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BSCS vs. DIVI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSCS vs. DIVI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) and Franklin International Core Dividend Tilt Index ETF (DIVI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BSCS achieves a 0.83% return, which is significantly lower than DIVI's 10.71% return.


BSCS

1D
0.07%
1M
0.27%
YTD
0.83%
6M
1.08%
1Y
4.13%
3Y*
5.59%
5Y*
1.28%
10Y*

DIVI

1D
-2.01%
1M
-0.05%
YTD
10.71%
6M
10.37%
1Y
26.90%
3Y*
18.25%
5Y*
13.30%
10Y*
11.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSCS vs. DIVI - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
0.83%7.04%3.87%7.62%-11.24%-1.89%10.17%15.41%-0.30%
DIVI
Franklin International Core Dividend Tilt Index ETF
10.71%34.86%1.77%18.97%-1.21%16.95%1.29%22.98%-7.81%

Correlation

The correlation between BSCS and DIVI is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.40

Correlation (3Y)
Calculated over the trailing 3-year period

0.35

Correlation (5Y)
Calculated over the trailing 5-year period

0.29

Correlation (All Time)
Calculated using the full available price history since Aug 9, 2018

0.19

Over the past year, BSCS and DIVI have become more correlated (0.40) than their long-term average of 0.19, meaning their price movements have been converging.

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Return for Risk

BSCS vs. DIVI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BSCS
BSCS Risk / Return Rank: 8686
Overall Rank
BSCS Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
BSCS Sortino Ratio Rank: 9292
Sortino Ratio Rank
BSCS Omega Ratio Rank: 8989
Omega Ratio Rank
BSCS Calmar Ratio Rank: 7979
Calmar Ratio Rank
BSCS Martin Ratio Rank: 8585
Martin Ratio Rank

DIVI
DIVI Risk / Return Rank: 5454
Overall Rank
DIVI Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
DIVI Sortino Ratio Rank: 5353
Sortino Ratio Rank
DIVI Omega Ratio Rank: 5252
Omega Ratio Rank
DIVI Calmar Ratio Rank: 5454
Calmar Ratio Rank
DIVI Martin Ratio Rank: 5858
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BSCS vs. DIVI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2028 Corporate Bond ETF (BSCS) and Franklin International Core Dividend Tilt Index ETF (DIVI). 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.


BSCSDIVIDifference
Sharpe ratioReturn per unit of total volatility

+0.79

Sortino ratioReturn per unit of downside risk

+1.72

Omega ratioGain probability vs. loss probability

1.53

1.31

+0.22

Calmar ratioReturn relative to maximum drawdown

3.85

2.56

+1.28

Martin ratioReturn relative to average drawdown

16.59

9.86

+6.73

BSCS vs. DIVI - Sharpe Ratio Comparison

The current BSCS Sharpe Ratio is 2.55, which is higher than the DIVI Sharpe Ratio of 1.76. The chart below compares the historical Sharpe Ratios of BSCS and DIVI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BSCS vs. DIVI - Drawdown Comparison

The maximum BSCS drawdown since its inception was -18.40%, smaller than the maximum DIVI drawdown of -27.76%. Use the drawdown chart below to compare losses from any high point for BSCS and DIVI.


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Drawdown Indicators


BSCSDIVIDifference

Max Drawdown

Largest peak-to-trough decline

-18.40%

-27.76%

+9.36%

Max Drawdown (1Y)

Largest decline over 1 year

-1.08%

-10.54%

+9.46%

Max Drawdown (3Y)

Largest decline over 3 years

-3.14%

-14.58%

+11.44%

Max Drawdown (5Y)

Largest decline over 5 years

-17.63%

-18.53%

+0.90%

Max Drawdown (10Y)

Largest decline over 10 years

-27.76%

Current Drawdown

Current decline from peak

-0.15%

-2.01%

+1.86%

Average Drawdown

Average peak-to-trough decline

-4.17%

-3.62%

-0.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.25%

2.73%

-2.48%

Volatility

BSCS vs. DIVI - Volatility Comparison

The current volatility for Invesco BulletShares 2028 Corporate Bond ETF (BSCS) is 0.51%, while Franklin International Core Dividend Tilt Index ETF (DIVI) has a volatility of 5.19%. This indicates that BSCS experiences smaller price fluctuations and is considered to be less risky than DIVI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BSCSDIVIDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.51%

5.19%

-4.68%

Volatility (6M)

Calculated over the trailing 6-month period

1.08%

12.95%

-11.87%

Volatility (1Y)

Calculated over the trailing 1-year period

1.63%

15.34%

-13.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.91%

15.43%

-10.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.22%

16.36%

-10.14%

BSCS vs. DIVI - Expense Ratio Comparison

BSCS has a 0.10% expense ratio, which is higher than DIVI's 0.09% 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. DIVI - Dividend Comparison

BSCS's dividend yield for the trailing twelve months is around 4.46%, more than DIVI's 2.05% yield.


PositionTTM2025202420232022202120202019201820172016
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
4.46%4.46%4.54%3.90%2.72%2.14%2.50%3.04%1.42%0.00%0.00%
DIVI
Franklin International Core Dividend Tilt Index ETF
2.05%3.76%4.39%3.17%6.03%2.77%8.04%1.61%5.67%5.22%11.56%

Frequently Asked Questions


BSCS and DIVI have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DIVI has higher volatility (5.19%) compared to BSCS (0.51%). In terms of maximum drawdown, BSCS dropped -18.40% vs DIVI's -27.76%.

On 5-year performance, DIVI leads with 13.30% vs 1.28% for BSCS. On fees, DIVI is cheaper at 0.09% per year. On volatility, BSCS has been the lower-risk option at 0.51%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, DIVI has performed better with a 13.30% return vs 1.28%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

DIVI is cheaper with a 0.09% expense ratio, compared with 0.10% for BSCS.

BSCS has the higher dividend yield at 4.46%, compared with 2.05% for DIVI.

BSCS is categorized as Corporate Bonds, while DIVI is Foreign Large Cap Equities. BSCS tracks NASDAQ BulletShares USD Corporate Bond 2028 TR Index, while DIVI tracks Morningstar Developed Markets ex-North America Dividend Enhanced Select Index. They also come from different issuers: Invesco and Franklin Templeton. Their fees differ too: 0.10% for BSCS and 0.09% for DIVI.

BSCS currently has the higher Sharpe Ratio (2.55 vs 1.76), 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.

Portfolio Optimizer

Find the right allocation for BSCS and DIVI

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