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BSCN vs. SPTM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BSCN and SPTM is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Performance

BSCN vs. SPTM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) and SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


BSCN

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

SPTM

YTD

1.61%

1M

5.14%

6M

-1.42%

1Y

13.51%

3Y*

14.33%

5Y*

15.36%

10Y*

12.56%

*Annualized

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BSCN vs. SPTM - Expense Ratio Comparison

BSCN has a 0.10% expense ratio, which is higher than SPTM's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

BSCN vs. SPTM — Risk-Adjusted Performance Rank

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

BSCN

SPTM
The Risk-Adjusted Performance Rank of SPTM is 6565
Overall Rank
The Sharpe Ratio Rank of SPTM is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of SPTM is 6464
Sortino Ratio Rank
The Omega Ratio Rank of SPTM is 6767
Omega Ratio Rank
The Calmar Ratio Rank of SPTM is 6969
Calmar Ratio Rank
The Martin Ratio Rank of SPTM is 6666
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BSCN vs. SPTM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2023 Corporate Bond ETF (BSCN) and SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM). 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.



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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

BSCN vs. SPTM - Dividend Comparison

BSCN has not paid dividends to shareholders, while SPTM's dividend yield for the trailing twelve months is around 1.28%.


TTM20242023202220212020201920182017201620152014
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
0.00%0.00%3.69%1.51%1.56%2.36%2.92%2.88%2.67%2.88%2.88%0.72%
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
1.28%1.28%1.44%1.69%1.25%1.56%1.72%1.90%1.66%1.91%1.92%2.08%

Drawdowns

BSCN vs. SPTM - Drawdown Comparison


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

BSCN vs. SPTM - Volatility Comparison


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