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BSCU vs. QCON
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSCU vs. QCON - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) 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


BSCU

1D
-0.09%
1M
0.18%
YTD
0.32%
6M
0.52%
1Y
5.00%
3Y*
5.53%
5Y*
0.84%
10Y*

QCON

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

BSCU vs. QCON - Yearly Performance Comparison


BSCU vs. QCON - Sectors Allocation Comparison


Sectors
BSCU
QCON

Healthcare

14.1%

-

Financial Services

12.6%
7.9%

Technology

10.4%

-

Consumer Cyclical

9.7%

-

Energy

8.0%

-

Consumer Defensive

6.5%

-

Industrials

6.4%
1.0%

Utilities

4.1%
1.5%

Real Estate

3.7%

-

Communication Services

3.7%

-

Basic Materials

1.8%

-

Healthcare

BSCU
14.1%
QCON

-

Financial Services

BSCU
12.6%
QCON
7.9%

Technology

BSCU
10.4%
QCON

-

Consumer Cyclical

BSCU
9.7%
QCON

-

Energy

BSCU
8.0%
QCON

-

Consumer Defensive

BSCU
6.5%
QCON

-

Industrials

BSCU
6.4%
QCON
1.0%

Utilities

BSCU
4.1%
QCON
1.5%

Real Estate

BSCU
3.7%
QCON

-

Communication Services

BSCU
3.7%
QCON

-

Basic Materials

BSCU
1.8%
QCON

-

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Return for Risk

BSCU vs. QCON — Risk / Return Rank

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

BSCU
BSCU Risk / Return Rank: 5050
Overall Rank
BSCU Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
BSCU Sortino Ratio Rank: 5353
Sortino Ratio Rank
BSCU Omega Ratio Rank: 4848
Omega Ratio Rank
BSCU Calmar Ratio Rank: 4848
Calmar Ratio Rank
BSCU Martin Ratio Rank: 5050
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.

BSCU vs. QCON - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2030 Corporate Bond ETF (BSCU) 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.


BSCUQCONDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.31

Calmar ratioReturn relative to maximum drawdown

2.42

Martin ratioReturn relative to average drawdown

8.29

BSCU vs. QCON - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSCUQCONDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.69

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.06

Drawdowns

BSCU vs. QCON - Drawdown Comparison

The maximum BSCU drawdown since its inception was -22.34%, which is greater than QCON's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for BSCU and QCON.


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Drawdown Indicators


BSCUQCONDifference

Max Drawdown

Largest peak-to-trough decline

-22.34%

0.00%

-22.34%

Max Drawdown (1Y)

Largest decline over 1 year

-2.07%

Max Drawdown (3Y)

Largest decline over 3 years

-5.66%

Max Drawdown (5Y)

Largest decline over 5 years

-21.74%

Current Drawdown

Current decline from peak

-0.91%

0.00%

-0.91%

Average Drawdown

Average peak-to-trough decline

-8.04%

0.00%

-8.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.60%

Volatility

BSCU vs. QCON - Volatility Comparison


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Volatility by Period


BSCUQCONDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.85%

Volatility (6M)

Calculated over the trailing 6-month period

2.11%

Volatility (1Y)

Calculated over the trailing 1-year period

2.97%

0.00%

+2.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.62%

0.00%

+6.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.47%

0.00%

+6.47%

BSCU vs. QCON - Expense Ratio Comparison

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


Dividends

BSCU vs. QCON - Dividend Comparison

BSCU's dividend yield for the trailing twelve months is around 4.62%, while QCON has not paid dividends to shareholders.


PositionTTM202520242023202220212020
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
4.62%4.56%4.70%4.07%3.06%1.93%0.33%
QCON
American Century Quality Convertible Securities ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


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

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

BSCU has the higher dividend yield at 4.62%, compared with 0.00% for QCON.

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

Portfolio Optimizer

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