BSCW vs VOO

BSCW vs VOO
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricBSCWVOOWinner
Expense Ratio0.10%0.03%
AUM$1.5B$997.4B
Dividend Yield4.86%1.08%
Holdings317509
YTD Return+0.07%+12.95%
1Y Return+2.87%+20.69%
3Y Return (annualized)+6.53%+22.09%
5Y Return (annualized)-+13.40%
Volatility (annualized)7.7%14.1%
Max Drawdown-8.3%-34.3%
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionSep 8, 2022Sep 7, 2010

BSCW vs VOO Performance

Invesco BulletShares 2032 Corporate Bond ETF (BSCW) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BSCW returned +2.87% while VOO returned +20.69%. Year to date, BSCW is up 0.07% versus a gain of 12.95% for VOO.

Over three years, BSCW compounded at +6.53% per year against +22.09% for VOO. Across the full 4-year window we track, VOO has the edge at +13.50% annualized vs +5.22%. 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 7.7% 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 -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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BSCW charges 0.10% per year while 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, BSCW currently yields 4.86% against 1.08% for VOO.

Holdings Overlap

0.5%overlap

BSCW and VOO 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

StockWeight in BSCWWeight in VOODifference
GE0.53%0.60%0.07%

Frequently Asked Questions

Which is cheaper, BSCW or VOO?

BSCW 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, BSCW or VOO?

Over the past year BSCW returned +2.87% vs +20.69% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), BSCW annualized +5.22% vs +13.50% for VOO. Past performance does not guarantee future results.

Which is riskier, BSCW or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 7.7% for BSCW. Worst drawdown: BSCW -8.3% vs VOO -34.3%.

Should I hold both BSCW and VOO?

BSCW and VOO 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 VOO?

BSCW and VOO share 1 common holdings with a 0.5% weight overlap. Combined, they hold 796 unique securities.

Which pays a higher dividend, BSCW or VOO?

BSCW yields 4.86% while VOO yields 1.08%, so BSCW currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free