MBBB vs. BSCR
MBBB (VanEck Moody's Analytics BBB Corporate Bond ETF) and BSCR (Invesco BulletShares 2027 Corporate Bond ETF) are both Corporate Bonds funds - MBBB tracks the MVIS Moody's Analytics US BBB Corporate Bond Index while BSCR tracks the NASDAQ Bulletshares® USD Corporate Bond 2027 Index. Both are passively managed. Over the past 5 years, MBBB returned 1.11%/yr vs 1.41%/yr for BSCR. Their correlation of 0.84 suggests significant overlap in exposure. MBBB charges 0.25%/yr vs 0.10%/yr for BSCR.
Performance
MBBB vs. BSCR - Performance Comparison
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Returns By Period
In the year-to-date period, MBBB achieves a 0.43% return, which is significantly lower than BSCR's 1.27% return.
MBBB
- 1D
- -0.23%
- 1M
- 0.71%
- YTD
- 0.43%
- 6M
- 0.32%
- 1Y
- 5.40%
- 3Y*
- 6.05%
- 5Y*
- 1.11%
- 10Y*
- —
BSCR
- 1D
- 0.00%
- 1M
- 0.36%
- YTD
- 1.27%
- 6M
- 1.69%
- 1Y
- 4.61%
- 3Y*
- 5.18%
- 5Y*
- 1.41%
- 10Y*
- —
MBBB vs. BSCR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
MBBB VanEck Moody's Analytics BBB Corporate Bond ETF | 0.43% | 7.64% | 3.68% | 9.75% | -15.04% | 0.30% | 1.51% |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | 1.27% | 5.77% | 4.52% | 6.41% | -9.56% | -1.72% | 0.81% |
Correlation
The correlation between MBBB and BSCR is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Dec 3, 2020 | 0.84 |
Over the past year, the correlation between MBBB and BSCR has dropped to 0.60 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
MBBB vs. BSCR — Risk / Return Rank
MBBB
BSCR
MBBB vs. BSCR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Moody's Analytics BBB Corporate Bond ETF (MBBB) 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.
| MBBB | BSCR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.00 | ||
| Sortino ratioReturn per unit of downside risk | -6.19 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 2.14 | -0.91 |
| Calmar ratioReturn relative to maximum drawdown | 1.82 | 11.08 | -9.26 |
| Martin ratioReturn relative to average drawdown | 5.86 | 46.99 | -41.13 |
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
| MBBB | BSCR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 4.31 | -3.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.35 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.59 | -0.41 |
Drawdowns
MBBB vs. BSCR - Drawdown Comparison
The maximum MBBB drawdown since its inception was -21.73%, which is greater than BSCR's maximum drawdown of -17.26%. Use the drawdown chart below to compare losses from any high point for MBBB and BSCR.
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Drawdown Indicators
| MBBB | BSCR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.73% | -17.26% | -4.47% |
Max Drawdown (1Y)Largest decline over 1 year | -2.98% | -0.42% | -2.56% |
Max Drawdown (3Y)Largest decline over 3 years | -5.64% | -2.41% | -3.23% |
Max Drawdown (5Y)Largest decline over 5 years | -21.73% | -14.87% | -6.86% |
Current DrawdownCurrent decline from peak | -0.97% | 0.00% | -0.97% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -3.35% | -3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 0.10% | +0.82% |
Volatility
MBBB vs. BSCR - Volatility Comparison
VanEck Moody's Analytics BBB Corporate Bond ETF (MBBB) has a higher volatility of 1.52% compared to Invesco BulletShares 2027 Corporate Bond ETF (BSCR) at 0.19%. This indicates that MBBB'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.
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Volatility by Period
| MBBB | BSCR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.52% | 0.19% | +1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 3.15% | 0.59% | +2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.14% | 1.08% | +3.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.36% | 4.09% | +2.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.23% | 5.35% | +0.88% |
MBBB vs. BSCR - Expense Ratio Comparison
MBBB has a 0.25% expense ratio, which is higher than BSCR'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
MBBB vs. BSCR - Dividend Comparison
MBBB's dividend yield for the trailing twelve months is around 5.08%, more than BSCR's 4.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
BSCR Invesco BulletShares 2027 Corporate Bond ETF | 4.29% | 4.26% | 4.27% | 3.74% | 2.65% | 2.12% | 2.46% | 3.11% | 3.35% | 0.78% |
MBBB VanEck Moody's Analytics BBB Corporate Bond ETF | 5.08% | 4.99% | 4.93% | 4.51% | 3.22% | 2.29% | 0.19% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MBBB and BSCR have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MBBB has higher volatility (1.52%) compared to BSCR (0.19%). In terms of maximum drawdown, MBBB dropped -21.73% vs BSCR's -17.26%.
On 5-year performance, BSCR leads with 1.41% vs 1.11% for MBBB. On fees, BSCR is cheaper at 0.10% per year. On volatility, BSCR has been the lower-risk option at 0.19%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, BSCR has performed better with a 1.41% return vs 1.11%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BSCR is cheaper with a 0.10% expense ratio, compared with 0.25% for MBBB.
MBBB has the higher dividend yield at 5.08%, compared with 4.29% for BSCR.
MBBB tracks MVIS Moody's Analytics US BBB Corporate Bond Index, while BSCR tracks NASDAQ Bulletshares® USD Corporate Bond 2027 Index. They also come from different issuers: VanEck and Invesco. Their fees differ too: 0.25% for MBBB and 0.10% for BSCR.
BSCR currently has the higher Sharpe Ratio (4.31 vs 1.31), 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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