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BSCZ vs. BSCP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSCZ vs. BSCP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) and Invesco BulletShares 2025 Corporate Bond ETF (BSCP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BSCZ

1D
-0.26%
1M
0.52%
YTD
0.16%
6M
0.41%
1Y
5.48%
3Y*
5Y*
10Y*

BSCP

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

BSCZ vs. BSCP - Yearly Performance Comparison


Correlation

The correlation between BSCZ and BSCP is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.05

Correlation (All Time)
Calculated using the full available price history since Jun 11, 2025

0.06

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Return for Risk

BSCZ vs. BSCP — Risk / Return Rank

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

BSCZ
BSCZ Risk / Return Rank: 3232
Overall Rank
BSCZ Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
BSCZ Sortino Ratio Rank: 3131
Sortino Ratio Rank
BSCZ Omega Ratio Rank: 2929
Omega Ratio Rank
BSCZ Calmar Ratio Rank: 3535
Calmar Ratio Rank
BSCZ Martin Ratio Rank: 3535
Martin Ratio Rank

BSCP

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

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. BSCP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) and Invesco BulletShares 2025 Corporate Bond ETF (BSCP). 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.


BSCZBSCPDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.19

Calmar ratioReturn relative to maximum drawdown

1.68

Martin ratioReturn relative to average drawdown

5.11

BSCZ vs. BSCP - Sharpe Ratio Comparison


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Drawdowns

BSCZ vs. BSCP - Drawdown Comparison


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Drawdown Indicators


BSCZBSCPDifference

Max Drawdown

Largest peak-to-trough decline

-3.28%

Max Drawdown (1Y)

Largest decline over 1 year

-3.28%

Current Drawdown

Current decline from peak

-1.48%

Average Drawdown

Average peak-to-trough decline

-0.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.07%

Volatility

BSCZ vs. BSCP - Volatility Comparison


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Volatility by Period


BSCZBSCPDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.41%

Volatility (6M)

Calculated over the trailing 6-month period

3.83%

Volatility (1Y)

Calculated over the trailing 1-year period

5.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.01%

BSCZ vs. BSCP - Expense Ratio Comparison

Both BSCZ and BSCP 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%.


Dividends

BSCZ vs. BSCP - Dividend Comparison

BSCZ's dividend yield for the trailing twelve months is around 4.53%, more than BSCP's 2.27% yield.


PositionTTM20252024202320222021202020192018201720162015
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
2.27%3.99%3.96%3.39%2.24%1.93%2.42%3.12%3.26%2.93%2.94%0.75%
BSCZ
Invesco BulletShares 2035 Corporate Bond ETF
4.53%2.18%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


BSCZ and BSCP have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.10% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

BSCZ and BSCP have the same expense ratio: 0.10% per year.

BSCZ has the higher dividend yield at 4.53%, compared with 2.27% for BSCP.

BSCZ tracks BulletShares® USD Corporate Bond 2035 Index, while BSCP tracks NASDAQ BulletShares USD Corporate Bond 2025 Index.

Portfolio Optimizer

Find the right allocation for BSCZ and BSCP

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