BSCT vs. FLDR
Compare and contrast key facts about Invesco BulletShares 2029 Corporate Bond ETF (BSCT) and Fidelity Low Duration Bond Factor ETF (FLDR).
BSCT and FLDR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSCT is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD Corporate Bond 2029 Index. It was launched on Sep 12, 2019. FLDR is a passively managed fund by Fidelity that tracks the performance of the Fidelity Low Duration Investment Grade Factor Index. It was launched on Jun 12, 2018. Both BSCT and FLDR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BSCT vs. FLDR - Performance Comparison
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BSCT vs. FLDR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BSCT Invesco BulletShares 2029 Corporate Bond ETF | 0.16% | 7.51% | 3.45% | 8.61% | -12.88% | -2.13% | 10.83% | 1.72% |
FLDR Fidelity Low Duration Bond Factor ETF | 0.65% | 5.41% | 5.71% | 6.32% | -0.33% | -0.18% | 2.01% | 0.80% |
Returns By Period
In the year-to-date period, BSCT achieves a 0.16% return, which is significantly lower than FLDR's 0.65% return.
BSCT
- 1D
- 0.32%
- 1M
- -0.93%
- YTD
- 0.16%
- 6M
- 1.41%
- 1Y
- 5.40%
- 3Y*
- 5.23%
- 5Y*
- 1.51%
- 10Y*
- —
FLDR
- 1D
- 0.12%
- 1M
- -0.15%
- YTD
- 0.65%
- 6M
- 1.86%
- 1Y
- 4.49%
- 3Y*
- 5.52%
- 5Y*
- 3.58%
- 10Y*
- —
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BSCT vs. FLDR - Expense Ratio Comparison
BSCT has a 0.10% expense ratio, which is lower than FLDR's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
BSCT vs. FLDR — Risk / Return Rank
BSCT
FLDR
BSCT vs. FLDR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2029 Corporate Bond ETF (BSCT) and Fidelity Low Duration Bond Factor ETF (FLDR). 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 | FLDR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.74 | 4.59 | -2.84 |
Sortino ratioReturn per unit of downside risk | 2.44 | 6.89 | -4.45 |
Omega ratioGain probability vs. loss probability | 1.37 | 2.22 | -0.85 |
Calmar ratioReturn relative to maximum drawdown | 2.80 | 5.98 | -3.19 |
Martin ratioReturn relative to average drawdown | 11.75 | 31.24 | -19.49 |
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 | FLDR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 4.59 | -2.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 2.98 | -2.71 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.60 | -0.28 |
Correlation
The correlation between BSCT and FLDR is 0.52, 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.
Dividends
BSCT vs. FLDR - Dividend Comparison
BSCT's dividend yield for the trailing twelve months is around 4.58%, which matches FLDR's 4.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BSCT Invesco BulletShares 2029 Corporate Bond ETF | 4.58% | 4.53% | 4.51% | 3.89% | 2.65% | 1.94% | 2.24% | 0.86% | 0.00% |
FLDR Fidelity Low Duration Bond Factor ETF | 4.54% | 4.66% | 5.50% | 5.28% | 2.09% | 0.51% | 1.22% | 2.69% | 1.38% |
Drawdowns
BSCT vs. FLDR - Drawdown Comparison
The maximum BSCT drawdown since its inception was -19.14%, which is greater than FLDR's maximum drawdown of -12.23%. Use the drawdown chart below to compare losses from any high point for BSCT and FLDR.
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Drawdown Indicators
| BSCT | FLDR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.14% | -12.23% | -6.91% |
Max Drawdown (1Y)Largest decline over 1 year | -1.93% | -0.76% | -1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -19.14% | -2.33% | -16.81% |
Current DrawdownCurrent decline from peak | -0.93% | -0.15% | -0.78% |
Average DrawdownAverage peak-to-trough decline | -5.49% | -0.36% | -5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.46% | 0.14% | +0.32% |
Volatility
BSCT vs. FLDR - Volatility Comparison
Invesco BulletShares 2029 Corporate Bond ETF (BSCT) has a higher volatility of 1.08% compared to Fidelity Low Duration Bond Factor ETF (FLDR) at 0.42%. This indicates that BSCT's price experiences larger fluctuations and is considered to be riskier than FLDR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSCT | FLDR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.08% | 0.42% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 1.60% | 0.56% | +1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.11% | 0.98% | +2.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.74% | 1.21% | +4.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.35% | 5.32% | +2.03% |