BSCR vs. BBCB

Last updated Jun 4, 2026

BSCR (Invesco BulletShares 2027 Corporate Bond ETF) and BBCB (JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF) are both Corporate Bonds funds - BSCR tracks the NASDAQ Bulletshares® USD Corporate Bond 2027 Index while BBCB tracks the Bloomberg US Corporate Investment Grade. Both are passively managed. Over the past 5 years, BSCR returned 1.41%/yr vs 0.84%/yr for BBCB. A 0.80 correlation means they provide meaningful diversification when combined. BSCR charges 0.10%/yr vs 0.09%/yr for BBCB.

Performance

BSCR vs. BBCB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) and JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BSCR achieves a 1.27% return, which is significantly lower than BBCB's 2.82% return.

BSCR

• 1D: 0.00%
• 1M: 0.36%
• YTD: 1.27%
• 6M: 1.69%
• 1Y: 4.61%
• 3Y*: 5.18%
• 5Y*: 1.41%
• 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)

BSCR vs. BBCB - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
BSCR Invesco BulletShares 2027 Corporate Bond ETF	1.27%	5.77%	4.52%	6.41%	-9.56%	-1.72%	9.68%	14.88%	0.66%
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 BSCR and BBCB is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.56
Correlation (3Y) Calculated over the trailing 3-year period	0.77
Correlation (5Y) Calculated over the trailing 5-year period	0.82
Correlation (All Time) Calculated using the full available price history since Dec 17, 2018	0.80

Over the past year, the correlation between BSCR and BBCB has dropped to 0.56 - well below their long-term average of 0.80, suggesting their price drivers have been diverging.

BSCR vs. BBCB - Sectors Allocation Comparison

Sectors	BSCR	BBCB
Financial Services	20.9%	21.9%
Consumer Cyclical	12.1%	6.3%
Healthcare	10.4%	8.8%
Technology	10.1%	7.8%
Industrials	6.6%	7.1%
Consumer Defensive	5.1%	5.1%
Communication Services	4.0%	6.7%
Energy	3.9%	4.9%
Utilities	3.3%	8.6%
Real Estate	3.0%	3.8%
Basic Materials	0.9%	1.6%

Return for Risk

BSCR vs. BBCB — Risk / Return Rank

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

BSCR

BSCR Risk / Return Rank: 97
BSCR Sharpe Ratio Rank: 96
BSCR Sortino Ratio Rank: 98
BSCR Omega Ratio Rank: 98
BSCR Calmar Ratio Rank: 97
BSCR Martin Ratio Rank: 97

BBCB

BBCB Risk / Return Rank: 56
BBCB Sharpe Ratio Rank: 50
BBCB Sortino Ratio Rank: 60
BBCB Omega Ratio Rank: 55
BBCB Calmar Ratio Rank: 58
BBCB Martin Ratio Rank: 58

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.

BSCR vs. BBCB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2027 Corporate Bond ETF (BSCR) 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.

	BSCR	BBCB	Difference
Sharpe ratio Return per unit of total volatility	4.31	1.71	+2.61
Sortino ratio Return per unit of downside risk	8.11	2.79	+5.31
Omega ratio Gain probability vs. loss probability	2.14	1.34	+0.80
Calmar ratio Return relative to maximum drawdown	11.08	2.85	+8.23
Martin ratio Return relative to average drawdown	46.99	10.09	+36.90
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BSCR vs. BBCB - Sharpe Ratio Comparison

The current BSCR Sharpe Ratio is 4.31, which is higher than the BBCB Sharpe Ratio of 1.71. The chart below compares the historical Sharpe Ratios of BSCR 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.

Sharpe Ratios by Period

	BSCR	BBCB	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	4.31	1.71	+2.61
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.35	0.12	+0.23
Sharpe Ratio (All Time) Calculated using the full available price history	0.59	0.46	+0.14

Drawdowns

BSCR vs. BBCB - Drawdown Comparison

The maximum BSCR drawdown since its inception was -17.26%, smaller than the maximum BBCB drawdown of -22.48%. Use the drawdown chart below to compare losses from any high point for BSCR and BBCB.

Drawdown Indicators

	BSCR	BBCB	Difference
Max Drawdown Largest peak-to-trough decline	-17.26%	-22.48%	+5.22%
Max Drawdown (1Y) Largest decline over 1 year	-0.42%	-2.95%	+2.53%
Max Drawdown (3Y) Largest decline over 3 years	-2.41%	-6.46%	+4.05%
Max Drawdown (5Y) Largest decline over 5 years	-14.87%	-22.32%	+7.45%
Current Drawdown Current decline from peak	0.00%	-0.34%	+0.34%
Average Drawdown Average peak-to-trough decline	-3.35%	-6.66%	+3.31%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.10%	0.83%	-0.73%

Volatility

BSCR vs. BBCB - Volatility Comparison

The current volatility for Invesco BulletShares 2027 Corporate Bond ETF (BSCR) is 0.19%, while JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) has a volatility of 1.41%. This indicates that BSCR 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.

Volatility by Period

	BSCR	BBCB	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.19%	1.41%	-1.22%
Volatility (6M) Calculated over the trailing 6-month period	0.59%	3.98%	-3.39%
Volatility (1Y) Calculated over the trailing 1-year period	1.08%	4.93%	-3.85%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.09%	7.25%	-3.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.35%	7.50%	-2.15%

BSCR vs. BBCB - Expense Ratio Comparison

BSCR 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

BSCR vs. BBCB - Dividend Comparison

BSCR's dividend yield for the trailing twelve months is around 4.29%, less than BBCB's 7.15% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
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%
BSCR Invesco BulletShares 2027 Corporate Bond ETF	4.29%	4.26%	4.27%	3.74%	2.65%	2.12%	2.46%	3.11%	3.35%	0.78%

Frequently Asked Questions

Can I hold both BSCR and BBCB in my portfolio?

BSCR and BBCB have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BSCR or BBCB?

BBCB has higher volatility (1.41%) compared to BSCR (0.19%). In terms of maximum drawdown, BSCR dropped -17.26% vs BBCB's -22.48%.

Which ETF is better, BSCR or BBCB?

On 5-year performance, BSCR leads with 1.41% vs 0.84% for BBCB. On fees, BBCB is cheaper at 0.09% per year. On volatility, BSCR has been the lower-risk option at 0.19%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BSCR or BBCB?

Over the 5-year period, BSCR has performed better with a 1.41% return vs 0.84%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BSCR or BBCB?

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

Which ETF pays a higher dividend yield, BSCR or BBCB?

BBCB has the higher dividend yield at 7.15%, compared with 4.29% for BSCR.

What is the main difference between BSCR and BBCB?

BSCR tracks NASDAQ Bulletshares® USD Corporate Bond 2027 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 BSCR and 0.09% for BBCB.

Which has better risk-adjusted returns?

BSCR currently has the higher Sharpe Ratio (4.31 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.