IWX vs BSCS

Comparison between ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF) and INVESCO BULLETSHARES 2028 CORPORATE BOND ETF (BSCS, ETF).

5-Year PerformanceIWX has outperformed BSCS, delivering a return of +11.5% compared to +1.3%

IWX vs BSCS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWX(ETF)	BSCS(ETF)
Net Assets	$3.50B	$3.50B
Expense Ratio	0.20%	0.10%
Max Drawdown	35.76%	20.35%
Sharpe Ratio	2.16	0.47
5Y Beta	0.68	0.03
P/E Ratio	22.95	N/A
Forward P/E	17.72	N/A
PEG Ratio	0.47	N/A
5Y Dividends CAGR	8.28%	12.32%
5Y EPS CAGR	14.90%	N/A
Debt to Equity	-3.35%	N/A
P/S Ratio	2.90	N/A
P/B Ratio	3.62	N/A

Net Assets

IWX

$3.50B

BSCS

$3.50B

Expense Ratio

IWX

0.20%

Winner

BSCS

0.10%

Max Drawdown

IWX

35.76%

Winner

BSCS

20.35%

Sharpe Ratio

Winner

IWX

2.16

BSCS

0.47

5Y Beta

IWX

0.68

Winner

BSCS

0.03

P/E Ratio

IWX

22.95

BSCS

N/A

Forward P/E

IWX

17.72

BSCS

N/A

PEG Ratio

IWX

0.47

BSCS

N/A

5Y Dividends CAGR

IWX

8.28%

Winner

BSCS

12.32%

5Y EPS CAGR

IWX

14.90%

BSCS

N/A

Debt to Equity

IWX

-3.35%

BSCS

N/A

P/S Ratio

IWX

2.90

BSCS

N/A

P/B Ratio

IWX

3.62

BSCS

N/A

IWX vs BSCS - Holdings Comparison

IWX and BSCS have 1 common holdings. Overlap is 0.00%

IWX's top 25 holdings weight is 50.89%. BSCS's top 25 holdings weight is 16.25%.

Rank	IWX	BSCS
#1	MICRON TECHNOLOGY INC (MU) - 5.05%	n/a (n/a) - 1.64%
#2	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.79%	CVS HEALTH CORP 4.3% (n/a) - 1.18%
#3	JPMORGAN CHASE & CO (JPM) - 3.52%	AMGEN INC. 5.15% (n/a) - 0.90%
#4	ALPHABET INC CLASS A (GOOGL) - 3.39%	THE CIGNA GROUP 4.375% (n/a) - 0.90%
#5	AMAZON.COM INC (AMZN) - 3.01%	SALESFORCE INC. 4.5% (n/a) - 0.83%
#6	EXXON MOBIL CORP (XOM) - 2.76%	RTX CORP. 4.125% (n/a) - 0.70%
#7	ALPHABET INC CLASS C (GOOG) - 2.73%	n/a (n/a) - 0.64%
#8	JOHNSON & JOHNSON (JNJ) - 2.35%	SPRINT CAPITAL CORPORATION 6.875% (n/a) - 0.62%
#9	CISCO SYSTEMS INC (CSCO) - 2.11%	n/a (n/a) - 0.61%
#10	INTEL CORP (INTC) - 2.11%	CITIBANK, N.A. 5.803% (n/a) - 0.61%
#11	WALMART INC (WMT) - 1.96%	AMAZON.COM, INC. 3.9% (n/a) - 0.59%
#12	CATERPILLAR INC (CAT) - 1.54%	APPLE INC. 1.2% (n/a) - 0.56%
#13	CHEVRON CORP (CVX) - 1.52%	AMAZON.COM, INC. 3.85% (n/a) - 0.53%
#14	UNITEDHEALTH GROUP INC (UNH) - 1.51%	n/a (n/a) - 0.52%
#15	ADVANCED MICRO DEVICES INC (AMD) - 1.49%	CENTENE CORP. 2.45% (n/a) - 0.52%
#16	PROCTER & GAMBLE CO (PG) - 1.44%	AMAZON.COM, INC. 1.65% (n/a) - 0.51%
#17	BANK OF AMERICA CORP (BAC) - 1.36%	APPLE INC. 1.4% (n/a) - 0.51%
#18	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.30%	AT&T INC 1.65% (n/a) - 0.51%
#19	THE GOLDMAN SACHS GROUP INC (GS) - 1.27%	CITIGROUP INC. 4.125% (n/a) - 0.49%
#20	MERCK & CO INC (MRK) - 1.25%	HCA INC. 5.2% (n/a) - 0.48%
#21	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.18%	n/a (n/a) - 0.48%
#22	APPLIED MATERIALS INC (AMAT) - 1.14%	n/a (n/a) - 0.48%
#23	MORGAN STANLEY (MS) - 1.05%	BANK OF MONTREAL 5.717% (n/a) - 0.48%
#24	WELLS FARGO & CO (WFC) - 1.04%	ARES STRATEGIC INCOME FUND 5.7% (n/a) - 0.48%
#25	LINDE PLC (LIN) - 1.02%	THE CAMPBELLS CO. 4.15% (n/a) - 0.48%
Total Holdings	158	411

IWX vs BSCS - Historical Returns

Returns include dividend reinvestment.

