BSCT vs. AGG
BSCT (Invesco BulletShares 2029 Corporate Bond ETF) and AGG (iShares Core U.S. Aggregate Bond ETF) are both exchange-traded funds - BSCT is a Corporate Bonds fund tracking the NASDAQ BulletShares USD Corporate Bond 2029 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, BSCT returned 1.35%/yr vs 0.23%/yr for AGG. Their correlation of 0.88 suggests significant overlap in exposure. BSCT charges 0.10%/yr vs 0.03%/yr for AGG.
Performance
BSCT vs. AGG - Performance Comparison
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Returns By Period
In the year-to-date period, BSCT achieves a 0.62% return, which is significantly higher than AGG's 0.47% return.
BSCT
- 1D
- 0.00%
- 1M
- 0.09%
- YTD
- 0.62%
- 6M
- 1.02%
- 1Y
- 4.89%
- 3Y*
- 5.63%
- 5Y*
- 1.35%
- 10Y*
- —
AGG
- 1D
- 0.03%
- 1M
- 0.14%
- YTD
- 0.47%
- 6M
- 0.49%
- 1Y
- 5.29%
- 3Y*
- 4.02%
- 5Y*
- 0.23%
- 10Y*
- 1.59%
BSCT vs. AGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BSCT Invesco BulletShares 2029 Corporate Bond ETF | 0.62% | 7.51% | 3.45% | 8.61% | -12.88% | -2.13% | 10.83% | 1.72% |
AGG iShares Core U.S. Aggregate Bond ETF | 0.47% | 7.19% | 1.31% | 5.65% | -13.02% | -1.77% | 7.48% | 0.79% |
Correlation
The correlation between BSCT and AGG is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 2019 | 0.88 |
The correlation between BSCT and AGG has been stable across timeframes, ranging from 0.86 to 0.92 - a consistent structural relationship.
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Return for Risk
BSCT vs. AGG — Risk / Return Rank
BSCT
AGG
BSCT vs. AGG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2029 Corporate Bond ETF (BSCT) 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.
| BSCT | AGG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.13 | 1.38 | +0.75 |
Sortino ratioReturn per unit of downside risk | 3.31 | 2.06 | +1.25 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.25 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.94 | 1.81 | +1.13 |
Martin ratioReturn relative to average drawdown | 10.98 | 5.61 | +5.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSCT | AGG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.13 | 1.38 | +0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.04 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.30 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.59 | -0.27 |
Drawdowns
BSCT vs. AGG - Drawdown Comparison
The maximum BSCT drawdown since its inception was -19.14%, roughly equal to the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for BSCT and AGG.
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Drawdown Indicators
| BSCT | AGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.14% | -18.43% | -0.71% |
Max Drawdown (1Y)Largest decline over 1 year | -1.63% | -2.76% | +1.13% |
Max Drawdown (3Y)Largest decline over 3 years | -4.21% | -6.11% | +1.90% |
Max Drawdown (5Y)Largest decline over 5 years | -19.14% | -17.82% | -1.32% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.43% | — |
Current DrawdownCurrent decline from peak | -0.48% | -1.93% | +1.45% |
Average DrawdownAverage peak-to-trough decline | -5.37% | -2.71% | -2.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.44% | 0.89% | -0.45% |
Volatility
BSCT vs. AGG - Volatility Comparison
The current volatility for Invesco BulletShares 2029 Corporate Bond ETF (BSCT) is 0.63%, while iShares Core U.S. Aggregate Bond ETF (AGG) has a volatility of 1.32%. This indicates that BSCT 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
| BSCT | AGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.63% | 1.32% | -0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 1.62% | 2.76% | -1.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.31% | 3.85% | -1.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.71% | 6.09% | -0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.27% | 5.41% | +1.86% |
BSCT vs. AGG - Expense Ratio Comparison
BSCT 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
BSCT vs. AGG - Dividend Comparison
BSCT's dividend yield for the trailing twelve months is around 4.57%, more than AGG's 3.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | 3.98% | 3.89% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.72% | 2.32% | 2.39% | 2.45% |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | 4.57% | 4.53% | 4.51% | 3.89% | 2.65% | 1.94% | 2.24% | 0.86% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BSCT and AGG have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AGG has higher volatility (1.32%) compared to BSCT (0.63%). In terms of maximum drawdown, BSCT dropped -19.14% vs AGG's -18.43%.
On 5-year performance, BSCT leads with 1.35% vs 0.23% for AGG. On fees, AGG is cheaper at 0.03% per year. On volatility, BSCT has been the lower-risk option at 0.63%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, BSCT has performed better with a 1.35% return vs 0.23%. 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 BSCT.
BSCT has the higher dividend yield at 4.57%, compared with 3.98% for AGG.
BSCT is categorized as Corporate Bonds, while AGG is Total Bond Market. BSCT tracks NASDAQ BulletShares USD Corporate Bond 2029 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 BSCT and 0.03% for AGG.
BSCT currently has the higher Sharpe Ratio (2.13 vs 1.38), 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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