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BSCZ vs. BSCQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSCZ vs. BSCQ - 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 2026 Corporate Bond ETF (BSCQ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BSCZ achieves a 0.43% return, which is significantly lower than BSCQ's 1.47% return.


BSCZ

1D
0.05%
1M
0.33%
YTD
0.43%
6M
0.44%
1Y
3Y*
5Y*
10Y*

BSCQ

1D
0.00%
1M
0.31%
YTD
1.47%
6M
1.85%
1Y
4.41%
3Y*
5.03%
5Y*
1.50%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSCZ vs. BSCQ - Yearly Performance Comparison


Correlation

The correlation between BSCZ and BSCQ is 0.07, 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 (All Time)
Calculated using the full available price history since Jun 12, 2025

0.07

BSCZ vs. BSCQ - Sectors Allocation Comparison


Sectors
BSCZ
BSCQ

Healthcare

12.1%
7.4%

Communication Services

10.8%
1.5%

Technology

10.5%
10.8%

Financial Services

9.8%
32.7%

Energy

8.9%
3.0%

Consumer Cyclical

7.4%
6.1%

Industrials

7.3%
6.0%

Utilities

5.0%
3.5%

Consumer Defensive

4.6%
3.9%

Real Estate

3.5%
2.9%

Basic Materials

1.7%
0.5%

Healthcare

BSCZ
12.1%
BSCQ
7.4%

Communication Services

BSCZ
10.8%
BSCQ
1.5%

Technology

BSCZ
10.5%
BSCQ
10.8%

Financial Services

BSCZ
9.8%
BSCQ
32.7%

Energy

BSCZ
8.9%
BSCQ
3.0%

Consumer Cyclical

BSCZ
7.4%
BSCQ
6.1%

Industrials

BSCZ
7.3%
BSCQ
6.0%

Utilities

BSCZ
5.0%
BSCQ
3.5%

Consumer Defensive

BSCZ
4.6%
BSCQ
3.9%

Real Estate

BSCZ
3.5%
BSCQ
2.9%

Basic Materials

BSCZ
1.7%
BSCQ
0.5%

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Return for Risk

BSCZ vs. BSCQ — Risk / Return Rank

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

BSCZ

BSCQ
BSCQ Risk / Return Rank: 9999
Overall Rank
BSCQ Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
BSCQ Sortino Ratio Rank: 9999
Sortino Ratio Rank
BSCQ Omega Ratio Rank: 9999
Omega Ratio Rank
BSCQ Calmar Ratio Rank: 9999
Calmar Ratio Rank
BSCQ Martin Ratio Rank: 9999
Martin Ratio Rank
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. BSCQ - 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 2026 Corporate Bond ETF (BSCQ). 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.

BSCZ vs. BSCQ - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSCZBSCQDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

7.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

Sharpe Ratio (All Time)

Calculated using the full available price history

1.27

0.60

+0.67

Drawdowns

BSCZ vs. BSCQ - Drawdown Comparison

The maximum BSCZ drawdown since its inception was -3.28%, smaller than the maximum BSCQ drawdown of -16.50%. Use the drawdown chart below to compare losses from any high point for BSCZ and BSCQ.


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Drawdown Indicators


BSCZBSCQDifference

Max Drawdown

Largest peak-to-trough decline

-3.28%

-16.50%

+13.22%

Max Drawdown (1Y)

Largest decline over 1 year

-0.10%

Max Drawdown (3Y)

Largest decline over 3 years

-1.13%

Max Drawdown (5Y)

Largest decline over 5 years

-13.02%

Current Drawdown

Current decline from peak

-1.22%

0.00%

-1.22%

Average Drawdown

Average peak-to-trough decline

-0.74%

-2.85%

+2.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.02%

Volatility

BSCZ vs. BSCQ - Volatility Comparison


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Volatility by Period


BSCZBSCQDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.16%

Volatility (6M)

Calculated over the trailing 6-month period

0.43%

Volatility (1Y)

Calculated over the trailing 1-year period

4.99%

0.63%

+4.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.99%

3.30%

+1.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.99%

4.77%

+0.22%

BSCZ vs. BSCQ - Expense Ratio Comparison

Both BSCZ and BSCQ 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. BSCQ - Dividend Comparison

BSCZ's dividend yield for the trailing twelve months is around 4.08%, which matches BSCQ's 4.12% yield.


PositionTTM2025202420232022202120202019201820172016
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
4.12%4.14%4.05%3.53%2.54%1.91%2.42%2.96%3.32%2.92%0.51%
BSCZ
Invesco BulletShares 2035 Corporate Bond ETF
4.08%2.18%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


BSCZ and BSCQ have a correlation of 0.07, 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 BSCQ have the same expense ratio: 0.10% per year.

BSCQ has the higher dividend yield at 4.12%, compared with 4.08% for BSCZ.

BSCZ tracks BulletShares® USD Corporate Bond 2035 Index, while BSCQ tracks NASDAQ BulletShares USD Corporate Bond 2026 Index.

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