BSCT vs BSCU
Invesco BulletShares 2029 Corporate Bond ETF vs Invesco BulletShares 2030 Corporate Bond ETF
Which is better, BSCT or BSCU?
Each has led over a different period.
BSCT led over 1Y, 5Y and the full window, BSCU over 3Y. The two have moved almost in lockstep, correlation 1.00.
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 | BSCT | BSCU |
|---|---|---|
| Expense Ratio | 0.10%Tie | 0.10%Tie |
| AUM | $3.1B | $2.8B |
| Dividend Yield | 4.59% | 4.71% |
| Holdings | 981 | 901 |
| YTD Return | +0.29%Best | -0.80% |
| 1Y Return | +1.06%Best | -0.09% |
| 3Y Return (annualized) | +6.23% | +6.31%Best |
| 5Y Return (annualized) | +0.98%Best | +0.34% |
| Volatility (annualized) | 6.2%Best | 7.3% |
| Max Drawdown | -19.2%Best | -22.5% |
| $10,000 over 5 years | $10,500Best | $10,171 |
| Fund Family | Invesco (US) | Invesco (US) |
| Category | Fixed Income | Fixed Income |
| Inception | Sep 12, 2019 | Sep 16, 2020 |
Not shown on this pair: Top 10 Weight, Style.
Volatility and max drawdown are measured over the window both funds cover: Sep 17, 2020 to Oct 14, 2026 (6.1 years).
BSCT vs BSCU 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 6.1 years both funds cover.
BSCT vs BSCU Performance
Invesco BulletShares 2029 Corporate Bond ETF (BSCT) is an ETF from Invesco (US) and Invesco BulletShares 2030 Corporate Bond ETF (BSCU) is an ETF from Invesco (US). Over the past year BSCT returned +1.06% while BSCU returned -0.09%. Year to date, BSCT is up 0.29% versus a loss of 0.80% for BSCU.
Over three years, BSCT compounded at +6.23% per year against +6.31% for BSCU; over five years the annualized figures are +0.98% and +0.34% respectively. Across the full 6-year window we track, BSCT has the edge at +0.70% annualized vs +0.10%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BSCU has been the more volatile fund, with annualized monthly volatility of 7.3% compared with 6.2% for BSCT. 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 -19.2% for BSCT and -22.5% for BSCU. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 1.00. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BSCT charges 0.10% per year while BSCU charges 0.10%. On a $10,000 position that is $10 vs $10 annually. On income, BSCT currently yields 4.59% against 4.71% for BSCU.
Holdings Overlap
We hold position weights for 408 holdings in BSCT and 401 in BSCU, totalling 81.7% and 87.6% 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 408 positions we hold weights for in BSCT and 401 in BSCU, against full books of 981 and 901.
Top Shared Holdings
| Stock | Weight in BSCT | Weight in BSCU | Difference |
|---|---|---|---|
| AGPXXInvesco Government & Agency Portfolio, Institutional Class | 0.31% | 0.17% | 0.14% |
You are not choosing between two funds in isolation.
Whichever of BSCT and BSCU 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, BSCT or BSCU?
BSCT has an expense ratio of 0.10% while BSCU charges 0.10%. At the precision these are quoted to, they cost the same.
Which performed better, BSCT or BSCU?
Over the past year BSCT returned +1.06% vs -0.09% for BSCU, so BSCT leads on 1-year performance. Over the longest common window we track (6 years), BSCT annualized +0.70% vs +0.10% for BSCU. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSCT or BSCU?
BSCU has been the more volatile fund at 7.3% annualized versus 6.2% for BSCT. Worst drawdown: BSCT -19.2% vs BSCU -22.5%.
Should I hold both BSCT and BSCU?
BSCT and BSCU have a monthly-return correlation of 1.00, 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, BSCT or BSCU?
BSCT yields 4.59% while BSCU yields 4.71%, so BSCU currently pays the higher dividend yield.
Is BSCU better than BSCT?
BSCT led over 1Y, 5Y and the full window, BSCU over 3Y. The two have moved almost in lockstep, correlation 1.00. Which one suits a particular account depends on what it is for. This is information, not a recommendation.