IBDQ vs. BSCO
Compare and contrast key facts about iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) and Invesco BulletShares 2024 Corporate Bond ETF (BSCO).
IBDQ and BSCO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBDQ is a passively managed fund by iShares that tracks the performance of the Bloomberg December 2025 Maturity Corporate. It was launched on Mar 12, 2015. BSCO is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD Corporate Bond 2024 TR Index. It was launched on Sep 17, 2014. Both IBDQ and BSCO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBDQ or BSCO.
Key characteristics
IBDQ | BSCO | |
---|---|---|
YTD Return | 4.41% | 4.51% |
1Y Return | 6.51% | 5.67% |
3Y Return (Ann) | 0.91% | 1.56% |
5Y Return (Ann) | 2.23% | 2.50% |
Sharpe Ratio | 5.29 | 9.12 |
Sortino Ratio | 9.30 | 21.83 |
Omega Ratio | 2.59 | 5.09 |
Calmar Ratio | 1.43 | 4.02 |
Martin Ratio | 83.80 | 306.61 |
Ulcer Index | 0.08% | 0.02% |
Daily Std Dev | 1.22% | 0.62% |
Max Drawdown | -15.19% | -17.44% |
Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between IBDQ and BSCO 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.
Performance
IBDQ vs. BSCO - Performance Comparison
The year-to-date returns for both investments are quite close, with IBDQ having a 4.41% return and BSCO slightly higher at 4.51%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IBDQ vs. BSCO - Expense Ratio Comparison
Both IBDQ and BSCO 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%.
Risk-Adjusted Performance
IBDQ vs. BSCO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) and Invesco BulletShares 2024 Corporate Bond ETF (BSCO). 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.
Dividends
IBDQ vs. BSCO - Dividend Comparison
IBDQ's dividend yield for the trailing twelve months is around 3.76%, more than BSCO's 3.67% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
iShares iBonds Dec 2025 Term Corporate ETF | 3.76% | 3.27% | 2.24% | 2.06% | 2.51% | 3.21% | 3.52% | 3.28% | 3.39% | 2.64% | 0.00% |
Invesco BulletShares 2024 Corporate Bond ETF | 3.67% | 2.88% | 2.15% | 2.02% | 2.43% | 3.02% | 3.21% | 3.01% | 3.17% | 3.34% | 0.78% |
Drawdowns
IBDQ vs. BSCO - Drawdown Comparison
The maximum IBDQ drawdown since its inception was -15.19%, smaller than the maximum BSCO drawdown of -17.44%. Use the drawdown chart below to compare losses from any high point for IBDQ and BSCO. For additional features, visit the drawdowns tool.
Volatility
IBDQ vs. BSCO - Volatility Comparison
The current volatility for iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) is 0.11%, while Invesco BulletShares 2024 Corporate Bond ETF (BSCO) has a volatility of 0.16%. This indicates that IBDQ experiences smaller price fluctuations and is considered to be less risky than BSCO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.