Data as of Oct 28, 2026.
BSCS vs NEAR: Differences, Returns & Fees
BSCS's duration was 1.8 years on May 31, 2026 and NEAR's 2.1 on Jul 31, 2026; BSCS charges 0.10% to NEAR's 0.25%.
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Net assets: $3.5bn on Oct 27, 2026 for Invesco BulletShares 2028 Corporate Bond ETF, and $5.2bn on Oct 28, 2026 for iShares Short Duration Bond Active ETF.
Pair scorecard
BSCS costs 0.15 points a year less; their one-year returns differ by 0.6 points; NEAR is 1.5 times larger.
| Measure | BSCS | NEAR |
|---|---|---|
| Return | ||
| Total return, 1 year | +2.4% | +1.8% |
| Benchmark | ||
| What it tracks | Invesco BulletShares USD Corporate Bond 2028 Index | No index, actively managed |
| Cost and size | ||
| Expense ratio | 0.10% | 0.25% |
| Net assets, as of Oct 26, 2026 | $3.5bn | $5.2bn |
| Holdings | ||
| Holdings in common | 1% | |
Holdings in common uses holdings dated May 31, 2026 and Jul 31, 2026. Method
Risk and return
Aug 17, 2018 to Oct 23, 2026 · 427 weekly returnsEach against its own benchmark: BSCS against AGG, Aug 17, 2018 to Oct 23, 2026; NEAR against IUSB, Jun 20, 2014 to Oct 23, 2026.
BSCS returned more: +33.6% to +28.2%. NEAR swung less: 2.8% to 7.7%. NEAR fell less at its worst: −7.5% to −18.3%.
Full scorecard
19 measures, with how each is measured Open ↓
| Measure | BSCS | NEAR | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +33.6% | +28.2% | BSCS | Price change plus distributions, reinvested. |
| Annualized | +3.6% | +3.1% | BSCS | Total return as a yearly rate. |
| Price return | +0.3% | −0.3% | BSCS | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 7.7% | 2.8% | NEAR | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 5.8% | 2.3% | NEAR | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −18.3% | −7.5% | NEAR | Deepest fall from a high to the low after it. |
| Upside capture | 93.0% | 21.9% | Share of its benchmark's rise caught in the weeks it rose. | |
| Downside capture | 82.2% | 7.7% | Share of its benchmark's fall taken in the weeks it fell. Lower is better. | |
| Beta | 1.03 | 0.28 | Not an edge | How far it moves for each 1% its benchmark moves. |
| R squared | 0.58 | 0.37 | Not an edge | Share of its weekly moves its benchmark explains. |
| Risk-adjusted | ||||
| Sharpe | 0.13 | 0.09 | BSCS | Return above Treasury bills per unit of volatility. |
| Sortino | 0.17 | 0.11 | BSCS | Return above Treasury bills per unit of downside deviation. |
| Treynor | 0.010 | 0.014 | Return above Treasury bills per unit of beta. | |
| Calmar | 0.20 | 0.41 | NEAR | Annualized return divided by the max drawdown. |
| Against the benchmark | ||||
| Benchmark | AGG | IUSB | The ETF each fund is measured against. | |
| Alpha | +2.1% a year | +0.4% a year | Not significant | Yearly return beyond what its beta to the benchmark predicts. |
| Alpha t-stat | 1.18 | 0.69 | Not an edge | How sure the alpha is. Below 2, it could be chance. |
| Alpha range | −1.4% to +5.5% | −0.7% to +1.4% | Includes zero | The 95% range for the yearly alpha. |
| Information ratio | 0.40 | 0.07 | Return against its benchmark per unit of tracking error. | |
| Tracking error | 5.0% | 4.1% | Not an edge | How far weekly returns stray from the benchmark, annualized. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 427 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, BSCS and NEAR hold 1% of their money in the same securities at the same weight. Holdings dated May 31, 2026 and Jul 31, 2026.
half
1% in common
Only in one fund ↓
Side by side
BSCS and NEAR on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
BSCS and NEAR are built for the same job. How do they differ in cost, holdings and results?
- What each follows. BSCS follows Invesco BulletShares USD Corporate Bond 2028 Index and NEAR follows No index, actively managed.
- Holdings in common. 1% of the weight is in the same securities (holdings dated May 31, 2026 and Jul 31, 2026).
- Number of holdings. BSCS holds 487 positions and NEAR holds 1965.
Data as of Oct 28, 2026.
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BSCS
BSCS tracks an index. Over the year to Oct 28, 2026 it returned +2.4% with distributions reinvested, against −1.4% for its benchmark, the Bloomberg U.S. Aggregate Bond Index. The prospectus expense ratio is 0.10% a year.
NEAR
NEAR is actively managed and tracks no index. Over the year to Oct 28, 2026 it returned +1.8% with distributions reinvested, against −1.2% for its benchmark, the Bloomberg U.S. Universal Index. The prospectus expense ratio is 0.25% a year.
Questions people ask
- Which returned more over the last year, BSCS or NEAR?
- In the year to Oct 28, 2026, with distributions reinvested, BSCS returned +2.4% and NEAR +1.8%.
- Which is cheaper, BSCS or NEAR?
- BSCS is cheaper, by 0.15 percentage points a year. That is about $15 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, BSCS against NEAR, data as of Oct 28, 2026. https://etfiq.com/compare/any/bscs-vs-near
ETFIQ. (Oct 28, 2026). BSCS against NEAR. Retrieved from https://etfiq.com/compare/any/bscs-vs-near
[BSCS against NEAR (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/bscs-vs-near)
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