BSCX vs VTI
Invesco BulletShares 2033 Corporate Bond ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | BSCX | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.10% | 0.03% | |
| AUM | $1.0B | $663.5B | |
| Dividend Yield | 4.88% | 1.07% | |
| Holdings | 283 | 3,543 | |
| YTD Return | -0.03% | +14.96% | |
| 1Y Return | +2.46% | +22.39% | |
| 3Y Return (annualized) | +6.93% | +21.51% | |
| 5Y Return (annualized) | - | +12.36% | |
| Volatility (annualized) | 6.7% | 15.4% | |
| Max Drawdown | -4.7% | -56.6% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 20, 2023 | May 24, 2001 |
BSCX vs VTI Performance
Invesco BulletShares 2033 Corporate Bond ETF (BSCX) is a ETF from Invesco (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BSCX returned +2.46% while VTI returned +22.39%. Year to date, BSCX is down 0.03% versus a gain of 14.96% for VTI.
Over three years, BSCX compounded at +6.93% per year against +21.51% for VTI. Across the full 3-year window we track, VTI has the edge at +8.16% annualized vs +6.93%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.4% 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 -56.6% for VTI. 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
BSCX charges 0.10% per year while VTI 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 4.88% against 1.07% for VTI.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, BSCX or VTI?
BSCX has an expense ratio of 0.10% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $7 per year of difference.
Which performed better, BSCX or VTI?
Over the past year BSCX returned +2.46% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), BSCX annualized +6.93% vs +8.16% for VTI. Past performance does not guarantee future results.
Which is riskier, BSCX or VTI?
VTI has been the more volatile fund at 15.4% annualized versus 6.7% for BSCX. Worst drawdown: BSCX -4.7% vs VTI -56.6%.
Should I hold both BSCX and VTI?
BSCX and VTI 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 BSCX and VTI?
BSCX and VTI share 2 common holdings with a 0.5% weight overlap. Combined, they hold 3013 unique securities.
Which pays a higher dividend, BSCX or VTI?
BSCX yields 4.88% while VTI yields 1.07%, so BSCX currently pays the higher dividend yield.
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