BSCT vs. WOBDX
Compare and contrast key facts about Invesco BulletShares 2029 Corporate Bond ETF (BSCT) and JPMorgan Core Bond Fund (WOBDX).
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. WOBDX is managed by JPMorgan. It was launched on May 31, 1991.
Performance
BSCT vs. WOBDX - Performance Comparison
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BSCT vs. WOBDX - 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% |
WOBDX JPMorgan Core Bond Fund | -0.08% | 7.38% | 1.97% | 5.79% | -12.35% | -1.11% | 8.13% | 0.54% |
Returns By Period
In the year-to-date period, BSCT achieves a 0.16% return, which is significantly higher than WOBDX's -0.08% return.
BSCT
- 1D
- 0.32%
- 1M
- -0.93%
- YTD
- 0.16%
- 6M
- 1.41%
- 1Y
- 5.40%
- 3Y*
- 5.23%
- 5Y*
- 1.51%
- 10Y*
- —
WOBDX
- 1D
- 0.59%
- 1M
- -2.12%
- YTD
- -0.08%
- 6M
- 0.83%
- 1Y
- 4.21%
- 3Y*
- 3.77%
- 5Y*
- 0.65%
- 10Y*
- 1.97%
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BSCT vs. WOBDX - Expense Ratio Comparison
BSCT has a 0.10% expense ratio, which is lower than WOBDX's 0.50% expense ratio.
Return for Risk
BSCT vs. WOBDX — Risk / Return Rank
BSCT
WOBDX
BSCT vs. WOBDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2029 Corporate Bond ETF (BSCT) and JPMorgan Core Bond Fund (WOBDX). 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 | WOBDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.74 | 1.02 | +0.72 |
Sortino ratioReturn per unit of downside risk | 2.44 | 1.47 | +0.97 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.18 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.80 | 1.87 | +0.93 |
Martin ratioReturn relative to average drawdown | 11.75 | 5.20 | +6.54 |
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 | WOBDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 1.02 | +0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.11 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.42 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 1.17 | -0.86 |
Correlation
The correlation between BSCT and WOBDX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BSCT vs. WOBDX - Dividend Comparison
BSCT's dividend yield for the trailing twelve months is around 4.58%, more than WOBDX's 4.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% |
WOBDX JPMorgan Core Bond Fund | 4.05% | 3.97% | 3.95% | 3.51% | 2.68% | 2.82% | 4.00% | 3.23% | 2.91% | 2.88% | 2.84% | 2.54% |
Drawdowns
BSCT vs. WOBDX - Drawdown Comparison
The maximum BSCT drawdown since its inception was -19.14%, which is greater than WOBDX's maximum drawdown of -16.65%. Use the drawdown chart below to compare losses from any high point for BSCT and WOBDX.
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Drawdown Indicators
| BSCT | WOBDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.14% | -16.65% | -2.49% |
Max Drawdown (1Y)Largest decline over 1 year | -1.93% | -2.69% | +0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -19.14% | -16.65% | -2.49% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.65% | — |
Current DrawdownCurrent decline from peak | -0.93% | -2.12% | +1.19% |
Average DrawdownAverage peak-to-trough decline | -5.49% | -1.91% | -3.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.46% | 0.97% | -0.51% |
Volatility
BSCT vs. WOBDX - Volatility Comparison
The current volatility for Invesco BulletShares 2029 Corporate Bond ETF (BSCT) is 1.08%, while JPMorgan Core Bond Fund (WOBDX) has a volatility of 1.65%. This indicates that BSCT experiences smaller price fluctuations and is considered to be less risky than WOBDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSCT | WOBDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.08% | 1.65% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 1.60% | 2.63% | -1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.11% | 4.35% | -1.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.74% | 5.67% | +0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.35% | 4.69% | +2.66% |