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BSCT vs. QCON
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSCT vs. QCON - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) and American Century Quality Convertible Securities ETF (QCON). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BSCT

1D
-0.05%
1M
0.23%
YTD
0.57%
6M
0.81%
1Y
4.84%
3Y*
5.61%
5Y*
1.25%
10Y*

QCON

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSCT vs. QCON - Yearly Performance Comparison


BSCT vs. QCON - Sectors Allocation Comparison


Sectors
BSCT
QCON

Technology

12.6%

-

Financial Services

12.6%
7.9%

Healthcare

11.9%

-

Consumer Cyclical

10.0%

-

Communication Services

6.8%

-

Industrials

6.8%
1.0%

Energy

5.3%

-

Consumer Defensive

4.5%

-

Utilities

4.3%
1.5%

Real Estate

3.1%

-

Basic Materials

1.2%

-

Technology

BSCT
12.6%
QCON

-

Financial Services

BSCT
12.6%
QCON
7.9%

Healthcare

BSCT
11.9%
QCON

-

Consumer Cyclical

BSCT
10.0%
QCON

-

Communication Services

BSCT
6.8%
QCON

-

Industrials

BSCT
6.8%
QCON
1.0%

Energy

BSCT
5.3%
QCON

-

Consumer Defensive

BSCT
4.5%
QCON

-

Utilities

BSCT
4.3%
QCON
1.5%

Real Estate

BSCT
3.1%
QCON

-

Basic Materials

BSCT
1.2%
QCON

-

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Return for Risk

BSCT vs. QCON — Risk / Return Rank

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

BSCT
BSCT Risk / Return Rank: 6565
Overall Rank
BSCT Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
BSCT Sortino Ratio Rank: 7272
Sortino Ratio Rank
BSCT Omega Ratio Rank: 6868
Omega Ratio Rank
BSCT Calmar Ratio Rank: 6161
Calmar Ratio Rank
BSCT Martin Ratio Rank: 6262
Martin Ratio Rank

QCON
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.

BSCT vs. QCON - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2029 Corporate Bond ETF (BSCT) and American Century Quality Convertible Securities ETF (QCON). 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.


BSCTQCONDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.41

Calmar ratioReturn relative to maximum drawdown

2.99

Martin ratioReturn relative to average drawdown

11.10

BSCT vs. QCON - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSCTQCONDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

Drawdowns

BSCT vs. QCON - Drawdown Comparison

The maximum BSCT drawdown since its inception was -19.14%, which is greater than QCON's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for BSCT and QCON.


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Drawdown Indicators


BSCTQCONDifference

Max Drawdown

Largest peak-to-trough decline

-19.14%

0.00%

-19.14%

Max Drawdown (1Y)

Largest decline over 1 year

-1.63%

Max Drawdown (3Y)

Largest decline over 3 years

-4.21%

Max Drawdown (5Y)

Largest decline over 5 years

-19.14%

Current Drawdown

Current decline from peak

-0.53%

0.00%

-0.53%

Average Drawdown

Average peak-to-trough decline

-5.37%

0.00%

-5.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.44%

Volatility

BSCT vs. QCON - Volatility Comparison


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Volatility by Period


BSCTQCONDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.60%

Volatility (6M)

Calculated over the trailing 6-month period

1.60%

Volatility (1Y)

Calculated over the trailing 1-year period

2.31%

0.00%

+2.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.71%

0.00%

+5.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.26%

0.00%

+7.26%

BSCT vs. QCON - Expense Ratio Comparison

BSCT has a 0.10% expense ratio, which is lower than QCON's 0.32% expense ratio.


Dividends

BSCT vs. QCON - Dividend Comparison

BSCT's dividend yield for the trailing twelve months is around 4.57%, while QCON has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
4.57%4.53%4.51%3.89%2.65%1.94%2.24%0.86%
QCON
American Century Quality Convertible Securities ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, BSCT is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BSCT is cheaper with a 0.10% expense ratio, compared with 0.32% for QCON.

BSCT has the higher dividend yield at 4.57%, compared with 0.00% for QCON.

They also come from different issuers: Invesco and American Century. Their fees differ too: 0.10% for BSCT and 0.32% for QCON.

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