IXJ vs BSCQ
Comparison between ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF) and INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSCQ, ETF).
5-Year PerformanceIXJ has outperformed BSCQ, delivering a return of +4.4% compared to +1.4%
IXJ vs BSCQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IXJ
$3.70B
Winner
BSCQ
$3.80B
Expense Ratio
IXJ
0.40%
Winner
BSCQ
0.10%
Max Drawdown
IXJ
42.81%
Winner
BSCQ
16.50%
Sharpe Ratio
IXJ
0.55
Winner
BSCQ
0.92
5Y Beta
IXJ
0.47
Winner
BSCQ
0.01
P/E Ratio
IXJ
28.81
BSCQ
N/A
Forward P/E
IXJ
18.27
BSCQ
N/A
5Y Dividends CAGR
IXJ
6.37%
Winner
BSCQ
12.72%
5Y EPS CAGR
IXJ
12.49%
BSCQ
N/A
Debt to Equity
IXJ
52.01%
BSCQ
N/A
P/S Ratio
IXJ
1.55
BSCQ
N/A
P/B Ratio
IXJ
4.70
BSCQ
N/A
IXJ vs BSCQ - Holdings Comparison
IXJ and BSCQ have 1 common holdings. Overlap is 0.00%
IXJ's top 25 holdings weight is 71.34%. BSCQ's top 25 holdings weight is 18.11%.
| Rank | IXJ | BSCQ |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 11.21% | WELLS FARGO & CO. 3% (n/a) - 1.53% |
| #2 | JOHNSON & JOHNSON (JNJ) - 7.04% | BOEING CO. 2.196% (n/a) - 1.20% |
| #3 | ABBVIE INC (ABBV) - 4.92% | n/a (n/a) - 1.03% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 4.60% | n/a (n/a) - 0.99% |
| #5 | MERCK & CO INC (MRK) - 3.82% | ABBVIE INC. 2.95% (n/a) - 0.87% |
| #6 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 3.79% | MICROSOFT CORP. 2.4% (n/a) - 0.87% |
| #7 | ASTRAZENECA PLC (AZN:XLON) - 3.75% | APPLE INC. 3.25% (n/a) - 0.71% |
| #8 | NOVARTIS AG REGISTERED SHARES (n/a) - 3.68% | n/a (n/a) - 0.70% |
| #9 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.48% | MORGAN STANLEY 3.875% (n/a) - 0.66% |
| #10 | AMGEN INC (AMGN) - 2.37% | MORGAN STANLEY 3.125% (n/a) - 0.66% |
| #11 | GILEAD SCIENCES INC (GILD) - 2.18% | ORACLE CORP. 2.65% (n/a) - 0.65% |
| #12 | ABBOTT LABORATORIES (ABT) - 2.04% | AT&T INC 1.7% (n/a) - 0.65% |
| #13 | INTUITIVE SURGICAL INC (ISRG) - 1.96% | CITIGROUP INC. 3.2% (n/a) - 0.65% |
| #14 | PFIZER INC (PFE) - 1.95% | JPMORGAN CHASE & CO. 2.95% (n/a) - 0.65% |
| #15 | NOVO NORDISK AS CLASS B (n/a) - 1.89% | n/a (n/a) - 0.61% |
| #16 | CVS HEALTH CORP (CVS) - 1.54% | AMAZON.COM, INC. 1% (n/a) - 0.60% |
| #17 | DANAHER CORP (DHR) - 1.51% | GILEAD SCIENCES INC. 3.65% (n/a) - 0.60% |
| #18 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.50% | GOLDMAN SACHS GROUP, INC. 3.5% (n/a) - 0.60% |
| #19 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.49% | ORACLE CORP. 1.65% (n/a) - 0.60% |
| #20 | STRYKER CORP (SYK) - 1.38% | JPMORGAN CHASE & CO. 3.3% (n/a) - 0.55% |
| #21 | GSK PLC (n/a) - 1.35% | BERKSHIRE HATHAWAY INC. 3.125% (n/a) - 0.55% |
| #22 | MEDTRONIC PLC (MDT) - 1.27% | BANK OF AMERICA CORP. 3.5% (n/a) - 0.55% |
| #23 | SANOFI SA (n/a) - 1.23% | EXXON MOBIL CORP. 3.043% (n/a) - 0.55% |
| #24 | MCKESSON CORP (MCK) - 1.20% | APPLE INC. 0.7% (n/a) - 0.55% |
| #25 | ELEVANCE HEALTH INC (ELV) - 1.19% | WELLS FARGO & CO. 4.1% (n/a) - 0.53% |
| Total Holdings | 127 | 426 |
IXJ vs BSCQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IXJ
+3.86%
BSCQ
+0.31%
3M
Winner
IXJ
+1.55%
BSCQ
+1.03%
6M
IXJ
-0.09%
Winner
BSCQ
+1.82%
1Y
Winner
IXJ
+10.17%
BSCQ
+4.39%
5Y(CAGR)
Winner
IXJ
+4.38%
BSCQ
+1.43%
10Y(CAGR)
Winner
IXJ
+8.37%
BSCQ
+2.87%
Max(CAGR)
Winner
IXJ
+7.20%
BSCQ
+2.87%
IXJ vs BSCQ - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXJ | BSCQ |
|---|---|---|
| 2026 | -1.51% | +1.60% |
| 2025 | +14.95% | +4.91% |
| 2024 | -0.69% | +5.07% |
| 2023 | +3.59% | +5.60% |
| 2022 | -3.93% | -7.96% |
| 2021 | +19.74% | -1.63% |
| 2020 | +12.39% | +9.39% |
| 2019 | +24.67% | +13.91% |
| 2018 | +1.74% | -2.10% |
| 2017 | +19.02% | +5.60% |
| 2016 | -4.37% | -4.15% |
| 2015 | +5.69% | N/A |
| 2014 | +18.07% | N/A |
| 2013 | +33.83% | N/A |
| 2012 | +15.83% | N/A |
| 2011 | +9.85% | N/A |
| 2010 | +0.65% | N/A |
| 2009 | +16.29% | N/A |
| 2008 | -19.96% | N/A |
| 2007 | +2.96% | N/A |
| 2006 | +8.49% | N/A |
| 2005 | +7.27% | N/A |
| 2004 | +3.72% | N/A |
| 2003 | +16.34% | N/A |
| 2002 | -17.01% | N/A |
| 2001 | -2.47% | N/A |
IXJ vs BSCQ Drawdown Comparison
The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.
