IBDS vs. BSCR
Compare and contrast key facts about iShares iBonds Dec 2027 Term Corporate ETF (IBDS) and Invesco BulletShares 2027 Corporate Bond ETF (BSCR).
IBDS and BSCR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBDS is a passively managed fund by iShares that tracks the performance of the Bloomberg Barclays December 2027 Maturity Corporate Index. It was launched on Sep 14, 2017. 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 IBDS 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBDS or BSCR.
Key characteristics
| IBDS | BSCR | |
|---|---|---|
| YTD Return | 4.15% | 4.04% |
| 1Y Return | 8.42% | 8.41% |
| 3Y Return (Ann) | 0.16% | 0.11% |
| 5Y Return (Ann) | 1.81% | 1.78% |
| Sharpe Ratio | 2.84 | 2.73 |
| Sortino Ratio | 4.58 | 4.38 |
| Omega Ratio | 1.59 | 1.58 |
| Calmar Ratio | 0.94 | 0.91 |
| Martin Ratio | 17.20 | 16.34 |
| Ulcer Index | 0.50% | 0.52% |
| Daily Std Dev | 3.04% | 3.12% |
| Max Drawdown | -16.75% | -17.26% |
| Current Drawdown | -1.48% | -1.70% |
Correlation
The correlation between IBDS and BSCR is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IBDS vs. BSCR - Performance Comparison
The year-to-date returns for both stocks are quite close, with IBDS having a 4.15% return and BSCR slightly lower at 4.04%. 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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IBDS vs. BSCR - Expense Ratio Comparison
Both IBDS 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%.
Risk-Adjusted Performance
IBDS vs. BSCR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2027 Term Corporate ETF (IBDS) 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.
Dividends
IBDS vs. BSCR - Dividend Comparison
IBDS's dividend yield for the trailing twelve months is around 4.27%, more than BSCR's 4.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
IBDS iShares iBonds Dec 2027 Term Corporate ETF | 4.27% | 3.81% | 2.87% | 2.19% | 2.66% | 3.31% | 3.66% | 0.97% |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | 4.22% | 3.74% | 2.65% | 2.12% | 2.46% | 3.38% | 3.33% | 0.78% |
Drawdowns
IBDS vs. BSCR - Drawdown Comparison
The maximum IBDS drawdown since its inception was -16.75%, roughly equal to the maximum BSCR drawdown of -17.26%. Use the drawdown chart below to compare losses from any high point for IBDS and BSCR. For additional features, visit the drawdowns tool.
Volatility
IBDS vs. BSCR - Volatility Comparison
iShares iBonds Dec 2027 Term Corporate ETF (IBDS) has a higher volatility of 0.62% compared to Invesco BulletShares 2027 Corporate Bond ETF (BSCR) at 0.56%. This indicates that IBDS's price experiences larger fluctuations and is considered to be riskier than BSCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.