NVIT vs. BSCQ
NVIT (YieldMax NVDA Performance & Distribution Target 25 ETF) and BSCQ (Invesco BulletShares 2026 Corporate Bond ETF) are both exchange-traded funds - NVIT is a Derivative Income fund actively managed by YieldMax, while BSCQ is a Corporate Bonds fund tracking the NASDAQ BulletShares USD Corporate Bond 2026 Index. NVIT is actively managed, while BSCQ is passively managed. At a correlation of -0.07, they often move in opposite directions. NVIT charges 1.08%/yr vs 0.10%/yr for BSCQ.
Performance
NVIT vs. BSCQ - Performance Comparison
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Returns By Period
In the year-to-date period, NVIT achieves a 9.26% return, which is significantly higher than BSCQ's 1.68% return.
NVIT
- 1D
- -2.90%
- 1M
- -5.21%
- YTD
- 9.26%
- 6M
- 8.74%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BSCQ
- 1D
- 0.00%
- 1M
- 0.25%
- YTD
- 1.68%
- 6M
- 1.78%
- 1Y
- 4.21%
- 3Y*
- 5.17%
- 5Y*
- 1.51%
- 10Y*
- —
NVIT vs. BSCQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
NVIT YieldMax NVDA Performance & Distribution Target 25 ETF | 9.26% | 3.04% |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 1.68% | 0.59% |
Correlation
The correlation between NVIT 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 Nov 18, 2025 | -0.07 |
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Return for Risk
NVIT vs. BSCQ — Risk / Return Rank
NVIT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BSCQ
NVIT vs. BSCQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax NVDA Performance & Distribution Target 25 ETF (NVIT) 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.
| NVIT | BSCQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 3.40 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 41.36 | — |
| Martin ratioReturn relative to average drawdown | — | 181.24 | — |
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Drawdowns
NVIT vs. BSCQ - Drawdown Comparison
The maximum NVIT drawdown since its inception was -12.15%, smaller than the maximum BSCQ drawdown of -16.50%. Use the drawdown chart below to compare losses from any high point for NVIT and BSCQ.
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Drawdown Indicators
| NVIT | BSCQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.15% | -16.50% | +4.35% |
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 | -11.76% | -0.03% | -11.73% |
Average DrawdownAverage peak-to-trough decline | -3.43% | -2.83% | -0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.02% | — |
Volatility
NVIT vs. BSCQ - Volatility Comparison
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Volatility by Period
| NVIT | BSCQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.12% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 0.42% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 29.83% | 0.61% | +29.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.83% | 3.29% | +26.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.83% | 4.75% | +25.08% |
NVIT vs. BSCQ - Expense Ratio Comparison
NVIT has a 1.08% expense ratio, which is higher than BSCQ's 0.10% expense ratio.
Dividends
NVIT vs. BSCQ - Dividend Comparison
NVIT's dividend yield for the trailing twelve months is around 14.77%, more than BSCQ's 4.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 4.11% | 4.14% | 4.05% | 3.53% | 2.54% | 1.91% | 2.42% | 2.96% | 3.32% | 2.92% | 0.51% |
NVIT YieldMax NVDA Performance & Distribution Target 25 ETF | 14.77% | 2.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
NVIT 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 1.08% for NVIT.
NVIT has the higher dividend yield at 14.77%, compared with 4.11% for BSCQ.
NVIT is categorized as Derivative Income, while BSCQ is Corporate Bonds. They also come from different issuers: YieldMax and Invesco. Their fees differ too: 1.08% for NVIT and 0.10% for BSCQ.
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