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BSCX vs. QCON
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSCX vs. QCON - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2033 Corporate Bond ETF (BSCX) and American Century Quality Convertible Securities ETF (QCON). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BSCX

1D
-0.19%
1M
0.27%
YTD
0.17%
6M
0.21%
1Y
6.09%
3Y*
5Y*
10Y*

QCON

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSCX vs. QCON - Yearly Performance Comparison


BSCX vs. QCON - Sectors Allocation Comparison


Sectors
BSCX
QCON

Healthcare

12.2%

-

Technology

10.2%

-

Financial Services

10.2%
7.9%

Communication Services

9.3%

-

Energy

8.9%

-

Consumer Cyclical

7.4%

-

Industrials

7.4%
1.0%

Consumer Defensive

5.9%

-

Utilities

5.7%
1.5%

Real Estate

4.8%

-

Basic Materials

0.9%

-

Healthcare

BSCX
12.2%
QCON

-

Technology

BSCX
10.2%
QCON

-

Financial Services

BSCX
10.2%
QCON
7.9%

Communication Services

BSCX
9.3%
QCON

-

Energy

BSCX
8.9%
QCON

-

Consumer Cyclical

BSCX
7.4%
QCON

-

Industrials

BSCX
7.4%
QCON
1.0%

Consumer Defensive

BSCX
5.9%
QCON

-

Utilities

BSCX
5.7%
QCON
1.5%

Real Estate

BSCX
4.8%
QCON

-

Basic Materials

BSCX
0.9%
QCON

-

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Return for Risk

BSCX vs. QCON — Risk / Return Rank

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

BSCX
BSCX Risk / Return Rank: 4343
Overall Rank
BSCX Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
BSCX Sortino Ratio Rank: 4545
Sortino Ratio Rank
BSCX Omega Ratio Rank: 4040
Omega Ratio Rank
BSCX Calmar Ratio Rank: 4343
Calmar Ratio Rank
BSCX Martin Ratio Rank: 4343
Martin Ratio Rank

QCON
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.

BSCX vs. QCON - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2033 Corporate Bond ETF (BSCX) and American Century Quality Convertible Securities ETF (QCON). 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.


BSCXQCONDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.26

Calmar ratioReturn relative to maximum drawdown

2.11

Martin ratioReturn relative to average drawdown

6.83

BSCX vs. QCON - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSCXQCONDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.49

Sharpe Ratio (All Time)

Calculated using the full available price history

1.16

Drawdowns

BSCX vs. QCON - Drawdown Comparison

The maximum BSCX drawdown since its inception was -5.13%, which is greater than QCON's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for BSCX and QCON.


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Drawdown Indicators


BSCXQCONDifference

Max Drawdown

Largest peak-to-trough decline

-5.13%

0.00%

-5.13%

Max Drawdown (1Y)

Largest decline over 1 year

-2.90%

Current Drawdown

Current decline from peak

-1.40%

0.00%

-1.40%

Average Drawdown

Average peak-to-trough decline

-1.37%

0.00%

-1.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.89%

Volatility

BSCX vs. QCON - Volatility Comparison


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Volatility by Period


BSCXQCONDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.32%

Volatility (6M)

Calculated over the trailing 6-month period

2.97%

Volatility (1Y)

Calculated over the trailing 1-year period

4.11%

0.00%

+4.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.08%

0.00%

+6.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.08%

0.00%

+6.08%

BSCX vs. QCON - Expense Ratio Comparison

BSCX has a 0.10% expense ratio, which is lower than QCON's 0.32% expense ratio.


Dividends

BSCX vs. QCON - Dividend Comparison

BSCX's dividend yield for the trailing twelve months is around 4.89%, while QCON has not paid dividends to shareholders.


PositionTTM202520242023
BSCX
Invesco BulletShares 2033 Corporate Bond ETF
4.89%4.82%5.00%1.08%
QCON
American Century Quality Convertible Securities ETF
0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, BSCX is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BSCX is cheaper with a 0.10% expense ratio, compared with 0.32% for QCON.

BSCX has the higher dividend yield at 4.89%, compared with 0.00% for QCON.

They also come from different issuers: Invesco and American Century. Their fees differ too: 0.10% for BSCX and 0.32% for QCON.

Portfolio Optimizer

Find the right allocation for BSCX and QCON

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