BSCX vs QQQ
Invesco BulletShares 2033 Corporate Bond ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
BSCX has a lower expense ratio. QQQ delivered stronger 1-year returns. BSCX offers more diversification with 291 holdings.
Side-by-Side Comparison
| Metric | BSCX | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.10% | 0.18% | |
| AUM | $1.0B | $496.3B | |
| Dividend Yield | 4.96% | 0.44% | |
| Holdings | 291 | 108 | |
| YTD Return | -0.34% | +16.23% | |
| 1Y Return | +2.43% | +26.23% | |
| 3Y Return (annualized) | +6.77% | +25.75% | |
| 5Y Return (annualized) | - | +14.78% | |
| Volatility (annualized) | 6.7% | 30.6% | |
| Max Drawdown | -4.7% | -83.0% | |
| Fund Family | Invesco (US) | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 20, 2023 | Mar 10, 1999 |
BSCX vs QQQ Performance
Invesco BulletShares 2033 Corporate Bond ETF (BSCX) is a ETF from Invesco (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BSCX returned +2.43% while QQQ returned +26.23%. Year to date, BSCX is down 0.34% versus a gain of 16.23% for QQQ.
Over three years, BSCX compounded at +6.77% per year against +25.75% for QQQ. Across the full 3-year window we track, QQQ has the edge at +13.02% annualized vs +6.77%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 6.7% for BSCX. 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 -4.7% for BSCX and -83.0% for QQQ. 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 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BSCX 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, BSCX currently yields 4.96% against 0.44% for QQQ.
Holdings Overlap
BSCX and QQQ share 0 holdings out of 334 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BSCX or QQQ?
BSCX has an expense ratio of 0.10% while QQQ charges 0.18%. BSCX is the cheaper option. On a $10,000 investment, that is $8 per year of difference.
Which performed better, BSCX or QQQ?
Over the past year BSCX returned +2.43% vs +26.23% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (3 years), BSCX annualized +6.77% vs +13.02% for QQQ. Past performance does not guarantee future results.
Which is riskier, BSCX or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 6.7% for BSCX. Worst drawdown: BSCX -4.7% vs QQQ -83.0%.
Should I hold both BSCX and QQQ?
BSCX and QQQ have a monthly-return correlation of 0.42, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BSCX and QQQ?
BSCX and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 334 unique securities.
Which pays a higher dividend, BSCX or QQQ?
BSCX yields 4.96% while QQQ yields 0.44%, so BSCX currently pays the higher dividend yield.
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