The maximum drawdown for BSCQ was -16.50%, occurring on Mar 20, 2020. Recovery took 60 trading sessions.
The current IXJ drawdown is -5.37%. The current BSCQ drawdown is -0.03%.
| Rank | IXJ | BSCQ |
|---|---|---|
| #1 | -40.60% May 7, 2007 - Apr 26, 2011 | -16.50% Mar 4, 2020 - May 29, 2020 |
| #2 | -31.87% Nov 26, 2001 - Apr 13, 2005 | -13.11% Dec 30, 2020 - Jan 2, 2025 |
| #3 | -27.35% Feb 12, 2020 - Jul 14, 2020 | -6.05% Sep 30, 2016 - Aug 1, 2017 |
| #4 | -18.80% Aug 5, 2015 - Jun 19, 2017 | -4.85% Sep 5, 2017 - Jan 31, 2019 |
| #5 | -18.14% Aug 30, 2024 - Jan 6, 2026 | -2.03% Aug 28, 2019 - Oct 4, 2019 |
| #6 | -17.48% Apr 8, 2022 - Jan 8, 2024 | -1.28% Oct 4, 2019 - Dec 3, 2019 |
| #7 | -16.52% May 31, 2011 - Mar 13, 2012 | -1.02% Aug 7, 2020 - Nov 6, 2020 |
| #8 | -14.45% Oct 1, 2018 - Jul 2, 2019 | -1.01% Jul 3, 2019 - Jul 31, 2019 |
| #9 | -11.65% Jan 26, 2018 - Aug 21, 2018 | -0.82% Jun 16, 2020 - Jul 14, 2020 |
| #10 | -10.78% Feb 27, 2026 - Apr 29, 2026 | -0.71% Aug 3, 2017 - Aug 25, 2017 |
| #11 | -10.59% Dec 29, 2021 - Apr 7, 2022 | -0.59% Apr 10, 2019 - Apr 24, 2019 |
| #12 | -8.47% Sep 24, 2014 - Oct 30, 2014 | -0.57% Jun 10, 2020 - Jun 16, 2020 |
| #13 | -7.78% Sep 3, 2021 - Dec 23, 2021 | -0.55% Jun 24, 2019 - Jun 28, 2019 |
| #14 | -7.77% Jan 25, 2021 - Apr 16, 2021 | -0.52% Feb 26, 2019 - Mar 7, 2019 |
| #15 | -7.76% Sep 2, 2020 - Nov 5, 2020 | -0.48% Feb 11, 2020 - Feb 20, 2020 |
Correlation
Correlation between IXJ and BSCQ is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2001 - 2026)
IXJ vs BSCQ dividend yield comparison.
| Year | IXJ | BSCQ |
|---|---|---|
| 2026 | 0.00% | 1.69% |
| 2025 | 1.40% | 4.14% |
| 2024 | 1.50% | 4.05% |
| 2023 | 1.38% | 3.54% |
| 2022 | 1.17% | 2.54% |
| 2021 | 1.12% | 1.91% |
| 2020 | 1.27% | 2.42% |
| 2019 | 1.42% | 2.96% |
| 2018 | 2.11% | 3.32% |
| 2017 | 1.46% | 2.92% |
| 2016 | 1.73% | 0.51% |
| 2015 | 2.85% | 0.00% |
| 2014 | 1.38% | 0.00% |
| 2013 | 1.51% | 0.00% |
| 2012 | 2.28% | 0.00% |
| 2011 | 2.17% | 0.00% |
| 2010 | 2.20% | 0.00% |
| 2009 | 1.97% | 0.00% |
| 2008 | 2.25% | 0.00% |
| 2007 | 1.72% | 0.00% |
| 2006 | 0.85% | 0.00% |
| 2005 | 0.70% | 0.00% |
| 2004 | 0.74% | 0.00% |
| 2003 | 0.63% | 0.00% |
| 2002 | 0.61% | 0.00% |
| 2001 | 0.03% | 0.00% |
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