BSCV vs. BSCR
BSCV (Invesco BulletShares 2031 Corporate Bond ETF) and BSCR (Invesco BulletShares 2027 Corporate Bond ETF) are both Corporate Bonds funds from Invesco - BSCV tracks the Invesco BulletShares Corporate Bond 2031 Index while BSCR tracks the NASDAQ Bulletshares® USD Corporate Bond 2027 Index. Both are passively managed. Over the past 3 years, BSCV returned 5.70%/yr vs 5.34%/yr for BSCR. Their correlation of 0.87 suggests significant overlap in exposure. Both charge a 0.10% expense ratio.
Performance
BSCV vs. BSCR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BSCV achieves a 0.03% return, which is significantly lower than BSCR's 1.36% return.
BSCV
- 1D
- -0.19%
- 1M
- 0.30%
- YTD
- 0.03%
- 6M
- 0.27%
- 1Y
- 4.55%
- 3Y*
- 5.70%
- 5Y*
- —
- 10Y*
- —
BSCR
- 1D
- -0.01%
- 1M
- 0.25%
- YTD
- 1.36%
- 6M
- 1.57%
- 1Y
- 4.42%
- 3Y*
- 5.34%
- 5Y*
- 1.45%
- 10Y*
- —
BSCV vs. BSCR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BSCV Invesco BulletShares 2031 Corporate Bond ETF | 0.03% | 9.04% | 2.62% | 9.16% | -16.90% | -1.46% |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | 1.36% | 5.77% | 4.52% | 6.41% | -9.56% | -1.58% |
Correlation
The correlation between BSCV and BSCR is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.69 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Sep 16, 2021 | 0.87 |
The correlation between BSCV and BSCR shifts across timeframes, from 0.69 (1 year) to 0.87 (all time), reflecting how their relationship changes across market environments.
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. BSCR — Risk / Return Rank
BSCV
BSCR
BSCV vs. BSCR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2031 Corporate Bond ETF (BSCV) and Invesco BulletShares 2027 Corporate Bond ETF (BSCR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BSCV | BSCR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.96 | ||
| Sortino ratioReturn per unit of downside risk | -6.10 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 2.14 | -0.90 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 10.61 | -8.76 |
| Martin ratioReturn relative to average drawdown | 5.80 | 46.08 | -40.28 |
Loading charts...
Drawdowns
BSCV vs. BSCR - Drawdown Comparison
The maximum BSCV drawdown since its inception was -23.28%, which is greater than BSCR's maximum drawdown of -17.26%. Use the drawdown chart below to compare losses from any high point for BSCV and BSCR.
Loading charts...
Drawdown Indicators
| BSCV | BSCR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.28% | -17.26% | -6.02% |
Max Drawdown (1Y)Largest decline over 1 year | -2.47% | -0.42% | -2.05% |
Max Drawdown (3Y)Largest decline over 3 years | -6.75% | -2.41% | -4.34% |
Max Drawdown (5Y)Largest decline over 5 years | — | -14.87% | — |
Current DrawdownCurrent decline from peak | -1.28% | -0.08% | -1.20% |
Average DrawdownAverage peak-to-trough decline | -9.47% | -3.33% | -6.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.79% | 0.10% | +0.69% |
Volatility
BSCV vs. BSCR - Volatility Comparison
Invesco BulletShares 2031 Corporate Bond ETF (BSCV) has a higher volatility of 1.09% compared to Invesco BulletShares 2027 Corporate Bond ETF (BSCR) at 0.23%. This indicates that BSCV's price experiences larger fluctuations and is considered to be riskier than BSCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BSCV | BSCR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.09% | 0.23% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 2.56% | 0.61% | +1.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.43% | 1.04% | +2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.34% | 4.08% | +3.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.34% | 5.34% | +2.00% |
BSCV vs. BSCR - Expense Ratio Comparison
Both BSCV and BSCR have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
BSCV vs. BSCR - Dividend Comparison
BSCV's dividend yield for the trailing twelve months is around 5.11%, more than BSCR's 4.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
BSCR Invesco BulletShares 2027 Corporate Bond ETF | 4.29% | 4.26% | 4.27% | 3.74% | 2.65% | 2.12% | 2.46% | 3.11% | 3.35% | 0.78% |
BSCV Invesco BulletShares 2031 Corporate Bond ETF | 4.70% | 4.65% | 4.87% | 4.47% | 3.43% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BSCV and BSCR have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BSCV has higher volatility (1.09%) compared to BSCR (0.23%). In terms of maximum drawdown, BSCV dropped -23.28% vs BSCR's -17.26%.
On 3-year performance, BSCV leads with 5.70% vs 5.34% for BSCR. Both ETFs have the same 0.10% expense ratio. On volatility, BSCR has been the lower-risk option at 0.23%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, BSCV has performed better with a 5.70% return vs 5.34%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BSCV and BSCR have the same expense ratio: 0.10% per year.
BSCV has the higher dividend yield at 5.11%, compared with 4.66% for BSCR.
BSCV tracks Invesco BulletShares Corporate Bond 2031 Index, while BSCR tracks NASDAQ Bulletshares® USD Corporate Bond 2027 Index.
BSCR currently has the higher Sharpe Ratio (4.29 vs 1.34), 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.
Find the right allocation for BSCV and BSCR
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