BSCR vs. BUFD
Compare and contrast key facts about Invesco BulletShares 2027 Corporate Bond ETF (BSCR) and FT Cboe Vest Fund of Deep Buffer ETF (BUFD).
BSCR and BUFD 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. BUFD is an actively managed fund by First Trust. It was launched on Jan 20, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSCR or BUFD.
Key characteristics
| BSCR | BUFD | |
|---|---|---|
| YTD Return | 3.99% | 10.97% |
| 1Y Return | 8.41% | 17.27% |
| 3Y Return (Ann) | -0.25% | 5.92% |
| Sharpe Ratio | 2.53 | 3.16 |
| Sortino Ratio | 3.98 | 4.47 |
| Omega Ratio | 1.53 | 1.67 |
| Calmar Ratio | 0.85 | 5.13 |
| Martin Ratio | 15.60 | 30.43 |
| Ulcer Index | 0.51% | 0.56% |
| Daily Std Dev | 3.16% | 5.41% |
| Max Drawdown | -17.26% | -10.75% |
| Current Drawdown | -1.75% | -0.28% |
Correlation
The correlation between BSCR and BUFD is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BSCR vs. BUFD - Performance Comparison
In the year-to-date period, BSCR achieves a 3.99% return, which is significantly lower than BUFD's 10.97% 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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BSCR vs. BUFD - Expense Ratio Comparison
BSCR has a 0.10% expense ratio, which is lower than BUFD's 1.05% expense ratio.
Risk-Adjusted Performance
BSCR vs. BUFD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2027 Corporate Bond ETF (BSCR) and FT Cboe Vest Fund of Deep Buffer ETF (BUFD). 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. BUFD - Dividend Comparison
BSCR's dividend yield for the trailing twelve months is around 4.22%, while BUFD has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
BSCR Invesco BulletShares 2027 Corporate Bond ETF | 4.22% | 3.74% | 2.61% | 2.09% | 2.46% | 3.37% | 3.33% | 0.78% |
BUFD FT Cboe Vest Fund of Deep Buffer ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BSCR vs. BUFD - Drawdown Comparison
The maximum BSCR drawdown since its inception was -17.26%, which is greater than BUFD's maximum drawdown of -10.75%. Use the drawdown chart below to compare losses from any high point for BSCR and BUFD. For additional features, visit the drawdowns tool.
Volatility
BSCR vs. BUFD - Volatility Comparison
The current volatility for Invesco BulletShares 2027 Corporate Bond ETF (BSCR) is 0.41%, while FT Cboe Vest Fund of Deep Buffer ETF (BUFD) has a volatility of 1.34%. This indicates that BSCR experiences smaller price fluctuations and is considered to be less risky than BUFD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.