BSCR vs. SOXQ
Compare and contrast key facts about Invesco BulletShares 2027 Corporate Bond ETF (BSCR) and Invesco PHLX Semiconductor ETF (SOXQ).
BSCR and SOXQ 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. SOXQ is a passively managed fund by Invesco that tracks the performance of the PHLX Semiconductor Sector Index. It was launched on Jun 11, 2021. Both BSCR and SOXQ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BSCR vs. SOXQ - Performance Comparison
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BSCR vs. SOXQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BSCR Invesco BulletShares 2027 Corporate Bond ETF | 0.51% | 5.77% | 4.52% | 6.41% | -9.56% | -0.88% |
SOXQ Invesco PHLX Semiconductor ETF | 10.26% | 43.11% | 20.16% | 66.74% | -35.59% | 24.82% |
Returns By Period
In the year-to-date period, BSCR achieves a 0.51% return, which is significantly lower than SOXQ's 10.26% return.
BSCR
- 1D
- 0.05%
- 1M
- -0.11%
- YTD
- 0.51%
- 6M
- 1.59%
- 1Y
- 4.62%
- 3Y*
- 4.86%
- 5Y*
- 1.55%
- 10Y*
- —
SOXQ
- 1D
- 2.88%
- 1M
- -4.05%
- YTD
- 10.26%
- 6M
- 20.31%
- 1Y
- 83.12%
- 3Y*
- 35.09%
- 5Y*
- —
- 10Y*
- —
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BSCR vs. SOXQ - Expense Ratio Comparison
BSCR has a 0.10% expense ratio, which is lower than SOXQ's 0.19% 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%.
Return for Risk
BSCR vs. SOXQ — Risk / Return Rank
BSCR
SOXQ
BSCR vs. SOXQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2027 Corporate Bond ETF (BSCR) and Invesco PHLX Semiconductor ETF (SOXQ). 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 | SOXQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.14 | 2.08 | +1.06 |
Sortino ratioReturn per unit of downside risk | 4.95 | 2.68 | +2.27 |
Omega ratioGain probability vs. loss probability | 1.80 | 1.38 | +0.42 |
Calmar ratioReturn relative to maximum drawdown | 5.68 | 4.79 | +0.89 |
Martin ratioReturn relative to average drawdown | 29.17 | 17.49 | +11.67 |
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 | SOXQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.14 | 2.08 | +1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.60 | -0.02 |
Correlation
The correlation between BSCR and SOXQ is 0.16, 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.
Dividends
BSCR vs. SOXQ - Dividend Comparison
BSCR's dividend yield for the trailing twelve months is around 4.30%, more than SOXQ's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSCR Invesco BulletShares 2027 Corporate Bond ETF | 4.30% | 4.26% | 4.27% | 3.74% | 2.65% | 2.12% | 2.46% | 3.11% | 3.35% | 0.78% |
SOXQ Invesco PHLX Semiconductor ETF | 0.46% | 0.50% | 0.68% | 0.87% | 1.36% | 0.72% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BSCR vs. SOXQ - Drawdown Comparison
The maximum BSCR drawdown since its inception was -17.26%, smaller than the maximum SOXQ drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for BSCR and SOXQ.
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Drawdown Indicators
| BSCR | SOXQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.26% | -46.01% | +28.75% |
Max Drawdown (1Y)Largest decline over 1 year | -0.81% | -17.44% | +16.63% |
Max Drawdown (5Y)Largest decline over 5 years | -14.87% | — | — |
Current DrawdownCurrent decline from peak | -0.14% | -7.78% | +7.64% |
Average DrawdownAverage peak-to-trough decline | -3.41% | -13.37% | +9.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.16% | 4.78% | -4.62% |
Volatility
BSCR vs. SOXQ - Volatility Comparison
The current volatility for Invesco BulletShares 2027 Corporate Bond ETF (BSCR) is 0.36%, while Invesco PHLX Semiconductor ETF (SOXQ) has a volatility of 12.69%. This indicates that BSCR experiences smaller price fluctuations and is considered to be less risky than SOXQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSCR | SOXQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.36% | 12.69% | -12.33% |
Volatility (6M)Calculated over the trailing 6-month period | 0.62% | 26.33% | -25.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.48% | 40.14% | -38.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.12% | 36.10% | -31.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.40% | 36.10% | -30.70% |