IYF vs BSCS

Comparison between ISHARES U.S. FINANCIALS ETF (IYF, ETF) and INVESCO BULLETSHARES 2028 CORPORATE BOND ETF (BSCS, ETF).

5-Year PerformanceIYF has outperformed BSCS, delivering a return of +10.1% compared to +1.5%

IYF vs BSCS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IYF(ETF)	BSCS(ETF)
Net Assets	$3.30B	$3.40B
Expense Ratio	0.38%	0.10%
Max Drawdown	80.22%	20.35%
Sharpe Ratio	0.54	0.66
5Y Beta	0.85	0.03
P/E Ratio	14.90	N/A
Forward P/E	14.21	N/A
PEG Ratio	0.33	N/A
5Y Dividends CAGR	14.72%	10.32%
5Y EPS CAGR	11.23%	N/A
Debt to Equity	45.38%	N/A
P/S Ratio	2.91	N/A
P/B Ratio	1.92	N/A

Net Assets

IYF

$3.30B

Winner

BSCS

$3.40B

Expense Ratio

IYF

0.38%

Winner

BSCS

0.10%

Max Drawdown

IYF

80.22%

Winner

BSCS

20.35%

Sharpe Ratio

IYF

0.54

Winner

BSCS

0.66

5Y Beta

IYF

0.85

Winner

BSCS

0.03

P/E Ratio

IYF

14.90

BSCS

N/A

Forward P/E

IYF

14.21

BSCS

N/A

PEG Ratio

IYF

0.33

BSCS

N/A

5Y Dividends CAGR

Winner

IYF

14.72%

BSCS

10.32%

5Y EPS CAGR

IYF

11.23%

BSCS

N/A

Debt to Equity

IYF

45.38%

BSCS

N/A

P/S Ratio

IYF

2.91

BSCS

N/A

P/B Ratio

IYF

1.92

BSCS

N/A

IYF vs BSCS - Holdings Comparison

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

IYF's top 25 holdings weight is 69.69%. BSCS's top 25 holdings weight is 16.11%.

Rank	IYF	BSCS
#1	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 11.52%	n/a (n/a) - 1.43%
#2	JPMORGAN CHASE & CO (JPM) - 10.63%	CVS HEALTH CORP 4.3% (n/a) - 1.20%
#3	BANK OF AMERICA CORP (BAC) - 4.53%	THE CIGNA GROUP 4.375% (n/a) - 0.92%
#4	THE GOLDMAN SACHS GROUP INC (GS) - 4.09%	AMGEN INC. 5.15% (n/a) - 0.92%
#5	WELLS FARGO & CO (WFC) - 4.06%	APPLE INC. 4% (n/a) - 0.72%
#6	CITIGROUP INC (C) - 3.39%	RTX CORP. 4.125% (n/a) - 0.72%
#7	MORGAN STANLEY (MS) - 3.19%	n/a (n/a) - 0.64%
#8	CHARLES SCHWAB CORP (SCHW) - 2.66%	n/a (n/a) - 0.64%
#9	BLACKROCK INC (BLK) - 2.50%	SPRINT CAPITAL CORPORATION 6.875% (n/a) - 0.63%
#10	S&P GLOBAL INC (SPGI) - 2.22%	CITIBANK, N.A. 5.803% (n/a) - 0.63%
#11	CHUBB LTD (CB) - 2.04%	AMAZON.COM, INC. 3.9% (n/a) - 0.60%
#12	PROGRESSIVE CORP (PGR) - 1.94%	APPLE INC. 1.2% (n/a) - 0.58%
#13	CME GROUP INC CLASS A (CME) - 1.86%	n/a (n/a) - 0.54%
#14	INTERCONTINENTAL EXCHANGE INC (ICE) - 1.58%	APPLE INC. 1.4% (n/a) - 0.53%
#15	MARSH (MRSH) - 1.44%	AT&T INC 1.65% (n/a) - 0.52%
#16	BANK OF NEW YORK MELLON CORP (BK) - 1.43%	AMAZON.COM, INC. 1.65% (n/a) - 0.52%
#17	BLACKSTONE INC (BX) - 1.42%	CENTENE CORP. 2.45% (n/a) - 0.52%
#18	PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.40%	CITIGROUP INC. 4.125% (n/a) - 0.50%
#19	U.S. BANCORP (USB) - 1.40%	VERIZON COMMUNICATIONS INC. 2.1% (n/a) - 0.49%
#20	MOODYS CORP (MCO) - 1.16%	NORTHROP GRUMMAN CORPORATION 3.25% (n/a) - 0.48%
#21	AON PLC CLASS A (AON) - 1.15%	BARCLAYS PLC 4.836% (n/a) - 0.48%
#22	THE TRAVELERS COMPANIES INC (TRV) - 1.08%	NETFLIX, INC. 5.875% (n/a) - 0.48%
#23	KKR & CO INC ORDINARY SHARES (KKR) - 1.05%	n/a (n/a) - 0.48%
#24	TRUIST FINANCIAL CORP (TFC) - 1.01%	n/a (n/a) - 0.47%
#25	ARTHUR J. GALLAGHER & CO (AJG) - 0.94%	n/a (n/a) - 0.47%
Total Holdings	144	452

IYF vs BSCS - Historical Returns

Returns include dividend reinvestment.

