BSCU vs. FTBFX
Compare and contrast key facts about Invesco BulletShares 2030 Corporate Bond ETF (BSCU) and Fidelity Total Bond Fund (FTBFX).
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. FTBFX is managed by Fidelity. It was launched on Oct 15, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSCU or FTBFX.
Correlation
The correlation between BSCU and FTBFX is 0.15, 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. FTBFX - Performance Comparison
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Key characteristics
BSCU:
1.50
FTBFX:
1.00
BSCU:
2.08
FTBFX:
1.53
BSCU:
1.25
FTBFX:
1.18
BSCU:
0.56
FTBFX:
0.55
BSCU:
4.73
FTBFX:
2.96
BSCU:
1.42%
FTBFX:
1.81%
BSCU:
4.79%
FTBFX:
5.22%
BSCU:
-22.34%
FTBFX:
-18.19%
BSCU:
-4.85%
FTBFX:
-4.05%
Returns By Period
In the year-to-date period, BSCU achieves a 3.11% return, which is significantly higher than FTBFX's 1.86% return.
BSCU
3.11%
0.86%
3.20%
7.12%
3.89%
N/A
N/A
FTBFX
1.86%
0.46%
1.87%
5.24%
2.61%
0.13%
2.04%
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BSCU vs. FTBFX - Expense Ratio Comparison
BSCU has a 0.10% expense ratio, which is lower than FTBFX's 0.45% expense ratio.
Risk-Adjusted Performance
BSCU vs. FTBFX — Risk-Adjusted Performance Rank
BSCU
FTBFX
BSCU vs. FTBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2030 Corporate Bond ETF (BSCU) and Fidelity Total Bond Fund (FTBFX). 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.
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Dividends
BSCU vs. FTBFX - Dividend Comparison
BSCU's dividend yield for the trailing twelve months is around 5.09%, more than FTBFX's 4.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCU Invesco BulletShares 2030 Corporate Bond ETF | 5.09% | 4.70% | 4.07% | 3.06% | 1.93% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FTBFX Fidelity Total Bond Fund | 4.51% | 4.51% | 4.15% | 3.34% | 2.19% | 2.53% | 2.95% | 3.19% | 2.74% | 2.95% | 3.71% | 2.99% |
Drawdowns
BSCU vs. FTBFX - Drawdown Comparison
The maximum BSCU drawdown since its inception was -22.34%, which is greater than FTBFX's maximum drawdown of -18.19%. Use the drawdown chart below to compare losses from any high point for BSCU and FTBFX. For additional features, visit the drawdowns tool.
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Volatility
BSCU vs. FTBFX - Volatility Comparison
The current volatility for Invesco BulletShares 2030 Corporate Bond ETF (BSCU) is 1.28%, while Fidelity Total Bond Fund (FTBFX) has a volatility of 1.43%. This indicates that BSCU experiences smaller price fluctuations and is considered to be less risky than FTBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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