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OEFA vs. BSCQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

OEFA vs. BSCQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ALPS O'Shares International Developed Quality Dividend ETF (OEFA) and Invesco BulletShares 2026 Corporate Bond ETF (BSCQ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, OEFA achieves a 2.69% return, which is significantly higher than BSCQ's 1.68% return.


OEFA

1D
0.30%
1M
1.18%
YTD
2.69%
6M
2.11%
1Y
3Y*
5Y*
10Y*

BSCQ

1D
0.00%
1M
0.25%
YTD
1.68%
6M
1.77%
1Y
4.26%
3Y*
5.17%
5Y*
1.53%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

OEFA vs. BSCQ - Yearly Performance Comparison


Correlation

The correlation between OEFA and BSCQ is -0.05, 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 Oct 1, 2025

-0.05

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Return for Risk

OEFA vs. BSCQ — Risk / Return Rank

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

OEFA

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


BSCQ
BSCQ Risk / Return Rank: 9999
Overall Rank
BSCQ Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
BSCQ Sortino Ratio Rank: 9999
Sortino Ratio Rank
BSCQ Omega Ratio Rank: 9999
Omega Ratio Rank
BSCQ Calmar Ratio Rank: 9999
Calmar Ratio Rank
BSCQ Martin Ratio Rank: 9999
Martin Ratio Rank
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.

OEFA vs. BSCQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ALPS O'Shares International Developed Quality Dividend ETF (OEFA) 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.


OEFABSCQDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

3.51

Calmar ratioReturn relative to maximum drawdown

41.89

Martin ratioReturn relative to average drawdown

183.04

OEFA vs. BSCQ - Sharpe Ratio Comparison


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Drawdowns

OEFA vs. BSCQ - Drawdown Comparison

The maximum OEFA drawdown since its inception was -13.54%, smaller than the maximum BSCQ drawdown of -16.50%. Use the drawdown chart below to compare losses from any high point for OEFA and BSCQ.


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Drawdown Indicators


OEFABSCQDifference

Max Drawdown

Largest peak-to-trough decline

-13.54%

-16.50%

+2.96%

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 Drawdown

Current decline from peak

-3.54%

-0.03%

-3.51%

Average Drawdown

Average peak-to-trough decline

-3.71%

-2.83%

-0.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.02%

Volatility

OEFA vs. BSCQ - Volatility Comparison


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Volatility by Period


OEFABSCQDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.12%

Volatility (6M)

Calculated over the trailing 6-month period

0.41%

Volatility (1Y)

Calculated over the trailing 1-year period

17.65%

0.61%

+17.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.65%

3.29%

+14.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.65%

4.75%

+12.90%

OEFA vs. BSCQ - Expense Ratio Comparison

OEFA has a 0.48% expense ratio, which is higher than BSCQ's 0.10% expense ratio.


Dividends

OEFA vs. BSCQ - Dividend Comparison

OEFA's dividend yield for the trailing twelve months is around 1.45%, less than BSCQ's 4.11% yield.


PositionTTM2025202420232022202120202019201820172016
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%
OEFA
ALPS O'Shares International Developed Quality Dividend ETF
1.45%0.28%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


OEFA and BSCQ have a correlation of -0.05, 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 0.48% for OEFA.

BSCQ has the higher dividend yield at 4.11%, compared with 1.45% for OEFA.

OEFA is categorized as International Equity, while BSCQ is Corporate Bonds. OEFA tracks O’Shares International Developed Quality Dividend Index, while BSCQ tracks NASDAQ BulletShares USD Corporate Bond 2026 Index. They also come from different issuers: ALPS and Invesco. Their fees differ too: 0.48% for OEFA and 0.10% for BSCQ.

Portfolio Optimizer

Find the right allocation for OEFA and BSCQ

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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