BSCV vs QQQ
Invesco BulletShares 2031 Corporate Bond ETF vs Invesco QQQ Trust, Series 1
Which is better, BSCV or QQQ?
QQQ has been ahead.
BSCV 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 | BSCV | QQQ |
|---|---|---|
| Expense Ratio | 0.10%Best | 0.18% |
| AUM | $1.8B | $498.6B |
| Dividend Yield | 4.74% | 0.42% |
| Holdings | 433 | 321 |
| YTD Return | -2.13% | +22.67%Best |
| 1Y Return | -1.33% | +24.33%Best |
| 3Y Return (annualized) | +6.68% | +29.05%Best |
| 5Y Return (annualized) | -0.24% | +17.00%Best |
| Volatility (annualized) | 8.3%Best | 20.7% |
| Max Drawdown | -23.3%Best | -35.1% |
| $10,000 over 5 years | $9,881 | $21,924Best |
| Fund Family | Invesco (US) | Invesco (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Growth |
| Inception | Sep 15, 2021 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 16, 2021 to Oct 2, 2026 (5 years).
BSCV 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 covers the 5 years both funds cover.
BSCV vs QQQ Performance
Invesco BulletShares 2031 Corporate Bond ETF (BSCV) is an ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year BSCV returned -1.33% while QQQ returned +24.33%. Year to date, BSCV is down 2.13% versus a gain of 22.67% for QQQ.
Over three years, BSCV compounded at +6.68% per year against +29.05% for QQQ; over five years the annualized figures are -0.24% and +17.00% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 20.7% compared with 8.3% for BSCV. 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 -23.3% for BSCV 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
BSCV 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, BSCV currently yields 4.74% against 0.42% for QQQ.
Holdings Overlap
At least 0.6% of QQQ's money is in holdings BSCV also owns.
Stated as a floor: for BSCV, our book for it covers 67.0% 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.
2 positions in common, counted across the 328 positions we hold weights for in BSCV and 102 in QQQ, against full books of 433 and 321.
You are not choosing between two funds in isolation.
Whichever of BSCV 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, BSCV or QQQ?
BSCV has an expense ratio of 0.10% while QQQ charges 0.18%. BSCV is the cheaper option, by $8 a year on a $10,000 investment.
Which performed better, BSCV or QQQ?
Over the past year BSCV returned -1.33% vs +24.33% for QQQ, so QQQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSCV or QQQ?
QQQ has been the more volatile fund at 20.7% annualized versus 8.3% for BSCV. Worst drawdown: BSCV -23.3% vs QQQ -35.1%.
Should I hold both BSCV and QQQ?
BSCV 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, BSCV or QQQ?
BSCV yields 4.74% while QQQ yields 0.42%, so BSCV currently pays the higher dividend yield.
Is QQQ better than BSCV?
BSCV 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.