BSCY vs VOO
Invesco BulletShares 2034 Corporate Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BSCY | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.10% | 0.03% | |
| AUM | $552M | $979.0B | |
| Dividend Yield | 4.88% | 1.09% | |
| Holdings | 297 | 509 | |
| YTD Return | -0.44% | +13.44% | |
| 1Y Return | +2.59% | +22.62% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 4.7% | 14.1% | |
| Max Drawdown | -5.1% | -34.3% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 12, 2024 | Sep 7, 2010 |
BSCY vs VOO Performance
Invesco BulletShares 2034 Corporate Bond ETF (BSCY) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BSCY returned +2.59% while VOO returned +22.62%. Year to date, BSCY is down 0.44% versus a gain of 13.44% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 4.7% for BSCY. 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 -5.1% for BSCY 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 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BSCY 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, BSCY currently yields 4.88% against 1.09% for VOO.
Holdings Overlap
BSCY and VOO share 1 holdings out of 794 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BSCY | Weight in VOO | Difference |
|---|---|---|---|
| DVN | 0.19% | 0.07% | 0.12% |
Frequently Asked Questions
Which is cheaper, BSCY or VOO?
BSCY 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, BSCY or VOO?
Over the past year BSCY returned +2.59% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), BSCY annualized +5.23% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, BSCY or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 4.7% for BSCY. Worst drawdown: BSCY -5.1% vs VOO -34.3%.
Should I hold both BSCY and VOO?
BSCY and VOO 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 BSCY and VOO?
BSCY and VOO share 1 common holdings with a 0.1% weight overlap. Combined, they hold 794 unique securities.
Which pays a higher dividend, BSCY or VOO?
BSCY yields 4.88% while VOO yields 1.09%, so BSCY currently pays the higher dividend yield.
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