BSCR vs HTRB
Invesco BulletShares 2027 Corporate Bond ETF vs Hartford Total Return Bond ETF
Which is better, BSCR or HTRB?
BSCR has been ahead.
BSCR has a lower expense ratio. BSCR led over 1Y, 3Y, 5Y and the full window.
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 | HTRB |
|---|---|---|
| Expense Ratio | 0.10%Best | 0.29% |
| AUM | $4.6B | $2.2B |
| Dividend Yield | 4.26% | 5.30% |
| Holdings | 975 | 3,625 |
| YTD Return | +2.40%Best | -2.45% |
| 1Y Return | +3.37%Best | -2.40% |
| 3Y Return (annualized) | +5.95%Best | +5.10% |
| 5Y Return (annualized) | +1.60%Best | -0.39% |
| Volatility (annualized) | 5.4%Best | 5.9% |
| Max Drawdown | -17.3%Best | -21.1% |
| $10,000 over 5 years | $10,826Best | $9,807 |
| Fund Family | Invesco (US) | Hartford Funds |
| Category | Fixed Income | Fixed Income |
| Inception | Sep 26, 2017 | Sep 27, 2017 |
Not shown on this pair: Top 10 Weight, Style.
Volatility and max drawdown are measured over the window both funds cover: Sep 28, 2017 to Oct 14, 2026 (9 years).
BSCR vs HTRB 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 9 years both funds cover.
BSCR vs HTRB Performance
Invesco BulletShares 2027 Corporate Bond ETF (BSCR) is an ETF from Invesco (US) and Hartford Total Return Bond ETF (HTRB) is an ETF from Hartford Funds. Over the past year BSCR returned +3.37% while HTRB returned -2.40%. Year to date, BSCR is up 2.40% versus a loss of 2.45% for HTRB.
Over three years, BSCR compounded at +5.95% per year against +5.10% for HTRB; over five years the annualized figures are +1.60% and -0.39% respectively. Across the full 9-year window we track, BSCR has the edge at +2.02% annualized vs +0.16%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HTRB has been the more volatile fund, with annualized monthly volatility of 5.9% compared with 5.4% 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 -17.3% for BSCR and -21.1% for HTRB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BSCR charges 0.10% per year while HTRB charges 0.29%. On a $10,000 position that is $10 vs $29 annually, a gap of $19 per year that compounds over a long holding period. On income, BSCR currently yields 4.26% against 5.30% for HTRB.
Holdings Overlap
We hold position weights for 441 holdings in BSCR and 1,147 in HTRB, totalling 92.9% and 56.5% 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, 2 positions appear in both.
2 positions in common, counted across the 441 positions we hold weights for in BSCR and 1,147 in HTRB, against full books of 975 and 3,625.
Top Shared Holdings
| Stock | Weight in BSCR | Weight in HTRB | Difference |
|---|---|---|---|
| PM 4.375 11/01/27Philip Morris International Inc 4.38% 11/01/2027 | 0.17% | 0.05% | 0.12% |
| XEL 1.75 03/15/27Xcel Energy Inc Regd 1.75000000 | 0.11% | 0.00% | 0.11% |
You are not choosing between two funds in isolation.
Whichever of BSCR and HTRB 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 HTRB?
BSCR has an expense ratio of 0.10% while HTRB charges 0.29%. BSCR is the cheaper option, by $19 a year on a $10,000 investment.
Which performed better, BSCR or HTRB?
Over the past year BSCR returned +3.37% vs -2.40% for HTRB, so BSCR leads on 1-year performance. Over the longest common window we track (9 years), BSCR annualized +2.02% vs +0.16% for HTRB. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSCR or HTRB?
HTRB has been the more volatile fund at 5.9% annualized versus 5.4% for BSCR. Worst drawdown: BSCR -17.3% vs HTRB -21.1%.
Should I hold both BSCR and HTRB?
BSCR and HTRB have a monthly-return correlation of 0.82, 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, BSCR or HTRB?
BSCR yields 4.26% while HTRB yields 5.30%, so HTRB currently pays the higher dividend yield.
Is HTRB better than BSCR?
BSCR has a lower expense ratio. BSCR 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.