BSCS vs IG
Invesco BulletShares 2028 Corporate Bond ETF vs Principal Investment Grade Corporate ETF
Which is better, BSCS or IG?
BSCS has been ahead.
BSCS has a lower expense ratio. BSCS led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93.
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 | BSCS | IG |
|---|---|---|
| Expense Ratio | 0.10%Best | 0.19% |
| AUM | $3.5B | $203M |
| Dividend Yield | 4.47% | 5.36% |
| Holdings | 971 | 510 |
| YTD Return | +1.26%Best | -4.65% |
| 1Y Return | +2.24%Best | -4.70% |
| 3Y Return (annualized) | +6.13%Best | +4.58% |
| 5Y Return (annualized) | +1.33%Best | -1.34% |
| Volatility (annualized) | 6.5%Best | 8.1% |
| Max Drawdown | -18.4%Best | -23.8% |
| $10,000 over 5 years | $10,683Best | $9,348 |
| Fund Family | Invesco (US) | Principal Funds |
| Category | Fixed Income | Fixed Income |
| Style | Long Term Mid Quality | Long Term Mid Quality |
| Inception | Aug 9, 2018 | Apr 18, 2018 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Aug 9, 2018 to Oct 14, 2026 (8.2 years).
BSCS vs IG 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 8.2 years both funds cover.
BSCS vs IG Performance
Invesco BulletShares 2028 Corporate Bond ETF (BSCS) is an ETF from Invesco (US) and Principal Investment Grade Corporate ETF (IG) is an ETF from Principal Funds. Over the past year BSCS returned +2.24% while IG returned -4.70%. Year to date, BSCS is up 1.26% versus a loss of 4.65% for IG.
Over three years, BSCS compounded at +6.13% per year against +4.58% for IG; over five years the annualized figures are +1.33% and -1.34% respectively. Across the full 8-year window we track, BSCS has the edge at +2.68% annualized vs +0.30%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IG has been the more volatile fund, with annualized monthly volatility of 8.1% compared with 6.5% for BSCS. 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 -18.4% for BSCS and -23.8% for IG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BSCS charges 0.10% per year while IG charges 0.19%. On a $10,000 position that is $10 vs $19 annually, a gap of $9 per year that compounds over a long holding period. On income, BSCS currently yields 4.47% against 5.36% for IG.
Holdings Overlap
We hold position weights for 415 holdings in BSCS and 124 in IG, totalling 84.9% and 53.8% 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, 1 positions appear in both.
1 positions in common, counted across the 415 positions we hold weights for in BSCS and 124 in IG, against full books of 971 and 510.
Top Shared Holdings
| Stock | Weight in BSCS | Weight in IG | Difference |
|---|---|---|---|
| SPR 4.6 06/15/28Spirit Aerosystems Inc Company Guar 06/28 4.6 | 0.16% | 0.18% | 0.02% |
You are not choosing between two funds in isolation.
Whichever of BSCS and IG 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, BSCS or IG?
BSCS has an expense ratio of 0.10% while IG charges 0.19%. BSCS is the cheaper option, by $9 a year on a $10,000 investment.
Which performed better, BSCS or IG?
Over the past year BSCS returned +2.24% vs -4.70% for IG, so BSCS leads on 1-year performance. Over the longest common window we track (8 years), BSCS annualized +2.68% vs +0.30% for IG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSCS or IG?
IG has been the more volatile fund at 8.1% annualized versus 6.5% for BSCS. Worst drawdown: BSCS -18.4% vs IG -23.8%.
Should I hold both BSCS and IG?
BSCS and IG have a monthly-return correlation of 0.93, 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, BSCS or IG?
BSCS yields 4.47% while IG yields 5.36%, so IG currently pays the higher dividend yield.
Is IG better than BSCS?
BSCS has a lower expense ratio. BSCS led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. Which one suits a particular account depends on what it is for. This is information, not a recommendation.