SLYV vs BSCR

Comparison between SPDR(R) S & P 600 SMALL CAP VALUE ETF (SLYV, ETF) and INVESCO BULLETSHARES 2027 CORPORATE BOND ETF (BSCR, ETF).

5-Year PerformanceSLYV has outperformed BSCR, delivering a return of +6.6% compared to +1.5%

SLYV vs BSCR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SLYV(ETF)	BSCR(ETF)
Net Assets	$4.60B	$4.60B
Expense Ratio	0.15%	0.10%
Max Drawdown	63.11%	18.12%
Sharpe Ratio	1.54	0.88
5Y Beta	1.00	0.02
P/E Ratio	85.36	N/A
Forward P/E	13.13	N/A
5Y Dividends CAGR	12.15%	10.57%
5Y EPS CAGR	5.95%	N/A
Debt to Equity	48.47%	N/A
P/S Ratio	0.87	N/A
P/B Ratio	1.51	N/A

Net Assets

SLYV

$4.60B

BSCR

$4.60B

Expense Ratio

SLYV

0.15%

Winner

BSCR

0.10%

Max Drawdown

SLYV

63.11%

Winner

BSCR

18.12%

Sharpe Ratio

Winner

SLYV

1.54

BSCR

0.88

5Y Beta

SLYV

1.00

Winner

BSCR

0.02

P/E Ratio

SLYV

85.36

BSCR

N/A

Forward P/E

SLYV

13.13

BSCR

N/A

5Y Dividends CAGR

Winner

SLYV

12.15%

BSCR

10.57%

5Y EPS CAGR

SLYV

5.95%

BSCR

N/A

Debt to Equity

SLYV

48.47%

BSCR

N/A

P/S Ratio

SLYV

0.87

BSCR

N/A

P/B Ratio

SLYV

1.51

BSCR

N/A

SLYV vs BSCR - Historical Returns

Returns include dividend reinvestment.

Period	SLYV	BSCR
1 month	+2.14%	+0.29%
3 months	+3.10%	+0.50%
6 months	+13.80%	+1.74%
1 year	+31.16%	+4.80%
5 years(CAGR)	+6.57%	+1.51%
10 years(CAGR)	+10.25%	+3.14%
Max(CAGR)	+10.52%	+3.14%

Winner

SLYV

+2.14%

BSCR

+0.29%

Winner

SLYV

+3.10%

BSCR

+0.50%

Winner

SLYV

+13.80%

BSCR

+1.74%

Winner

SLYV

+31.16%

BSCR

+4.80%

5Y(CAGR)

Winner

SLYV

+6.57%

BSCR

+1.51%

10Y(CAGR)

Winner

SLYV

+10.25%

BSCR

+3.14%

Max(CAGR)

Winner

SLYV

+10.52%

BSCR

+3.14%

SLYV vs BSCR - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SLYV	BSCR
2026	+10.98%	+0.95%
2025	+6.95%	+5.76%
2024	+7.71%	+4.98%
2023	+14.75%	+6.21%
2022	-12.49%	-9.13%
2021	+32.09%	-1.72%
2020	+2.89%	+9.53%
2019	+22.93%	+14.70%
2018	-13.66%	-2.60%
2017	+10.65%	+0.81%
2016	+33.70%	N/A
2015	-6.11%	N/A
2014	+8.03%	N/A
2013	+36.44%	N/A
2012	+14.72%	N/A
2011	-3.60%	N/A
2010	+22.52%	N/A
2009	+34.31%	N/A
2008	-32.98%	N/A
2007	-4.23%	N/A
2006	+17.84%	N/A
2005	+7.43%	N/A
2004	+17.66%	N/A
2003	+40.39%	N/A
2002	-2.12%	N/A
2001	+15.20%	N/A
2000	+12.56%	N/A

SLYV vs BSCR Drawdown Comparison

The maximum drawdown for SLYV was -61.18%, occurring on Mar 9, 2009. Recovery took 928 trading sessions.

The maximum drawdown for BSCR was -17.26%, occurring on Mar 20, 2020. Recovery took 62 trading sessions.

The current SLYV drawdown is -2.36%. The current BSCR drawdown is -0.05%.

Rank	SLYV	BSCR
#1	-61.18% Jun 4, 2007 - Feb 7, 2011	-17.26% Mar 4, 2020 - Jun 2, 2020
#2	-47.71% Aug 22, 2018 - Jan 6, 2021	-14.89% Dec 30, 2020 - Feb 28, 2025
#3	-28.68% Nov 25, 2024 - Dec 10, 2025	-5.12% Dec 13, 2017 - Jan 31, 2019
#4	-27.05% May 3, 2002 - Jul 7, 2003	-2.30% Sep 3, 2019 - Nov 26, 2019
#5	-26.79% Jul 7, 2011 - Feb 1, 2012	-1.41% Aug 6, 2020 - Nov 18, 2020
#6	-24.16% Nov 5, 2021 - Jul 16, 2024	-1.09% Jul 3, 2019 - Aug 1, 2019
#7	-20.29% Jun 23, 2015 - Jul 11, 2016	-0.94% Jun 16, 2020 - Jul 6, 2020
#8	-18.33% Aug 21, 2001 - Dec 27, 2001	-0.85% Oct 13, 2017 - Nov 22, 2017
#9	-13.92% Mar 26, 2012 - Sep 7, 2012	-0.81% Apr 3, 2025 - Apr 25, 2025
#10	-12.61% Jun 8, 2021 - Nov 5, 2021	-0.72% Jun 10, 2020 - Jun 15, 2020
#11	-12.54% Apr 2, 2004 - Nov 4, 2004	-0.63% Mar 28, 2019 - Apr 24, 2019
#12	-11.21% Jul 3, 2014 - Nov 12, 2014	-0.54% Nov 30, 2020 - Dec 15, 2020
#13	-10.95% Dec 31, 2004 - Jun 17, 2005	-0.48% Dec 11, 2019 - Dec 27, 2019
#14	-10.41% Sep 14, 2012 - Jan 2, 2013	-0.45% Nov 26, 2019 - Dec 3, 2019
#15	-10.20% Mar 12, 2021 - Jun 1, 2021	-0.45% Feb 3, 2020 - Feb 10, 2020

Correlation

Correlation between SLYV and BSCR is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67

-101

Dividend Comparison (2000 - 2026)

SLYV vs BSCR dividend yield comparison.

Year	SLYV	BSCR
2026	0.41%	1.38%
2025	2.02%	4.26%
2024	2.30%	4.27%
2023	2.11%	3.74%
2022	1.47%	2.65%
2021	1.94%	2.12%
2020	1.40%	2.46%
2019	1.67%	3.11%
2018	2.14%	3.35%
2017	5.53%	0.78%
2016	2.18%	0.00%
2015	6.55%	0.00%
2014	7.50%	0.00%
2013	1.58%	0.00%
2012	2.01%	0.00%
2011	1.19%	0.00%
2010	1.99%	0.00%
2009	2.05%	0.00%
2008	3.74%	0.00%
2007	2.83%	0.00%
2006	2.22%	0.00%
2005	5.00%	0.00%
2004	5.85%	0.00%
2003	4.07%	0.00%
2002	3.55%	0.00%
2001	5.65%	0.00%
2000	0.79%	0.00%