BSCV vs. FIBUX
Compare and contrast key facts about Invesco BulletShares 2031 Corporate Bond ETF (BSCV) and Fidelity Flex U.S. Bond Index Fund (FIBUX).
BSCV is a passively managed fund by Invesco that tracks the performance of the Invesco BulletShares Corporate Bond 2031 Index. It was launched on Sep 15, 2021. FIBUX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSCV or FIBUX.
Correlation
The correlation between BSCV and FIBUX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BSCV vs. FIBUX - Performance Comparison
Key characteristics
BSCV:
0.61
FIBUX:
0.21
BSCV:
0.88
FIBUX:
0.32
BSCV:
1.11
FIBUX:
1.04
BSCV:
0.24
FIBUX:
0.08
BSCV:
1.93
FIBUX:
0.59
BSCV:
1.69%
FIBUX:
1.96%
BSCV:
5.36%
FIBUX:
5.57%
BSCV:
-23.28%
FIBUX:
-19.46%
BSCV:
-8.85%
FIBUX:
-10.60%
Returns By Period
In the year-to-date period, BSCV achieves a 2.23% return, which is significantly higher than FIBUX's 0.93% return.
BSCV
2.23%
-0.68%
2.10%
3.02%
N/A
N/A
FIBUX
0.93%
-0.88%
0.86%
1.04%
-0.62%
N/A
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BSCV vs. FIBUX - Expense Ratio Comparison
BSCV has a 0.10% expense ratio, which is higher than FIBUX's 0.00% 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
BSCV vs. FIBUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2031 Corporate Bond ETF (BSCV) and Fidelity Flex U.S. Bond Index Fund (FIBUX). 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
BSCV vs. FIBUX - Dividend Comparison
BSCV's dividend yield for the trailing twelve months is around 4.49%, more than FIBUX's 3.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
BSCV Invesco BulletShares 2031 Corporate Bond ETF | 4.49% | 4.48% | 3.43% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% |
FIBUX Fidelity Flex U.S. Bond Index Fund | 3.26% | 2.91% | 2.15% | 1.46% | 2.05% | 2.77% | 2.72% | 1.77% |
Drawdowns
BSCV vs. FIBUX - Drawdown Comparison
The maximum BSCV drawdown since its inception was -23.28%, which is greater than FIBUX's maximum drawdown of -19.46%. Use the drawdown chart below to compare losses from any high point for BSCV and FIBUX. For additional features, visit the drawdowns tool.
Volatility
BSCV vs. FIBUX - Volatility Comparison
Invesco BulletShares 2031 Corporate Bond ETF (BSCV) and Fidelity Flex U.S. Bond Index Fund (FIBUX) have volatilities of 1.57% and 1.53%, 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.