BSCS vs. AGG
BSCS (Invesco BulletShares 2028 Corporate Bond ETF) and AGG (iShares Core U.S. Aggregate Bond ETF) are both exchange-traded funds - BSCS is a Corporate Bonds fund tracking the NASDAQ BulletShares USD Corporate Bond 2028 TR Index, while AGG is a Total Bond Market fund tracking the Bloomberg U.S. Aggregate Bond Index. Both are passively managed. Over the past 5 years, BSCS returned 1.07%/yr vs -0.40%/yr for AGG. Their correlation of 0.83 means they have usually moved in the same direction. BSCS charges 0.10%/yr vs 0.03%/yr for AGG.
Performance
BSCS vs. AGG - Performance Comparison
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Returns By Period
In the year-to-date period, BSCS achieves a 1.16% return, which is significantly higher than AGG's -0.56% return.
BSCS
- 1D
- -0.05%
- 1M
- 0.03%
- 6M
- 0.79%
- YTD
- 1.16%
- 1Y
- 3.41%
- 3Y*
- 5.60%
- 5Y*
- 1.07%
- 10Y*
- —
- ALL TIME*
- 3.70%
AGG
- 1D
- -0.26%
- 1M
- -1.26%
- 6M
- -0.81%
- YTD
- -0.56%
- 1Y
- 1.83%
- 3Y*
- 3.95%
- 5Y*
- -0.40%
- 10Y*
- 1.37%
- ALL TIME*
- 3.02%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $763.20M | $778.44M | $807.34M | |
| $9.44M | $10.96M | $10.54M |
BSCS vs. AGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BSCS Invesco BulletShares 2028 Corporate Bond ETF | 1.16% | 7.04% | 3.87% | 7.62% | -11.24% | -1.89% | 10.17% | 15.41% | -0.30% |
AGG iShares Core U.S. Aggregate Bond ETF | -0.56% | 7.19% | 1.31% | 5.65% | -13.02% | -1.77% | 7.48% | 8.46% | 1.76% |
Correlation
The correlation between BSCS and AGG is 0.78, 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. | 0.78 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Aug 9, 2018 | 0.83 |
The correlation between BSCS and AGG shifts across timeframes, from 0.78 (1 year) to 0.88 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
BSCS vs. AGG — Risk / Return Rank
BSCS
AGG
BSCS vs. AGG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2028 Corporate Bond ETF (BSCS) and iShares Core U.S. Aggregate Bond ETF (AGG). 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.
| BSCS | AGG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.80 | ||
| Sortino ratioReturn per unit of downside risk | +2.99 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 1.12 | +0.40 |
| Calmar ratioReturn relative to maximum drawdown | 3.74 | 0.99 | +2.75 |
| Martin ratioReturn relative to average drawdown | 16.19 | 2.49 | +13.70 |
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Drawdowns
BSCS vs. AGG - Drawdown Comparison
The maximum BSCS drawdown since its inception was -18.40%, roughly equal to the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for BSCS and AGG.
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Drawdown Indicators
| BSCS | AGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.40% | -18.43% | +0.03% |
Max Drawdown (1Y)Largest decline over 1 year | -1.08% | -2.76% | +1.68% |
Max Drawdown (3Y)Largest decline over 3 years | -2.84% | -4.98% | +2.14% |
Max Drawdown (5Y)Largest decline over 5 years | -17.25% | -17.82% | +0.57% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.43% | — |
Current DrawdownCurrent decline from peak | -0.05% | -2.94% | +2.89% |
Average DrawdownAverage peak-to-trough decline | -4.12% | -2.70% | -1.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.25% | 1.09% | -0.84% |
Volatility
BSCS vs. AGG - Volatility Comparison
The current volatility for Invesco BulletShares 2028 Corporate Bond ETF (BSCS) is 0.46%, while iShares Core U.S. Aggregate Bond ETF (AGG) has a volatility of 1.03%. This indicates that BSCS experiences smaller price fluctuations and is considered to be less risky than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSCS | AGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.46% | 1.03% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 1.14% | 2.98% | -1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.60% | 3.78% | -2.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.89% | 6.10% | -1.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.18% | 5.41% | +0.77% |
BSCS vs. AGG - Expense Ratio Comparison
BSCS has a 0.10% expense ratio, which is higher than AGG's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
BSCS vs. AGG - Dividend Comparison
BSCS's dividend yield for the trailing twelve months is around 4.45%, more than AGG's 4.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | 3.71% | 3.89% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.72% | 2.32% | 2.39% | 2.45% |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | 4.45% | 4.46% | 4.54% | 3.90% | 2.72% | 2.14% | 2.50% | 3.04% | 1.42% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BSCS and AGG have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AGG has higher volatility (1.03%) compared to BSCS (0.46%). In terms of maximum drawdown, BSCS dropped -18.40% vs AGG's -18.43%.
On 5-year performance, BSCS leads with 1.07% vs -0.40% for AGG. On fees, AGG is cheaper at 0.03% per year. On volatility, BSCS has been the lower-risk option at 0.46%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, BSCS has performed better with a 1.07% return vs -0.40%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AGG is cheaper with a 0.03% expense ratio, compared with 0.10% for BSCS.
BSCS has the higher dividend yield at 4.45%, compared with 3.71% for AGG.
BSCS is categorized as Corporate Bonds, while AGG is Total Bond Market. BSCS tracks NASDAQ BulletShares USD Corporate Bond 2028 TR Index, while AGG tracks Bloomberg U.S. Aggregate Bond Index. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.10% for BSCS and 0.03% for AGG.
BSCS currently has the higher Sharpe Ratio (2.52 vs 0.72), 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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