PortfoliosLab logoPortfoliosLab logo
BSCV vs. BBCB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSCV vs. BBCB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2031 Corporate Bond ETF (BSCV) and JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, BSCV achieves a 0.13% return, which is significantly lower than BBCB's 2.82% return.


BSCV

1D
-0.09%
1M
0.19%
YTD
0.13%
6M
0.29%
1Y
5.33%
3Y*
5.70%
5Y*
10Y*

BBCB

1D
-0.11%
1M
0.66%
YTD
2.82%
6M
2.66%
1Y
8.37%
3Y*
5.98%
5Y*
0.84%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSCV vs. BBCB - Yearly Performance Comparison


2026 (YTD)20252024202320222021
BSCV
Invesco BulletShares 2031 Corporate Bond ETF
0.13%9.04%2.62%9.16%-16.90%-1.62%
BBCB
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
2.82%7.69%1.97%8.42%-15.72%-1.68%

Correlation

The correlation between BSCV and BBCB is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.90

Correlation (3Y)
Calculated over the trailing 3-year period

0.94

Correlation (All Time)
Calculated using the full available price history since Sep 17, 2021

0.94

The correlation between BSCV and BBCB has been stable across timeframes, ranging from 0.90 to 0.94 - a consistent structural relationship.

BSCV vs. BBCB - Sectors Allocation Comparison


Sectors
BSCV
BBCB

Technology

13.8%
7.8%

Healthcare

13.1%
8.8%

Consumer Cyclical

9.4%
6.3%

Financial Services

9.2%
21.9%

Communication Services

8.6%
6.7%

Energy

7.3%
4.9%

Industrials

6.4%
7.1%

Real Estate

5.2%
3.8%

Consumer Defensive

4.4%
5.1%

Utilities

3.8%
8.6%

Basic Materials

1.2%
1.6%

Technology

BSCV
13.8%
BBCB
7.8%

Healthcare

BSCV
13.1%
BBCB
8.8%

Consumer Cyclical

BSCV
9.4%
BBCB
6.3%

Financial Services

BSCV
9.2%
BBCB
21.9%

Communication Services

BSCV
8.6%
BBCB
6.7%

Energy

BSCV
7.3%
BBCB
4.9%

Industrials

BSCV
6.4%
BBCB
7.1%

Real Estate

BSCV
5.2%
BBCB
3.8%

Consumer Defensive

BSCV
4.4%
BBCB
5.1%

Utilities

BSCV
3.8%
BBCB
8.6%

Basic Materials

BSCV
1.2%
BBCB
1.6%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BSCV vs. BBCB — Risk / Return Rank

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

BSCV
BSCV Risk / Return Rank: 4545
Overall Rank
BSCV Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
BSCV Sortino Ratio Rank: 4848
Sortino Ratio Rank
BSCV Omega Ratio Rank: 4444
Omega Ratio Rank
BSCV Calmar Ratio Rank: 4444
Calmar Ratio Rank
BSCV Martin Ratio Rank: 4444
Martin Ratio Rank

BBCB
BBCB Risk / Return Rank: 5656
Overall Rank
BBCB Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
BBCB Sortino Ratio Rank: 6060
Sortino Ratio Rank
BBCB Omega Ratio Rank: 5555
Omega Ratio Rank
BBCB Calmar Ratio Rank: 5858
Calmar Ratio Rank
BBCB Martin Ratio Rank: 5858
Martin Ratio Rank
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.

BSCV vs. BBCB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2031 Corporate Bond ETF (BSCV) and JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB). 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.


BSCVBBCBDifference
Sharpe ratioReturn per unit of total volatility

-0.15

Sortino ratioReturn per unit of downside risk

-0.42

Omega ratioGain probability vs. loss probability

1.28

1.34

-0.05

Calmar ratioReturn relative to maximum drawdown

2.17

2.85

-0.68

Martin ratioReturn relative to average drawdown

7.18

10.09

-2.91

BSCV vs. BBCB - Sharpe Ratio Comparison

The current BSCV Sharpe Ratio is 1.55, which is comparable to the BBCB Sharpe Ratio of 1.71. The chart below compares the historical Sharpe Ratios of BSCV and BBCB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


BSCVBBCBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.55

1.71

-0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.00

0.46

-0.46

Drawdowns

BSCV vs. BBCB - Drawdown Comparison

The maximum BSCV drawdown since its inception was -23.28%, roughly equal to the maximum BBCB drawdown of -22.48%. Use the drawdown chart below to compare losses from any high point for BSCV and BBCB.


Loading charts...

Drawdown Indicators


BSCVBBCBDifference

Max Drawdown

Largest peak-to-trough decline

-23.28%

-22.48%

-0.80%

Max Drawdown (1Y)

Largest decline over 1 year

-2.47%

-2.95%

+0.48%

Max Drawdown (3Y)

Largest decline over 3 years

-6.75%

-6.46%

-0.29%

Max Drawdown (5Y)

Largest decline over 5 years

-22.32%

Current Drawdown

Current decline from peak

-1.19%

-0.34%

-0.85%

Average Drawdown

Average peak-to-trough decline

-9.56%

-6.66%

-2.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.74%

0.83%

-0.09%

Volatility

BSCV vs. BBCB - Volatility Comparison

The current volatility for Invesco BulletShares 2031 Corporate Bond ETF (BSCV) is 1.02%, while JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) has a volatility of 1.41%. This indicates that BSCV experiences smaller price fluctuations and is considered to be less risky than BBCB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


BSCVBBCBDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.02%

1.41%

-0.39%

Volatility (6M)

Calculated over the trailing 6-month period

2.44%

3.98%

-1.54%

Volatility (1Y)

Calculated over the trailing 1-year period

3.44%

4.93%

-1.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.36%

7.25%

+0.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.36%

7.50%

-0.14%

BSCV vs. BBCB - Expense Ratio Comparison

BSCV has a 0.10% expense ratio, which is higher than BBCB's 0.09% 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%.


Dividends

BSCV vs. BBCB - Dividend Comparison

BSCV's dividend yield for the trailing twelve months is around 4.69%, less than BBCB's 7.15% yield.


PositionTTM20252024202320222021202020192018
BBCB
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
7.15%5.02%5.22%4.22%3.39%3.47%4.59%5.25%0.20%
BSCV
Invesco BulletShares 2031 Corporate Bond ETF
4.69%4.65%4.87%4.47%3.43%0.57%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.90, BSCV and BBCB move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

BBCB has higher volatility (1.41%) compared to BSCV (1.02%). In terms of maximum drawdown, BSCV dropped -23.28% vs BBCB's -22.48%.

On 3-year performance, BBCB leads with 5.98% vs 5.70% for BSCV. On fees, BBCB is cheaper at 0.09% per year. On volatility, BSCV has been the lower-risk option at 1.02%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, BBCB has performed better with a 5.98% return vs 5.70%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BBCB is cheaper with a 0.09% expense ratio, compared with 0.10% for BSCV.

BBCB has the higher dividend yield at 7.15%, compared with 4.69% for BSCV.

BSCV tracks Invesco BulletShares Corporate Bond 2031 Index, while BBCB tracks Bloomberg US Corporate Investment Grade. They also come from different issuers: Invesco and JPMorgan. Their fees differ too: 0.10% for BSCV and 0.09% for BBCB.

BBCB currently has the higher Sharpe Ratio (1.71 vs 1.55), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for BSCV and BBCB

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer