IBDS vs. BSCX
Compare and contrast key facts about iShares iBonds Dec 2027 Term Corporate ETF (IBDS) and Invesco BulletShares 2033 Corporate Bond ETF (BSCX).
IBDS and BSCX 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. BSCX is a passively managed fund by Invesco that tracks the performance of the Invesco BulletShares USD Corporate Bond 2033 Index. It was launched on Sep 20, 2023. Both IBDS and BSCX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IBDS vs. BSCX - Performance Comparison
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IBDS vs. BSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IBDS iShares iBonds Dec 2027 Term Corporate ETF | 0.53% | 5.86% | 4.61% | 4.52% |
BSCX Invesco BulletShares 2033 Corporate Bond ETF | -0.28% | 9.31% | 1.73% | 7.88% |
Returns By Period
In the year-to-date period, IBDS achieves a 0.53% return, which is significantly higher than BSCX's -0.28% return.
IBDS
- 1D
- 0.17%
- 1M
- -0.10%
- YTD
- 0.53%
- 6M
- 1.76%
- 1Y
- 4.69%
- 3Y*
- 4.94%
- 5Y*
- 1.60%
- 10Y*
- —
BSCX
- 1D
- 0.59%
- 1M
- -1.85%
- YTD
- -0.28%
- 6M
- 0.87%
- 1Y
- 6.31%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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IBDS vs. BSCX - Expense Ratio Comparison
Both IBDS and BSCX 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%.
Return for Risk
IBDS vs. BSCX — Risk / Return Rank
IBDS
BSCX
IBDS vs. BSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2027 Term Corporate ETF (IBDS) and Invesco BulletShares 2033 Corporate Bond ETF (BSCX). 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.
| IBDS | BSCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.06 | 1.33 | +1.73 |
Sortino ratioReturn per unit of downside risk | 4.76 | 1.86 | +2.90 |
Omega ratioGain probability vs. loss probability | 1.78 | 1.24 | +0.53 |
Calmar ratioReturn relative to maximum drawdown | 5.20 | 2.22 | +2.98 |
Martin ratioReturn relative to average drawdown | 29.11 | 7.62 | +21.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IBDS | BSCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.06 | 1.33 | +1.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 1.19 | -0.63 |
Correlation
The correlation between IBDS and BSCX is 0.82, 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.
Dividends
IBDS vs. BSCX - Dividend Comparison
IBDS's dividend yield for the trailing twelve months is around 4.33%, less than BSCX's 4.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBDS iShares iBonds Dec 2027 Term Corporate ETF | 4.33% | 4.36% | 4.37% | 3.81% | 2.87% | 2.19% | 2.66% | 3.32% | 3.66% | 0.97% |
BSCX Invesco BulletShares 2033 Corporate Bond ETF | 4.91% | 4.82% | 5.00% | 1.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IBDS vs. BSCX - Drawdown Comparison
The maximum IBDS drawdown since its inception was -16.75%, which is greater than BSCX's maximum drawdown of -5.13%. Use the drawdown chart below to compare losses from any high point for IBDS and BSCX.
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Drawdown Indicators
| IBDS | BSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.75% | -5.13% | -11.62% |
Max Drawdown (1Y)Largest decline over 1 year | -0.91% | -2.90% | +1.99% |
Max Drawdown (5Y)Largest decline over 5 years | -14.98% | — | — |
Current DrawdownCurrent decline from peak | -0.10% | -1.85% | +1.75% |
Average DrawdownAverage peak-to-trough decline | -3.43% | -1.37% | -2.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.16% | 0.85% | -0.69% |
Volatility
IBDS vs. BSCX - Volatility Comparison
The current volatility for iShares iBonds Dec 2027 Term Corporate ETF (IBDS) is 0.42%, while Invesco BulletShares 2033 Corporate Bond ETF (BSCX) has a volatility of 1.97%. This indicates that IBDS experiences smaller price fluctuations and is considered to be less risky than BSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBDS | BSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.42% | 1.97% | -1.55% |
Volatility (6M)Calculated over the trailing 6-month period | 0.71% | 2.82% | -2.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.54% | 4.77% | -3.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.21% | 6.20% | -1.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.60% | 6.20% | -0.60% |