BSCR vs. IBDS
Compare and contrast key facts about Invesco BulletShares 2027 Corporate Bond ETF (BSCR) and iShares iBonds Dec 2027 Term Corporate ETF (IBDS).
BSCR and IBDS 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. IBDS is a passively managed fund by iShares that tracks the performance of the Bloomberg Barclays December 2027 Maturity Corporate Index. It was launched on Sep 14, 2017. Both BSCR and IBDS 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 IBDS.
Key characteristics
| BSCR | IBDS | |
|---|---|---|
| YTD Return | 3.99% | 4.10% |
| 1Y Return | 8.41% | 8.42% |
| 3Y Return (Ann) | -0.25% | -0.16% |
| 5Y Return (Ann) | 1.79% | 1.79% |
| Sharpe Ratio | 2.53 | 2.66 |
| Sortino Ratio | 3.98 | 4.25 |
| Omega Ratio | 1.53 | 1.55 |
| Calmar Ratio | 0.85 | 0.88 |
| Martin Ratio | 15.60 | 16.60 |
| Ulcer Index | 0.51% | 0.49% |
| Daily Std Dev | 3.16% | 3.06% |
| Max Drawdown | -17.26% | -16.75% |
| Current Drawdown | -1.75% | -1.53% |
Correlation
The correlation between BSCR and IBDS is 0.83, 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.
Performance
BSCR vs. IBDS - Performance Comparison
The year-to-date returns for both investments are quite close, with BSCR having a 3.99% return and IBDS slightly higher at 4.10%. 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. IBDS - Expense Ratio Comparison
Both BSCR and IBDS have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
BSCR vs. IBDS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2027 Corporate Bond ETF (BSCR) and iShares iBonds Dec 2027 Term Corporate ETF (IBDS). 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. IBDS - Dividend Comparison
BSCR's dividend yield for the trailing twelve months is around 4.22%, less than IBDS's 4.28% yield.
| 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% |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | 4.28% | 3.81% | 2.87% | 2.19% | 2.66% | 3.32% | 3.66% | 0.97% |
Drawdowns
BSCR vs. IBDS - Drawdown Comparison
The maximum BSCR drawdown since its inception was -17.26%, roughly equal to the maximum IBDS drawdown of -16.75%. Use the drawdown chart below to compare losses from any high point for BSCR and IBDS. For additional features, visit the drawdowns tool.
Volatility
BSCR vs. IBDS - Volatility Comparison
The current volatility for Invesco BulletShares 2027 Corporate Bond ETF (BSCR) is 0.41%, while iShares iBonds Dec 2027 Term Corporate ETF (IBDS) has a volatility of 0.57%. This indicates that BSCR experiences smaller price fluctuations and is considered to be less risky than IBDS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.