FFIU vs. BSCQ
FFIU (UVA Unconstrained Medium-Term Fixed Income ETF) and BSCQ (Invesco BulletShares 2026 Corporate Bond ETF) are both Corporate Bonds funds. FFIU is actively managed, while BSCQ is passively managed. Over the past 5 years, FFIU returned -0.38%/yr vs 1.49%/yr for BSCQ. At a 0.47 correlation, their price movements are largely independent. FFIU charges 0.51%/yr vs 0.10%/yr for BSCQ.
Performance
FFIU vs. BSCQ - Performance Comparison
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Returns By Period
In the year-to-date period, FFIU achieves a -0.68% return, which is significantly lower than BSCQ's 1.94% return.
FFIU
- 1D
- -0.07%
- 1M
- -0.26%
- 6M
- -0.24%
- YTD
- -0.68%
- 1Y
- 3.94%
- 3Y*
- 4.19%
- 5Y*
- -0.38%
- 10Y*
- —
BSCQ
- 1D
- 0.05%
- 1M
- 0.33%
- 6M
- 1.91%
- YTD
- 1.94%
- 1Y
- 4.32%
- 3Y*
- 5.28%
- 5Y*
- 1.49%
- 10Y*
- —
FFIU vs. BSCQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFIU UVA Unconstrained Medium-Term Fixed Income ETF | -0.68% | 8.55% | 0.21% | 7.42% | -15.18% | 0.10% | 7.91% | 9.62% | -0.68% | -0.31% |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 1.94% | 5.02% | 4.86% | 5.71% | -8.31% | -1.68% | 9.41% | 13.94% | -2.40% | 0.93% |
Correlation
The correlation between FFIU and BSCQ is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Aug 21, 2017 | 0.47 |
Over the past year, the correlation between FFIU and BSCQ has dropped to 0.12 - well below their long-term average of 0.47, suggesting their price drivers have been diverging.
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Return for Risk
FFIU vs. BSCQ — Risk / Return Rank
FFIU
BSCQ
FFIU vs. BSCQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UVA Unconstrained Medium-Term Fixed Income ETF (FFIU) 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.
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.
| FFIU | BSCQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -6.82 | ||
| Sortino ratioReturn per unit of downside risk | -15.68 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 3.58 | -2.49 |
| Calmar ratioReturn relative to maximum drawdown | 0.70 | 42.41 | -41.71 |
| Martin ratioReturn relative to average drawdown | 1.45 | 186.22 | -184.77 |
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Drawdowns
FFIU vs. BSCQ - Drawdown Comparison
The maximum FFIU drawdown since its inception was -20.43%, which is greater than BSCQ's maximum drawdown of -16.50%. Use the drawdown chart below to compare losses from any high point for FFIU and BSCQ.
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Drawdown Indicators
| FFIU | BSCQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.43% | -16.50% | -3.93% |
Max Drawdown (1Y)Largest decline over 1 year | -4.79% | -0.10% | -4.69% |
Max Drawdown (3Y)Largest decline over 3 years | -7.26% | -1.00% | -6.26% |
Max Drawdown (5Y)Largest decline over 5 years | -20.43% | -13.02% | -7.41% |
Current DrawdownCurrent decline from peak | -3.08% | 0.00% | -3.08% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -2.82% | -2.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 0.02% | +2.30% |
Volatility
FFIU vs. BSCQ - Volatility Comparison
UVA Unconstrained Medium-Term Fixed Income ETF (FFIU) has a higher volatility of 1.43% compared to Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) at 0.14%. This indicates that FFIU's price experiences larger fluctuations and is considered to be riskier than BSCQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFIU | BSCQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.43% | 0.14% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 4.30% | 0.43% | +3.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.06% | 0.60% | +7.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.14% | 3.28% | +4.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.18% | 4.74% | +2.44% |
FFIU vs. BSCQ - Expense Ratio Comparison
FFIU has a 0.51% expense ratio, which is higher than BSCQ's 0.10% expense ratio.
Dividends
FFIU vs. BSCQ - Dividend Comparison
FFIU's dividend yield for the trailing twelve months is around 4.10%, which matches BSCQ's 4.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 4.10% | 4.14% | 4.05% | 3.53% | 2.54% | 1.91% | 2.42% | 2.96% | 3.32% | 2.92% | 0.51% |
FFIU UVA Unconstrained Medium-Term Fixed Income ETF | 4.10% | 3.89% | 4.06% | 3.78% | 3.23% | 3.24% | 2.73% | 2.90% | 2.62% | 0.66% | 0.00% |
Frequently Asked Questions
FFIU and BSCQ have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FFIU has higher volatility (1.43%) compared to BSCQ (0.14%). In terms of maximum drawdown, FFIU dropped -20.43% vs BSCQ's -16.50%.
On 5-year performance, BSCQ leads with 1.49% vs -0.38% for FFIU. On fees, BSCQ is cheaper at 0.10% per year. On volatility, BSCQ has been the lower-risk option at 0.14%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, BSCQ has performed better with a 1.49% return vs -0.38%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BSCQ is cheaper with a 0.10% expense ratio, compared with 0.51% for FFIU.
FFIU and BSCQ have nearly identical dividend yields, around 4.10%.
They also come from different issuers: Mcivy Co. LLC and Invesco. Their fees differ too: 0.51% for FFIU and 0.10% for BSCQ.
BSCQ currently has the higher Sharpe Ratio (7.23 vs 0.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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