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BSJO vs. IBHH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJO vs. IBHH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) and iShares iBonds 2028 Term High Yield and Income ETF (IBHH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BSJO

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

IBHH

1D
-0.08%
1M
0.42%
YTD
1.83%
6M
2.20%
1Y
6.01%
3Y*
8.77%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSJO vs. IBHH - Yearly Performance Comparison


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Return for Risk

BSJO vs. IBHH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BSJO

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


IBHH
IBHH Risk / Return Rank: 8080
Overall Rank
IBHH Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
IBHH Sortino Ratio Rank: 7777
Sortino Ratio Rank
IBHH Omega Ratio Rank: 7474
Omega Ratio Rank
IBHH Calmar Ratio Rank: 8888
Calmar Ratio Rank
IBHH Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BSJO vs. IBHH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) and iShares iBonds 2028 Term High Yield and Income ETF (IBHH). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BSJOIBHHDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.42

Calmar ratioReturn relative to maximum drawdown

4.93

Martin ratioReturn relative to average drawdown

19.71

BSJO vs. IBHH - Sharpe Ratio Comparison


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Drawdowns

BSJO vs. IBHH - Drawdown Comparison

The maximum BSJO drawdown since its inception was 0.00%, smaller than the maximum IBHH drawdown of -12.05%. Use the drawdown chart below to compare losses from any high point for BSJO and IBHH.


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Drawdown Indicators


BSJOIBHHDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-12.05%

+12.05%

Max Drawdown (1Y)

Largest decline over 1 year

-1.22%

Max Drawdown (3Y)

Largest decline over 3 years

-4.66%

Current Drawdown

Current decline from peak

0.00%

-0.08%

+0.08%

Average Drawdown

Average peak-to-trough decline

0.00%

-2.27%

+2.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.31%

Volatility

BSJO vs. IBHH - Volatility Comparison


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Volatility by Period


BSJOIBHHDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.69%

Volatility (6M)

Calculated over the trailing 6-month period

2.11%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

2.80%

-2.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

7.22%

-7.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

7.22%

-7.22%

BSJO vs. IBHH - Expense Ratio Comparison

BSJO has a 0.42% expense ratio, which is higher than IBHH's 0.35% expense ratio.


Dividends

BSJO vs. IBHH - Dividend Comparison

BSJO has not paid dividends to shareholders, while IBHH's dividend yield for the trailing twelve months is around 6.25%.


PositionTTM2025202420232022
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
0.00%0.00%0.00%0.00%0.00%
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
6.25%6.39%6.93%6.65%5.36%

Frequently Asked Questions


On fees, IBHH is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IBHH is cheaper with a 0.35% expense ratio, compared with 0.42% for BSJO.

IBHH has the higher dividend yield at 6.25%, compared with 0.00% for BSJO.

BSJO tracks NASDAQ BulletShares USD High Yield Corporate Bond 2024 TR Index, while IBHH tracks Bloomberg 2028 Term High Yield and Income Index - Benchmark TR Gross. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.42% for BSJO and 0.35% for IBHH.

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