BSCQ vs. AGG
BSCQ (Invesco BulletShares 2026 Corporate Bond ETF) and AGG (iShares Core U.S. Aggregate Bond ETF) are both exchange-traded funds - BSCQ is a Corporate Bonds fund tracking the NASDAQ BulletShares USD Corporate Bond 2026 Index, while AGG is a Total Bond Market fund tracking the Bloomberg U.S. Aggregate Bond Index. Both are passively managed. Over the past 5 years, BSCQ returned 1.53%/yr vs 0.06%/yr for AGG. A 0.70 correlation means they provide meaningful diversification when combined. BSCQ charges 0.10%/yr vs 0.03%/yr for AGG.
Performance
BSCQ vs. AGG - Performance Comparison
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Returns By Period
In the year-to-date period, BSCQ achieves a 1.68% return, which is significantly higher than AGG's 0.39% return.
BSCQ
- 1D
- -0.03%
- 1M
- 0.25%
- YTD
- 1.68%
- 6M
- 1.81%
- 1Y
- 4.25%
- 3Y*
- 5.17%
- 5Y*
- 1.53%
- 10Y*
- —
AGG
- 1D
- -0.27%
- 1M
- 0.53%
- YTD
- 0.39%
- 6M
- 0.47%
- 1Y
- 4.45%
- 3Y*
- 3.94%
- 5Y*
- 0.06%
- 10Y*
- 1.53%
BSCQ vs. AGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 1.68% | 5.02% | 4.86% | 5.71% | -8.31% | -1.68% | 9.41% | 13.94% | -2.40% | 5.93% |
AGG iShares Core U.S. Aggregate Bond ETF | 0.39% | 7.19% | 1.31% | 5.65% | -13.02% | -1.77% | 7.48% | 8.46% | 0.09% | 3.55% |
Correlation
The correlation between BSCQ and AGG is 0.07, 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 | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Sep 16, 2016 | 0.70 |
Over the past year, the correlation between BSCQ and AGG has dropped to 0.07 - well below their long-term average of 0.70, suggesting their price drivers have been diverging.
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Return for Risk
BSCQ vs. AGG — Risk / Return Rank
BSCQ
AGG
BSCQ vs. AGG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) and iShares Core U.S. Aggregate Bond ETF (AGG). 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.
| BSCQ | AGG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +5.86 | ||
| Sortino ratioReturn per unit of downside risk | +13.84 | ||
| Omega ratioGain probability vs. loss probability | 3.43 | 1.21 | +2.22 |
| Calmar ratioReturn relative to maximum drawdown | 41.77 | 1.62 | +40.16 |
| Martin ratioReturn relative to average drawdown | 181.80 | 4.69 | +177.11 |
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Drawdowns
BSCQ vs. AGG - Drawdown Comparison
The maximum BSCQ drawdown since its inception was -16.50%, smaller than the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for BSCQ and AGG.
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Drawdown Indicators
| BSCQ | AGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.50% | -18.43% | +1.93% |
Max Drawdown (1Y)Largest decline over 1 year | -0.10% | -2.76% | +2.66% |
Max Drawdown (3Y)Largest decline over 3 years | -1.13% | -6.11% | +4.98% |
Max Drawdown (5Y)Largest decline over 5 years | -13.02% | -17.82% | +4.80% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.43% | — |
Current DrawdownCurrent decline from peak | -0.03% | -2.01% | +1.98% |
Average DrawdownAverage peak-to-trough decline | -2.84% | -2.71% | -0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.02% | 0.95% | -0.93% |
Volatility
BSCQ vs. AGG - Volatility Comparison
The current volatility for Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) is 0.13%, while iShares Core U.S. Aggregate Bond ETF (AGG) has a volatility of 1.11%. This indicates that BSCQ experiences smaller price fluctuations and is considered to be less risky than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSCQ | AGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.13% | 1.11% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 0.43% | 2.84% | -2.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.61% | 3.82% | -3.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.29% | 6.10% | -2.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.75% | 5.41% | -0.66% |
BSCQ vs. AGG - Expense Ratio Comparison
BSCQ has a 0.10% expense ratio, which is higher than AGG'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%.
Dividends
BSCQ vs. AGG - Dividend Comparison
BSCQ's dividend yield for the trailing twelve months is around 4.46%, more than AGG's 3.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | 3.98% | 3.89% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.72% | 2.32% | 2.39% | 2.45% |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 4.46% | 4.14% | 4.05% | 3.53% | 2.54% | 1.91% | 2.42% | 2.96% | 3.32% | 2.92% | 0.51% | 0.00% |
Frequently Asked Questions
BSCQ and AGG have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AGG has higher volatility (1.11%) compared to BSCQ (0.13%). In terms of maximum drawdown, BSCQ dropped -16.50% vs AGG's -18.43%.
On 5-year performance, BSCQ leads with 1.53% vs 0.06% for AGG. On fees, AGG is cheaper at 0.03% per year. On volatility, BSCQ has been the lower-risk option at 0.13%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, BSCQ has performed better with a 1.53% return vs 0.06%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AGG is cheaper with a 0.03% expense ratio, compared with 0.10% for BSCQ.
BSCQ has the higher dividend yield at 4.46%, compared with 3.98% for AGG.
BSCQ is categorized as Corporate Bonds, while AGG is Total Bond Market. BSCQ tracks NASDAQ BulletShares USD Corporate Bond 2026 Index, while AGG tracks Bloomberg U.S. Aggregate Bond Index. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.10% for BSCQ and 0.03% for AGG.
BSCQ currently has the higher Sharpe Ratio (7.04 vs 1.17), 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.
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