BSCR vs. FIIG
BSCR (Invesco BulletShares 2027 Corporate Bond ETF) and FIIG (First Trust Intermediate Duration Investment Grade Corporate ETF) are both Corporate Bonds funds. BSCR is passively managed, while FIIG is actively managed. Over the past 3 years, BSCR returned 5.32%/yr vs 5.25%/yr for FIIG. Their 0.74 correlation means they have sometimes moved together and sometimes differently. BSCR charges 0.10%/yr vs 0.65%/yr for FIIG.
Performance
BSCR vs. FIIG - Performance Comparison
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Returns By Period
In the year-to-date period, BSCR achieves a 1.83% return, which is significantly higher than FIIG's -0.63% return.
BSCR
- 1D
- 0.00%
- 1M
- 0.30%
- 6M
- 1.52%
- YTD
- 1.83%
- 1Y
- 3.91%
- 3Y*
- 5.32%
- 5Y*
- 1.32%
- 10Y*
- —
- ALL TIME*
- 3.16%
FIIG
- 1D
- 0.39%
- 1M
- -0.81%
- 6M
- -0.35%
- YTD
- -0.63%
- 1Y
- 2.11%
- 3Y*
- 5.25%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 5.59%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $12.21M | $10.65M | $11.95M | |
| $3.68M | $3.58M | $3.99M |
BSCR vs. FIIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BSCR Invesco BulletShares 2027 Corporate Bond ETF | 1.83% | 5.77% | 4.52% | 4.10% |
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF | -0.63% | 8.80% | 2.15% | 6.62% |
Correlation
The correlation between BSCR and FIIG is 0.57, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.57 |
Correlation (3Y) Balances recent behavior with more history. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Aug 3, 2023 | 0.74 |
The correlation between BSCR and FIIG shifts across timeframes, from 0.57 (1 year) to 0.74 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BSCR vs. FIIG — Risk / Return Rank
BSCR
FIIG
BSCR vs. FIIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2027 Corporate Bond ETF (BSCR) and First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BSCR | FIIG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.86 | ||
| Sortino ratioReturn per unit of downside risk | +6.75 | ||
| Omega ratioGain probability vs. loss probability | 2.09 | 1.08 | +1.01 |
| Calmar ratioReturn relative to maximum drawdown | 9.38 | 0.67 | +8.71 |
| Martin ratioReturn relative to average drawdown | 41.59 | 1.83 | +39.76 |
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Drawdowns
BSCR vs. FIIG - Drawdown Comparison
The maximum BSCR drawdown since its inception was -17.26%, which is greater than FIIG's maximum drawdown of -5.50%. Use the drawdown chart below to compare losses from any high point for BSCR and FIIG.
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Drawdown Indicators
| BSCR | FIIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.26% | -5.50% | -11.76% |
Max Drawdown (1Y)Largest decline over 1 year | -0.42% | -3.15% | +2.73% |
Max Drawdown (3Y)Largest decline over 3 years | -2.27% | -5.50% | +3.23% |
Max Drawdown (5Y)Largest decline over 5 years | -14.76% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.57% | +1.57% |
Average DrawdownAverage peak-to-trough decline | -3.28% | -1.39% | -1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.09% | 1.15% | -1.06% |
Volatility
BSCR vs. FIIG - Volatility Comparison
The current volatility for Invesco BulletShares 2027 Corporate Bond ETF (BSCR) is 0.14%, while First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) has a volatility of 1.36%. This indicates that BSCR experiences smaller price fluctuations and is considered to be less risky than FIIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSCR | FIIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.14% | 1.36% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 0.59% | 3.63% | -3.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.91% | 4.59% | -3.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.07% | 5.83% | -1.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.30% | 5.83% | -0.53% |
BSCR vs. FIIG - Expense Ratio Comparison
BSCR has a 0.10% expense ratio, which is lower than FIIG's 0.65% expense ratio.
Dividends
BSCR vs. FIIG - Dividend Comparison
BSCR's dividend yield for the trailing twelve months is around 4.26%, less than FIIG's 5.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
BSCR Invesco BulletShares 2027 Corporate Bond ETF | 4.26% | 4.26% | 4.27% | 3.74% | 2.65% | 2.12% | 2.46% | 3.11% | 3.35% | 0.78% |
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF | 5.02% | 4.76% | 4.45% | 1.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BSCR and FIIG have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FIIG has higher volatility (1.36%) compared to BSCR (0.14%). In terms of maximum drawdown, BSCR dropped -17.26% vs FIIG's -5.50%.
On 3-year performance, BSCR leads with 5.32% vs 5.25% for FIIG. On fees, BSCR is cheaper at 0.10% per year. On volatility, BSCR has been the lower-risk option at 0.14%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, BSCR has performed better with a 5.32% return vs 5.25%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BSCR is cheaper with a 0.10% expense ratio, compared with 0.65% for FIIG.
FIIG has the higher dividend yield at 5.02%, compared with 4.26% for BSCR.
They also come from different issuers: Invesco and First Trust. Their fees differ too: 0.10% for BSCR and 0.65% for FIIG.
BSCR currently has the higher Sharpe Ratio (4.32 vs 0.46), 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.
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