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VUSV vs. BSCW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VUSV vs. BSCW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Wellington U.S. Value Active ETF (VUSV) and Invesco BulletShares 2032 Corporate Bond ETF (BSCW). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VUSV achieves a 7.21% return, which is significantly higher than BSCW's 0.18% return.


VUSV

1D
-0.12%
1M
-0.06%
YTD
7.21%
6M
6.60%
1Y
3Y*
5Y*
10Y*

BSCW

1D
0.15%
1M
0.48%
YTD
0.18%
6M
0.37%
1Y
4.90%
3Y*
5.64%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VUSV vs. BSCW - Yearly Performance Comparison


Correlation

The correlation between VUSV and BSCW is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 18, 2025

0.48

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Return for Risk

VUSV vs. BSCW — Risk / Return Rank

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

VUSV

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


BSCW
BSCW Risk / Return Rank: 3838
Overall Rank
BSCW Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
BSCW Sortino Ratio Rank: 3939
Sortino Ratio Rank
BSCW Omega Ratio Rank: 3636
Omega Ratio Rank
BSCW Calmar Ratio Rank: 3838
Calmar Ratio Rank
BSCW Martin Ratio Rank: 3737
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.

VUSV vs. BSCW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington U.S. Value Active ETF (VUSV) and Invesco BulletShares 2032 Corporate Bond ETF (BSCW). 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.


VUSVBSCWDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.22

Calmar ratioReturn relative to maximum drawdown

1.75

Martin ratioReturn relative to average drawdown

5.36

VUSV vs. BSCW - Sharpe Ratio Comparison


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Drawdowns

VUSV vs. BSCW - Drawdown Comparison

The maximum VUSV drawdown since its inception was -7.06%, smaller than the maximum BSCW drawdown of -8.32%. Use the drawdown chart below to compare losses from any high point for VUSV and BSCW.


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Drawdown Indicators


VUSVBSCWDifference

Max Drawdown

Largest peak-to-trough decline

-7.06%

-8.32%

+1.26%

Max Drawdown (1Y)

Largest decline over 1 year

-2.81%

Max Drawdown (3Y)

Largest decline over 3 years

-7.24%

Current Drawdown

Current decline from peak

-1.96%

-1.41%

-0.55%

Average Drawdown

Average peak-to-trough decline

-1.28%

-1.81%

+0.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.92%

Volatility

VUSV vs. BSCW - Volatility Comparison


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Volatility by Period


VUSVBSCWDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.25%

Volatility (6M)

Calculated over the trailing 6-month period

2.93%

Volatility (1Y)

Calculated over the trailing 1-year period

12.06%

3.88%

+8.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.06%

7.21%

+4.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.06%

7.21%

+4.85%

VUSV vs. BSCW - Expense Ratio Comparison

VUSV has a 0.30% expense ratio, which is higher than BSCW's 0.10% expense ratio.


Dividends

VUSV vs. BSCW - Dividend Comparison

VUSV's dividend yield for the trailing twelve months is around 0.18%, less than BSCW's 4.83% yield.


PositionTTM2025202420232022
BSCW
Invesco BulletShares 2032 Corporate Bond ETF
4.83%4.81%5.06%4.80%1.12%
VUSV
Vanguard Wellington U.S. Value Active ETF
0.18%0.20%0.00%0.00%0.00%

Frequently Asked Questions


VUSV and BSCW have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BSCW is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BSCW is cheaper with a 0.10% expense ratio, compared with 0.30% for VUSV.

BSCW has the higher dividend yield at 4.83%, compared with 0.18% for VUSV.

VUSV is categorized as Large Cap Value Equities, while BSCW is Corporate Bonds. They also come from different issuers: Vanguard and Invesco. Their fees differ too: 0.30% for VUSV and 0.10% for BSCW.

Portfolio Optimizer

Find the right allocation for VUSV and BSCW

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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