BSCX vs VOO

BSCX vs VOO

Which is better, BSCX or VOO?

Short Term Bond against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y 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

MetricBSCXVOO
Expense Ratio0.10%0.03%Best
AUM$1.0B$997.4B
Dividend Yield4.97%1.04%
Holdings291509
YTD Return-1.71%+12.37%Best
1Y Return-0.89%+16.61%Best
3Y Return (annualized)+6.09%+21.37%Best
5Y Return (annualized)-+13.49%
Volatility (annualized)6.7%Best12.4%
Max Drawdown-4.7%Best-18.7%
$10,000 over 3 years$11,941$18,369Best
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleShort Term BondLarge Cap Blend
InceptionSep 20, 2023Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 21, 2023 to Sep 18, 2026 (3 years).

BSCX 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 3 years both funds cover.

BSCX vs VOO Performance

Invesco BulletShares 2033 Corporate Bond ETF (BSCX) is an ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BSCX returned -0.89% while VOO returned +16.61%. Year to date, BSCX is down 1.71% versus a gain of 12.37% for VOO.

Over three years, BSCX compounded at +6.09% per year against +21.37% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.4% 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 -18.7% 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 0.56. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BSCX 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, BSCX currently yields 4.97% against 1.04% for VOO.

Holdings Overlap

VOO already in BSCX1.5%

At least 1.5% of VOO's money is in holdings BSCX also owns.

Stated as a floor: for BSCX, our book for it covers 75.2% 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 BSCX share little of their money.

2 positions in common, counted across the 238 positions we hold weights for in BSCX and 494 in VOO, against full books of 291 and 509.

Top Shared Holdings

StockWeight in BSCXWeight in VOODifference
LLYEli Lilly & Co.0.42%1.41%0.99%
AONAon Corp/Aon Glo 5.35 02/28/20330.26%0.12%0.14%

You are not choosing between two funds in isolation.

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

BSCXVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BSCX or VOO?

BSCX 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, BSCX or VOO?

Over the past year BSCX returned -0.89% vs +16.61% 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, BSCX or VOO?

VOO has been the more volatile fund at 12.4% annualized versus 6.7% for BSCX. Worst drawdown: BSCX -4.7% vs VOO -18.7%.

Should I hold both BSCX and VOO?

BSCX and VOO have a monthly-return correlation of 0.56, 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 BSCX and VOO?

At least 1.5% of VOO's money is in holdings BSCX also owns. Our book for BSCX is partial, so the real figure is this or higher. They hold 2 positions in common, counted across the 238 positions we hold weights for in BSCX and 494 in VOO.

Which pays a higher dividend, BSCX or VOO?

BSCX yields 4.97% while VOO yields 1.04%, so BSCX currently pays the higher dividend yield.

Is VOO better than BSCX?

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.