BSCQ vs IG

BSCQ vs IG

Which is better, BSCQ or IG?

BSCQ has been ahead.

BSCQ has a lower expense ratio. BSCQ led over 1Y, 3Y, 5Y and the full window.

Lower Fees: BSCQHigher Returns: BSCQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBSCQIG
Expense Ratio0.10%Best0.19%
AUM$3.2B$203M
Dividend Yield4.04%5.36%
Holdings256510
YTD Return+2.94%Best-4.65%
1Y Return+3.90%Best-4.70%
3Y Return (annualized)+5.51%Best+4.58%
5Y Return (annualized)+1.77%Best-1.34%
Volatility (annualized)4.6%Best8.0%
Max Drawdown-16.5%Best-23.8%
$10,000 over 5 years$10,917Best$9,348
Fund FamilyInvesco (US)Principal Funds
CategoryFixed IncomeFixed Income
StyleLong Term Mid QualityLong Term Mid Quality
InceptionSep 13, 2016Apr 18, 2018

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 19, 2018 to Oct 14, 2026 (8.5 years).

BSCQ vs IG growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 8.5 years both funds cover.

Compare BSCQ against instead:BSCQ vs SPYBSCQ vs QQQBSCQ vs VOOBSCQ vs VTIIG against:IG vs VXUS

BSCQ vs IG Performance

Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) is an ETF from Invesco (US) and Principal Investment Grade Corporate ETF (IG) is an ETF from Principal Funds. Over the past year BSCQ returned +3.90% while IG returned -4.70%. Year to date, BSCQ is up 2.94% versus a loss of 4.65% for IG.

Over three years, BSCQ compounded at +5.51% per year against +4.58% for IG; over five years the annualized figures are +1.77% and -1.34% respectively. Across the full 9-year window we track, BSCQ has the edge at +2.72% annualized vs +0.19%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IG has been the more volatile fund, with annualized monthly volatility of 8.0% compared with 4.6% for BSCQ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -16.5% for BSCQ and -23.8% for IG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BSCQ charges 0.10% per year while IG charges 0.19%. On a $10,000 position that is $10 vs $19 annually, a gap of $9 per year that compounds over a long holding period. On income, BSCQ currently yields 4.04% against 5.36% for IG.

Holdings Overlap

We hold position weights for 82 holdings in BSCQ and 124 in IG, totalling 100.0% and 53.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 82 positions we hold weights for in BSCQ and 124 in IG, against full books of 256 and 510.

You are not choosing between two funds in isolation.

Whichever of BSCQ and IG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BSCQIG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BSCQ or IG?

BSCQ has an expense ratio of 0.10% while IG charges 0.19%. BSCQ is the cheaper option, by $9 a year on a $10,000 investment.

Which performed better, BSCQ or IG?

Over the past year BSCQ returned +3.90% vs -4.70% for IG, so BSCQ leads on 1-year performance. Over the longest common window we track (9 years), BSCQ annualized +2.72% vs +0.19% for IG. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BSCQ or IG?

IG has been the more volatile fund at 8.0% annualized versus 4.6% for BSCQ. Worst drawdown: BSCQ -16.5% vs IG -23.8%.

Should I hold both BSCQ and IG?

BSCQ and IG have a monthly-return correlation of 0.87, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BSCQ or IG?

BSCQ yields 4.04% while IG yields 5.36%, so IG currently pays the higher dividend yield.

Is IG better than BSCQ?

BSCQ has a lower expense ratio. BSCQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.