Period	IYF	BSCS
1 month	+0.18%	+0.26%
3 months	-4.60%	+0.16%
6 months	-0.23%	+1.52%
1 year	+9.94%	+5.08%
5 years(CAGR)	+10.07%	+1.45%
10 years(CAGR)	+12.87%	N/A
Max(CAGR)	+5.81%	+3.73%

IYF

+0.18%

Winner

BSCS

+0.26%

IYF

-4.60%

Winner

BSCS

+0.16%

IYF

-0.23%

Winner

BSCS

+1.52%

Winner

IYF

+9.94%

BSCS

+5.08%

5Y(CAGR)

Winner

IYF

+10.07%

BSCS

+1.45%

10Y(CAGR)

IYF

+12.87%

BSCS

N/A

Max(CAGR)

Winner

IYF

+5.81%

BSCS

+3.73%

IYF vs BSCS - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IYF	BSCS
2026	-4.96%	+0.63%
2025	+18.38%	+6.93%
2024	+30.95%	+4.31%
2023	+14.95%	+7.23%
2022	-12.21%	-10.92%
2021	+33.66%	-1.72%
2020	-1.55%	+10.08%
2019	+31.73%	+15.10%
2018	-9.17%	-0.39%
2017	+18.69%	N/A
2016	+19.25%	N/A
2015	-0.53%	N/A
2014	+14.81%	N/A
2013	+29.91%	N/A
2012	+23.10%	N/A
2011	-14.90%	N/A
2010	+10.48%	N/A
2009	+16.13%	N/A
2008	-49.28%	N/A
2007	-18.33%	N/A
2006	+16.82%	N/A
2005	+6.37%	N/A
2004	+13.16%	N/A
2003	+27.24%	N/A
2002	-12.90%	N/A
2001	-3.55%	N/A
2000	-2.24%	N/A

IYF vs BSCS Drawdown Comparison

The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.

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

The current IYF drawdown is -7.35%. The current BSCS drawdown is -0.11%.

Rank	IYF	BSCS
#1	-79.08% Jun 4, 2007 - Dec 7, 2016	-18.40% Mar 4, 2020 - Jun 9, 2020
#2	-42.57% Feb 14, 2020 - Feb 12, 2021	-17.63% Aug 2, 2021 - Jun 4, 2025
#3	-33.32% May 26, 2000 - Nov 3, 2003	-4.47% Dec 31, 2020 - Aug 2, 2021
#4	-25.05% Jan 12, 2022 - Jan 30, 2024	-2.88% Aug 22, 2018 - Jan 11, 2019
#5	-19.88% Sep 20, 2018 - Apr 26, 2019	-2.52% Aug 28, 2019 - Oct 4, 2019
#6	-16.60% Feb 18, 2025 - Jun 24, 2025	-1.54% Aug 6, 2020 - Nov 18, 2020
#7	-13.88% Jan 6, 2026 - Mar 27, 2026	-1.43% Oct 4, 2019 - Dec 3, 2019
#8	-11.23% Mar 5, 2004 - Nov 11, 2004	-1.11% Jul 3, 2019 - Aug 1, 2019
#9	-9.40% Jan 26, 2018 - Sep 20, 2018	-1.09% Jun 10, 2020 - Jun 15, 2020
#10	-9.18% Dec 30, 2004 - Jul 12, 2005	-1.08% Feb 27, 2026 - Mar 26, 2026
#11	-8.50% Nov 29, 2024 - Jan 30, 2025	-0.92% Jun 17, 2020 - Jul 2, 2020
#12	-8.35% Feb 20, 2007 - Jun 1, 2007	-0.68% Dec 11, 2019 - Dec 27, 2019
#13	-7.76% Jul 30, 2024 - Aug 23, 2024	-0.63% Mar 27, 2019 - Apr 10, 2019
#14	-7.64% May 5, 2006 - Sep 13, 2006	-0.54% Feb 26, 2019 - Mar 7, 2019
#15	-7.35% Nov 3, 2021 - Jan 7, 2022	-0.50% Apr 26, 2019 - May 7, 2019

Correlation

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

0.71

-101

Dividend Comparison (2000 - 2026)

IYF vs BSCS dividend yield comparison.

Year	IYF	BSCS
2026	0.47%	1.43%
2025	1.32%	4.46%
2024	1.29%	4.54%
2023	1.67%	3.90%
2022	1.86%	2.72%
2021	1.27%	2.13%
2020	1.72%	2.51%
2019	1.65%	3.04%
2018	1.90%	1.42%
2017	1.46%	0.00%
2016	1.67%	0.00%
2015	1.66%	0.00%
2014	1.38%	0.00%
2013	1.33%	0.00%
2012	1.67%	0.00%
2011	1.68%	0.00%
2010	1.04%	0.00%
2009	1.71%	0.00%
2008	4.64%	0.00%
2007	2.75%	0.00%
2006	1.86%	0.00%
2005	2.03%	0.00%
2004	1.75%	0.00%
2003	1.66%	0.00%
2002	1.75%	0.00%
2001	1.29%	0.00%
2000	2.11%	0.00%