PortfoliosLab logoPortfoliosLab logo
BSCZ vs. RSP
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BSCZ vs. RSP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) and Invesco S&P 500 Equal Weight ETF (RSP). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

BSCZ vs. RSP - Yearly Performance Comparison


Returns By Period

In the year-to-date period, BSCZ achieves a -0.38% return, which is significantly lower than RSP's 0.62% return.


BSCZ

1D
0.66%
1M
-2.01%
YTD
-0.38%
6M
0.69%
1Y
3Y*
5Y*
10Y*

RSP

1D
2.05%
1M
-5.97%
YTD
0.62%
6M
2.01%
1Y
12.65%
3Y*
11.72%
5Y*
7.81%
10Y*
11.17%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BSCZ vs. RSP - Expense Ratio Comparison

BSCZ has a 0.10% expense ratio, which is lower than RSP's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

BSCZ vs. RSP — Risk / Return Rank

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

BSCZ

RSP
RSP Risk / Return Rank: 4747
Overall Rank
RSP Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
RSP Sortino Ratio Rank: 4545
Sortino Ratio Rank
RSP Omega Ratio Rank: 4646
Omega Ratio Rank
RSP Calmar Ratio Rank: 4747
Calmar Ratio Rank
RSP Martin Ratio Rank: 5555
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. RSP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) and Invesco S&P 500 Equal Weight ETF (RSP). 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. RSP - Sharpe Ratio Comparison


Loading graphics...

Sharpe Ratios by Period


BSCZRSPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.61

Sharpe Ratio (All Time)

Calculated using the full available price history

1.34

0.55

+0.79

Correlation

The correlation between BSCZ and RSP is 0.41, 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. RSP - Dividend Comparison

BSCZ's dividend yield for the trailing twelve months is around 3.25%, more than RSP's 1.62% yield.


TTM20252024202320222021202020192018201720162015
BSCZ
Invesco BulletShares 2035 Corporate Bond ETF
3.25%2.18%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
RSP
Invesco S&P 500 Equal Weight ETF
1.62%1.64%1.52%1.64%1.82%1.28%1.64%1.69%2.02%1.52%1.20%1.70%

Drawdowns

BSCZ vs. RSP - Drawdown Comparison

The maximum BSCZ drawdown since its inception was -3.28%, smaller than the maximum RSP drawdown of -59.92%. Use the drawdown chart below to compare losses from any high point for BSCZ and RSP.


Loading graphics...

Drawdown Indicators


BSCZRSPDifference

Max Drawdown

Largest peak-to-trough decline

-3.28%

-59.92%

+56.64%

Max Drawdown (1Y)

Largest decline over 1 year

-12.54%

Max Drawdown (5Y)

Largest decline over 5 years

-21.38%

Max Drawdown (10Y)

Largest decline over 10 years

-39.04%

Current Drawdown

Current decline from peak

-2.01%

-5.97%

+3.96%

Average Drawdown

Average peak-to-trough decline

-0.58%

-6.69%

+6.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.78%

Volatility

BSCZ vs. RSP - Volatility Comparison


Loading graphics...

Volatility by Period


BSCZRSPDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.47%

Volatility (6M)

Calculated over the trailing 6-month period

8.83%

Volatility (1Y)

Calculated over the trailing 1-year period

4.98%

17.17%

-12.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.98%

16.20%

-11.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.98%

18.36%

-13.38%