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BSJO vs. JPHY
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BSJO vs. JPHY - 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 JPMorgan High Yield Research Enhanced ETF (JPHY). The values are adjusted to include any dividend payments, if applicable.

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BSJO vs. JPHY - Yearly Performance Comparison


Returns By Period


BSJO

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

JPHY

1D
0.22%
1M
-0.10%
YTD
0.38%
6M
1.54%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BSJO vs. JPHY - Expense Ratio Comparison

BSJO has a 0.42% expense ratio, which is higher than JPHY's 0.24% expense ratio.


Return for Risk

BSJO vs. JPHY - 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 JPMorgan High Yield Research Enhanced ETF (JPHY). 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.


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

BSJO vs. JPHY - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSJOJPHYDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

1.87

Dividends

BSJO vs. JPHY - Dividend Comparison

BSJO has not paid dividends to shareholders, while JPHY's dividend yield for the trailing twelve months is around 4.91%.


Drawdowns

BSJO vs. JPHY - Drawdown Comparison

The maximum BSJO drawdown since its inception was 0.00%, smaller than the maximum JPHY drawdown of -1.65%. Use the drawdown chart below to compare losses from any high point for BSJO and JPHY.


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Drawdown Indicators


BSJOJPHYDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-1.65%

+1.65%

Current Drawdown

Current decline from peak

0.00%

-0.43%

+0.43%

Average Drawdown

Average peak-to-trough decline

0.00%

-0.23%

+0.23%

Volatility

BSJO vs. JPHY - Volatility Comparison


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Volatility by Period


BSJOJPHYDifference

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

3.09%

-3.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

3.09%

-3.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

3.09%

-3.09%