BSCQ vs IVV
Invesco BulletShares 2026 Corporate Bond ETF vs iShares Core S&P 500 ETF
Which is better, BSCQ or IVV?
Long Term Mid Quality against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 46.3%.
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 | BSCQ | IVV |
|---|---|---|
| Expense Ratio | 0.10% | 0.03%Best |
| AUM | $3.4B | $876.4B |
| Dividend Yield | 4.05% | 1.06% |
| Holdings | 194 | 508 |
| YTD Return | +2.62% | +12.39%Best |
| 1Y Return | +3.89% | +16.61%Best |
| 3Y Return (annualized) | +5.43% | +21.38%Best |
| 5Y Return (annualized) | +1.58% | +13.51%Best |
| Volatility (annualized) | 4.7%Best | 15.4% |
| Max Drawdown | -16.5%Best | -33.9% |
| $10,000 over 5 years | $10,815 | $18,844Best |
| Top 10 Weight | 46.3% | 37.8%Best |
| Fund Family | Invesco (US) | iShares by BlackRock (US) |
| Category | Fixed Income | Equity |
| Style | Long Term Mid Quality | Large Cap Blend |
| Inception | Sep 13, 2016 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Sep 16, 2016 to Sep 18, 2026 (10 years).
BSCQ vs IVV 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BSCQ vs IVV Performance
Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) is an ETF from Invesco (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BSCQ returned +3.89% while IVV returned +16.61%. Year to date, BSCQ is up 2.62% versus a gain of 12.39% for IVV.
Over three years, BSCQ compounded at +5.43% per year against +21.38% for IVV; over five years the annualized figures are +1.58% and +13.51% respectively. Across the full 10-year window we track, IVV has the edge at +14.40% annualized vs +1.62%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 4.7% for BSCQ. 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 -16.5% for BSCQ and -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.51. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BSCQ charges 0.10% per year while IVV 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, BSCQ currently yields 4.05% against 1.06% for IVV.
Holdings Overlap
We hold position weights for 131 holdings in BSCQ and 490 in IVV, totalling 100.0% and 99.3% 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 131 positions we hold weights for in BSCQ and 490 in IVV, against full books of 194 and 508.
What only one of them owns
Our book lists 481 positions for IVV that do not appear in our book for BSCQ (98.6% of the fund), and 130 for BSCQ that do not appear in IVV (100.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of BSCQ and IVV 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, BSCQ or IVV?
BSCQ has an expense ratio of 0.10% while IVV charges 0.03%. IVV is the cheaper option, by $7 a year on a $10,000 investment.
Which performed better, BSCQ or IVV?
Over the past year BSCQ returned +3.89% vs +16.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (10 years), BSCQ annualized +1.62% vs +14.40% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSCQ or IVV?
IVV has been the more volatile fund at 15.4% annualized versus 4.7% for BSCQ. Worst drawdown: BSCQ -16.5% vs IVV -33.9%.
Should I hold both BSCQ and IVV?
BSCQ and IVV have a monthly-return correlation of 0.51, 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, BSCQ or IVV?
BSCQ yields 4.05% while IVV yields 1.06%, so BSCQ currently pays the higher dividend yield.
Is IVV better than BSCQ?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 46.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.