BSCU vs RIGS
Invesco BulletShares 2030 Corporate Bond ETF vs ALPS Strategic Income Fund
Which is better, BSCU or RIGS?
Each has led over a different period.
BSCU has a lower expense ratio. BSCU led over 1Y and 3Y, RIGS over 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 | BSCU | RIGS |
|---|---|---|
| Expense Ratio | 0.10%Best | 0.46% |
| AUM | $2.8B | $56M |
| Dividend Yield | 4.71% | 5.02% |
| Holdings | 901 | 84 |
| YTD Return | -0.80% | -0.64%Best |
| 1Y Return | -0.09%Best | -0.44% |
| 3Y Return (annualized) | +6.31%Best | +5.06% |
| 5Y Return (annualized) | +0.34% | +1.67%Best |
| Volatility (annualized) | 7.3% | 4.5%Best |
| Max Drawdown | -22.5% | -9.0%Best |
| $10,000 over 5 years | $10,171 | $10,863Best |
| Fund Family | Invesco (US) | ALPS Advisors |
| Category | Fixed Income | Fixed Income |
| Inception | Sep 16, 2020 | 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 17, 2020 to Oct 14, 2026 (6.1 years).
BSCU 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 6.1 years both funds cover.
BSCU vs RIGS Performance
Invesco BulletShares 2030 Corporate Bond ETF (BSCU) is an ETF from Invesco (US) and ALPS Strategic Income Fund (RIGS) is an ETF from ALPS Advisors. Over the past year BSCU returned -0.09% while RIGS returned -0.44%. Year to date, BSCU is down 0.80% versus a loss of 0.64% for RIGS.
Over three years, BSCU compounded at +6.31% per year against +5.06% for RIGS; over five years the annualized figures are +0.34% and +1.67% respectively. Across the full 6-year window we track, RIGS has the edge at +1.74% annualized vs +0.10%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BSCU has been the more volatile fund, with annualized monthly volatility of 7.3% compared with 4.5% 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 -22.5% for BSCU and -9.0% 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
BSCU 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, BSCU currently yields 4.71% against 5.02% for RIGS.
Holdings Overlap
We hold position weights for 401 holdings in BSCU and 58 in RIGS, totalling 87.6% and 72.5% 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 401 positions we hold weights for in BSCU and 58 in RIGS, against full books of 901 and 84.
You are not choosing between two funds in isolation.
Whichever of BSCU 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, BSCU or RIGS?
BSCU has an expense ratio of 0.10% while RIGS charges 0.46%. BSCU is the cheaper option, by $36 a year on a $10,000 investment.
Which performed better, BSCU or RIGS?
Over the past year BSCU returned -0.09% vs -0.44% for RIGS, so BSCU leads on 1-year performance. Over the longest common window we track (6 years), BSCU annualized +0.10% vs +1.74% for RIGS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSCU or RIGS?
BSCU has been the more volatile fund at 7.3% annualized versus 4.5% for RIGS. Worst drawdown: BSCU -22.5% vs RIGS -9.0%.
Should I hold both BSCU and RIGS?
BSCU 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, BSCU or RIGS?
BSCU yields 4.71% while RIGS yields 5.02%, so RIGS currently pays the higher dividend yield.
Is RIGS better than BSCU?
BSCU has a lower expense ratio. BSCU led over 1Y and 3Y, RIGS over 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.