BSCR vs CPLB
Invesco BulletShares 2027 Corporate Bond ETF vs NYLIM MacKay Core Plus Bond ETF
Which is better, BSCR or CPLB?
Each has led over a different period.
BSCR has a lower expense ratio. BSCR led over 1Y, 5Y and the full window, CPLB over 3Y. The two have moved almost in lockstep, correlation 0.91.
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
| Metric | BSCR | CPLB |
|---|---|---|
| Expense Ratio | 0.10%Best | 0.30% |
| AUM | $4.6B | $407M |
| Dividend Yield | 4.26% | 6.15% |
| Holdings | 975 | 996 |
| YTD Return | +2.40%Best | -1.14% |
| 1Y Return | +3.37%Best | -0.97% |
| 3Y Return (annualized) | +5.95% | +5.97%Best |
| 5Y Return (annualized) | +1.60%Best | +0.20% |
| Volatility (annualized) | 4.5%Best | 6.6% |
| Max Drawdown | -14.9%Best | -19.0% |
| $10,000 over 5 years | $10,826Best | $10,100 |
| Fund Family | Invesco (US) | New York Life Investments |
| Category | Fixed Income | Fixed Income |
| Inception | Sep 26, 2017 | Jun 29, 2021 |
Not shown on this pair: Top 10 Weight, Style.
Volatility and max drawdown are measured over the window both funds cover: Jun 29, 2021 to Oct 14, 2026 (5.3 years).
BSCR vs CPLB 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 5.3 years both funds cover.
BSCR vs CPLB Performance
Invesco BulletShares 2027 Corporate Bond ETF (BSCR) is an ETF from Invesco (US) and NYLIM MacKay Core Plus Bond ETF (CPLB) is an ETF from New York Life Investments. Over the past year BSCR returned +3.37% while CPLB returned -0.97%. Year to date, BSCR is up 2.40% versus a loss of 1.14% for CPLB.
Over three years, BSCR compounded at +5.95% per year against +5.97% for CPLB; over five years the annualized figures are +1.60% and +0.20% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CPLB has been the more volatile fund, with annualized monthly volatility of 6.6% compared with 4.5% for BSCR. 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 -14.9% for BSCR and -19.0% for CPLB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BSCR charges 0.10% per year while CPLB charges 0.30%. On a $10,000 position that is $10 vs $30 annually, a gap of $20 per year that compounds over a long holding period. On income, BSCR currently yields 4.26% against 6.15% for CPLB.
Holdings Overlap
We hold position weights for 441 holdings in BSCR and 438 in CPLB, totalling 92.9% and 36.9% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.
The two holdings books were reported 47 days apart, BSCR as of Oct 4, 2026 and CPLB as of Aug 18, 2026, so some of the difference between them is the time between the two reports rather than the funds.
1 positions in common, counted across the 441 positions we hold weights for in BSCR and 438 in CPLB, against full books of 975 and 996.
Top Shared Holdings
| Stock | Weight in BSCR | Weight in CPLB | Difference |
|---|---|---|---|
| F 4.125 08/17/27Ford Motor Credit Co Llc 0.0413 08/17/2027 | 0.28% | 0.20% | 0.08% |
You are not choosing between two funds in isolation.
Whichever of BSCR and CPLB you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BSCR or CPLB?
BSCR has an expense ratio of 0.10% while CPLB charges 0.30%. BSCR is the cheaper option, by $20 a year on a $10,000 investment.
Which performed better, BSCR or CPLB?
Over the past year BSCR returned +3.37% vs -0.97% for CPLB, so BSCR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSCR or CPLB?
CPLB has been the more volatile fund at 6.6% annualized versus 4.5% for BSCR. Worst drawdown: BSCR -14.9% vs CPLB -19.0%.
Should I hold both BSCR and CPLB?
BSCR and CPLB have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, BSCR or CPLB?
BSCR yields 4.26% while CPLB yields 6.15%, so CPLB currently pays the higher dividend yield.
Is CPLB better than BSCR?
BSCR has a lower expense ratio. BSCR led over 1Y, 5Y and the full window, CPLB over 3Y. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.