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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
-0.26%
1M
10.60%
YTD
21.30%
6M
19.66%
1Y
41.82%
3Y*
28.78%
5Y*
17.97%
10Y*
21.94%
*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%0.35%
QQQ
Invesco QQQ ETF
21.30%20.77%25.58%54.86%-32.58%27.42%48.62%38.96%-0.13%8.05%

Correlation

The correlation between BSJP and QQQ is -0.10, 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

-0.10

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

0.34

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

0.56

Correlation (All Time)
Calculated using the full available price history since Sep 28, 2017

0.58

The correlation between BSJP and QQQ shifts across timeframes, from -0.10 (1 year) to 0.58 (all time), reflecting how their relationship changes across market environments.

BSJP vs. QQQ - Sectors Allocation Comparison


Sectors
BSJP
QQQ

Financial Services

95.2%
0.2%

Industrials

4.7%
2.8%

Energy

0.1%
0.6%

Basic Materials

-

1.1%

Communication Services

-

15.8%

Consumer Cyclical

-

12.3%

Consumer Defensive

-

7.7%

Healthcare

-

4.2%

Real Estate

-

0.1%

Technology

-

53.8%

Utilities

-

1.4%

Financial Services

BSJP
95.2%
QQQ
0.2%

Industrials

BSJP
4.7%
QQQ
2.8%

Energy

BSJP
0.1%
QQQ
0.6%

Basic Materials

BSJP

-

QQQ
1.1%

Communication Services

BSJP

-

QQQ
15.8%

Consumer Cyclical

BSJP

-

QQQ
12.3%

Consumer Defensive

BSJP

-

QQQ
7.7%

Healthcare

BSJP

-

QQQ
4.2%

Real Estate

BSJP

-

QQQ
0.1%

Technology

BSJP

-

QQQ
53.8%

Utilities

BSJP

-

QQQ
1.4%

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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

QQQ
QQQ Risk / Return Rank: 7373
Overall Rank
QQQ Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
QQQ Sortino Ratio Rank: 7575
Sortino Ratio Rank
QQQ Omega Ratio Rank: 7474
Omega Ratio Rank
QQQ Calmar Ratio Rank: 6969
Calmar Ratio Rank
QQQ Martin Ratio Rank: 7171
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.


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

BSJP vs. QQQ - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSJPQQQDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.64

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.81

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.99

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

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

-0.26%

Average Drawdown

Average peak-to-trough decline

-32.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.11%

Volatility

BSJP vs. QQQ - Volatility Comparison


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Volatility by Period


BSJPQQQDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.49%

Volatility (6M)

Calculated over the trailing 6-month period

12.10%

Volatility (1Y)

Calculated over the trailing 1-year period

15.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.29%

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 2.26%, more than QQQ's 0.38% yield.


PositionTTM20252024202320222021202020192018201720162015
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%0.00%0.00%
QQQ
Invesco QQQ ETF
0.38%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 -0.10, 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 2.26%, compared with 0.38% 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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