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BSCZ vs. QCON
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSCZ vs. QCON - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) 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


BSCZ

1D
0.05%
1M
0.33%
YTD
0.43%
6M
0.44%
1Y
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)

BSCZ vs. QCON - Yearly Performance Comparison


BSCZ vs. QCON - Sectors Allocation Comparison


Sectors
BSCZ
QCON

Healthcare

12.1%

-

Communication Services

10.8%

-

Technology

10.5%

-

Financial Services

9.8%
7.9%

Energy

8.9%

-

Consumer Cyclical

7.4%

-

Industrials

7.3%
1.0%

Utilities

5.0%
1.5%

Consumer Defensive

4.6%

-

Real Estate

3.5%

-

Basic Materials

1.7%

-

Healthcare

BSCZ
12.1%
QCON

-

Communication Services

BSCZ
10.8%
QCON

-

Technology

BSCZ
10.5%
QCON

-

Financial Services

BSCZ
9.8%
QCON
7.9%

Energy

BSCZ
8.9%
QCON

-

Consumer Cyclical

BSCZ
7.4%
QCON

-

Industrials

BSCZ
7.3%
QCON
1.0%

Utilities

BSCZ
5.0%
QCON
1.5%

Consumer Defensive

BSCZ
4.6%
QCON

-

Real Estate

BSCZ
3.5%
QCON

-

Basic Materials

BSCZ
1.7%
QCON

-

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Return for Risk

BSCZ vs. QCON - Risk-Adjusted Trends Comparison

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


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

BSCZ vs. QCON - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSCZQCONDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

1.27

Drawdowns

BSCZ vs. QCON - Drawdown Comparison

The maximum BSCZ drawdown since its inception was -3.28%, which is greater than QCON's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for BSCZ and QCON.


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Drawdown Indicators


BSCZQCONDifference

Max Drawdown

Largest peak-to-trough decline

-3.28%

0.00%

-3.28%

Current Drawdown

Current decline from peak

-1.22%

0.00%

-1.22%

Average Drawdown

Average peak-to-trough decline

-0.74%

0.00%

-0.74%

Volatility

BSCZ vs. QCON - Volatility Comparison


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Volatility by Period


BSCZQCONDifference

Volatility (1Y)

Calculated over the trailing 1-year period

4.99%

0.00%

+4.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.99%

0.00%

+4.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.99%

0.00%

+4.99%

BSCZ vs. QCON - Expense Ratio Comparison

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


Dividends

BSCZ vs. QCON - Dividend Comparison

BSCZ's dividend yield for the trailing twelve months is around 4.08%, while QCON has not paid dividends to shareholders.


Frequently Asked Questions


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

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

BSCZ has the higher dividend yield at 4.08%, compared with 0.00% for QCON.

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

Portfolio Optimizer

Find the right allocation for BSCZ and QCON

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