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BSCP vs. BSCZ
Performance
Return for Risk
Dividends
Drawdowns
Volatility

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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BSCP vs. BSCZ - Yearly Performance Comparison


Returns By Period


BSCP

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

BSCZ

1D
0.66%
1M
-2.01%
YTD
-0.38%
6M
0.69%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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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%.


Return for Risk

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.


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

BSCP vs. BSCZ - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSCPBSCZDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

1.34

Correlation

The correlation between BSCP and BSCZ is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

BSCP vs. BSCZ - Dividend Comparison

BSCP's dividend yield for the trailing twelve months is around 2.97%, less than BSCZ's 3.25% yield.


TTM20252024202320222021202020192018201720162015
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
2.97%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
3.25%2.18%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BSCP vs. BSCZ - Drawdown Comparison


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Drawdown Indicators


BSCPBSCZDifference

Max Drawdown

Largest peak-to-trough decline

-3.28%

Current Drawdown

Current decline from peak

-2.01%

Average Drawdown

Average peak-to-trough decline

-0.58%

Volatility

BSCP vs. BSCZ - Volatility Comparison


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Volatility by Period


BSCPBSCZDifference

Volatility (1Y)

Calculated over the trailing 1-year period

4.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.98%