BBCB vs. BSCR

Last updated Jun 4, 2026

BBCB (JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF) and BSCR (Invesco BulletShares 2027 Corporate Bond ETF) are both Corporate Bonds funds - BBCB tracks the Bloomberg US Corporate Investment Grade while BSCR tracks the NASDAQ Bulletshares® USD Corporate Bond 2027 Index. Both are passively managed. Over the past 5 years, BBCB returned 0.84%/yr vs 1.41%/yr for BSCR. A 0.80 correlation means they provide meaningful diversification when combined. BBCB charges 0.09%/yr vs 0.10%/yr for BSCR.

Performance

BBCB vs. BSCR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) and Invesco BulletShares 2027 Corporate Bond ETF (BSCR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BBCB achieves a 2.82% return, which is significantly higher than BSCR's 1.27% return.

BBCB

• 1D: -0.11%
• 1M: 0.66%
• YTD: 2.82%
• 6M: 2.66%
• 1Y: 8.37%
• 3Y*: 5.98%
• 5Y*: 0.84%
• 10Y*: —

BSCR

• 1D: 0.00%
• 1M: 0.36%
• YTD: 1.27%
• 6M: 1.69%
• 1Y: 4.61%
• 3Y*: 5.18%
• 5Y*: 1.41%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BBCB vs. BSCR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF	2.82%	7.69%	1.97%	8.42%	-15.72%	-2.23%	10.39%	14.86%	0.43%
BSCR Invesco BulletShares 2027 Corporate Bond ETF	1.27%	5.77%	4.52%	6.41%	-9.56%	-1.72%	9.68%	14.88%	0.66%

Correlation

The correlation between BBCB and BSCR is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.56
Correlation (3Y) Calculated over the trailing 3-year period	0.77
Correlation (5Y) Calculated over the trailing 5-year period	0.82
Correlation (All Time) Calculated using the full available price history since Dec 17, 2018	0.80

Over the past year, the correlation between BBCB and BSCR has dropped to 0.56 - well below their long-term average of 0.80, suggesting their price drivers have been diverging.

BBCB vs. BSCR - Sectors Allocation Comparison

Sectors	BBCB	BSCR
Financial Services	21.9%	20.9%
Healthcare	8.8%	10.4%
Utilities	8.6%	3.3%
Technology	7.8%	10.1%
Industrials	7.1%	6.6%
Communication Services	6.7%	4.0%
Consumer Cyclical	6.3%	12.1%
Consumer Defensive	5.1%	5.1%
Energy	4.9%	3.9%
Real Estate	3.8%	3.0%
Basic Materials	1.6%	0.9%

Return for Risk

BBCB vs. BSCR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBCB

BBCB Risk / Return Rank: 56
BBCB Sharpe Ratio Rank: 50
BBCB Sortino Ratio Rank: 60
BBCB Omega Ratio Rank: 55
BBCB Calmar Ratio Rank: 58
BBCB Martin Ratio Rank: 58

BSCR

BSCR Risk / Return Rank: 97
BSCR Sharpe Ratio Rank: 96
BSCR Sortino Ratio Rank: 98
BSCR Omega Ratio Rank: 98
BSCR Calmar Ratio Rank: 97
BSCR Martin Ratio Rank: 97

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BBCB vs. BSCR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) and Invesco BulletShares 2027 Corporate Bond ETF (BSCR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	BBCB	BSCR	Difference
Sharpe ratio: Return per unit of total volatility	1.71	4.31	-2.61
Sortino ratio: Return per unit of downside risk	2.79	8.11	-5.31
Omega ratio: Gain probability vs. loss probability	1.34	2.14	-0.80
Calmar ratio: Return relative to maximum drawdown	2.85	11.08	-8.23
Martin ratio: Return relative to average drawdown	10.09	46.99	-36.90
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BBCB vs. BSCR - Sharpe Ratio Comparison

