BSCU vs SCEC
Invesco BulletShares 2030 Corporate Bond ETF vs Sterling Capital Enhanced Core Bond ETF
Which is better, BSCU or SCEC?
BSCU has been ahead.
BSCU has a lower expense ratio. BSCU led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.94.
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 | SCEC |
|---|---|---|
| Expense Ratio | 0.10%Best | 0.39% |
| AUM | $2.8B | $604M |
| Dividend Yield | 4.71% | 5.20% |
| Holdings | 901 | 360 |
| YTD Return | -0.46%Best | -5.77% |
| 1Y Return | +0.24%Best | -5.96% |
| 3Y Return (annualized) | +6.42% | - |
| 5Y Return (annualized) | +0.49% | - |
| Volatility (annualized) | 2.6%Best | 4.2% |
| Max Drawdown | -2.6%Best | -7.9% |
| $10,000 over 1.6 years | $10,615Best | $9,848 |
| Fund Family | Invesco (US) | Sterling Capital Active ETF |
| Category | Fixed Income | Fixed Income |
| Inception | Sep 16, 2020 | Mar 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 15, 2026 (1.6 years).
BSCU 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.
BSCU vs SCEC Performance
Invesco BulletShares 2030 Corporate Bond ETF (BSCU) 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 BSCU returned +0.24% while SCEC returned -5.96%. Year to date, BSCU is down 0.46% versus a loss of 5.77% 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 2.6% 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 -2.6% for BSCU 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 0.94. 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 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, BSCU currently yields 4.71% against 5.20% for SCEC.
Holdings Overlap
We hold position weights for 401 holdings in BSCU and 178 in SCEC, totalling 87.6% 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, 3 positions appear in both.
3 positions in common, counted across the 401 positions we hold weights for in BSCU and 178 in SCEC, against full books of 901 and 360.
Top Shared Holdings
| Stock | Weight in BSCU | Weight in SCEC | Difference |
|---|---|---|---|
| SUMIBK 2.13 07/08/30Sumitomo Mitsui Financial Group In 2.13 Jul 08, 2030 | 0.36% | 0.13% | 0.23% |
| DAL 5.25 07/10/30Delta Air Lines Inc 5.25 07/10/2030 | 0.27% | 0.21% | 0.06% |
| PXD 1.9 08/15/30Pioneer Natural Resources Company 1.9 Aug 15, 2030 | 0.26% | 0.00% | 0.26% |
You are not choosing between two funds in isolation.
Whichever of BSCU and SCEC 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 SCEC?
BSCU has an expense ratio of 0.10% while SCEC charges 0.39%. BSCU is the cheaper option, by $29 a year on a $10,000 investment.
Which performed better, BSCU or SCEC?
Over the past year BSCU returned +0.24% vs -5.96% for SCEC, so BSCU leads on 1-year performance. Over the longest common window we track (2 years), BSCU annualized +3.80% vs -0.95% for SCEC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSCU or SCEC?
SCEC has been the more volatile fund at 4.2% annualized versus 2.6% for BSCU. Worst drawdown: BSCU -2.6% vs SCEC -7.9%.
Should I hold both BSCU and SCEC?
BSCU and SCEC have a monthly-return correlation of 0.94, 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 SCEC?
BSCU yields 4.71% while SCEC yields 5.20%, so SCEC currently pays the higher dividend yield.
Is SCEC better than BSCU?
BSCU has a lower expense ratio. BSCU led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.94. Which one suits a particular account depends on what it is for. This is information, not a recommendation.