BSCT vs RIGS
Invesco BulletShares 2029 Corporate Bond ETF vs ALPS Strategic Income Fund
Which is better, BSCT or RIGS?
Each has led over a different period.
BSCT has a lower expense ratio. BSCT led over 1Y, 3Y and the full window, RIGS over 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 | RIGS |
|---|---|---|
| Expense Ratio | 0.10%Best | 0.46% |
| AUM | $3.1B | $56M |
| Dividend Yield | 4.59% | 5.02% |
| Holdings | 981 | 84 |
| YTD Return | +0.29%Best | -0.64% |
| 1Y Return | +1.06%Best | -0.44% |
| 3Y Return (annualized) | +6.23%Best | +5.06% |
| 5Y Return (annualized) | +0.98% | +1.67%Best |
| Volatility (annualized) | 7.1% | 5.8%Best |
| Max Drawdown | -19.5% | -16.1%Best |
| $10,000 over 5 years | $10,500 | $10,863Best |
| Fund Family | Invesco (US) | ALPS Advisors |
| Category | Fixed Income | Fixed Income |
| Inception | Sep 12, 2019 | Oct 7, 2013 |
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 RIGS 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 RIGS Performance
Invesco BulletShares 2029 Corporate Bond ETF (BSCT) is an ETF from Invesco (US) and ALPS Strategic Income Fund (RIGS) is an ETF from ALPS Advisors. Over the past year BSCT returned +1.06% while RIGS returned -0.44%. Year to date, BSCT is up 0.29% versus a loss of 0.64% for RIGS.
Over three years, BSCT compounded at +6.23% per year against +5.06% for RIGS; over five years the annualized figures are +0.98% and +1.67% respectively. Across the full 7-year window we track, BSCT has the edge at +1.69% annualized vs +1.35%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BSCT has been the more volatile fund, with annualized monthly volatility of 7.1% compared with 5.8% for RIGS. 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 -16.1% for RIGS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BSCT charges 0.10% per year while RIGS charges 0.46%. On a $10,000 position that is $10 vs $46 annually, a gap of $36 per year that compounds over a long holding period. On income, BSCT currently yields 4.59% against 5.02% for RIGS.
Holdings Overlap
We hold position weights for 408 holdings in BSCT and 58 in RIGS, totalling 81.7% and 72.5% 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, 2 positions appear in both.
2 positions in common, counted across the 408 positions we hold weights for in BSCT and 58 in RIGS, against full books of 981 and 84.
Top Shared Holdings
| Stock | Weight in BSCT | Weight in RIGS | Difference |
|---|---|---|---|
| LVS 6 08/15/29Las Vegas Sands Co 6% 08/15/29 | 0.12% | 1.05% | 0.93% |
| MAR 4.9 04/15/29Marriott International Inc/Md 4.9 04/15/2029 | 0.19% | 0.92% | 0.73% |
You are not choosing between two funds in isolation.
Whichever of BSCT and RIGS 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 RIGS?
BSCT has an expense ratio of 0.10% while RIGS charges 0.46%. BSCT is the cheaper option, by $36 a year on a $10,000 investment.
Which performed better, BSCT or RIGS?
Over the past year BSCT returned +1.06% vs -0.44% for RIGS, so BSCT leads on 1-year performance. Over the longest common window we track (7 years), BSCT annualized +1.69% vs +1.35% for RIGS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSCT or RIGS?
BSCT has been the more volatile fund at 7.1% annualized versus 5.8% for RIGS. Worst drawdown: BSCT -19.5% vs RIGS -16.1%.
Should I hold both BSCT and RIGS?
BSCT and RIGS have a monthly-return correlation of 0.88, 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 RIGS?
BSCT yields 4.59% while RIGS yields 5.02%, so RIGS currently pays the higher dividend yield.
Is RIGS better than BSCT?
BSCT has a lower expense ratio. BSCT led over 1Y, 3Y and the full window, RIGS over 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.