INVG vs. BSCQ
INVG (GMO Systematic Investment Grade Credit ETF) and BSCQ (Invesco BulletShares 2026 Corporate Bond ETF) are both Corporate Bonds funds. INVG is actively managed, while BSCQ is passively managed. At a 0.07 correlation, their price movements are largely independent. INVG charges 0.25%/yr vs 0.10%/yr for BSCQ.
Performance
INVG vs. BSCQ - Performance Comparison
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Returns By Period
In the year-to-date period, INVG achieves a 0.90% return, which is significantly lower than BSCQ's 1.47% return.
INVG
- 1D
- 0.04%
- 1M
- 0.68%
- YTD
- 0.90%
- 6M
- 0.80%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BSCQ
- 1D
- 0.00%
- 1M
- 0.31%
- YTD
- 1.47%
- 6M
- 1.85%
- 1Y
- 4.41%
- 3Y*
- 5.03%
- 5Y*
- 1.50%
- 10Y*
- —
INVG vs. BSCQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
INVG GMO Systematic Investment Grade Credit ETF | 0.90% | 4.69% |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 1.47% | 2.80% |
Correlation
The correlation between INVG and BSCQ is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 5, 2025 | 0.07 |
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Return for Risk
INVG vs. BSCQ — Risk / Return Rank
INVG
BSCQ
INVG vs. BSCQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GMO Systematic Investment Grade Credit ETF (INVG) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| INVG | BSCQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 7.06 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.46 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.29 | 0.60 | +0.69 |
Drawdowns
INVG vs. BSCQ - Drawdown Comparison
The maximum INVG drawdown since its inception was -3.15%, smaller than the maximum BSCQ drawdown of -16.50%. Use the drawdown chart below to compare losses from any high point for INVG and BSCQ.
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Drawdown Indicators
| INVG | BSCQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.15% | -16.50% | +13.35% |
Max Drawdown (1Y)Largest decline over 1 year | — | -0.10% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -1.13% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -13.02% | — |
Current DrawdownCurrent decline from peak | -0.66% | 0.00% | -0.66% |
Average DrawdownAverage peak-to-trough decline | -0.71% | -2.85% | +2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.02% | — |
Volatility
INVG vs. BSCQ - Volatility Comparison
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Volatility by Period
| INVG | BSCQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.16% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 0.43% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.43% | 0.63% | +3.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.43% | 3.30% | +1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.43% | 4.77% | -0.34% |
INVG vs. BSCQ - Expense Ratio Comparison
INVG has a 0.25% expense ratio, which is higher than BSCQ's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
INVG vs. BSCQ - Dividend Comparison
INVG's dividend yield for the trailing twelve months is around 4.67%, more than BSCQ's 4.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 4.12% | 4.14% | 4.05% | 3.53% | 2.54% | 1.91% | 2.42% | 2.96% | 3.32% | 2.92% | 0.51% |
INVG GMO Systematic Investment Grade Credit ETF | 4.67% | 2.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
INVG and BSCQ have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BSCQ is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BSCQ is cheaper with a 0.10% expense ratio, compared with 0.25% for INVG.
INVG has the higher dividend yield at 4.67%, compared with 4.12% for BSCQ.
They also come from different issuers: GMO and Invesco. Their fees differ too: 0.25% for INVG and 0.10% for BSCQ.
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