BSCZ vs VOO
Invesco BulletShares 2035 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 | BSCZ | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.10% | 0.03% | |
| AUM | $277M | $979.0B | |
| Dividend Yield | 4.51% | 1.09% | |
| Holdings | 315 | 509 | |
| YTD Return | -0.62% | +13.72% | |
| 1Y Return | +2.33% | +21.63% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 3.7% | 14.1% | |
| Max Drawdown | -3.3% | -34.3% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 11, 2025 | Sep 7, 2010 |
BSCZ vs VOO Performance
Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BSCZ returned +2.33% while VOO returned +21.63%. Year to date, BSCZ is down 0.62% versus a gain of 13.72% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 3.7% for BSCZ. 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 -3.3% for BSCZ 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BSCZ 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, BSCZ currently yields 4.51% against 1.09% for VOO.
Holdings Overlap
BSCZ and VOO share 0 holdings out of 766 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, BSCZ or VOO?
BSCZ 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, BSCZ or VOO?
Over the past year BSCZ returned +2.33% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), BSCZ annualized +4.19% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, BSCZ or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 3.7% for BSCZ. Worst drawdown: BSCZ -3.3% vs VOO -34.3%.
Should I hold both BSCZ and VOO?
BSCZ and VOO have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BSCZ and VOO?
BSCZ and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 766 unique securities.
Which pays a higher dividend, BSCZ or VOO?
BSCZ yields 4.51% while VOO yields 1.09%, so BSCZ currently pays the higher dividend yield.
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