BSCX vs. FLDR
BSCX (Invesco BulletShares 2033 Corporate Bond ETF) and FLDR (Fidelity Low Duration Bond Factor ETF) are both exchange-traded funds - BSCX is a Corporate Bonds fund tracking the Invesco BulletShares USD Corporate Bond 2033 Index, while FLDR is a Short-Term Bond fund tracking the Fidelity Low Duration Investment Grade Factor Index. Both are passively managed. Over the past year, BSCX returned 2.07% vs 4.07% for FLDR. Their 0.73 correlation means they have sometimes moved together and sometimes differently. BSCX charges 0.10%/yr vs 0.15%/yr for FLDR.
Performance
BSCX vs. FLDR - Performance Comparison
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Returns By Period
In the year-to-date period, BSCX achieves a -0.73% return, which is significantly lower than FLDR's 1.91% return.
BSCX
- 1D
- -0.14%
- 1M
- -1.27%
- 6M
- -0.89%
- YTD
- -0.73%
- 1Y
- 2.07%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 6.30%
FLDR
- 1D
- -0.02%
- 1M
- 0.12%
- 6M
- 1.63%
- YTD
- 1.91%
- 1Y
- 4.07%
- 3Y*
- 5.26%
- 5Y*
- 3.71%
- 10Y*
- —
- ALL TIME*
- 3.20%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.02M | $3.19M | $4.15M | |
| $10.43M | $13.11M | $20.45M |
BSCX vs. FLDR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BSCX Invesco BulletShares 2033 Corporate Bond ETF | -0.73% | 9.31% | 1.73% | 7.88% |
FLDR Fidelity Low Duration Bond Factor ETF | 1.91% | 5.41% | 5.71% | 2.19% |
Correlation
The correlation between BSCX and FLDR is 0.66, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.66 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2023 | 0.73 |
The correlation between BSCX and FLDR has been stable across timeframes, ranging from 0.66 to 0.73 - a consistent structural relationship.
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Return for Risk
BSCX vs. FLDR — Risk / Return Rank
BSCX
FLDR
BSCX vs. FLDR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2033 Corporate Bond ETF (BSCX) and Fidelity Low Duration Bond Factor ETF (FLDR). 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.
| BSCX | FLDR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.56 | ||
| Sortino ratioReturn per unit of downside risk | -7.59 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 2.46 | -1.34 |
| Calmar ratioReturn relative to maximum drawdown | 1.00 | 9.11 | -8.11 |
| Martin ratioReturn relative to average drawdown | 2.66 | 59.67 | -57.01 |
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Drawdowns
BSCX vs. FLDR - Drawdown Comparison
The maximum BSCX drawdown since its inception was -5.13%, smaller than the maximum FLDR drawdown of -12.23%. Use the drawdown chart below to compare losses from any high point for BSCX and FLDR.
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Drawdown Indicators
| BSCX | FLDR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.13% | -12.23% | +7.10% |
Max Drawdown (1Y)Largest decline over 1 year | -2.90% | -0.47% | -2.43% |
Max Drawdown (3Y)Largest decline over 3 years | — | -0.76% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -2.31% | — |
Current DrawdownCurrent decline from peak | -2.29% | -0.04% | -2.25% |
Average DrawdownAverage peak-to-trough decline | -1.38% | -0.34% | -1.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 0.07% | +1.02% |
Volatility
BSCX vs. FLDR - Volatility Comparison
Invesco BulletShares 2033 Corporate Bond ETF (BSCX) has a higher volatility of 1.00% compared to Fidelity Low Duration Bond Factor ETF (FLDR) at 0.24%. This indicates that BSCX's price experiences larger fluctuations and is considered to be riskier than FLDR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSCX | FLDR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.00% | 0.24% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 3.12% | 0.63% | +2.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.03% | 0.81% | +3.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.98% | 1.21% | +4.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.98% | 5.21% | +0.77% |
BSCX vs. FLDR - Expense Ratio Comparison
BSCX has a 0.10% expense ratio, which is lower than FLDR's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
BSCX vs. FLDR - Dividend Comparison
BSCX's dividend yield for the trailing twelve months is around 4.97%, more than FLDR's 4.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BSCX Invesco BulletShares 2033 Corporate Bond ETF | 4.97% | 4.82% | 5.00% | 1.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FLDR Fidelity Low Duration Bond Factor ETF | 4.29% | 4.66% | 5.50% | 5.28% | 2.09% | 0.51% | 1.22% | 2.69% | 1.38% |
Frequently Asked Questions
BSCX and FLDR have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BSCX has higher volatility (1.00%) compared to FLDR (0.24%). In terms of maximum drawdown, BSCX dropped -5.13% vs FLDR's -12.23%.
On 1-year performance, FLDR leads with 4.07% vs 2.07% for BSCX. On fees, BSCX is cheaper at 0.10% per year. On volatility, FLDR has been the lower-risk option at 0.24%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, FLDR has performed better with a 4.07% return vs 2.07%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BSCX is cheaper with a 0.10% expense ratio, compared with 0.15% for FLDR.
BSCX has the higher dividend yield at 4.97%, compared with 4.29% for FLDR.
BSCX is categorized as Corporate Bonds, while FLDR is Short-Term Bond. BSCX tracks Invesco BulletShares USD Corporate Bond 2033 Index, while FLDR tracks Fidelity Low Duration Investment Grade Factor Index. They also come from different issuers: Invesco and Fidelity. Their fees differ too: 0.10% for BSCX and 0.15% for FLDR.
FLDR currently has the higher Sharpe Ratio (5.28 vs 0.72), 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.
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