UCRD vs. BSCQ
UCRD (VictoryShares ESG Corporate Bond ETF) and BSCQ (Invesco BulletShares 2026 Corporate Bond ETF) are both Corporate Bonds funds. UCRD is actively managed, while BSCQ is passively managed. Over the past 3 years, UCRD returned 5.69%/yr vs 5.05%/yr for BSCQ. A 0.65 correlation means they provide meaningful diversification when combined. UCRD charges 0.40%/yr vs 0.10%/yr for BSCQ.
Performance
UCRD vs. BSCQ - Performance Comparison
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Returns By Period
In the year-to-date period, UCRD achieves a 0.63% return, which is significantly lower than BSCQ's 1.55% return.
UCRD
- 1D
- 0.11%
- 1M
- 0.29%
- YTD
- 0.63%
- 6M
- 0.65%
- 1Y
- 5.67%
- 3Y*
- 5.69%
- 5Y*
- —
- 10Y*
- —
BSCQ
- 1D
- 0.00%
- 1M
- 0.34%
- YTD
- 1.55%
- 6M
- 1.92%
- 1Y
- 4.39%
- 3Y*
- 5.05%
- 5Y*
- 1.47%
- 10Y*
- —
UCRD vs. BSCQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UCRD VictoryShares ESG Corporate Bond ETF | 0.63% | 7.90% | 2.68% | 9.27% | -17.13% | 0.30% |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 1.55% | 5.02% | 4.86% | 5.71% | -8.31% | -0.90% |
Correlation
The correlation between UCRD and BSCQ is 0.08, 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 (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Oct 6, 2021 | 0.65 |
Over the past year, the correlation between UCRD and BSCQ has dropped to 0.08 - well below their long-term average of 0.65, suggesting their price drivers have been diverging.
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Return for Risk
UCRD vs. BSCQ — Risk / Return Rank
UCRD
BSCQ
UCRD vs. BSCQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares ESG Corporate Bond ETF (UCRD) 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.
| UCRD | BSCQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -5.69 | ||
| Sortino ratioReturn per unit of downside risk | -13.19 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 3.43 | -2.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.96 | 42.97 | -41.01 |
| Martin ratioReturn relative to average drawdown | 6.10 | 178.56 | -172.46 |
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
| UCRD | BSCQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 7.01 | -5.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.45 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.60 | -0.57 |
Drawdowns
UCRD vs. BSCQ - Drawdown Comparison
The maximum UCRD drawdown since its inception was -22.37%, which is greater than BSCQ's maximum drawdown of -16.50%. Use the drawdown chart below to compare losses from any high point for UCRD and BSCQ.
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Drawdown Indicators
| UCRD | BSCQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.37% | -16.50% | -5.87% |
Max Drawdown (1Y)Largest decline over 1 year | -2.90% | -0.10% | -2.80% |
Max Drawdown (3Y)Largest decline over 3 years | -6.54% | -1.13% | -5.41% |
Max Drawdown (5Y)Largest decline over 5 years | — | -13.02% | — |
Current DrawdownCurrent decline from peak | -1.02% | 0.00% | -1.02% |
Average DrawdownAverage peak-to-trough decline | -8.41% | -2.85% | -5.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 0.02% | +0.91% |
Volatility
UCRD vs. BSCQ - Volatility Comparison
VictoryShares ESG Corporate Bond ETF (UCRD) has a higher volatility of 1.43% compared to Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) at 0.17%. This indicates that UCRD's price experiences larger fluctuations and is considered to be riskier than BSCQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UCRD | BSCQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.43% | 0.17% | +1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 3.22% | 0.43% | +2.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.33% | 0.63% | +3.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.55% | 3.30% | +4.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.55% | 4.77% | +2.78% |
UCRD vs. BSCQ - Expense Ratio Comparison
UCRD has a 0.40% expense ratio, which is higher than BSCQ's 0.10% expense ratio.
Dividends
UCRD vs. BSCQ - Dividend Comparison
UCRD's dividend yield for the trailing twelve months is around 4.18%, more than BSCQ's 4.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 4.12% | 4.14% | 4.05% | 3.53% | 2.54% | 1.91% | 2.42% | 2.96% | 3.32% | 2.92% | 0.51% |
UCRD VictoryShares ESG Corporate Bond ETF | 4.18% | 4.05% | 4.00% | 3.56% | 2.72% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UCRD and BSCQ have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UCRD has higher volatility (1.43%) compared to BSCQ (0.17%). In terms of maximum drawdown, UCRD dropped -22.37% vs BSCQ's -16.50%.
On 3-year performance, UCRD leads with 5.69% vs 5.05% for BSCQ. On fees, BSCQ is cheaper at 0.10% per year. On volatility, BSCQ has been the lower-risk option at 0.17%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, UCRD has performed better with a 5.69% return vs 5.05%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BSCQ is cheaper with a 0.10% expense ratio, compared with 0.40% for UCRD.
UCRD has the higher dividend yield at 4.18%, compared with 4.12% for BSCQ.
They also come from different issuers: Victory and Invesco. Their fees differ too: 0.40% for UCRD and 0.10% for BSCQ.
BSCQ currently has the higher Sharpe Ratio (7.01 vs 1.33), 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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