BSCR vs IVV
Invesco BulletShares 2027 Corporate Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BSCR | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.10% | 0.03% | |
| AUM | $4.6B | $907.0B | |
| Dividend Yield | 4.27% | 1.10% | |
| Holdings | 492 | 508 | |
| YTD Return | +2.09% | +12.71% | |
| 1Y Return | +4.11% | +21.89% | |
| 3Y Return (annualized) | +5.82% | +22.08% | |
| 5Y Return (annualized) | +1.42% | +12.96% | |
| Volatility (annualized) | 5.5% | 15.1% | |
| Max Drawdown | -17.3% | -56.5% | |
| Fund Family | Invesco (US) | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 26, 2017 | May 15, 2000 |
BSCR vs IVV Performance
Invesco BulletShares 2027 Corporate Bond ETF (BSCR) is a ETF from Invesco (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BSCR returned +4.11% while IVV returned +21.89%. Year to date, BSCR is up 2.09% versus a gain of 12.71% for IVV.
Over three years, BSCR compounded at +5.82% per year against +22.08% for IVV; over five years the annualized figures are +1.42% and +12.96% respectively. Across the full 9-year window we track, IVV has the edge at +7.00% annualized vs +2.01%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 5.5% for BSCR. 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 -17.3% for BSCR and -56.5% for IVV. 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BSCR 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, BSCR currently yields 4.27% against 1.10% for IVV.
Holdings Overlap
BSCR and IVV share 1 holdings out of 973 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BSCR | Weight in IVV | Difference |
|---|---|---|---|
| DVN | 0.15% | 0.08% | 0.07% |
Frequently Asked Questions
Which is cheaper, BSCR or IVV?
BSCR has an expense ratio of 0.10% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $7 per year of difference.
Which performed better, BSCR or IVV?
Over the past year BSCR returned +4.11% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (9 years), BSCR annualized +2.01% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, BSCR or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 5.5% for BSCR. Worst drawdown: BSCR -17.3% vs IVV -56.5%.
Should I hold both BSCR and IVV?
BSCR and IVV have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BSCR and IVV?
BSCR and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 973 unique securities.
Which pays a higher dividend, BSCR or IVV?
BSCR yields 4.27% while IVV yields 1.10%, so BSCR currently pays the higher dividend yield.
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