BSCR vs VYM
Invesco BulletShares 2027 Corporate Bond ETF vs Vanguard High Dividend Yield ETF
Which is better, BSCR or VYM?
VYM has been ahead.
VYM has a lower expense ratio. VYM 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 | VYM |
|---|---|---|
| Expense Ratio | 0.10% | 0.04%Best |
| AUM | $4.6B | $78.9B |
| Dividend Yield | 4.26% | 2.37% |
| Holdings | 975 | 608 |
| YTD Return | +2.40% | +11.83%Best |
| 1Y Return | +3.37% | +15.96%Best |
| 3Y Return (annualized) | +5.95% | +18.60%Best |
| 5Y Return (annualized) | +1.60% | +11.51%Best |
| Volatility (annualized) | 5.4%Best | 14.9% |
| Max Drawdown | -17.3%Best | -35.7% |
| $10,000 over 5 years | $10,826 | $17,241Best |
| Fund Family | Invesco (US) | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Value |
| Inception | Sep 26, 2017 | Nov 10, 2006 |
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 VYM 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 VYM Performance
Invesco BulletShares 2027 Corporate Bond ETF (BSCR) is an ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BSCR returned +3.37% while VYM returned +15.96%. Year to date, BSCR is up 2.40% versus a gain of 11.83% for VYM.
Over three years, BSCR compounded at +5.95% per year against +18.60% for VYM; over five years the annualized figures are +1.60% and +11.51% respectively. Across the full 9-year window we track, VYM has the edge at +9.76% annualized vs +2.01%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.9% 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 -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.49. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BSCR charges 0.10% per year while VYM charges 0.04%. On a $10,000 position that is $10 vs $4 annually, a gap of $6 per year that compounds over a long holding period. On income, BSCR currently yields 4.26% against 2.37% for VYM.
Holdings Overlap
We hold position weights for 441 holdings in BSCR and 602 in VYM, totalling 92.9% and 100.0% 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 602 in VYM, against full books of 975 and 608.
You are not choosing between two funds in isolation.
Whichever of BSCR and VYM 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 VYM?
BSCR has an expense ratio of 0.10% while VYM charges 0.04%. VYM is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, BSCR or VYM?
Over the past year BSCR returned +3.37% vs +15.96% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (9 years), BSCR annualized +2.01% vs +9.76% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSCR or VYM?
VYM has been the more volatile fund at 14.9% annualized versus 5.4% for BSCR. Worst drawdown: BSCR -17.3% vs VYM -35.7%.
Should I hold both BSCR and VYM?
BSCR and VYM have a monthly-return correlation of 0.49, 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 VYM?
BSCR yields 4.26% while VYM yields 2.37%, so BSCR currently pays the higher dividend yield.
Is VYM better than BSCR?
VYM has a lower expense ratio. VYM 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.