BSCR vs IVV
Invesco BulletShares 2027 Corporate Bond ETF vs iShares Core S&P 500 ETF
Which is better, BSCR or IVV?
IVV has been ahead.
IVV has a lower expense ratio. IVV 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 | IVV |
|---|---|---|
| Expense Ratio | 0.10% | 0.03%Best |
| AUM | $4.6B | $896.5B |
| Dividend Yield | 4.26% | 1.10% |
| Holdings | 975 | 508 |
| YTD Return | +2.40% | +13.59%Best |
| 1Y Return | +3.37% | +17.54%Best |
| 3Y Return (annualized) | +5.95% | +22.46%Best |
| 5Y Return (annualized) | +1.60% | +13.28%Best |
| Volatility (annualized) | 5.4%Best | 16.1% |
| Max Drawdown | -17.3%Best | -33.9% |
| $10,000 over 5 years | $10,826 | $18,654Best |
| Fund Family | Invesco (US) | iShares by BlackRock (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Blend |
| Inception | Sep 26, 2017 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 27, 2017 to Oct 14, 2026 (9 years).
BSCR vs IVV 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BSCR vs IVV Performance
Invesco BulletShares 2027 Corporate Bond ETF (BSCR) is an ETF from Invesco (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BSCR returned +3.37% while IVV returned +17.54%. Year to date, BSCR is up 2.40% versus a gain of 13.59% for IVV.
Over three years, BSCR compounded at +5.95% per year against +22.46% for IVV; over five years the annualized figures are +1.60% and +13.28% respectively. Across the full 9-year window we track, IVV has the edge at +14.21% annualized vs +2.01%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 16.1% 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 -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.57. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BSCR charges 0.10% per year while IVV charges 0.03%. On a $10,000 position that is $10 vs $3 annually, a gap of $7 per year that compounds over a long holding period. On income, BSCR currently yields 4.26% against 1.10% for IVV.
Holdings Overlap
We hold position weights for 441 holdings in BSCR and 506 in IVV, totalling 92.9% and 99.9% 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 441 positions we hold weights for in BSCR and 506 in IVV, against full books of 975 and 508.
You are not choosing between two funds in isolation.
Whichever of BSCR and IVV 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 IVV?
BSCR has an expense ratio of 0.10% while IVV charges 0.03%. IVV is the cheaper option, by $7 a year on a $10,000 investment.
Which performed better, BSCR or IVV?
Over the past year BSCR returned +3.37% vs +17.54% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (9 years), BSCR annualized +2.01% vs +14.21% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSCR or IVV?
IVV has been the more volatile fund at 16.1% annualized versus 5.4% for BSCR. Worst drawdown: BSCR -17.3% vs IVV -33.9%.
Should I hold both BSCR and IVV?
BSCR and IVV have a monthly-return correlation of 0.57, 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 IVV?
BSCR yields 4.26% while IVV yields 1.10%, so BSCR currently pays the higher dividend yield.
Is IVV better than BSCR?
IVV has a lower expense ratio. IVV 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.