BSCS vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricBSCSVOOWinner
Expense Ratio0.10%0.03%
AUM$3.6B$979.0B
Dividend Yield4.46%1.09%
Holdings469509
YTD Return+1.41%+13.72%
1Y Return+3.64%+21.63%
3Y Return (annualized)+5.88%+21.55%
5Y Return (annualized)+1.30%+13.26%
Volatility (annualized)6.5%14.1%
Max Drawdown-18.4%-34.3%
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionAug 9, 2018Sep 7, 2010

BSCS vs VOO Performance

Invesco BulletShares 2028 Corporate Bond ETF (BSCS) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BSCS returned +3.64% while VOO returned +21.63%. Year to date, BSCS is up 1.41% versus a gain of 13.72% for VOO.

Over three years, BSCS compounded at +5.88% per year against +21.55% for VOO; over five years the annualized figures are +1.30% and +13.26% respectively. Across the full 8-year window we track, VOO has the edge at +13.56% annualized vs +2.76%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 6.5% for BSCS. 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 -18.4% for BSCS and -34.3% for VOO. 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BSCS 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, BSCS currently yields 4.46% against 1.09% for VOO.

Holdings Overlap

0.1%overlap

BSCS and VOO share 1 holdings out of 934 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BSCSWeight in VOODifference
PYPL0.15%0.05%0.10%

Frequently Asked Questions

Which is cheaper, BSCS or VOO?

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

Which performed better, BSCS or VOO?

Over the past year BSCS returned +3.64% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), BSCS annualized +2.76% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, BSCS or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 6.5% for BSCS. Worst drawdown: BSCS -18.4% vs VOO -34.3%.

Should I hold both BSCS and VOO?

BSCS and VOO have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BSCS and VOO?

BSCS and VOO share 1 common holdings with a 0.1% weight overlap. Combined, they hold 934 unique securities.

Which pays a higher dividend, BSCS or VOO?

BSCS yields 4.46% while VOO yields 1.09%, so BSCS currently pays the higher dividend yield.

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