BSCT vs HCRB
Invesco BulletShares 2029 Corporate Bond ETF vs Hartford Core Bond ETF
Which is better, BSCT or HCRB?
BSCT has been ahead.
BSCT has a lower expense ratio. BSCT 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 | BSCT | HCRB |
|---|---|---|
| Expense Ratio | 0.10%Best | 0.29% |
| AUM | $3.1B | $437M |
| Dividend Yield | 4.59% | 4.22% |
| Holdings | 981 | 1,642 |
| YTD Return | +0.29%Best | -5.38% |
| 1Y Return | +1.06%Best | -5.81% |
| 3Y Return (annualized) | +6.23%Best | +3.63% |
| 5Y Return (annualized) | +0.98%Best | -1.26% |
| Volatility (annualized) | 7.3% | 6.3%Best |
| Max Drawdown | -19.5%Best | -19.9% |
| $10,000 over 5 years | $10,500Best | $9,386 |
| Fund Family | Invesco (US) | Hartford Funds |
| Category | Fixed Income | Fixed Income |
| Inception | Sep 12, 2019 | Feb 19, 2020 |
Not shown on this pair: Top 10 Weight, Style.
Volatility and max drawdown are measured over the window both funds cover: Feb 20, 2020 to Oct 14, 2026 (6.6 years).
BSCT vs HCRB 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 6.6 years both funds cover.
BSCT vs HCRB Performance
Invesco BulletShares 2029 Corporate Bond ETF (BSCT) is an ETF from Invesco (US) and Hartford Core Bond ETF (HCRB) is an ETF from Hartford Funds. Over the past year BSCT returned +1.06% while HCRB returned -5.81%. Year to date, BSCT is up 0.29% versus a loss of 5.38% for HCRB.
Over three years, BSCT compounded at +6.23% per year against +3.63% for HCRB; over five years the annualized figures are +0.98% and -1.26% respectively. Across the full 7-year window we track, BSCT has the edge at +1.28% annualized vs -0.21%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BSCT has been the more volatile fund, with annualized monthly volatility of 7.3% compared with 6.3% for HCRB. 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 -19.9% for HCRB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BSCT charges 0.10% per year while HCRB charges 0.29%. On a $10,000 position that is $10 vs $29 annually, a gap of $19 per year that compounds over a long holding period. On income, BSCT currently yields 4.59% against 4.22% for HCRB.
Holdings Overlap
We hold position weights for 408 holdings in BSCT and 493 in HCRB, totalling 81.7% and 65.2% 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, 8 positions appear in both.
8 positions in common, counted across the 408 positions we hold weights for in BSCT and 493 in HCRB, against full books of 981 and 1,642.
Top Shared Holdings
| Stock | Weight in BSCT | Weight in HCRB | Difference |
|---|---|---|---|
| PCG 6.1 01/15/29Pacific Gas & Electric Regd 6.10000000 | 0.30% | 0.03% | 0.27% |
| PM 5.625 11/17/29Philip Morris Intl Inc Sr Unsecured 11/29 5.625 | 0.29% | 0.00% | 0.29% |
| CAH 5 11/15/29Cardinal Health Inc 5% Nov 15, 2029 | 0.17% | 0.09% | 0.08% |
| BA 3.2 03/01/29Boeing Co. 3.20% 01 Mar 2029 | 0.22% | 0.02% | 0.20% |
| KDPKeurig Dr Pepper Inc 3.95 04/15/2029 | 0.22% | 0.01% | 0.21% |
| BCRED 5.95 07/16/29Blackstone Private Credit Fund 5.95 2029-07-16 | 0.20% | 0.02% | 0.18% |
| CNP 5.4 06/01/29Centerpoint Energy Inc 5.4% 06/01/2029 | 0.15% | 0.04% | 0.11% |
| EIX 6.95 11/15/29Edison International Sr Unsecured 11/29 6.95 | 0.13% | 0.01% | 0.12% |
You are not choosing between two funds in isolation.
Whichever of BSCT and HCRB 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 HCRB?
BSCT has an expense ratio of 0.10% while HCRB charges 0.29%. BSCT is the cheaper option, by $19 a year on a $10,000 investment.
Which performed better, BSCT or HCRB?
Over the past year BSCT returned +1.06% vs -5.81% for HCRB, so BSCT leads on 1-year performance. Over the longest common window we track (7 years), BSCT annualized +1.28% vs -0.21% for HCRB. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSCT or HCRB?
BSCT has been the more volatile fund at 7.3% annualized versus 6.3% for HCRB. Worst drawdown: BSCT -19.5% vs HCRB -19.9%.
Should I hold both BSCT and HCRB?
BSCT and HCRB have a monthly-return correlation of 0.86, 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 HCRB?
BSCT yields 4.59% while HCRB yields 4.22%, so BSCT currently pays the higher dividend yield.
Is HCRB better than BSCT?
BSCT has a lower expense ratio. BSCT 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.