LQIG vs. BSCR
Compare and contrast key facts about SPDR MarketAxess Investment Grade 400 Corporate Bond ETF (LQIG) and Invesco BulletShares 2027 Corporate Bond ETF (BSCR).
LQIG and BSCR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LQIG is a passively managed fund by State Street that tracks the performance of the MarketAxess U.S. Investment Grade 400 Corporate Bond Index - Benchmark TR Gross. It was launched on May 11, 2022. 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 LQIG 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.
Performance
LQIG vs. BSCR - Performance Comparison
Loading graphics...
LQIG vs. BSCR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
LQIG SPDR MarketAxess Investment Grade 400 Corporate Bond ETF | -0.27% | 7.62% | 1.52% | 9.46% | -3.25% |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | 0.51% | 5.77% | 4.52% | 6.41% | -1.56% |
Returns By Period
In the year-to-date period, LQIG achieves a -0.27% return, which is significantly lower than BSCR's 0.51% return.
LQIG
- 1D
- -0.00%
- 1M
- -1.54%
- YTD
- -0.27%
- 6M
- -0.20%
- 1Y
- 4.49%
- 3Y*
- 4.41%
- 5Y*
- —
- 10Y*
- —
BSCR
- 1D
- 0.05%
- 1M
- -0.11%
- YTD
- 0.51%
- 6M
- 1.59%
- 1Y
- 4.62%
- 3Y*
- 4.86%
- 5Y*
- 1.55%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LQIG vs. BSCR - Expense Ratio Comparison
LQIG has a 0.07% expense ratio, which is lower than BSCR's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
LQIG vs. BSCR — Risk / Return Rank
LQIG
BSCR
LQIG vs. BSCR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR MarketAxess Investment Grade 400 Corporate Bond ETF (LQIG) 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.
| LQIG | BSCR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 3.14 | -2.43 |
Sortino ratioReturn per unit of downside risk | 1.01 | 4.95 | -3.95 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.80 | -0.66 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 5.68 | -4.23 |
Martin ratioReturn relative to average drawdown | 4.03 | 29.17 | -25.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LQIG | BSCR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 3.14 | -2.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.38 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.58 | -0.12 |
Correlation
The correlation between LQIG and BSCR is 0.81, 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
LQIG vs. BSCR - Dividend Comparison
LQIG's dividend yield for the trailing twelve months is around 5.08%, more than BSCR's 4.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LQIG SPDR MarketAxess Investment Grade 400 Corporate Bond ETF | 5.08% | 5.12% | 5.49% | 4.85% | 4.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | 4.30% | 4.26% | 4.27% | 3.74% | 2.65% | 2.12% | 2.46% | 3.11% | 3.35% | 0.78% |
Drawdowns
LQIG vs. BSCR - Drawdown Comparison
The maximum LQIG drawdown since its inception was -11.86%, smaller than the maximum BSCR drawdown of -17.26%. Use the drawdown chart below to compare losses from any high point for LQIG and BSCR.
Loading graphics...
Drawdown Indicators
| LQIG | BSCR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.86% | -17.26% | +5.40% |
Max Drawdown (1Y)Largest decline over 1 year | -3.33% | -0.81% | -2.52% |
Max Drawdown (5Y)Largest decline over 5 years | — | -14.87% | — |
Current DrawdownCurrent decline from peak | -2.02% | -0.14% | -1.88% |
Average DrawdownAverage peak-to-trough decline | -2.53% | -3.41% | +0.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.20% | 0.16% | +1.04% |
Volatility
LQIG vs. BSCR - Volatility Comparison
SPDR MarketAxess Investment Grade 400 Corporate Bond ETF (LQIG) has a higher volatility of 2.49% compared to Invesco BulletShares 2027 Corporate Bond ETF (BSCR) at 0.36%. This indicates that LQIG'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.
Loading graphics...
Volatility by Period
| LQIG | BSCR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.49% | 0.36% | +2.13% |
Volatility (6M)Calculated over the trailing 6-month period | 3.59% | 0.62% | +2.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.33% | 1.48% | +4.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.14% | 4.12% | +4.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.14% | 5.40% | +2.74% |