BSCR vs. FLDR
BSCR (Invesco BulletShares 2027 Corporate Bond ETF) and FLDR (Fidelity Low Duration Bond Factor ETF) are both Corporate Bonds funds - BSCR tracks the NASDAQ Bulletshares® USD Corporate Bond 2027 Index while FLDR tracks the Fidelity Low Duration Investment Grade Factor Index. Both are passively managed. Over the past 5 years, BSCR returned 1.41%/yr vs 3.70%/yr for FLDR. At a 0.43 correlation, their price movements are largely independent. BSCR charges 0.10%/yr vs 0.15%/yr for FLDR.
Performance
BSCR vs. FLDR - Performance Comparison
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Returns By Period
In the year-to-date period, BSCR achieves a 1.27% return, which is significantly lower than FLDR's 1.44% return.
BSCR
- 1D
- 0.00%
- 1M
- 0.36%
- YTD
- 1.27%
- 6M
- 1.69%
- 1Y
- 4.61%
- 3Y*
- 5.18%
- 5Y*
- 1.41%
- 10Y*
- —
FLDR
- 1D
- -0.02%
- 1M
- 0.41%
- YTD
- 1.44%
- 6M
- 1.76%
- 1Y
- 4.76%
- 3Y*
- 5.36%
- 5Y*
- 3.70%
- 10Y*
- —
BSCR vs. FLDR - 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% | 1.24% |
FLDR Fidelity Low Duration Bond Factor ETF | 1.44% | 5.41% | 5.71% | 6.32% | -0.33% | -0.18% | 2.01% | 4.52% | 0.94% |
Correlation
The correlation between BSCR and FLDR is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Jun 15, 2018 | 0.43 |
The correlation between BSCR and FLDR shifts across timeframes, from 0.43 (1 year) to 0.62 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
BSCR vs. FLDR — Risk / Return Rank
BSCR
FLDR
BSCR vs. FLDR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2027 Corporate Bond ETF (BSCR) and Fidelity Low Duration Bond Factor ETF (FLDR). 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 | FLDR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.63 | ||
| Sortino ratioReturn per unit of downside risk | -1.95 | ||
| Omega ratioGain probability vs. loss probability | 2.14 | 2.75 | -0.62 |
| Calmar ratioReturn relative to maximum drawdown | 11.08 | 10.24 | +0.84 |
| Martin ratioReturn relative to average drawdown | 46.99 | 70.25 | -23.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSCR | FLDR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.31 | 5.95 | -1.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 3.07 | -2.73 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.62 | -0.02 |
Drawdowns
BSCR vs. FLDR - Drawdown Comparison
The maximum BSCR drawdown since its inception was -17.26%, which is greater than FLDR's maximum drawdown of -12.23%. Use the drawdown chart below to compare losses from any high point for BSCR and FLDR.
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Drawdown Indicators
| BSCR | FLDR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.26% | -12.23% | -5.03% |
Max Drawdown (1Y)Largest decline over 1 year | -0.42% | -0.47% | +0.05% |
Max Drawdown (3Y)Largest decline over 3 years | -2.41% | -0.76% | -1.65% |
Max Drawdown (5Y)Largest decline over 5 years | -14.87% | -2.33% | -12.54% |
Current DrawdownCurrent decline from peak | 0.00% | -0.02% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -3.35% | -0.35% | -3.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.10% | 0.07% | +0.03% |
Volatility
BSCR vs. FLDR - Volatility Comparison
Invesco BulletShares 2027 Corporate Bond ETF (BSCR) and Fidelity Low Duration Bond Factor ETF (FLDR) have volatilities of 0.19% and 0.19%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSCR | FLDR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.19% | 0.19% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 0.59% | 0.58% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.08% | 0.80% | +0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.09% | 1.21% | +2.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.35% | 5.26% | +0.09% |
BSCR vs. FLDR - Expense Ratio Comparison
BSCR has a 0.10% expense ratio, which is lower than FLDR's 0.15% expense ratio. Despite the difference, 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. FLDR - Dividend Comparison
BSCR's dividend yield for the trailing twelve months is around 4.29%, less than FLDR's 4.43% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
FLDR Fidelity Low Duration Bond Factor ETF | 4.43% | 4.66% | 5.50% | 5.28% | 2.09% | 0.51% | 1.22% | 2.69% | 1.38% | 0.00% |
Frequently Asked Questions
BSCR and FLDR have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FLDR has higher volatility (0.19%) compared to BSCR (0.19%). In terms of maximum drawdown, BSCR dropped -17.26% vs FLDR's -12.23%.
On 5-year performance, FLDR leads with 3.70% vs 1.41% for BSCR. On fees, BSCR is cheaper at 0.10% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, FLDR has performed better with a 3.70% return vs 1.41%. 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 0.15% for FLDR.
FLDR has the higher dividend yield at 4.43%, compared with 4.29% for BSCR.
BSCR tracks NASDAQ Bulletshares® USD Corporate Bond 2027 Index, while FLDR tracks Fidelity Low Duration Investment Grade Factor Index. They also come from different issuers: Invesco and Fidelity. Their fees differ too: 0.10% for BSCR and 0.15% for FLDR.
FLDR currently has the higher Sharpe Ratio (5.95 vs 4.31), 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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