BSCV vs VOO

BSCV vs VOO

Which is better, BSCV or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricBSCVVOO
Expense Ratio0.10%0.03%Best
AUM$1.8B$997.4B
Dividend Yield4.72%1.04%
Holdings433509
YTD Return-1.41%+14.14%Best
1Y Return-0.31%+17.31%Best
3Y Return (annualized)+5.94%+23.16%Best
5Y Return (annualized)-0.30%+13.85%Best
Volatility (annualized)8.4%Best15.7%
Max Drawdown-23.3%Best-24.5%
$10,000 over 5 years$9,851$19,128Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionSep 15, 2021Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 16, 2021 to Sep 21, 2026 (5 years).

BSCV vs VOO 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 VOO Performance

Invesco BulletShares 2031 Corporate Bond ETF (BSCV) is an ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BSCV returned -0.31% while VOO returned +17.31%. Year to date, BSCV is down 1.41% versus a gain of 14.14% for VOO.

Over three years, BSCV compounded at +5.94% per year against +23.16% for VOO; over five years the annualized figures are -0.30% and +13.85% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 8.4% 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 -24.5% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BSCV 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, BSCV currently yields 4.72% against 1.04% for VOO.

Holdings Overlap

VOO already in BSCV2.4%

At least 2.4% of VOO's money is in holdings BSCV also owns.

Stated as a floor: for BSCV, our book for it covers 69.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VOO and BSCV share little of their money.

5 positions in common, counted across the 326 positions we hold weights for in BSCV and 494 in VOO, against full books of 433 and 509.

Top Shared Holdings

StockWeight in BSCVWeight in VOODifference
LLYEli Lilly & Co.0.37%1.41%1.04%
CATCaterpillar, Inc.0.26%0.58%0.32%
NOWServicenow, Inc0.16%0.18%0.02%
INTUIntuit, Inc.0.19%0.14%0.05%
PYPLPaypay Holdings, Inc.0.22%0.07%0.15%

You are not choosing between two funds in isolation.

Whichever of BSCV and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BSCVVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BSCV or VOO?

BSCV has an expense ratio of 0.10% while VOO charges 0.03%. VOO is the cheaper option, by $7 a year on a $10,000 investment.

Which performed better, BSCV or VOO?

Over the past year BSCV returned -0.31% vs +17.31% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BSCV or VOO?

VOO has been the more volatile fund at 15.7% annualized versus 8.4% for BSCV. Worst drawdown: BSCV -23.3% vs VOO -24.5%.

Should I hold both BSCV and VOO?

BSCV and VOO have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between BSCV and VOO?

At least 2.4% of VOO's money is in holdings BSCV also owns. Our book for BSCV is partial, so the real figure is this or higher. They hold 5 positions in common, counted across the 326 positions we hold weights for in BSCV and 494 in VOO.

Which pays a higher dividend, BSCV or VOO?

BSCV yields 4.72% while VOO yields 1.04%, so BSCV currently pays the higher dividend yield.

Is VOO better than BSCV?

VOO has a lower expense ratio. VOO 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.