BSCQ vs. TOTL
Compare and contrast key facts about Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) and SPDR DoubleLine Total Return Tactical ETF (TOTL).
BSCQ and TOTL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSCQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD Corporate Bond 2026 Index. It was launched on Sep 14, 2016. TOTL is an actively managed fund by State Street. It was launched on Feb 23, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSCQ or TOTL.
Key characteristics
| BSCQ | TOTL | |
|---|---|---|
| YTD Return | 4.17% | 3.34% |
| 1Y Return | 7.29% | 9.92% |
| 3Y Return (Ann) | 0.37% | -1.21% |
| 5Y Return (Ann) | 1.91% | -0.07% |
| Sharpe Ratio | 3.50 | 1.53 |
| Sortino Ratio | 5.85 | 2.25 |
| Omega Ratio | 1.81 | 1.30 |
| Calmar Ratio | 0.99 | 0.73 |
| Martin Ratio | 29.36 | 7.37 |
| Ulcer Index | 0.25% | 1.34% |
| Daily Std Dev | 2.11% | 6.45% |
| Max Drawdown | -16.50% | -16.48% |
| Current Drawdown | -0.74% | -5.00% |
Correlation
The correlation between BSCQ and TOTL is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BSCQ vs. TOTL - Performance Comparison
In the year-to-date period, BSCQ achieves a 4.17% return, which is significantly higher than TOTL's 3.34% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BSCQ vs. TOTL - Expense Ratio Comparison
BSCQ has a 0.10% expense ratio, which is lower than TOTL's 0.55% expense ratio.
Risk-Adjusted Performance
BSCQ vs. TOTL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) and SPDR DoubleLine Total Return Tactical ETF (TOTL). 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.
Dividends
BSCQ vs. TOTL - Dividend Comparison
BSCQ's dividend yield for the trailing twelve months is around 3.97%, less than TOTL's 5.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 3.97% | 3.54% | 2.54% | 1.91% | 2.43% | 3.18% | 3.33% | 2.91% | 0.69% | 0.00% |
TOTL SPDR DoubleLine Total Return Tactical ETF | 5.21% | 4.85% | 4.68% | 3.07% | 2.91% | 3.31% | 3.41% | 2.99% | 3.25% | 2.67% |
Drawdowns
BSCQ vs. TOTL - Drawdown Comparison
The maximum BSCQ drawdown since its inception was -16.50%, roughly equal to the maximum TOTL drawdown of -16.48%. Use the drawdown chart below to compare losses from any high point for BSCQ and TOTL. For additional features, visit the drawdowns tool.
Volatility
BSCQ vs. TOTL - Volatility Comparison
The current volatility for Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) is 0.37%, while SPDR DoubleLine Total Return Tactical ETF (TOTL) has a volatility of 1.67%. This indicates that BSCQ experiences smaller price fluctuations and is considered to be less risky than TOTL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.