BSCT vs SCEC

BSCT vs SCEC

Which is better, BSCT or SCEC?

BSCT has been ahead.

BSCT has a lower expense ratio. BSCT led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91.

Lower Fees: BSCTHigher Returns: BSCT

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

MetricBSCTSCEC
Expense Ratio0.10%Best0.39%
AUM$3.1B$604M
Dividend Yield4.59%5.20%
Holdings981360
YTD Return+0.29%Best-6.25%
1Y Return+1.06%Best-6.44%
3Y Return (annualized)+6.23%-
5Y Return (annualized)+0.98%-
Volatility (annualized)1.9%Best4.2%
Max Drawdown-1.9%Best-7.9%
$10,000 over 1.6 years$10,639Best$9,796
Fund FamilyInvesco (US)Sterling Capital Active ETF
CategoryFixed IncomeFixed Income
InceptionSep 12, 2019Mar 14, 2025

Not shown on this pair: Top 10 Weight, Style.

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Mar 14, 2025 to Oct 14, 2026 (1.6 years).

BSCT vs SCEC 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 1.6 years both funds cover.

Compare BSCT against instead:BSCT vs SPYBSCT vs QQQBSCT vs VOOBSCT vs VTISCEC against:SCEC vs VXUS

BSCT vs SCEC Performance

Invesco BulletShares 2029 Corporate Bond ETF (BSCT) is an ETF from Invesco (US) and Sterling Capital Enhanced Core Bond ETF (SCEC) is an ETF from Sterling Capital Active ETF. Over the past year BSCT returned +1.06% while SCEC returned -6.44%. Year to date, BSCT is up 0.29% versus a loss of 6.25% for SCEC.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCEC has been the more volatile fund, with annualized monthly volatility of 4.2% compared with 1.9% 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 -1.9% for BSCT and -7.9% for SCEC. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.91. 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 SCEC charges 0.39%. On a $10,000 position that is $10 vs $39 annually, a gap of $29 per year that compounds over a long holding period. On income, BSCT currently yields 4.59% against 5.20% for SCEC.

Holdings Overlap

We hold position weights for 408 holdings in BSCT and 178 in SCEC, totalling 81.7% and 40.9% 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, 4 positions appear in both.

4 positions in common, counted across the 408 positions we hold weights for in BSCT and 178 in SCEC, against full books of 981 and 360.

Top Shared Holdings

StockWeight in BSCTWeight in SCECDifference
APODS 6.9 04/13/29Apollo Debt Solutions Bdc 6.9% Apr 13, 20290.24%0.25%0.01%
CHTR 6.1 06/01/29Charter Comm Opt Llc/Cap 6.1% 01Jun20290.35%0.08%0.27%
IQV 6.25 02/01/29Iqvia Inc 6.25% 01Feb20290.29%0.11%0.18%
OBDC 5.95 03/15/29Blue Owl Capital Corp 5.95 15/03/20290.23%0.05%0.18%

You are not choosing between two funds in isolation.

Whichever of BSCT and SCEC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BSCTSCEC

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Frequently Asked Questions

Which is cheaper, BSCT or SCEC?

BSCT has an expense ratio of 0.10% while SCEC charges 0.39%. BSCT is the cheaper option, by $29 a year on a $10,000 investment.

Which performed better, BSCT or SCEC?

Over the past year BSCT returned +1.06% vs -6.44% for SCEC, so BSCT leads on 1-year performance. Over the longest common window we track (2 years), BSCT annualized +3.95% vs -1.28% for SCEC. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BSCT or SCEC?

SCEC has been the more volatile fund at 4.2% annualized versus 1.9% for BSCT. Worst drawdown: BSCT -1.9% vs SCEC -7.9%.

Should I hold both BSCT and SCEC?

BSCT and SCEC have a monthly-return correlation of 0.91, 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 SCEC?

BSCT yields 4.59% while SCEC yields 5.20%, so SCEC currently pays the higher dividend yield.

Is SCEC better than BSCT?

BSCT has a lower expense ratio. BSCT led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.