BBHY vs. BKLN
Compare and contrast key facts about JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) and Invesco Senior Loan ETF (BKLN).
BBHY and BKLN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBHY is a passively managed fund by JPMorgan that tracks the performance of the ICE BofA US High Yield Index. It was launched on Sep 15, 2016. BKLN is a passively managed fund by Invesco that tracks the performance of the S&P/LSTA U.S. Leveraged Loan 100 Index. It was launched on Mar 3, 2011. Both BBHY and BKLN are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BBHY vs. BKLN - Performance Comparison
Loading graphics...
BBHY vs. BKLN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF | 0.13% | 8.51% | 7.81% | 11.98% | -10.37% | 3.88% | 5.36% | 14.35% | -2.50% | 6.57% |
BKLN Invesco Senior Loan ETF | -0.94% | 6.88% | 8.21% | 12.53% | -2.51% | 2.32% | 1.32% | 10.03% | -1.32% | 2.13% |
Returns By Period
In the year-to-date period, BBHY achieves a 0.13% return, which is significantly higher than BKLN's -0.94% return.
BBHY
- 1D
- 0.18%
- 1M
- -0.25%
- YTD
- 0.13%
- 6M
- 1.25%
- 1Y
- 7.03%
- 3Y*
- 8.25%
- 5Y*
- 4.01%
- 10Y*
- —
BKLN
- 1D
- 0.15%
- 1M
- 1.71%
- YTD
- -0.94%
- 6M
- 1.09%
- 1Y
- 5.87%
- 3Y*
- 7.64%
- 5Y*
- 5.10%
- 10Y*
- 4.48%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BBHY vs. BKLN - Expense Ratio Comparison
BBHY has a 0.15% expense ratio, which is lower than BKLN's 0.65% expense ratio.
Return for Risk
BBHY vs. BKLN — Risk / Return Rank
BBHY
BKLN
BBHY vs. BKLN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) and Invesco Senior Loan ETF (BKLN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BBHY | BKLN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.38 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.81 | 2.16 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.39 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 1.91 | -0.24 |
Martin ratioReturn relative to average drawdown | 9.00 | 7.15 | +1.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BBHY | BKLN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.38 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 1.15 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.63 | -0.01 |
Correlation
The correlation between BBHY and BKLN is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BBHY vs. BKLN - Dividend Comparison
BBHY's dividend yield for the trailing twelve months is around 7.13%, more than BKLN's 7.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF | 7.13% | 7.24% | 7.18% | 6.49% | 5.92% | 4.06% | 4.73% | 4.99% | 5.02% | 4.81% | 1.42% | 0.00% |
BKLN Invesco Senior Loan ETF | 7.03% | 6.95% | 8.41% | 8.59% | 4.93% | 3.11% | 3.56% | 4.86% | 4.52% | 3.50% | 4.54% | 4.12% |
Drawdowns
BBHY vs. BKLN - Drawdown Comparison
The maximum BBHY drawdown since its inception was -24.98%, roughly equal to the maximum BKLN drawdown of -24.17%. Use the drawdown chart below to compare losses from any high point for BBHY and BKLN.
Loading graphics...
Drawdown Indicators
| BBHY | BKLN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.98% | -24.17% | -0.81% |
Max Drawdown (1Y)Largest decline over 1 year | -3.14% | -3.07% | -0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -15.32% | -7.31% | -8.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.17% | — |
Current DrawdownCurrent decline from peak | -0.87% | -1.22% | +0.35% |
Average DrawdownAverage peak-to-trough decline | -2.41% | -1.10% | -1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.80% | 0.82% | -0.02% |
Volatility
BBHY vs. BKLN - Volatility Comparison
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) has a higher volatility of 2.16% compared to Invesco Senior Loan ETF (BKLN) at 1.50%. This indicates that BBHY's price experiences larger fluctuations and is considered to be riskier than BKLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BBHY | BKLN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.16% | 1.50% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 2.80% | 2.44% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.72% | 4.27% | +1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.24% | 4.46% | +2.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.58% | 6.44% | +1.14% |