BSCZ vs. BBCB

Last updated Jun 4, 2026

BSCZ (Invesco BulletShares 2035 Corporate Bond ETF) and BBCB (JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF) are both Corporate Bonds funds - BSCZ tracks the BulletShares® USD Corporate Bond 2035 Index while BBCB tracks the Bloomberg US Corporate Investment Grade. Both are passively managed. With a 0.97 correlation, they move nearly in lockstep. BSCZ charges 0.10%/yr vs 0.09%/yr for BBCB.

Performance

BSCZ vs. BBCB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) and JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BSCZ achieves a 0.18% return, which is significantly lower than BBCB's 2.82% return.

BSCZ

• 1D: -0.24%
• 1M: 0.42%
• YTD: 0.18%
• 6M: -0.02%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BBCB

• 1D: -0.11%
• 1M: 0.66%
• YTD: 2.82%
• 6M: 2.66%
• 1Y: 8.37%
• 3Y*: 5.98%
• 5Y*: 0.84%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BSCZ vs. BBCB - Yearly Performance Comparison

	2026 (YTD)	2025
BSCZ Invesco BulletShares 2035 Corporate Bond ETF	0.18%	5.67%
BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF	2.82%	4.74%

Correlation

The correlation between BSCZ and BBCB is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 12, 2025	0.97

BSCZ vs. BBCB - Sectors Allocation Comparison

Sectors	BSCZ	BBCB
Healthcare	12.1%	8.8%
Communication Services	10.8%	6.7%
Technology	10.5%	7.8%
Financial Services	9.8%	21.9%
Energy	8.9%	4.9%
Consumer Cyclical	7.4%	6.3%
Industrials	7.3%	7.1%
Utilities	5.0%	8.6%
Consumer Defensive	4.6%	5.1%
Real Estate	3.5%	3.8%
Basic Materials	1.7%	1.6%

Return for Risk

BSCZ vs. BBCB — Risk / Return Rank

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

BBCB

BBCB Risk / Return Rank: 56
BBCB Sharpe Ratio Rank: 50
BBCB Sortino Ratio Rank: 60
BBCB Omega Ratio Rank: 55
BBCB Calmar Ratio Rank: 58
BBCB Martin Ratio Rank: 58

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.

BSCZ vs. BBCB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) and JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BSCZ	BBCB	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.71	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.12	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.21	0.46	+0.76

Drawdowns

BSCZ vs. BBCB - Drawdown Comparison

The maximum BSCZ drawdown since its inception was -3.28%, smaller than the maximum BBCB drawdown of -22.48%. Use the drawdown chart below to compare losses from any high point for BSCZ and BBCB.

Drawdown Indicators

	BSCZ	BBCB	Difference
Max Drawdown Largest peak-to-trough decline	-3.28%	-22.48%	+19.20%
Max Drawdown (1Y) Largest decline over 1 year	—	-2.95%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-6.46%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-22.32%	—
Current Drawdown Current decline from peak	-1.46%	-0.34%	-1.12%
Average Drawdown Average peak-to-trough decline	-0.75%	-6.66%	+5.91%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.83%	—

Volatility

Volatility by Period

	BSCZ	BBCB	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.41%	—
Volatility (6M) Calculated over the trailing 6-month period	—	3.98%	—
Volatility (1Y) Calculated over the trailing 1-year period	4.98%	4.93%	+0.05%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.98%	7.25%	-2.27%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.98%	7.50%	-2.52%

BSCZ vs. BBCB - Expense Ratio Comparison

BSCZ has a 0.10% expense ratio, which is higher than BBCB's 0.09% 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%.

Dividends

BSCZ vs. BBCB - Dividend Comparison

BSCZ's dividend yield for the trailing twelve months is around 4.09%, less than BBCB's 7.15% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF	7.15%	5.02%	5.22%	4.22%	3.39%	3.47%	4.59%	5.25%	0.20%
BSCZ Invesco BulletShares 2035 Corporate Bond ETF	4.09%	2.18%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BSCZ and BBCB in my portfolio?

With a correlation of 0.97, BSCZ and BBCB move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, BSCZ or BBCB?

On fees, BBCB is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BSCZ or BBCB?

BBCB is cheaper with a 0.09% expense ratio, compared with 0.10% for BSCZ.

Which ETF pays a higher dividend yield, BSCZ or BBCB?

BBCB has the higher dividend yield at 7.15%, compared with 4.09% for BSCZ.

What is the main difference between BSCZ and BBCB?

BSCZ tracks BulletShares® USD Corporate Bond 2035 Index, while BBCB tracks Bloomberg US Corporate Investment Grade. They also come from different issuers: Invesco and JPMorgan. Their fees differ too: 0.10% for BSCZ and 0.09% for BBCB.