BSCR vs UITB
Invesco BulletShares 2027 Corporate Bond ETF vs VictoryShares Core Intermediate Bond ETF
Which is better, BSCR or UITB?
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 | UITB |
|---|---|---|
| Expense Ratio | 0.10%Best | 0.25% |
| AUM | $4.6B | $2.6B |
| Dividend Yield | 4.26% | 4.45% |
| Holdings | 975 | 2,449 |
| YTD Return | +2.40%Best | -1.63% |
| 1Y Return | +3.37%Best | -1.46% |
| 3Y Return (annualized) | +5.95%Best | +4.94% |
| 5Y Return (annualized) | +1.65%Best | +0.10% |
| Volatility (annualized) | 5.4%Best | 5.5% |
| Max Drawdown | -17.3% | -17.0%Best |
| $10,000 over 5 years | $10,853Best | $10,050 |
| Fund Family | Invesco (US) | Victory Capital Management Inc. |
| Category | Fixed Income | Fixed Income |
| Inception | Sep 26, 2017 | Oct 24, 2017 |
Not shown on this pair: Top 10 Weight, Style.
Volatility and max drawdown are measured over the window both funds cover: Oct 27, 2017 to Oct 15, 2026 (9 years).
BSCR vs UITB 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 UITB Performance
Invesco BulletShares 2027 Corporate Bond ETF (BSCR) is an ETF from Invesco (US) and VictoryShares Core Intermediate Bond ETF (UITB) is an ETF from Victory Capital Management Inc.. Over the past year BSCR returned +3.37% while UITB returned -1.46%. Year to date, BSCR is up 2.40% versus a loss of 1.63% for UITB.
Over three years, BSCR compounded at +5.95% per year against +4.94% for UITB; over five years the annualized figures are +1.65% and +0.10% respectively. Across the full 9-year window we track, BSCR has the edge at +2.02% annualized vs +0.93%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UITB has been the more volatile fund, with annualized monthly volatility of 5.5% 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 -17.0% for UITB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BSCR charges 0.10% per year while UITB charges 0.25%. On a $10,000 position that is $10 vs $25 annually, a gap of $15 per year that compounds over a long holding period. On income, BSCR currently yields 4.26% against 4.45% for UITB.
Holdings Overlap
We hold position weights for 441 holdings in BSCR and 831 in UITB, totalling 92.9% and 66.0% 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, 3 positions appear in both.
3 positions in common, counted across the 441 positions we hold weights for in BSCR and 831 in UITB, against full books of 975 and 2,449.
Top Shared Holdings
| Stock | Weight in BSCR | Weight in UITB | Difference |
|---|---|---|---|
| SANUSA 4.4 07/13/27Santander Holdings Usa Inc Sr Unsecured 07/27 4.4 | 0.24% | 0.02% | 0.22% |
| KEY 2.25 04/06/27 MTKeycorp 2.25% 2027-04-06 | 0.18% | 0.01% | 0.17% |
| BWP 4.45 07/15/27Boardwalk Pipelines Lp 4.45 7/15/2027 | 0.12% | 0.01% | 0.11% |
You are not choosing between two funds in isolation.
Whichever of BSCR and UITB 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 UITB?
BSCR has an expense ratio of 0.10% while UITB charges 0.25%. BSCR is the cheaper option, by $15 a year on a $10,000 investment.
Which performed better, BSCR or UITB?
Over the past year BSCR returned +3.37% vs -1.46% for UITB, so BSCR leads on 1-year performance. Over the longest common window we track (9 years), BSCR annualized +2.02% vs +0.93% for UITB. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSCR or UITB?
UITB has been the more volatile fund at 5.5% annualized versus 5.4% for BSCR. Worst drawdown: BSCR -17.3% vs UITB -17.0%.
Should I hold both BSCR and UITB?
BSCR and UITB have a monthly-return correlation of 0.88, 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 UITB?
BSCR yields 4.26% while UITB yields 4.45%, so UITB currently pays the higher dividend yield.
Is UITB 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.