BSCT vs GOLY
Invesco BulletShares 2029 Corporate Bond ETF vs Strategy Shares Gold Enhanced Yield ETF
Which is better, BSCT or GOLY?
Each has led over a different period.
BSCT has a lower expense ratio. BSCT led over 1Y and the full window, GOLY 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 | GOLY |
|---|---|---|
| Expense Ratio | 0.10%Best | 0.90% |
| AUM | $3.1B | $71M |
| Dividend Yield | 4.59% | 8.89% |
| Holdings | 981 | 7 |
| YTD Return | +0.29%Best | -30.69% |
| 1Y Return | +1.06%Best | -29.72% |
| 3Y Return (annualized) | +6.23% | +14.20%Best |
| 5Y Return (annualized) | +0.98% | +3.65%Best |
| Volatility (annualized) | 6.3%Best | 23.9% |
| Max Drawdown | -19.1%Best | -45.0% |
| $10,000 over 5 years | $10,500 | $11,963Best |
| Fund Family | Invesco (US) | STRATEGY SHARES |
| Category | Fixed Income | Fixed Income |
| Inception | Sep 12, 2019 | May 17, 2021 |
Not shown on this pair: Top 10 Weight, Style.
Volatility and max drawdown are measured over the window both funds cover: May 18, 2021 to Oct 14, 2026 (5.4 years).
BSCT vs GOLY 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 5.4 years both funds cover.
BSCT vs GOLY Performance
Invesco BulletShares 2029 Corporate Bond ETF (BSCT) is an ETF from Invesco (US) and Strategy Shares Gold Enhanced Yield ETF (GOLY) is an ETF from STRATEGY SHARES. Over the past year BSCT returned +1.06% while GOLY returned -29.72%. Year to date, BSCT is up 0.29% versus a loss of 30.69% for GOLY.
Over three years, BSCT compounded at +6.23% per year against +14.20% for GOLY; over five years the annualized figures are +0.98% and +3.65% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GOLY has been the more volatile fund, with annualized monthly volatility of 23.9% compared with 6.3% 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 -19.1% for BSCT and -45.0% for GOLY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.57. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BSCT charges 0.10% per year while GOLY charges 0.90%. On a $10,000 position that is $10 vs $90 annually, a gap of $80 per year that compounds over a long holding period. On income, BSCT currently yields 4.59% against 8.89% for GOLY.
Holdings Overlap
We hold position weights for 408 holdings in BSCT and 7 in GOLY, totalling 81.7% 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 408 positions we hold weights for in BSCT and 7 in GOLY, against full books of 981 and 7.
What only one of them owns
Measured across the 408 and 7 positions we hold weights for.
BSCT holds 408 positions GOLY does not, 81.7% of the fund.
Largest: ABBV 3.2 11/21/29 1.19%, CNC 4.625 12/15/29 0.74%, IBM 3.5 05/15/29 0.74%, VZ 4.016 12/03/29 0.67%, T 4.35 03/01/29 0.67%
You are not choosing between two funds in isolation.
Whichever of BSCT and GOLY 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 GOLY?
BSCT has an expense ratio of 0.10% while GOLY charges 0.90%. BSCT is the cheaper option, by $80 a year on a $10,000 investment.
Which performed better, BSCT or GOLY?
Over the past year BSCT returned +1.06% vs -29.72% for GOLY, so BSCT leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSCT or GOLY?
GOLY has been the more volatile fund at 23.9% annualized versus 6.3% for BSCT. Worst drawdown: BSCT -19.1% vs GOLY -45.0%.
Should I hold both BSCT and GOLY?
BSCT and GOLY have a monthly-return correlation of 0.57, 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 GOLY?
BSCT yields 4.59% while GOLY yields 8.89%, so GOLY currently pays the higher dividend yield.
Is GOLY better than BSCT?
BSCT has a lower expense ratio. BSCT led over 1Y and the full window, GOLY over 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.