BSCP vs VTI

BSCP vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricBSCPVTIWinner
Expense Ratio0.10%0.03%
AUM$1.9B$666.9B
Dividend Yield3.83%1.07%
Holdings503,543
YTD Return+0.07%+12.65%
1Y Return-0.07%+21.39%
3Y Return (annualized)+0.83%+21.54%
5Y Return (annualized)-1.74%+12.11%
Volatility (annualized)4.1%15.3%
Max Drawdown-15.5%-56.6%
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionOct 7, 2015May 24, 2001

BSCP vs VTI Performance

Invesco BulletShares 2025 Corporate Bond ETF (BSCP) is a ETF from Invesco (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BSCP returned -0.07% while VTI returned +21.39%. Year to date, BSCP is up 0.07% versus a gain of 12.65% for VTI.

Over three years, BSCP compounded at +0.83% per year against +21.54% for VTI; over five years the annualized figures are -1.74% and +12.11% respectively. Across the full 10-year window we track, VTI has the edge at +8.07% annualized vs +0.30%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 4.1% for BSCP. 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 -15.5% for BSCP and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BSCP charges 0.10% per year while VTI 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, BSCP currently yields 3.83% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

BSCP and VTI share 0 holdings out of 2835 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BSCP or VTI?

BSCP has an expense ratio of 0.10% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $7 per year of difference.

Which performed better, BSCP or VTI?

Over the past year BSCP returned -0.07% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (10 years), BSCP annualized +0.30% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, BSCP or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 4.1% for BSCP. Worst drawdown: BSCP -15.5% vs VTI -56.6%.

Should I hold both BSCP and VTI?

BSCP and VTI have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BSCP and VTI?

BSCP and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2835 unique securities.

Which pays a higher dividend, BSCP or VTI?

BSCP yields 3.83% while VTI yields 1.07%, so BSCP currently pays the higher dividend yield.

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