BSCU vs. AGG
Compare and contrast key facts about Invesco BulletShares 2030 Corporate Bond ETF (BSCU) and iShares Core U.S. Aggregate Bond ETF (AGG).
BSCU and AGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSCU is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD Corporate Bond 2030 Index. It was launched on Sep 16, 2020. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003. Both BSCU and AGG 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: BSCU or AGG.
Correlation
The correlation between BSCU and AGG is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BSCU vs. AGG - Performance Comparison
Key characteristics
BSCU:
1.80
AGG:
1.33
BSCU:
2.69
AGG:
1.94
BSCU:
1.33
AGG:
1.23
BSCU:
0.70
AGG:
0.57
BSCU:
6.16
AGG:
3.42
BSCU:
1.42%
AGG:
2.09%
BSCU:
4.86%
AGG:
5.38%
BSCU:
-22.34%
AGG:
-18.43%
BSCU:
-5.24%
AGG:
-6.75%
Returns By Period
In the year-to-date period, BSCU achieves a 2.70% return, which is significantly higher than AGG's 2.40% return.
BSCU
2.70%
-0.15%
3.00%
7.01%
N/A
N/A
AGG
2.40%
-1.20%
2.19%
5.76%
-0.82%
1.51%
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BSCU vs. AGG - Expense Ratio Comparison
BSCU has a 0.10% expense ratio, which is higher than AGG's 0.05% 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
BSCU vs. AGG — Risk-Adjusted Performance Rank
BSCU
AGG
BSCU vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2030 Corporate Bond ETF (BSCU) 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.
Dividends
BSCU vs. AGG - Dividend Comparison
BSCU's dividend yield for the trailing twelve months is around 4.69%, more than AGG's 3.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCU Invesco BulletShares 2030 Corporate Bond ETF | 4.69% | 4.70% | 4.07% | 3.06% | 1.93% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.81% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
Drawdowns
BSCU vs. AGG - Drawdown Comparison
The maximum BSCU drawdown since its inception was -22.34%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for BSCU and AGG. For additional features, visit the drawdowns tool.
Volatility
BSCU vs. AGG - Volatility Comparison
Invesco BulletShares 2030 Corporate Bond ETF (BSCU) and iShares Core U.S. Aggregate Bond ETF (AGG) have volatilities of 2.29% and 2.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.