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BSJP vs. BSJR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJP vs. BSJR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) and Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BSJP

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

BSJR

1D
-0.09%
1M
0.05%
YTD
1.11%
6M
1.70%
1Y
4.78%
3Y*
7.78%
5Y*
3.37%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSJP vs. BSJR - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
0.00%4.46%8.07%10.41%-5.16%4.57%4.16%2.67%
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
1.11%7.41%7.15%11.91%-11.35%3.60%5.69%3.00%

Correlation

The correlation between BSJP and BSJR is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.00

Correlation (3Y)
Calculated over the trailing 3-year period

0.66

Correlation (5Y)
Calculated over the trailing 5-year period

0.83

Correlation (All Time)
Calculated using the full available price history since Sep 13, 2019

0.82

The correlation between BSJP and BSJR shifts across timeframes, from -0.00 (1 year) to 0.83 (5 years), reflecting how their relationship changes across market environments.

BSJP vs. BSJR - Sectors Allocation Comparison


Sectors
BSJP
BSJR

Financial Services

95.2%
13.8%

Industrials

4.7%
10.3%

Energy

0.1%
4.3%

Basic Materials

-

1.6%

Communication Services

-

6.0%

Consumer Cyclical

-

11.2%

Consumer Defensive

-

1.8%

Healthcare

-

2.7%

Real Estate

-

4.2%

Technology

-

1.6%

Utilities

-

0.8%

Financial Services

BSJP
95.2%
BSJR
13.8%

Industrials

BSJP
4.7%
BSJR
10.3%

Energy

BSJP
0.1%
BSJR
4.3%

Basic Materials

BSJP

-

BSJR
1.6%

Communication Services

BSJP

-

BSJR
6.0%

Consumer Cyclical

BSJP

-

BSJR
11.2%

Consumer Defensive

BSJP

-

BSJR
1.8%

Healthcare

BSJP

-

BSJR
2.7%

Real Estate

BSJP

-

BSJR
4.2%

Technology

BSJP

-

BSJR
1.6%

Utilities

BSJP

-

BSJR
0.8%

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Return for Risk

BSJP vs. BSJR — Risk / Return Rank

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

BSJP

BSJR
BSJR Risk / Return Rank: 7878
Overall Rank
BSJR Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
BSJR Sortino Ratio Rank: 7878
Sortino Ratio Rank
BSJR Omega Ratio Rank: 7575
Omega Ratio Rank
BSJR Calmar Ratio Rank: 8080
Calmar Ratio Rank
BSJR Martin Ratio Rank: 8787
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.

BSJP vs. BSJR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) and Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR). 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.

BSJP vs. BSJR - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSJPBSJRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.27

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

Drawdowns

BSJP vs. BSJR - Drawdown Comparison


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Drawdown Indicators


BSJPBSJRDifference

Max Drawdown

Largest peak-to-trough decline

-22.58%

Max Drawdown (1Y)

Largest decline over 1 year

-1.16%

Max Drawdown (3Y)

Largest decline over 3 years

-3.15%

Max Drawdown (5Y)

Largest decline over 5 years

-16.37%

Current Drawdown

Current decline from peak

-0.27%

Average Drawdown

Average peak-to-trough decline

-3.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.25%

Volatility

BSJP vs. BSJR - Volatility Comparison


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Volatility by Period


BSJPBSJRDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.57%

Volatility (6M)

Calculated over the trailing 6-month period

1.45%

Volatility (1Y)

Calculated over the trailing 1-year period

2.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.37%

BSJP vs. BSJR - Expense Ratio Comparison

Both BSJP and BSJR have an expense ratio of 0.42%.


Dividends

BSJP vs. BSJR - Dividend Comparison

BSJP's dividend yield for the trailing twelve months is around 2.26%, less than BSJR's 5.75% yield.


PositionTTM202520242023202220212020201920182017
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
2.26%4.50%6.25%7.07%5.37%4.27%4.96%5.49%5.84%1.32%
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
5.75%6.19%6.75%6.48%5.37%4.49%4.53%1.20%0.00%0.00%

Frequently Asked Questions


BSJP and BSJR have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.42% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

BSJP and BSJR have the same expense ratio: 0.42% per year.

BSJR has the higher dividend yield at 5.75%, compared with 2.26% for BSJP.

BSJP tracks NASDAQ BulletShares USD High Yield Corporate Bond 2025 TR Index, while BSJR tracks NASDAQ BulletShares USD High Yield Corporate Bond 2027 Index.

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