BSCZ vs VOO

BSCZ vs VOO

Which is better, BSCZ or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricBSCZVOO
Expense Ratio0.10%0.03%Best
AUM$383M$1.0T
Dividend Yield4.91%1.06%
Holdings631506
YTD Return-3.36%+13.57%Best
1Y Return-3.25%+17.55%Best
3Y Return (annualized)-+22.46%
5Y Return (annualized)-+13.28%
Volatility (annualized)4.7%Best11.6%
Max Drawdown-5.8%Best-8.9%
$10,000 over 1.3 years$10,197$12,914Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionJun 11, 2025Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Jun 11, 2025 to Oct 14, 2026 (1.3 years).

BSCZ vs VOO 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 1.3 years both funds cover.

BSCZ vs VOO Performance

Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) is an ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BSCZ returned -3.25% while VOO returned +17.55%. Year to date, BSCZ is down 3.36% versus a gain of 13.57% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 11.6% compared with 4.7% for BSCZ. 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 -5.8% for BSCZ and -8.9% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.38. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BSCZ charges 0.10% per year while VOO charges 0.03%. On a $10,000 position that is $10 vs $3 annually, a gap of $7 per year that compounds over a long holding period. On income, BSCZ currently yields 4.91% against 1.06% for VOO.

Holdings Overlap

We hold position weights for 258 holdings in BSCZ and 504 in VOO, totalling 78.3% and 100.1% 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 258 positions we hold weights for in BSCZ and 504 in VOO, against full books of 631 and 506.

You are not choosing between two funds in isolation.

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

BSCZVOO

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Frequently Asked Questions

Which is cheaper, BSCZ or VOO?

BSCZ has an expense ratio of 0.10% while VOO charges 0.03%. VOO is the cheaper option, by $7 a year on a $10,000 investment.

Which performed better, BSCZ or VOO?

Over the past year BSCZ returned -3.25% vs +17.55% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), BSCZ annualized +1.51% vs +21.74% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BSCZ or VOO?

VOO has been the more volatile fund at 11.6% annualized versus 4.7% for BSCZ. Worst drawdown: BSCZ -5.8% vs VOO -8.9%.

Should I hold both BSCZ and VOO?

BSCZ and VOO have a monthly-return correlation of 0.38, 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, BSCZ or VOO?

BSCZ yields 4.91% while VOO yields 1.06%, so BSCZ currently pays the higher dividend yield.

Is VOO better than BSCZ?

VOO has a lower expense ratio. VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.