XOEF vs. BSCQ
XOEF (iShares S&P 500 ex S&P 100 ETF) and BSCQ (Invesco BulletShares 2026 Corporate Bond ETF) are both exchange-traded funds - XOEF is a S&P 500 fund tracking the S&P 500 Ex-S&P 100 Select Index, while BSCQ is a Corporate Bonds fund tracking the NASDAQ BulletShares USD Corporate Bond 2026 Index. Both are passively managed. At a 0.01 correlation, their price movements are largely independent. XOEF charges 0.20%/yr vs 0.10%/yr for BSCQ.
Performance
XOEF vs. BSCQ - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XOEF achieves a 16.44% return, which is significantly higher than BSCQ's 1.81% return.
XOEF
- 1D
- 0.79%
- 1M
- 3.14%
- YTD
- 16.44%
- 6M
- 15.13%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BSCQ
- 1D
- 0.03%
- 1M
- 0.33%
- YTD
- 1.81%
- 6M
- 1.83%
- 1Y
- 4.29%
- 3Y*
- 5.18%
- 5Y*
- 1.51%
- 10Y*
- —
XOEF vs. BSCQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XOEF iShares S&P 500 ex S&P 100 ETF | 16.44% | 4.27% |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 1.81% | 2.33% |
Correlation
The correlation between XOEF and BSCQ is 0.01, 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 Jul 9, 2025 | 0.01 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XOEF vs. BSCQ — Risk / Return Rank
XOEF
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BSCQ
XOEF vs. BSCQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 ex S&P 100 ETF (XOEF) 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.
| XOEF | BSCQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 3.52 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 42.15 | — |
| Martin ratioReturn relative to average drawdown | — | 184.18 | — |
Loading charts...
Drawdowns
XOEF vs. BSCQ - Drawdown Comparison
The maximum XOEF drawdown since its inception was -7.66%, smaller than the maximum BSCQ drawdown of -16.50%. Use the drawdown chart below to compare losses from any high point for XOEF and BSCQ.
Loading charts...
Drawdown Indicators
| XOEF | BSCQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.66% | -16.50% | +8.84% |
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 | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -1.27% | -2.83% | +1.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.02% | — |
Volatility
XOEF vs. BSCQ - Volatility Comparison
Loading charts...
Volatility by Period
| XOEF | BSCQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.13% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 0.42% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.89% | 0.60% | +12.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.89% | 3.29% | +9.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.89% | 4.75% | +8.14% |
XOEF vs. BSCQ - Expense Ratio Comparison
XOEF has a 0.20% expense ratio, which is higher than BSCQ'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
XOEF vs. BSCQ - Dividend Comparison
XOEF's dividend yield for the trailing twelve months is around 1.04%, less than BSCQ's 4.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 4.10% | 4.14% | 4.05% | 3.53% | 2.54% | 1.91% | 2.42% | 2.96% | 3.32% | 2.92% | 0.51% |
XOEF iShares S&P 500 ex S&P 100 ETF | 1.04% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XOEF and BSCQ have a correlation of 0.01, 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 0.20% for XOEF.
BSCQ has the higher dividend yield at 4.10%, compared with 1.04% for XOEF.
XOEF is categorized as S&P 500, while BSCQ is Corporate Bonds. XOEF tracks S&P 500 Ex-S&P 100 Select Index, while BSCQ tracks NASDAQ BulletShares USD Corporate Bond 2026 Index. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.20% for XOEF and 0.10% for BSCQ.
Find the right allocation for XOEF 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.
Open Portfolio Optimizer