BSCX vs. IBDS
Compare and contrast key facts about Invesco BulletShares 2033 Corporate Bond ETF (BSCX) and iShares iBonds Dec 2027 Term Corporate ETF (IBDS).
BSCX and IBDS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSCX is a passively managed fund by Invesco that tracks the performance of the Invesco BulletShares USD Corporate Bond 2033 Index. It was launched on Sep 20, 2023. IBDS is a passively managed fund by iShares that tracks the performance of the Bloomberg Barclays December 2027 Maturity Corporate Index. It was launched on Sep 14, 2017. Both BSCX and IBDS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BSCX vs. IBDS - Performance Comparison
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BSCX vs. IBDS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BSCX Invesco BulletShares 2033 Corporate Bond ETF | -0.28% | 9.31% | 1.73% | 7.88% |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | 0.53% | 5.86% | 4.61% | 4.52% |
Returns By Period
In the year-to-date period, BSCX achieves a -0.28% return, which is significantly lower than IBDS's 0.53% return.
BSCX
- 1D
- 0.59%
- 1M
- -1.85%
- YTD
- -0.28%
- 6M
- 0.87%
- 1Y
- 6.31%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBDS
- 1D
- 0.17%
- 1M
- -0.10%
- YTD
- 0.53%
- 6M
- 1.76%
- 1Y
- 4.69%
- 3Y*
- 4.94%
- 5Y*
- 1.60%
- 10Y*
- —
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BSCX vs. IBDS - Expense Ratio Comparison
Both BSCX and IBDS 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%.
Return for Risk
BSCX vs. IBDS — Risk / Return Rank
BSCX
IBDS
BSCX vs. IBDS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2033 Corporate Bond ETF (BSCX) and iShares iBonds Dec 2027 Term Corporate ETF (IBDS). 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.
| BSCX | IBDS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 3.06 | -1.73 |
Sortino ratioReturn per unit of downside risk | 1.86 | 4.76 | -2.90 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.78 | -0.53 |
Calmar ratioReturn relative to maximum drawdown | 2.22 | 5.20 | -2.98 |
Martin ratioReturn relative to average drawdown | 7.62 | 29.11 | -21.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSCX | IBDS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 3.06 | -1.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.38 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.19 | 0.56 | +0.63 |
Correlation
The correlation between BSCX and IBDS is 0.82, 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.
Dividends
BSCX vs. IBDS - Dividend Comparison
BSCX's dividend yield for the trailing twelve months is around 4.91%, more than IBDS's 4.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSCX Invesco BulletShares 2033 Corporate Bond ETF | 4.91% | 4.82% | 5.00% | 1.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | 4.33% | 4.36% | 4.37% | 3.81% | 2.87% | 2.19% | 2.66% | 3.32% | 3.66% | 0.97% |
Drawdowns
BSCX vs. IBDS - Drawdown Comparison
The maximum BSCX drawdown since its inception was -5.13%, smaller than the maximum IBDS drawdown of -16.75%. Use the drawdown chart below to compare losses from any high point for BSCX and IBDS.
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Drawdown Indicators
| BSCX | IBDS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.13% | -16.75% | +11.62% |
Max Drawdown (1Y)Largest decline over 1 year | -2.90% | -0.91% | -1.99% |
Max Drawdown (5Y)Largest decline over 5 years | — | -14.98% | — |
Current DrawdownCurrent decline from peak | -1.85% | -0.10% | -1.75% |
Average DrawdownAverage peak-to-trough decline | -1.37% | -3.43% | +2.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.85% | 0.16% | +0.69% |
Volatility
BSCX vs. IBDS - Volatility Comparison
Invesco BulletShares 2033 Corporate Bond ETF (BSCX) has a higher volatility of 1.97% compared to iShares iBonds Dec 2027 Term Corporate ETF (IBDS) at 0.42%. This indicates that BSCX's price experiences larger fluctuations and is considered to be riskier than IBDS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSCX | IBDS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.97% | 0.42% | +1.55% |
Volatility (6M)Calculated over the trailing 6-month period | 2.82% | 0.71% | +2.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.77% | 1.54% | +3.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.20% | 4.21% | +1.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.20% | 5.60% | +0.60% |