Period	IWX	BSCS
1 month	+3.27%	+0.37%
3 months	+13.25%	+0.90%
6 months	+15.35%	+1.32%
1 year	+28.99%	+4.45%
5 years(CAGR)	+11.50%	+1.26%
10 years(CAGR)	+11.84%	N/A
Max(CAGR)	+11.48%	+3.72%

Winner

IWX

+3.27%

BSCS

+0.37%

Winner

IWX

+13.25%

BSCS

+0.90%

Winner

IWX

+15.35%

BSCS

+1.32%

Winner

IWX

+28.99%

BSCS

+4.45%

5Y(CAGR)

Winner

IWX

+11.50%

BSCS

+1.26%

10Y(CAGR)

IWX

+11.84%

BSCS

N/A

Max(CAGR)

Winner

IWX

+11.48%

BSCS

+3.72%

IWX vs BSCS - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IWX	BSCS
2026	+14.30%	+0.85%
2025	+18.35%	+6.93%
2024	+14.15%	+4.31%
2023	+10.40%	+7.23%
2022	-5.80%	-10.92%
2021	+24.62%	-1.72%
2020	+0.74%	+10.08%
2019	+25.79%	+15.10%
2018	-6.69%	-0.39%
2017	+13.11%	N/A
2016	+17.63%	N/A
2015	-3.41%	N/A
2014	+14.05%	N/A
2013	+28.53%	N/A
2012	+14.33%	N/A
2011	+0.04%	N/A
2010	+10.63%	N/A
2009	+3.66%	N/A

IWX vs BSCS Drawdown Comparison

The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.

The maximum drawdown for BSCS was -18.40%, occurring on Mar 20, 2020. Recovery took 67 trading sessions.

The current BSCS drawdown is -0.02%.

Rank	IWX	BSCS
#1	-35.76% Feb 12, 2020 - Dec 31, 2020	-18.40% Mar 4, 2020 - Jun 9, 2020
#2	-20.53% May 2, 2011 - Mar 1, 2012	-17.63% Aug 2, 2021 - Jun 4, 2025
#3	-18.12% Jan 12, 2022 - Jul 24, 2023	-4.47% Dec 31, 2020 - Aug 2, 2021
#4	-17.34% Jan 26, 2018 - Apr 29, 2019	-2.88% Aug 22, 2018 - Jan 11, 2019
#5	-16.79% Apr 23, 2010 - Dec 21, 2010	-2.52% Aug 28, 2019 - Oct 4, 2019
#6	-14.98% May 21, 2015 - Jul 8, 2016	-1.54% Aug 6, 2020 - Nov 18, 2020
#7	-13.37% Feb 19, 2025 - Jun 30, 2025	-1.43% Oct 4, 2019 - Dec 3, 2019
#8	-10.01% Jul 26, 2023 - Dec 13, 2023	-1.11% Jul 3, 2019 - Aug 1, 2019
#9	-9.92% Apr 2, 2012 - Aug 6, 2012	-1.09% Jun 10, 2020 - Jun 15, 2020
#10	-8.53% Jan 11, 2010 - Mar 18, 2010	-1.08% Feb 27, 2026 - May 29, 2026
#11	-8.13% Sep 19, 2014 - Nov 6, 2014	-0.92% Jun 17, 2020 - Jul 2, 2020
#12	-7.93% Oct 18, 2012 - Jan 2, 2013	-0.68% Dec 11, 2019 - Dec 27, 2019
#13	-7.53% Nov 29, 2024 - Feb 19, 2025	-0.63% Mar 27, 2019 - Apr 10, 2019
#14	-6.83% Jul 26, 2019 - Sep 13, 2019	-0.54% Feb 26, 2019 - Mar 7, 2019
#15	-6.59% Apr 30, 2019 - Jun 20, 2019	-0.50% Apr 26, 2019 - May 7, 2019

Correlation

Correlation between IWX and BSCS is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2009 - 2026)

IWX vs BSCS dividend yield comparison.

Year	IWX	BSCS
2026	0.35%	1.81%
2025	1.59%	4.46%
2024	1.97%	4.54%
2023	2.13%	3.90%
2022	2.07%	2.72%
2021	1.79%	2.13%
2020	2.12%	2.51%
2019	2.60%	3.04%
2018	2.66%	1.42%
2017	2.12%	0.00%
2016	2.22%	0.00%
2015	2.77%	0.00%
2014	2.19%	0.00%
2013	1.89%	0.00%
2012	2.71%	0.00%
2011	2.58%	0.00%
2010	1.83%	0.00%
2009	0.56%	0.00%