BSCS vs. PIMIX
Compare and contrast key facts about Invesco BulletShares 2028 Corporate Bond ETF (BSCS) and PIMCO Income Fund Institutional Class (PIMIX).
BSCS is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD Corporate Bond 2028 TR Index. It was launched on Aug 9, 2018. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSCS or PIMIX.
Key characteristics
| BSCS | PIMIX | |
|---|---|---|
| YTD Return | 3.49% | 4.75% |
| 1Y Return | 7.74% | 9.47% |
| 3Y Return (Ann) | -0.44% | 1.94% |
| 5Y Return (Ann) | 1.57% | 3.15% |
| Sharpe Ratio | 2.34 | 2.39 |
| Sortino Ratio | 3.65 | 3.69 |
| Omega Ratio | 1.46 | 1.48 |
| Calmar Ratio | 0.83 | 2.70 |
| Martin Ratio | 11.21 | 12.49 |
| Ulcer Index | 0.79% | 0.85% |
| Daily Std Dev | 3.79% | 4.46% |
| Max Drawdown | -18.42% | -13.39% |
| Current Drawdown | -3.54% | -1.80% |
Correlation
The correlation between BSCS and PIMIX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BSCS vs. PIMIX - Performance Comparison
In the year-to-date period, BSCS achieves a 3.49% return, which is significantly lower than PIMIX's 4.75% return. 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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BSCS vs. PIMIX - Expense Ratio Comparison
BSCS has a 0.10% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
BSCS vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2028 Corporate Bond ETF (BSCS) and PIMCO Income Fund Institutional Class (PIMIX). 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
BSCS vs. PIMIX - Dividend Comparison
BSCS's dividend yield for the trailing twelve months is around 4.47%, less than PIMIX's 6.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCS Invesco BulletShares 2028 Corporate Bond ETF | 4.47% | 3.90% | 2.71% | 2.13% | 2.70% | 3.28% | 1.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PIMIX PIMCO Income Fund Institutional Class | 6.25% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% | 5.46% |
Drawdowns
BSCS vs. PIMIX - Drawdown Comparison
The maximum BSCS drawdown since its inception was -18.42%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for BSCS and PIMIX. For additional features, visit the drawdowns tool.
Volatility
BSCS vs. PIMIX - Volatility Comparison
The current volatility for Invesco BulletShares 2028 Corporate Bond ETF (BSCS) is 0.93%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 1.11%. This indicates that BSCS experiences smaller price fluctuations and is considered to be less risky than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.