
| 2015 | 1.56% | 0.00% |
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