BSCR vs GUDB
Invesco BulletShares 2027 Corporate Bond ETF vs Sage ESG Intermediate Term ETF
Which is better, BSCR or GUDB?
Nearly the same fund. BSCR costs less.
BSCR has a lower expense ratio. GUDB led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97.
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 | GUDB |
|---|---|---|
| Expense Ratio | 0.10%Best | 0.35% |
| AUM | $4.6B | $7M |
| Dividend Yield | 4.26% | 7.52% |
| Holdings | 975 | 1 |
| Volatility (annualized) | 7.0% | 4.5%Best |
| Max Drawdown | -17.3% | -14.6%Best |
| $10,000 over 3.2 years | $11,164 | $11,520Best |
| Fund Family | Invesco (US) | Sage |
| Category | Fixed Income | Fixed Income |
| Inception | Sep 26, 2017 | Oct 31, 2017 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight, Style.
The two price series end 2116 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BSCR has data through Oct 14, 2026 and GUDB through Dec 28, 2020.
Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Nov 2, 2017 to Dec 28, 2020 (3.2 years).
Risk: Volatility and Drawdowns
BSCR has been the more volatile fund, with annualized monthly volatility of 7.0% compared with 4.5% for GUDB. 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 -17.3% for BSCR and -14.6% for GUDB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.97. 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 GUDB charges 0.35%. On a $10,000 position that is $10 vs $35 annually, a gap of $25 per year that compounds over a long holding period. On income, BSCR currently yields 4.26% against 7.52% for GUDB.
You are not choosing between two funds in isolation.
Whichever of BSCR and GUDB 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 GUDB?
BSCR has an expense ratio of 0.10% while GUDB charges 0.35%. BSCR is the cheaper option, by $25 a year on a $10,000 investment.
Which is riskier, BSCR or GUDB?
BSCR has been the more volatile fund at 7.0% annualized versus 4.5% for GUDB. Worst drawdown: BSCR -17.3% vs GUDB -14.6%.
Should I hold both BSCR and GUDB?
BSCR and GUDB have a monthly-return correlation of 0.97, 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 GUDB?
BSCR yields 4.26% while GUDB yields 7.52%, so GUDB currently pays the higher dividend yield.
Is GUDB better than BSCR?
BSCR has a lower expense ratio. GUDB led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97. Which one suits a particular account depends on what it is for. This is information, not a recommendation.