BSCZ vs. BSCR
Compare and contrast key facts about Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) and Invesco BulletShares 2027 Corporate Bond ETF (BSCR).
BSCZ and BSCR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSCZ is a passively managed fund by Invesco that tracks the performance of the BulletShares® USD Corporate Bond 2035 Index. It was launched on Jun 11, 2025. BSCR is a passively managed fund by Invesco that tracks the performance of the NASDAQ Bulletshares® USD Corporate Bond 2027 Index. It was launched on Sep 27, 2017. Both BSCZ and BSCR 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
BSCZ vs. BSCR - Performance Comparison
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BSCZ vs. BSCR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BSCZ Invesco BulletShares 2035 Corporate Bond ETF | -0.31% | 5.67% |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | 0.51% | 3.17% |
Returns By Period
In the year-to-date period, BSCZ achieves a -0.31% return, which is significantly lower than BSCR's 0.51% return.
BSCZ
- 1D
- 0.07%
- 1M
- -1.54%
- YTD
- -0.31%
- 6M
- 0.41%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BSCR
- 1D
- 0.05%
- 1M
- -0.11%
- YTD
- 0.51%
- 6M
- 1.59%
- 1Y
- 4.62%
- 3Y*
- 4.86%
- 5Y*
- 1.55%
- 10Y*
- —
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BSCZ vs. BSCR - Expense Ratio Comparison
Both BSCZ and BSCR 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
BSCZ vs. BSCR — Risk / Return Rank
BSCZ
BSCR
BSCZ vs. BSCR - 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 2027 Corporate Bond ETF (BSCR). 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.
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Sharpe Ratios by Period
| BSCZ | BSCR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 3.14 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.38 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.36 | 0.58 | +0.78 |
Correlation
The correlation between BSCZ and BSCR is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BSCZ vs. BSCR - Dividend Comparison
BSCZ's dividend yield for the trailing twelve months is around 3.24%, less than BSCR's 4.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSCZ Invesco BulletShares 2035 Corporate Bond ETF | 3.24% | 2.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | 4.30% | 4.26% | 4.27% | 3.74% | 2.65% | 2.12% | 2.46% | 3.11% | 3.35% | 0.78% |
Drawdowns
BSCZ vs. BSCR - Drawdown Comparison
The maximum BSCZ drawdown since its inception was -3.28%, smaller than the maximum BSCR drawdown of -17.26%. Use the drawdown chart below to compare losses from any high point for BSCZ and BSCR.
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Drawdown Indicators
| BSCZ | BSCR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.28% | -17.26% | +13.98% |
Max Drawdown (1Y)Largest decline over 1 year | — | -0.81% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -14.87% | — |
Current DrawdownCurrent decline from peak | -1.94% | -0.14% | -1.80% |
Average DrawdownAverage peak-to-trough decline | -0.59% | -3.41% | +2.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.16% | — |
Volatility
BSCZ vs. BSCR - Volatility Comparison
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Volatility by Period
| BSCZ | BSCR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.36% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 0.62% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.96% | 1.48% | +3.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.96% | 4.12% | +0.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.96% | 5.40% | -0.44% |