BSCS vs. SPBO
Compare and contrast key facts about Invesco BulletShares 2028 Corporate Bond ETF (BSCS) and SPDR Portfolio Corporate Bond ETF (SPBO).
BSCS and SPBO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. SPBO is a passively managed fund by State Street that tracks the performance of the Bloomberg Barclays U.S. Corporate Bond Index. It was launched on Apr 6, 2011. Both BSCS and SPBO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSCS or SPBO.
Correlation
The correlation between BSCS and SPBO is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BSCS vs. SPBO - Performance Comparison
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Key characteristics
BSCS:
2.05%
SPBO:
4.40%
BSCS:
-0.20%
SPBO:
-0.49%
BSCS:
-0.15%
SPBO:
-0.49%
Returns By Period
BSCS
N/A
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SPBO
N/A
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BSCS vs. SPBO - Expense Ratio Comparison
BSCS has a 0.10% expense ratio, which is higher than SPBO'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%.
Risk-Adjusted Performance
BSCS vs. SPBO — Risk-Adjusted Performance Rank
BSCS
SPBO
BSCS vs. SPBO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2028 Corporate Bond ETF (BSCS) and SPDR Portfolio Corporate Bond ETF (SPBO). 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.
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Dividends
BSCS vs. SPBO - Dividend Comparison
BSCS's dividend yield for the trailing twelve months is around 4.55%, less than SPBO's 5.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCS Invesco BulletShares 2028 Corporate Bond ETF | 4.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPBO SPDR Portfolio Corporate Bond ETF | 5.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BSCS vs. SPBO - Drawdown Comparison
The maximum BSCS drawdown since its inception was -0.20%, smaller than the maximum SPBO drawdown of -0.49%. Use the drawdown chart below to compare losses from any high point for BSCS and SPBO. For additional features, visit the drawdowns tool.
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Volatility
BSCS vs. SPBO - Volatility Comparison
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