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BSCP vs. BSCZ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSCP vs. BSCZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2025 Corporate Bond ETF (BSCP) and Invesco BulletShares 2035 Corporate Bond ETF (BSCZ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BSCP

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

BSCZ

1D
-0.26%
1M
0.52%
YTD
0.16%
6M
0.41%
1Y
5.48%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSCP vs. BSCZ - Yearly Performance Comparison


Correlation

The correlation between BSCP and BSCZ is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.05

Correlation (All Time)
Calculated using the full available price history since Jun 11, 2025

0.06

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Return for Risk

BSCP vs. BSCZ — Risk / Return Rank

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

BSCP

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


BSCZ
BSCZ Risk / Return Rank: 3232
Overall Rank
BSCZ Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
BSCZ Sortino Ratio Rank: 3131
Sortino Ratio Rank
BSCZ Omega Ratio Rank: 2929
Omega Ratio Rank
BSCZ Calmar Ratio Rank: 3535
Calmar Ratio Rank
BSCZ Martin Ratio Rank: 3535
Martin Ratio Rank
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.

BSCP vs. BSCZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2025 Corporate Bond ETF (BSCP) and Invesco BulletShares 2035 Corporate Bond ETF (BSCZ). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BSCPBSCZDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.19

Calmar ratioReturn relative to maximum drawdown

1.68

Martin ratioReturn relative to average drawdown

5.11

BSCP vs. BSCZ - Sharpe Ratio Comparison


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Drawdowns

BSCP vs. BSCZ - Drawdown Comparison


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Drawdown Indicators


BSCPBSCZDifference

Max Drawdown

Largest peak-to-trough decline

-3.28%

Max Drawdown (1Y)

Largest decline over 1 year

-3.28%

Current Drawdown

Current decline from peak

-1.48%

Average Drawdown

Average peak-to-trough decline

-0.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.07%

Volatility

BSCP vs. BSCZ - Volatility Comparison


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Volatility by Period


BSCPBSCZDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.41%

Volatility (6M)

Calculated over the trailing 6-month period

3.83%

Volatility (1Y)

Calculated over the trailing 1-year period

5.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.01%

BSCP vs. BSCZ - Expense Ratio Comparison

Both BSCP and BSCZ have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

BSCP vs. BSCZ - Dividend Comparison

BSCP's dividend yield for the trailing twelve months is around 2.27%, less than BSCZ's 4.53% yield.


PositionTTM20252024202320222021202020192018201720162015
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
2.27%3.99%3.96%3.39%2.24%1.93%2.42%3.12%3.26%2.93%2.94%0.75%
BSCZ
Invesco BulletShares 2035 Corporate Bond ETF
4.53%2.18%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


BSCP and BSCZ have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.10% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

BSCP and BSCZ have the same expense ratio: 0.10% per year.

BSCZ has the higher dividend yield at 4.53%, compared with 2.27% for BSCP.

BSCP tracks NASDAQ BulletShares USD Corporate Bond 2025 Index, while BSCZ tracks BulletShares® USD Corporate Bond 2035 Index.

Portfolio Optimizer

Find the right allocation for BSCP and BSCZ

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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