BSCT vs VOO
Invesco BulletShares 2029 Corporate Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BSCT | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.10% | 0.03% | |
| AUM | $2.9B | $979.0B | |
| Dividend Yield | 4.57% | 1.09% | |
| Holdings | 457 | 509 | |
| YTD Return | +0.95% | +13.44% | |
| 1Y Return | +3.38% | +22.62% | |
| 3Y Return (annualized) | +6.00% | +21.47% | |
| 5Y Return (annualized) | +1.02% | +13.27% | |
| Volatility (annualized) | 7.2% | 14.1% | |
| Max Drawdown | -19.5% | -34.3% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 12, 2019 | Sep 7, 2010 |
BSCT vs VOO Performance
Invesco BulletShares 2029 Corporate Bond ETF (BSCT) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BSCT returned +3.38% while VOO returned +22.62%. Year to date, BSCT is up 0.95% versus a gain of 13.44% for VOO.
Over three years, BSCT compounded at +6.00% per year against +21.47% for VOO; over five years the annualized figures are +1.02% and +13.27% respectively. Across the full 7-year window we track, VOO has the edge at +13.55% annualized vs +1.83%. 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 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 -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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BSCT 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, BSCT currently yields 4.57% against 1.09% for VOO.
Holdings Overlap
BSCT and VOO share 4 holdings out of 913 unique holdings combined, representing a 0.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BSCT or VOO?
BSCT 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, BSCT or VOO?
Over the past year BSCT returned +3.38% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), BSCT annualized +1.83% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, BSCT or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 7.2% for BSCT. Worst drawdown: BSCT -19.5% vs VOO -34.3%.
Should I hold both BSCT and VOO?
BSCT and VOO have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BSCT and VOO?
BSCT and VOO share 4 common holdings with a 0.6% weight overlap. Combined, they hold 913 unique securities.
Which pays a higher dividend, BSCT or VOO?
BSCT yields 4.57% while VOO yields 1.09%, so BSCT currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.