BSCT vs QQQ
Invesco BulletShares 2029 Corporate Bond ETF vs Invesco QQQ Trust, Series 1
Which is better, BSCT or QQQ?
QQQ has been ahead.
BSCT has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window.
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 | BSCT | QQQ |
|---|---|---|
| Expense Ratio | 0.10%Best | 0.18% |
| AUM | $3.0B | $483.5B |
| Dividend Yield | 4.53% | 0.44% |
| Holdings | 466 | 107 |
| YTD Return | +0.32% | +17.95%Best |
| 1Y Return | +1.48% | +21.77%Best |
| 3Y Return (annualized) | +5.86% | +25.63%Best |
| 5Y Return (annualized) | +0.78% | +15.24%Best |
| Volatility (annualized) | 7.2%Best | 20.6% |
| Max Drawdown | -19.5%Best | -35.1% |
| $10,000 over 5 years | $10,396 | $20,324Best |
| Fund Family | Invesco (US) | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Growth |
| Inception | Sep 12, 2019 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 12, 2019 to Sep 18, 2026 (7 years).
BSCT vs QQQ 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.
BSCT vs QQQ Performance
Invesco BulletShares 2029 Corporate Bond ETF (BSCT) is an ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year BSCT returned +1.48% while QQQ returned +21.77%. Year to date, BSCT is up 0.32% versus a gain of 17.95% for QQQ.
Over three years, BSCT compounded at +5.86% per year against +25.63% for QQQ; over five years the annualized figures are +0.78% and +15.24% respectively. Across the full 7-year window we track, QQQ has the edge at +21.21% annualized vs +1.71%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 20.6% compared with 7.2% for BSCT. 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 -19.5% for BSCT and -35.1% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.63. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BSCT charges 0.10% per year while QQQ charges 0.18%. On a $10,000 position that is $10 vs $18 annually, a gap of $8 per year that compounds over a long holding period. On income, BSCT currently yields 4.53% against 0.44% for QQQ.
Holdings Overlap
At least 0.2% of QQQ's money is in holdings BSCT also owns.
Stated as a floor: for BSCT, our book for it covers 80.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 397 positions we hold weights for in BSCT and 102 in QQQ, against full books of 466 and 107.
Top Shared Holdings
| Stock | Weight in BSCT | Weight in QQQ | Difference |
|---|---|---|---|
| KDPKeurig Dr Pepper Inc (kdp Us) | 0.23% | 0.18% | 0.05% |
You are not choosing between two funds in isolation.
Whichever of BSCT and QQQ 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, BSCT or QQQ?
BSCT has an expense ratio of 0.10% while QQQ charges 0.18%. BSCT is the cheaper option, by $8 a year on a $10,000 investment.
Which performed better, BSCT or QQQ?
Over the past year BSCT returned +1.48% vs +21.77% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), BSCT annualized +1.71% vs +21.21% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSCT or QQQ?
QQQ has been the more volatile fund at 20.6% annualized versus 7.2% for BSCT. Worst drawdown: BSCT -19.5% vs QQQ -35.1%.
Should I hold both BSCT and QQQ?
BSCT and QQQ have a monthly-return correlation of 0.63, 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, BSCT or QQQ?
BSCT yields 4.53% while QQQ yields 0.44%, so BSCT currently pays the higher dividend yield.
Is QQQ better than BSCT?
BSCT has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.