The current BBCB Sharpe Ratio is 1.71, which is lower than the BSCR Sharpe Ratio of 4.31. The chart below compares the historical Sharpe Ratios of BBCB and BSCR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BBCB	BSCR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.71	4.31	-2.61
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.12	0.35	-0.23
Sharpe Ratio (All Time) Calculated using the full available price history	0.46	0.59	-0.14

Drawdowns

BBCB vs. BSCR - Drawdown Comparison

The maximum BBCB drawdown since its inception was -22.48%, which is greater than BSCR's maximum drawdown of -17.26%. Use the drawdown chart below to compare losses from any high point for BBCB and BSCR.

Drawdown Indicators

	BBCB	BSCR	Difference
Max Drawdown Largest peak-to-trough decline	-22.48%	-17.26%	-5.22%
Max Drawdown (1Y) Largest decline over 1 year	-2.95%	-0.42%	-2.53%
Max Drawdown (3Y) Largest decline over 3 years	-6.46%	-2.41%	-4.05%
Max Drawdown (5Y) Largest decline over 5 years	-22.32%	-14.87%	-7.45%
Current Drawdown Current decline from peak	-0.34%	0.00%	-0.34%
Average Drawdown Average peak-to-trough decline	-6.66%	-3.35%	-3.31%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.83%	0.10%	+0.73%

Volatility

BBCB vs. BSCR - Volatility Comparison

JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) has a higher volatility of 1.41% compared to Invesco BulletShares 2027 Corporate Bond ETF (BSCR) at 0.19%. This indicates that BBCB's price experiences larger fluctuations and is considered to be riskier than BSCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BBCB	BSCR	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.41%	0.19%	+1.22%
Volatility (6M) Calculated over the trailing 6-month period	3.98%	0.59%	+3.39%
Volatility (1Y) Calculated over the trailing 1-year period	4.93%	1.08%	+3.85%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	7.25%	4.09%	+3.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	7.50%	5.35%	+2.15%

BBCB vs. BSCR - Expense Ratio Comparison

BBCB has a 0.09% expense ratio, which is lower than BSCR's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

BBCB vs. BSCR - Dividend Comparison

BBCB's dividend yield for the trailing twelve months is around 7.15%, more than BSCR's 4.29% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF	7.15%	5.02%	5.22%	4.22%	3.39%	3.47%	4.59%	5.25%	0.20%	0.00%
BSCR Invesco BulletShares 2027 Corporate Bond ETF	4.29%	4.26%	4.27%	3.74%	2.65%	2.12%	2.46%	3.11%	3.35%	0.78%

Frequently Asked Questions

Can I hold both BBCB and BSCR in my portfolio?

BBCB and BSCR have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BBCB or BSCR?

BBCB has higher volatility (1.41%) compared to BSCR (0.19%). In terms of maximum drawdown, BBCB dropped -22.48% vs BSCR's -17.26%.

Which ETF is better, BBCB or BSCR?

On 5-year performance, BSCR leads with 1.41% vs 0.84% for BBCB. On fees, BBCB is cheaper at 0.09% per year. On volatility, BSCR has been the lower-risk option at 0.19%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BBCB or BSCR?

Over the 5-year period, BSCR has performed better with a 1.41% return vs 0.84%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BBCB or BSCR?

BBCB is cheaper with a 0.09% expense ratio, compared with 0.10% for BSCR.

Which ETF pays a higher dividend yield, BBCB or BSCR?

BBCB has the higher dividend yield at 7.15%, compared with 4.29% for BSCR.

What is the main difference between BBCB and BSCR?

BBCB tracks Bloomberg US Corporate Investment Grade, while BSCR tracks NASDAQ Bulletshares® USD Corporate Bond 2027 Index. They also come from different issuers: JPMorgan and Invesco. Their fees differ too: 0.09% for BBCB and 0.10% for BSCR.

Which has better risk-adjusted returns?

BSCR currently has the higher Sharpe Ratio (4.31 vs 1.71), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.