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BSJP vs. QQQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJP vs. QQQ - 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 QQQ ETF (QQQ). 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*

QQQ

1D
-0.42%
1M
-0.86%
YTD
15.95%
6M
14.16%
1Y
32.28%
3Y*
25.87%
5Y*
15.94%
10Y*
22.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSJP vs. QQQ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
0.00%4.46%8.07%10.41%-5.16%4.57%4.16%16.89%-4.66%0.43%
QQQ
Invesco QQQ ETF
15.95%20.77%25.58%54.86%-32.58%27.42%48.62%38.96%-0.13%9.02%

Correlation

The correlation between BSJP and QQQ is -0.06, 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

-0.06

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

0.33

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

0.55

Correlation (All Time)
Calculated using the full available price history since Sep 27, 2017

0.58

The correlation between BSJP and QQQ shifts across timeframes, from -0.06 (1 year) to 0.58 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

BSJP vs. QQQ — Risk / Return Rank

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

BSJP

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


QQQ
QQQ Risk / Return Rank: 5959
Overall Rank
QQQ Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
QQQ Sortino Ratio Rank: 5656
Sortino Ratio Rank
QQQ Omega Ratio Rank: 5858
Omega Ratio Rank
QQQ Calmar Ratio Rank: 6161
Calmar Ratio Rank
QQQ Martin Ratio Rank: 6161
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. QQQ - 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 QQQ ETF (QQQ). 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.


BSJPQQQDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.32

Calmar ratioReturn relative to maximum drawdown

2.71

Martin ratioReturn relative to average drawdown

10.01

BSJP vs. QQQ - Sharpe Ratio Comparison


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Drawdowns

BSJP vs. QQQ - Drawdown Comparison


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Drawdown Indicators


BSJPQQQDifference

Max Drawdown

Largest peak-to-trough decline

-82.97%

Max Drawdown (1Y)

Largest decline over 1 year

-11.96%

Max Drawdown (3Y)

Largest decline over 3 years

-22.77%

Max Drawdown (5Y)

Largest decline over 5 years

-35.12%

Max Drawdown (10Y)

Largest decline over 10 years

-35.12%

Current Drawdown

Current decline from peak

-4.66%

Average Drawdown

Average peak-to-trough decline

-32.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.23%

Volatility

BSJP vs. QQQ - Volatility Comparison


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Volatility by Period


BSJPQQQDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.17%

Volatility (6M)

Calculated over the trailing 6-month period

14.54%

Volatility (1Y)

Calculated over the trailing 1-year period

17.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.41%

BSJP vs. QQQ - Expense Ratio Comparison

BSJP has a 0.42% expense ratio, which is higher than QQQ's 0.18% expense ratio.


Dividends

BSJP vs. QQQ - Dividend Comparison

BSJP's dividend yield for the trailing twelve months is around 1.89%, more than QQQ's 0.43% yield.


PositionTTM20252024202320222021202020192018201720162015
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
1.89%4.50%6.25%7.07%5.37%4.27%4.96%5.49%5.84%1.32%0.00%0.00%
QQQ
Invesco QQQ ETF
0.43%0.45%0.56%0.62%0.80%0.43%0.55%0.74%0.91%0.84%1.06%0.99%

Frequently Asked Questions


BSJP and QQQ have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, QQQ is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

QQQ is cheaper with a 0.18% expense ratio, compared with 0.42% for BSJP.

BSJP has the higher dividend yield at 1.89%, compared with 0.43% for QQQ.

BSJP is categorized as High Yield Bonds, while QQQ is Nasdaq-100. BSJP tracks NASDAQ BulletShares USD High Yield Corporate Bond 2025 TR Index, while QQQ tracks NASDAQ-100 Index. Their fees differ too: 0.42% for BSJP and 0.18% for QQQ.

Portfolio Optimizer

Find the right allocation for BSJP and QQQ

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