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BSJN vs. JEPI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BSJN vs. JEPI

Last updated May 18, 2025

Compare and contrast key facts about Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) and JPMorgan Equity Premium Income ETF (JEPI).

BSJN and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSJN is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD High Yield Corporate Bond 2023 Index. It was launched on Oct 7, 2015. JEPI is an actively managed fund by JPMorgan Chase. It was launched on May 20, 2020.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSJN or JEPI.

Correlation

The correlation between BSJN and JEPI is 0.57, 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.

Performance

BSJN vs. JEPI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) and JPMorgan Equity Premium Income ETF (JEPI). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

BSJN

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

JEPI

YTD

0.44%

1M

5.54%

6M

-1.19%

1Y

5.91%

5Y*

N/A

10Y*

N/A

*Annualized

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BSJN vs. JEPI - Expense Ratio Comparison

BSJN has a 0.42% expense ratio, which is higher than JEPI's 0.35% expense ratio.

BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
JEPI
JPMorgan Equity Premium Income ETF

Risk-Adjusted Performance

BSJN vs. JEPI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BSJN
JEPI
The Risk-Adjusted Performance Rank of JEPI is 4848
Overall Rank
The Sharpe Ratio Rank of JEPI is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of JEPI is 4242
Sortino Ratio Rank
The Omega Ratio Rank of JEPI is 5050
Omega Ratio Rank
The Calmar Ratio Rank of JEPI is 5252
Calmar Ratio Rank
The Martin Ratio Rank of JEPI is 5555
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BSJN vs. JEPI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) and JPMorgan Equity Premium Income ETF (JEPI). 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.

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Dividends

BSJN vs. JEPI - Dividend Comparison

BSJN has not paid dividends to shareholders, while JEPI's dividend yield for the trailing twelve months is around 7.99%.

TTM2024202320222021202020192018201720162015
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF		0.00%0.00%4.80%4.16%3.60%4.67%5.38%5.58%4.97%4.72%1.05%
JEPI
JPMorgan Equity Premium Income ETF		7.99%7.33%8.40%11.68%6.59%5.79%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BSJN vs. JEPI - Drawdown Comparison

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Volatility

BSJN vs. JEPI - Volatility Comparison

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