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BSCQ vs. BBCB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSCQ vs. BBCB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) and JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BSCQ achieves a 1.55% return, which is significantly lower than BBCB's 2.82% return.


BSCQ

1D
0.08%
1M
0.34%
YTD
1.55%
6M
1.92%
1Y
4.41%
3Y*
5.06%
5Y*
1.47%
10Y*

BBCB

1D
-0.11%
1M
0.66%
YTD
2.82%
6M
2.66%
1Y
8.37%
3Y*
5.98%
5Y*
0.84%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSCQ vs. BBCB - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
1.55%5.02%4.86%5.71%-8.31%-1.68%9.41%13.94%0.77%
BBCB
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
2.82%7.69%1.97%8.42%-15.72%-2.23%10.39%14.86%0.43%

Correlation

The correlation between BSCQ and BBCB 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

0.57

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

0.72

Correlation (All Time)
Calculated using the full available price history since Dec 17, 2018

0.71

Over the past year, the correlation between BSCQ and BBCB has dropped to 0.07 - well below their long-term average of 0.71, suggesting their price drivers have been diverging.

BSCQ vs. BBCB - Sectors Allocation Comparison


Sectors
BSCQ
BBCB

Financial Services

32.7%
21.9%

Technology

10.8%
7.8%

Healthcare

7.4%
8.8%

Consumer Cyclical

6.1%
6.3%

Industrials

6.0%
7.1%

Consumer Defensive

3.9%
5.1%

Utilities

3.5%
8.6%

Energy

3.0%
4.9%

Real Estate

2.9%
3.8%

Communication Services

1.5%
6.7%

Basic Materials

0.5%
1.6%

Financial Services

BSCQ
32.7%
BBCB
21.9%

Technology

BSCQ
10.8%
BBCB
7.8%

Healthcare

BSCQ
7.4%
BBCB
8.8%

Consumer Cyclical

BSCQ
6.1%
BBCB
6.3%

Industrials

BSCQ
6.0%
BBCB
7.1%

Consumer Defensive

BSCQ
3.9%
BBCB
5.1%

Utilities

BSCQ
3.5%
BBCB
8.6%

Energy

BSCQ
3.0%
BBCB
4.9%

Real Estate

BSCQ
2.9%
BBCB
3.8%

Communication Services

BSCQ
1.5%
BBCB
6.7%

Basic Materials

BSCQ
0.5%
BBCB
1.6%

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Return for Risk

BSCQ vs. BBCB — Risk / Return Rank

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

BSCQ
BSCQ Risk / Return Rank: 9999
Overall Rank
BSCQ Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
BSCQ Sortino Ratio Rank: 9999
Sortino Ratio Rank
BSCQ Omega Ratio Rank: 9999
Omega Ratio Rank
BSCQ Calmar Ratio Rank: 9999
Calmar Ratio Rank
BSCQ Martin Ratio Rank: 9999
Martin Ratio Rank

BBCB
BBCB Risk / Return Rank: 5656
Overall Rank
BBCB Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
BBCB Sortino Ratio Rank: 6060
Sortino Ratio Rank
BBCB Omega Ratio Rank: 5555
Omega Ratio Rank
BBCB Calmar Ratio Rank: 5858
Calmar Ratio Rank
BBCB Martin Ratio Rank: 5858
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.

BSCQ vs. BBCB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) and JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB). 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.


BSCQBBCBDifference
Sharpe ratioReturn per unit of total volatility

+5.35

Sortino ratioReturn per unit of downside risk

+12.43

Omega ratioGain probability vs. loss probability

3.45

1.34

+2.11

Calmar ratioReturn relative to maximum drawdown

43.24

2.85

+40.39

Martin ratioReturn relative to average drawdown

179.65

10.09

+169.56

BSCQ vs. BBCB - Sharpe Ratio Comparison

The current BSCQ Sharpe Ratio is 7.06, which is higher than the BBCB Sharpe Ratio of 1.71. The chart below compares the historical Sharpe Ratios of BSCQ and BBCB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BSCQBBCBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

7.06

1.71

+5.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

0.12

+0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

0.46

+0.15

Drawdowns

BSCQ vs. BBCB - Drawdown Comparison

The maximum BSCQ drawdown since its inception was -16.50%, smaller than the maximum BBCB drawdown of -22.48%. Use the drawdown chart below to compare losses from any high point for BSCQ and BBCB.


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Drawdown Indicators


BSCQBBCBDifference

Max Drawdown

Largest peak-to-trough decline

-16.50%

-22.48%

+5.98%

Max Drawdown (1Y)

Largest decline over 1 year

-0.10%

-2.95%

+2.85%

Max Drawdown (3Y)

Largest decline over 3 years

-1.13%

-6.46%

+5.33%

Max Drawdown (5Y)

Largest decline over 5 years

-13.02%

-22.32%

+9.30%

Current Drawdown

Current decline from peak

0.00%

-0.34%

+0.34%

Average Drawdown

Average peak-to-trough decline

-2.85%

-6.66%

+3.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.02%

0.83%

-0.81%

Volatility

BSCQ vs. BBCB - Volatility Comparison

The current volatility for Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) is 0.17%, while JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) has a volatility of 1.41%. This indicates that BSCQ experiences smaller price fluctuations and is considered to be less risky than BBCB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BSCQBBCBDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.17%

1.41%

-1.24%

Volatility (6M)

Calculated over the trailing 6-month period

0.43%

3.98%

-3.55%

Volatility (1Y)

Calculated over the trailing 1-year period

0.63%

4.93%

-4.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.30%

7.25%

-3.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.77%

7.50%

-2.73%

BSCQ vs. BBCB - Expense Ratio Comparison

BSCQ has a 0.10% expense ratio, which is higher than BBCB's 0.09% 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. BBCB - Dividend Comparison

BSCQ's dividend yield for the trailing twelve months is around 4.12%, less than BBCB's 7.15% yield.


PositionTTM2025202420232022202120202019201820172016
BBCB
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
7.15%5.02%5.22%4.22%3.39%3.47%4.59%5.25%0.20%0.00%0.00%
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
4.12%4.14%4.05%3.53%2.54%1.91%2.42%2.96%3.32%2.92%0.51%

Frequently Asked Questions


BSCQ and BBCB 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.

BBCB has higher volatility (1.41%) compared to BSCQ (0.17%). In terms of maximum drawdown, BSCQ dropped -16.50% vs BBCB's -22.48%.

On 5-year performance, BSCQ leads with 1.47% vs 0.84% for BBCB. On fees, BBCB is cheaper at 0.09% per year. On volatility, BSCQ has been the lower-risk option at 0.17%. 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 1.47% return vs 0.84%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BBCB is cheaper with a 0.09% expense ratio, compared with 0.10% for BSCQ.

BBCB has the higher dividend yield at 7.15%, compared with 4.12% for BSCQ.

BSCQ tracks NASDAQ BulletShares USD Corporate Bond 2026 Index, while BBCB tracks Bloomberg US Corporate Investment Grade. They also come from different issuers: Invesco and JPMorgan. Their fees differ too: 0.10% for BSCQ and 0.09% for BBCB.

BSCQ currently has the higher Sharpe Ratio (7.06 vs 1.71), 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.

Portfolio Optimizer

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