IDU vs. BSCQ
IDU (iShares U.S. Utilities ETF) and BSCQ (Invesco BulletShares 2026 Corporate Bond ETF) are both exchange-traded funds - IDU is a Utilities Equities fund tracking the Dow Jones U.S. Utilities Index, while BSCQ is a Corporate Bonds fund tracking the NASDAQ BulletShares USD Corporate Bond 2026 Index. Both are passively managed. Over the past 5 years, IDU returned 10.15%/yr vs 1.53%/yr for BSCQ. At a 0.23 correlation, their price movements are largely independent. IDU charges 0.42%/yr vs 0.10%/yr for BSCQ.
Performance
IDU vs. BSCQ - Performance Comparison
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Returns By Period
In the year-to-date period, IDU achieves a 5.39% return, which is significantly higher than BSCQ's 1.68% return.
IDU
- 1D
- 0.43%
- 1M
- -0.76%
- YTD
- 5.39%
- 6M
- 5.78%
- 1Y
- 12.09%
- 3Y*
- 14.54%
- 5Y*
- 10.15%
- 10Y*
- 8.87%
BSCQ
- 1D
- -0.03%
- 1M
- 0.25%
- YTD
- 1.68%
- 6M
- 1.81%
- 1Y
- 4.25%
- 3Y*
- 5.17%
- 5Y*
- 1.53%
- 10Y*
- —
IDU vs. BSCQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDU iShares U.S. Utilities ETF | 5.39% | 15.23% | 23.23% | -5.02% | 0.17% | 16.96% | -1.07% | 24.21% | 3.93% | 11.94% |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 1.68% | 5.02% | 4.86% | 5.71% | -8.31% | -1.68% | 9.41% | 13.94% | -2.40% | 5.93% |
Correlation
The correlation between IDU and BSCQ is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Sep 16, 2016 | 0.23 |
The correlation between IDU and BSCQ shifts across timeframes, from -0.11 (1 year) to 0.23 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IDU vs. BSCQ — Risk / Return Rank
IDU
BSCQ
IDU vs. BSCQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Utilities ETF (IDU) 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.
| IDU | BSCQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -6.16 | ||
| Sortino ratioReturn per unit of downside risk | -14.33 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 3.43 | -2.27 |
| Calmar ratioReturn relative to maximum drawdown | 1.33 | 41.77 | -40.45 |
| Martin ratioReturn relative to average drawdown | 2.94 | 181.80 | -178.85 |
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Drawdowns
IDU vs. BSCQ - Drawdown Comparison
The maximum IDU drawdown since its inception was -53.88%, which is greater than BSCQ's maximum drawdown of -16.50%. Use the drawdown chart below to compare losses from any high point for IDU and BSCQ.
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Drawdown Indicators
| IDU | BSCQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.88% | -16.50% | -37.38% |
Max Drawdown (1Y)Largest decline over 1 year | -9.15% | -0.10% | -9.05% |
Max Drawdown (3Y)Largest decline over 3 years | -16.74% | -1.13% | -15.61% |
Max Drawdown (5Y)Largest decline over 5 years | -24.11% | -13.02% | -11.09% |
Max Drawdown (10Y)Largest decline over 10 years | -36.18% | — | — |
Current DrawdownCurrent decline from peak | -5.38% | -0.03% | -5.35% |
Average DrawdownAverage peak-to-trough decline | -11.37% | -2.84% | -8.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.12% | 0.02% | +4.10% |
Volatility
IDU vs. BSCQ - Volatility Comparison
iShares U.S. Utilities ETF (IDU) has a higher volatility of 4.97% compared to Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) at 0.13%. This indicates that IDU'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
| IDU | BSCQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.97% | 0.13% | +4.84% |
Volatility (6M)Calculated over the trailing 6-month period | 11.15% | 0.43% | +10.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.95% | 0.61% | +13.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.47% | 3.29% | +13.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.75% | 4.75% | +14.00% |
IDU vs. BSCQ - Expense Ratio Comparison
IDU has a 0.42% expense ratio, which is higher than BSCQ's 0.10% expense ratio.
Dividends
IDU vs. BSCQ - Dividend Comparison
IDU's dividend yield for the trailing twelve months is around 2.23%, less than BSCQ's 4.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 4.46% | 4.14% | 4.05% | 3.53% | 2.54% | 1.91% | 2.42% | 2.96% | 3.32% | 2.92% | 0.51% | 0.00% |
IDU iShares U.S. Utilities ETF | 2.23% | 2.23% | 2.29% | 2.79% | 2.39% | 2.39% | 2.94% | 2.71% | 2.80% | 2.62% | 3.18% | 4.22% |
Frequently Asked Questions
IDU and BSCQ have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IDU has higher volatility (4.97%) compared to BSCQ (0.13%). In terms of maximum drawdown, IDU dropped -53.88% vs BSCQ's -16.50%.
On 5-year performance, IDU leads with 10.15% vs 1.53% for BSCQ. On fees, BSCQ is cheaper at 0.10% per year. On volatility, BSCQ has been the lower-risk option at 0.13%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, IDU has performed better with a 10.15% return vs 1.53%. 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 0.42% for IDU.
BSCQ has the higher dividend yield at 4.46%, compared with 2.23% for IDU.
IDU is categorized as Utilities Equities, while BSCQ is Corporate Bonds. IDU tracks Dow Jones U.S. Utilities Index, while BSCQ tracks NASDAQ BulletShares USD Corporate Bond 2026 Index. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.42% for IDU and 0.10% for BSCQ.
BSCQ currently has the higher Sharpe Ratio (7.04 vs 0.87), 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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