BSCU vs JHCB
Invesco BulletShares 2030 Corporate Bond ETF vs John Hancock Corporate Bond ETF
Which is better, BSCU or JHCB?
Nearly the same fund. BSCU costs less.
BSCU has a lower expense ratio. BSCU led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.97.
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 | BSCU | JHCB |
|---|---|---|
| Expense Ratio | 0.10%Best | 0.29% |
| AUM | $2.8B | $99M |
| Dividend Yield | 4.71% | 5.42% |
| Holdings | 901 | 181 |
| YTD Return | -0.80%Best | -3.09% |
| 1Y Return | -0.09%Best | -3.15% |
| 3Y Return (annualized) | +6.31%Best | +5.71% |
| 5Y Return (annualized) | +0.34%Best | -0.34% |
| Volatility (annualized) | 7.3%Best | 7.9% |
| Max Drawdown | -21.7%Best | -22.6% |
| $10,000 over 5 years | $10,171Best | $9,831 |
| Fund Family | Invesco (US) | John Hancock Investment Management |
| Category | Fixed Income | Fixed Income |
| Inception | Sep 16, 2020 | Mar 30, 2021 |
Not shown on this pair: Top 10 Weight, Style.
Volatility and max drawdown are measured over the window both funds cover: Mar 31, 2021 to Oct 14, 2026 (5.5 years).
BSCU vs JHCB 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 5.5 years both funds cover.
BSCU vs JHCB Performance
Invesco BulletShares 2030 Corporate Bond ETF (BSCU) is an ETF from Invesco (US) and John Hancock Corporate Bond ETF (JHCB) is an ETF from John Hancock Investment Management. Over the past year BSCU returned -0.09% while JHCB returned -3.15%. Year to date, BSCU is down 0.80% versus a loss of 3.09% for JHCB.
Over three years, BSCU compounded at +6.31% per year against +5.71% for JHCB; over five years the annualized figures are +0.34% and -0.34% respectively. Across the full 6-year window we track, BSCU has the edge at +0.95% annualized vs +0.33%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JHCB has been the more volatile fund, with annualized monthly volatility of 7.9% compared with 7.3% for BSCU. 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 -21.7% for BSCU and -22.6% for JHCB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BSCU charges 0.10% per year while JHCB 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, BSCU currently yields 4.71% against 5.42% for JHCB.
Holdings Overlap
We hold position weights for 401 holdings in BSCU and 161 in JHCB, totalling 87.6% and 89.1% 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 401 positions we hold weights for in BSCU and 161 in JHCB, against full books of 901 and 181.
Top Shared Holdings
| Stock | Weight in BSCU | Weight in JHCB | Difference |
|---|---|---|---|
| BA 5.15 05/01/30The Boeing Co 5.150 May 01 30 | 1.23% | 0.60% | 0.63% |
| ARESSI 5.6 02/15/30Ares Strategic I 5.6% 02/15/30 | 0.20% | 1.16% | 0.96% |
You are not choosing between two funds in isolation.
Whichever of BSCU and JHCB 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, BSCU or JHCB?
BSCU has an expense ratio of 0.10% while JHCB charges 0.29%. BSCU is the cheaper option, by $19 a year on a $10,000 investment.
Which performed better, BSCU or JHCB?
Over the past year BSCU returned -0.09% vs -3.15% for JHCB, so BSCU leads on 1-year performance. Over the longest common window we track (6 years), BSCU annualized +0.95% vs +0.33% for JHCB. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSCU or JHCB?
JHCB has been the more volatile fund at 7.9% annualized versus 7.3% for BSCU. Worst drawdown: BSCU -21.7% vs JHCB -22.6%.
Should I hold both BSCU and JHCB?
BSCU and JHCB have a monthly-return correlation of 0.97, 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, BSCU or JHCB?
BSCU yields 4.71% while JHCB yields 5.42%, so JHCB currently pays the higher dividend yield.
Is JHCB better than BSCU?
BSCU has a lower expense ratio. BSCU led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.97. Which one suits a particular account depends on what it is for. This is information, not a recommendation.