BSCW vs IVV
Invesco BulletShares 2032 Corporate Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BSCW | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.10% | 0.03% | |
| AUM | $1.5B | $865.2B | |
| Dividend Yield | 4.82% | 1.09% | |
| Holdings | 319 | 508 | |
| YTD Return | +0.39% | +14.50% | |
| 1Y Return | +2.77% | +22.02% | |
| 3Y Return (annualized) | +6.16% | +21.80% | |
| 5Y Return (annualized) | - | +13.37% | |
| Volatility (annualized) | 7.7% | 15.1% | |
| Max Drawdown | -8.3% | -56.5% | |
| Fund Family | Invesco (US) | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 8, 2022 | May 15, 2000 |
BSCW vs IVV Performance
Invesco BulletShares 2032 Corporate Bond ETF (BSCW) is a ETF from Invesco (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BSCW returned +2.77% while IVV returned +22.02%. Year to date, BSCW is up 0.39% versus a gain of 14.50% for IVV.
Over three years, BSCW compounded at +6.16% per year against +21.80% for IVV. Across the full 4-year window we track, IVV has the edge at +7.07% annualized vs +5.33%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 7.7% for BSCW. 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 -8.3% for BSCW and -56.5% for IVV. 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BSCW charges 0.10% per year while IVV 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, BSCW currently yields 4.82% against 1.09% for IVV.
Holdings Overlap
BSCW and IVV share 1 holdings out of 796 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BSCW | Weight in IVV | Difference |
|---|---|---|---|
| GE | 0.53% | 0.55% | 0.02% |
Frequently Asked Questions
Which is cheaper, BSCW or IVV?
BSCW has an expense ratio of 0.10% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $7 per year of difference.
Which performed better, BSCW or IVV?
Over the past year BSCW returned +2.77% vs +22.02% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), BSCW annualized +5.33% vs +7.07% for IVV. Past performance does not guarantee future results.
Which is riskier, BSCW or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 7.7% for BSCW. Worst drawdown: BSCW -8.3% vs IVV -56.5%.
Should I hold both BSCW and IVV?
BSCW and IVV have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BSCW and IVV?
BSCW and IVV share 1 common holdings with a 0.5% weight overlap. Combined, they hold 796 unique securities.
Which pays a higher dividend, BSCW or IVV?
BSCW yields 4.82% while IVV yields 1.09%, so BSCW 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.