BSCR vs. AGG
Compare and contrast key facts about Invesco BulletShares 2027 Corporate Bond ETF (BSCR) and iShares Core U.S. Aggregate Bond ETF (AGG).
BSCR and AGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSCR is a passively managed fund by Invesco that tracks the performance of the NASDAQ Bulletshares® USD Corporate Bond 2027 Index. It was launched on Sep 27, 2017. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003. Both BSCR and AGG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSCR or AGG.
Performance
BSCR vs. AGG - Performance Comparison
Returns By Period
In the year-to-date period, BSCR achieves a 3.88% return, which is significantly higher than AGG's 1.93% return.
BSCR
3.88%
-0.15%
3.71%
7.04%
1.60%
N/A
AGG
1.93%
-0.68%
3.50%
6.93%
-0.25%
1.43%
Key characteristics
| BSCR | AGG | |
|---|---|---|
| Sharpe Ratio | 2.32 | 1.12 |
| Sortino Ratio | 3.60 | 1.63 |
| Omega Ratio | 1.47 | 1.20 |
| Calmar Ratio | 0.83 | 0.45 |
| Martin Ratio | 12.48 | 3.61 |
| Ulcer Index | 0.55% | 1.78% |
| Daily Std Dev | 2.97% | 5.76% |
| Max Drawdown | -17.26% | -18.43% |
| Current Drawdown | -1.79% | -8.38% |
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BSCR vs. AGG - Expense Ratio Comparison
BSCR has a 0.10% expense ratio, which is higher than AGG's 0.05% 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%.
Correlation
The correlation between BSCR and AGG is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
BSCR vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2027 Corporate Bond ETF (BSCR) 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.
Dividends
BSCR vs. AGG - Dividend Comparison
BSCR's dividend yield for the trailing twelve months is around 4.28%, more than AGG's 3.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCR Invesco BulletShares 2027 Corporate Bond ETF | 4.28% | 3.74% | 2.65% | 2.12% | 2.46% | 3.38% | 3.33% | 0.78% | 0.00% | 0.00% | 0.00% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.95% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% | 2.32% |
Drawdowns
BSCR vs. AGG - Drawdown Comparison
The maximum BSCR drawdown since its inception was -17.26%, smaller than the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for BSCR and AGG. For additional features, visit the drawdowns tool.
Volatility
BSCR vs. AGG - Volatility Comparison
The current volatility for Invesco BulletShares 2027 Corporate Bond ETF (BSCR) is 0.63%, while iShares Core U.S. Aggregate Bond ETF (AGG) has a volatility of 1.49%. This indicates that BSCR 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.