Correlation
The correlation between IBDU and BSCT is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
IBDU vs. BSCT
Compare and contrast key facts about iShares iBonds Dec 2029 Term Corporate ETF (IBDU) and Invesco BulletShares 2029 Corporate Bond ETF (BSCT).
IBDU and BSCT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBDU is a passively managed fund by iShares that tracks the performance of the Bloomberg December 2029 Maturity Corporate Index. It was launched on Sep 17, 2019. BSCT is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD Corporate Bond 2029 Index. It was launched on Sep 12, 2019. Both IBDU and BSCT 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: IBDU or BSCT.
Performance
IBDU vs. BSCT - Performance Comparison
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Key characteristics
IBDU:
1.95
BSCT:
1.90
IBDU:
3.08
BSCT:
3.02
IBDU:
1.41
BSCT:
1.40
IBDU:
1.00
BSCT:
0.98
IBDU:
8.38
BSCT:
7.92
IBDU:
0.99%
BSCT:
1.02%
IBDU:
3.93%
BSCT:
3.91%
IBDU:
-19.44%
BSCT:
-19.14%
IBDU:
-1.05%
BSCT:
-1.24%
Returns By Period
In the year-to-date period, IBDU achieves a 3.30% return, which is significantly higher than BSCT's 3.13% return.
IBDU
3.30%
0.75%
2.55%
7.59%
4.28%
1.02%
N/A
BSCT
3.13%
0.62%
2.41%
7.35%
4.12%
0.83%
N/A
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IBDU vs. BSCT - Expense Ratio Comparison
Both IBDU and BSCT 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
IBDU vs. BSCT — Risk-Adjusted Performance Rank
IBDU
BSCT
IBDU vs. BSCT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2029 Term Corporate ETF (IBDU) and Invesco BulletShares 2029 Corporate Bond ETF (BSCT). 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.
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Dividends
IBDU vs. BSCT - Dividend Comparison
IBDU's dividend yield for the trailing twelve months is around 5.15%, more than BSCT's 4.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
IBDU iShares iBonds Dec 2029 Term Corporate ETF | 5.15% | 4.75% | 4.21% | 3.34% | 2.29% | 2.42% | 0.74% |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | 4.56% | 4.51% | 3.89% | 2.65% | 1.94% | 2.24% | 0.86% |
Drawdowns
IBDU vs. BSCT - Drawdown Comparison
The maximum IBDU drawdown since its inception was -19.44%, roughly equal to the maximum BSCT drawdown of -19.14%. Use the drawdown chart below to compare losses from any high point for IBDU and BSCT.
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Volatility
IBDU vs. BSCT - Volatility Comparison
iShares iBonds Dec 2029 Term Corporate ETF (IBDU) and Invesco BulletShares 2029 Corporate Bond ETF (BSCT) have volatilities of 0.92% and 0.93%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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