BSCR vs. XLG
BSCR (Invesco BulletShares 2027 Corporate Bond ETF) and XLG (Invesco S&P 500 Top 50 ETF) are both exchange-traded funds - BSCR is a Corporate Bonds fund tracking the NASDAQ Bulletshares® USD Corporate Bond 2027 Index, while XLG is a S&P 500 fund tracking the S&P 500 Top 50 Index. Both are passively managed. Over the past 5 years, BSCR returned 1.47%/yr vs 14.07%/yr for XLG. At a 0.16 correlation, their price movements are largely independent. BSCR charges 0.10%/yr vs 0.20%/yr for XLG.
Performance
BSCR vs. XLG - Performance Comparison
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Returns By Period
In the year-to-date period, BSCR achieves a 1.44% return, which is significantly higher than XLG's 0.84% return.
BSCR
- 1D
- 0.03%
- 1M
- 0.28%
- YTD
- 1.44%
- 6M
- 1.65%
- 1Y
- 4.36%
- 3Y*
- 5.29%
- 5Y*
- 1.47%
- 10Y*
- —
XLG
- 1D
- -0.27%
- 1M
- -6.20%
- YTD
- 0.84%
- 6M
- -0.34%
- 1Y
- 17.12%
- 3Y*
- 21.54%
- 5Y*
- 14.07%
- 10Y*
- 17.01%
BSCR vs. XLG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSCR Invesco BulletShares 2027 Corporate Bond ETF | 1.44% | 5.77% | 4.52% | 6.41% | -9.56% | -1.72% | 9.68% | 14.88% | -2.63% | 0.81% |
XLG Invesco S&P 500 Top 50 ETF | 0.84% | 19.51% | 33.49% | 38.16% | -24.29% | 30.77% | 24.15% | 32.04% | -3.59% | 8.35% |
Correlation
The correlation between BSCR and XLG is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Sep 27, 2017 | 0.16 |
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Return for Risk
BSCR vs. XLG — Risk / Return Rank
BSCR
XLG
BSCR vs. XLG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2027 Corporate Bond ETF (BSCR) and Invesco S&P 500 Top 50 ETF (XLG). 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 | XLG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.05 | ||
| Sortino ratioReturn per unit of downside risk | +6.33 | ||
| Omega ratioGain probability vs. loss probability | 2.14 | 1.22 | +0.92 |
| Calmar ratioReturn relative to maximum drawdown | 10.47 | 1.39 | +9.08 |
| Martin ratioReturn relative to average drawdown | 45.39 | 4.86 | +40.53 |
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Drawdowns
BSCR vs. XLG - Drawdown Comparison
The maximum BSCR drawdown since its inception was -17.26%, smaller than the maximum XLG drawdown of -52.39%. Use the drawdown chart below to compare losses from any high point for BSCR and XLG.
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Drawdown Indicators
| BSCR | XLG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.26% | -52.39% | +35.13% |
Max Drawdown (1Y)Largest decline over 1 year | -0.42% | -12.41% | +11.99% |
Max Drawdown (3Y)Largest decline over 3 years | -2.41% | -20.70% | +18.29% |
Max Drawdown (5Y)Largest decline over 5 years | -14.87% | -28.02% | +13.15% |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.46% | — |
Current DrawdownCurrent decline from peak | -0.00% | -7.61% | +7.61% |
Average DrawdownAverage peak-to-trough decline | -3.32% | -7.63% | +4.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.10% | 3.53% | -3.43% |
Volatility
BSCR vs. XLG - Volatility Comparison
The current volatility for Invesco BulletShares 2027 Corporate Bond ETF (BSCR) is 0.23%, while Invesco S&P 500 Top 50 ETF (XLG) has a volatility of 5.02%. This indicates that BSCR experiences smaller price fluctuations and is considered to be less risky than XLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSCR | XLG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.23% | 5.02% | -4.79% |
Volatility (6M)Calculated over the trailing 6-month period | 0.61% | 10.68% | -10.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.02% | 13.91% | -12.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.08% | 18.79% | -14.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.33% | 18.87% | -13.54% |
BSCR vs. XLG - Expense Ratio Comparison
BSCR has a 0.10% expense ratio, which is lower than XLG's 0.20% 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. XLG - Dividend Comparison
BSCR's dividend yield for the trailing twelve months is around 4.29%, more than XLG's 0.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
XLG Invesco S&P 500 Top 50 ETF | 0.67% | 0.64% | 0.72% | 0.97% | 1.34% | 0.94% | 1.25% | 1.58% | 2.00% | 1.85% | 2.00% | 2.09% |
Frequently Asked Questions
BSCR and XLG have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XLG has higher volatility (5.02%) compared to BSCR (0.23%). In terms of maximum drawdown, BSCR dropped -17.26% vs XLG's -52.39%.
On 5-year performance, XLG leads with 14.07% vs 1.47% for BSCR. On fees, BSCR is cheaper at 0.10% per year. On volatility, BSCR has been the lower-risk option at 0.23%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, XLG has performed better with a 14.07% return vs 1.47%. 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 0.20% for XLG.
BSCR has the higher dividend yield at 4.29%, compared with 0.67% for XLG.
BSCR is categorized as Corporate Bonds, while XLG is S&P 500. BSCR tracks NASDAQ Bulletshares® USD Corporate Bond 2027 Index, while XLG tracks S&P 500 Top 50 Index. Their fees differ too: 0.10% for BSCR and 0.20% for XLG.
BSCR currently has the higher Sharpe Ratio (4.28 vs 1.24), 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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