PortfoliosLab logoPortfoliosLab logo
BSCP vs. XLG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSCP vs. XLG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2025 Corporate Bond ETF (BSCP) and Invesco S&P 500 Top 50 ETF (XLG). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


BSCP

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

XLG

1D
0.42%
1M
4.19%
YTD
8.03%
6M
7.64%
1Y
28.88%
3Y*
24.70%
5Y*
16.34%
10Y*
17.28%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSCP vs. XLG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
0.00%4.19%5.06%5.11%-5.99%-1.37%8.10%12.76%-1.90%5.75%
XLG
Invesco S&P 500 Top 50 ETF
8.03%19.51%33.49%38.16%-24.29%30.77%24.15%32.04%-3.59%23.04%

Correlation

The correlation between BSCP and XLG is 0.10, 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

0.10

Correlation (3Y)
Calculated over the trailing 3-year period

0.14

Correlation (5Y)
Calculated over the trailing 5-year period

0.20

Correlation (10Y)
Calculated over the trailing 10-year period

0.11

Correlation (All Time)
Calculated using the full available price history since Oct 12, 2015

0.10

The correlation between BSCP and XLG shifts across timeframes, from 0.10 (1 year) to 0.20 (5 years), reflecting how their relationship changes across market environments.

BSCP vs. XLG - Sectors Allocation Comparison


Sectors
BSCP
XLG

Financial Services

96.4%
9.6%

Consumer Cyclical

0.9%
11.3%

Utilities

0.8%

-

Healthcare

0.6%
7.0%

Basic Materials

-

0.6%

Communication Services

-

17.1%

Consumer Defensive

-

5.8%

Energy

-

2.7%

Industrials

-

1.9%

Real Estate

-

-

Technology

-

43.9%

Financial Services

BSCP
96.4%
XLG
9.6%

Consumer Cyclical

BSCP
0.9%
XLG
11.3%

Utilities

BSCP
0.8%
XLG

-

Healthcare

BSCP
0.6%
XLG
7.0%

Basic Materials

BSCP

-

XLG
0.6%

Communication Services

BSCP

-

XLG
17.1%

Consumer Defensive

BSCP

-

XLG
5.8%

Energy

BSCP

-

XLG
2.7%

Industrials

BSCP

-

XLG
1.9%

Real Estate

BSCP

-

XLG

-

Technology

BSCP

-

XLG
43.9%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BSCP vs. XLG — Risk / Return Rank

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

BSCP

XLG
XLG Risk / Return Rank: 6060
Overall Rank
XLG Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
XLG Sortino Ratio Rank: 6565
Sortino Ratio Rank
XLG Omega Ratio Rank: 6565
Omega Ratio Rank
XLG Calmar Ratio Rank: 4848
Calmar Ratio Rank
XLG Martin Ratio Rank: 5252
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. XLG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2025 Corporate Bond ETF (BSCP) and Invesco S&P 500 Top 50 ETF (XLG). 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. XLG - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


BSCPXLGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.88

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.92

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

Drawdowns

BSCP vs. XLG - Drawdown Comparison


Loading charts...

Drawdown Indicators


BSCPXLGDifference

Max Drawdown

Largest peak-to-trough decline

-52.39%

Max Drawdown (1Y)

Largest decline over 1 year

-12.41%

Max Drawdown (3Y)

Largest decline over 3 years

-20.70%

Max Drawdown (5Y)

Largest decline over 5 years

-28.02%

Max Drawdown (10Y)

Largest decline over 10 years

-30.46%

Current Drawdown

Current decline from peak

-1.02%

Average Drawdown

Average peak-to-trough decline

-7.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.30%

Volatility

BSCP vs. XLG - Volatility Comparison


Loading charts...

Volatility by Period


BSCPXLGDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.19%

Volatility (6M)

Calculated over the trailing 6-month period

9.81%

Volatility (1Y)

Calculated over the trailing 1-year period

13.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.84%

BSCP vs. XLG - Expense Ratio Comparison

BSCP has a 0.10% expense ratio, which is lower than XLG's 0.20% 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

BSCP vs. XLG - Dividend Comparison

BSCP's dividend yield for the trailing twelve months is around 2.27%, more than XLG's 0.60% 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%
XLG
Invesco S&P 500 Top 50 ETF
0.60%0.64%0.72%0.97%1.34%0.94%1.25%1.58%2.00%1.85%2.00%2.09%

Frequently Asked Questions


BSCP and XLG have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BSCP is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BSCP is cheaper with a 0.10% expense ratio, compared with 0.20% for XLG.

BSCP has the higher dividend yield at 2.27%, compared with 0.60% for XLG.

BSCP is categorized as Corporate Bonds, while XLG is S&P 500. BSCP tracks NASDAQ BulletShares USD Corporate Bond 2025 Index, while XLG tracks S&P 500 Top 50 Index. Their fees differ too: 0.10% for BSCP and 0.20% for XLG.

Portfolio Optimizer

Find the right allocation for BSCP and XLG

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

Open Portfolio Optimizer