MYCG vs. BSCR

Last updated Jul 15, 2026

MYCG (State Street My2027 Corporate Bond ETF) and BSCR (Invesco BulletShares 2027 Corporate Bond ETF) are both Corporate Bonds funds. MYCG is actively managed, while BSCR is passively managed. Over the past year, MYCG returned 4.42% vs 4.33% for BSCR. A 0.74 correlation means they provide meaningful diversification when combined. MYCG charges 0.15%/yr vs 0.10%/yr for BSCR.

Performance

MYCG vs. BSCR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street My2027 Corporate Bond ETF (MYCG) and Invesco BulletShares 2027 Corporate Bond ETF (BSCR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with MYCG having a 1.70% return and BSCR slightly lower at 1.63%.

MYCG

• 1D: 0.06%
• 1M: 0.22%
• 6M: 1.64%
• YTD: 1.70%
• 1Y: 4.42%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BSCR

• 1D: 0.05%
• 1M: 0.30%
• 6M: 1.57%
• YTD: 1.63%
• 1Y: 4.33%
• 3Y*: 5.31%
• 5Y*: 1.36%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

MYCG vs. BSCR - Yearly Performance Comparison

	2026 (YTD)	2025	2024
MYCG State Street My2027 Corporate Bond ETF	1.70%	5.85%	-0.23%
BSCR Invesco BulletShares 2027 Corporate Bond ETF	1.63%	5.77%	-0.25%

Correlation

The correlation between MYCG and BSCR is 0.71, 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	0.71
Correlation (All Time) Calculated using the full available price history since Sep 24, 2024	0.74

The correlation between MYCG and BSCR has been stable across timeframes, ranging from 0.71 to 0.74 - a consistent structural relationship.

Return for Risk

MYCG vs. BSCR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MYCG

MYCG Risk / Return Rank: 98
MYCG Sharpe Ratio Rank: 98
MYCG Sortino Ratio Rank: 98
MYCG Omega Ratio Rank: 98
MYCG Calmar Ratio Rank: 98
MYCG Martin Ratio Rank: 98

BSCR

BSCR Risk / Return Rank: 98
BSCR Sharpe Ratio Rank: 98
BSCR Sortino Ratio Rank: 98
BSCR Omega Ratio Rank: 98
BSCR Calmar Ratio Rank: 98
BSCR Martin Ratio Rank: 98

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MYCG vs. BSCR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street My2027 Corporate Bond ETF (MYCG) 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.

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.

	MYCG	BSCR	Difference
Sharpe ratio: Return per unit of total volatility	4.69	4.31	+0.38
Sortino ratio: Return per unit of downside risk	8.65	8.09	+0.57
Omega ratio: Gain probability vs. loss probability	2.26	2.16	+0.09
Calmar ratio: Return relative to maximum drawdown	9.93	10.40	-0.47
Martin ratio: Return relative to average drawdown	48.90	45.96	+2.93

MYCG vs. BSCR - Sharpe Ratio Comparison

The current MYCG Sharpe Ratio is 4.69, which is comparable to the BSCR Sharpe Ratio of 4.31. The chart below compares the historical Sharpe Ratios of MYCG and BSCR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

MYCG vs. BSCR - Drawdown Comparison

The maximum MYCG drawdown since its inception was -0.86%, smaller than the maximum BSCR drawdown of -17.26%. Use the drawdown chart below to compare losses from any high point for MYCG and BSCR.

Drawdown Indicators

	MYCG	BSCR	Difference
Max Drawdown Largest peak-to-trough decline	-0.86%	-17.26%	+16.40%
Max Drawdown (1Y) Largest decline over 1 year	-0.45%	-0.42%	-0.03%
Max Drawdown (3Y) Largest decline over 3 years	—	-2.27%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-14.87%	—
Current Drawdown Current decline from peak	-0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-0.13%	-3.30%	+3.17%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.09%	0.09%	0.00%

Volatility

MYCG vs. BSCR - Volatility Comparison

State Street My2027 Corporate Bond ETF (MYCG) and Invesco BulletShares 2027 Corporate Bond ETF (BSCR) have volatilities of 0.20% and 0.20%, 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.

Volatility by Period

	MYCG	BSCR	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.20%	0.20%	0.00%
Volatility (6M) Calculated over the trailing 6-month period	0.52%	0.60%	-0.08%
Volatility (1Y) Calculated over the trailing 1-year period	0.95%	1.01%	-0.06%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1.46%	4.07%	-2.61%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1.46%	5.32%	-3.86%

MYCG vs. BSCR - Expense Ratio Comparison

MYCG has a 0.15% 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

MYCG vs. BSCR - Dividend Comparison

MYCG's dividend yield for the trailing twelve months is around 4.29%, which matches BSCR's 4.28% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
BSCR Invesco BulletShares 2027 Corporate Bond ETF	4.28%	4.26%	4.27%	3.74%	2.65%	2.12%	2.46%	3.11%	3.35%	0.78%
MYCG State Street My2027 Corporate Bond ETF	4.29%	4.28%	1.16%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both MYCG and BSCR in my portfolio?

MYCG and BSCR have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, MYCG or BSCR?

BSCR has higher volatility (0.20%) compared to MYCG (0.20%). In terms of maximum drawdown, MYCG dropped -0.86% vs BSCR's -17.26%.

Which ETF is better, MYCG or BSCR?

On 1-year performance, MYCG leads with 4.42% vs 4.33% for BSCR. On fees, BSCR is cheaper at 0.10% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, MYCG or BSCR?

Over the 1-year period, MYCG has performed better with a 4.42% return vs 4.33%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, MYCG or BSCR?

BSCR is cheaper with a 0.10% expense ratio, compared with 0.15% for MYCG.

Which ETF pays a higher dividend yield, MYCG or BSCR?

MYCG has the higher dividend yield at 4.29%, compared with 4.28% for BSCR.

What is the main difference between MYCG and BSCR?

They also come from different issuers: State Street and Invesco. Their fees differ too: 0.15% for MYCG and 0.10% for BSCR.

Which has better risk-adjusted returns?

MYCG currently has the higher Sharpe Ratio (4.69 vs 4.31), 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.