BSCT vs FINS
Invesco BulletShares 2029 Corporate Bond ETF vs Angel Oak Financial Strategies Income Term Trust
Which is better, BSCT or FINS?
Each has led over a different period.
BSCT led over 1Y and the full window, FINS over 3Y and 5Y.
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 | FINS |
|---|---|---|
| Expense Ratio | 0.10% | - |
| AUM | $3.1B | $434M |
| Dividend Yield | 4.59% | 10.60% |
| Holdings | 981 | 242 |
| YTD Return | +0.29%Best | -2.43% |
| 1Y Return | +1.06%Best | +0.95% |
| 3Y Return (annualized) | +6.23% | +10.09%Best |
| 5Y Return (annualized) | +0.98% | +2.59%Best |
| Volatility (annualized) | 7.1%Best | 10.9% |
| Max Drawdown | -19.5%Best | -41.5% |
| $10,000 over 5 years | $10,500 | $11,364Best |
| Fund Family | Invesco (US) | Angel Oak Capital Advisors |
| Category | Fixed Income | Fixed Income |
| Inception | Sep 12, 2019 | May 29, 2019 |
Not shown on this pair: Top 10 Weight, Style.
Volatility and max drawdown are measured over the window both funds cover: Sep 12, 2019 to Oct 14, 2026 (7.1 years).
BSCT vs FINS 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 7.1 years both funds cover.
BSCT vs FINS Performance
Invesco BulletShares 2029 Corporate Bond ETF (BSCT) is an ETF from Invesco (US) and Angel Oak Financial Strategies Income Term Trust (FINS) is an ETF from Angel Oak Capital Advisors. Over the past year BSCT returned +1.06% while FINS returned +0.95%. Year to date, BSCT is up 0.29% versus a loss of 2.43% for FINS.
Over three years, BSCT compounded at +6.23% per year against +10.09% for FINS; over five years the annualized figures are +0.98% and +2.59% respectively. Across the full 7-year window we track, BSCT has the edge at +1.69% annualized vs -0.08%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FINS has been the more volatile fund, with annualized monthly volatility of 10.9% compared with 7.1% 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 -19.5% for BSCT and -41.5% for FINS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.47. They move together some of the time, and apart the rest.
Holdings Overlap
We hold position weights for 408 holdings in BSCT and 63 in FINS, totalling 81.7% and 37.4% 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.
The two holdings books were reported 46 days apart, BSCT as of Sep 15, 2026 and FINS as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
1 positions in common, counted across the 408 positions we hold weights for in BSCT and 63 in FINS, against full books of 981 and 242.
Top Shared Holdings
| Stock | Weight in BSCT | Weight in FINS | Difference |
|---|---|---|---|
| ZION 3.25 10/29/29Zions Bancorp N.a. | 0.11% | 0.42% | 0.31% |
You are not choosing between two funds in isolation.
Whichever of BSCT and FINS 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 performed better, BSCT or FINS?
Over the past year BSCT returned +1.06% vs +0.95% for FINS, so BSCT leads on 1-year performance. Over the longest common window we track (7 years), BSCT annualized +1.69% vs -0.08% for FINS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSCT or FINS?
FINS has been the more volatile fund at 10.9% annualized versus 7.1% for BSCT. Worst drawdown: BSCT -19.5% vs FINS -41.5%.
Should I hold both BSCT and FINS?
BSCT and FINS have a monthly-return correlation of 0.47, 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, BSCT or FINS?
BSCT yields 4.59% while FINS yields 10.60%, so FINS currently pays the higher dividend yield.
Is FINS better than BSCT?
BSCT led over 1Y and the full window, FINS over 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.