PortfoliosLab logoPortfoliosLab logo
BSJP vs. QQQM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJP vs. QQQM - 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 NASDAQ 100 ETF (QQQM). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


BSJP

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

QQQM

1D
-0.54%
1M
8.67%
YTD
20.73%
6M
19.22%
1Y
40.83%
3Y*
28.64%
5Y*
17.94%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSJP vs. QQQM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
0.00%4.46%8.07%10.41%-5.16%4.57%3.93%
QQQM
Invesco NASDAQ 100 ETF
20.73%20.85%25.68%55.01%-32.52%27.45%6.67%

Correlation

The correlation between BSJP and QQQM is -0.10, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.10

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

0.35

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

0.56

Correlation (All Time)
Calculated using the full available price history since Oct 14, 2020

0.56

The correlation between BSJP and QQQM shifts across timeframes, from -0.10 (1 year) to 0.56 (all time), reflecting how their relationship changes across market environments.

BSJP vs. QQQM - Sectors Allocation Comparison


Sectors
BSJP
QQQM

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%
QQQM
0.2%

Industrials

BSJP
4.7%
QQQM
2.8%

Energy

BSJP
0.1%
QQQM
0.6%

Basic Materials

BSJP

-

QQQM
1.1%

Communication Services

BSJP

-

QQQM
15.8%

Consumer Cyclical

BSJP

-

QQQM
12.3%

Consumer Defensive

BSJP

-

QQQM
7.7%

Healthcare

BSJP

-

QQQM
4.2%

Real Estate

BSJP

-

QQQM
0.1%

Technology

BSJP

-

QQQM
53.8%

Utilities

BSJP

-

QQQM
1.4%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BSJP vs. QQQM — Risk / Return Rank

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

BSJP

QQQM
QQQM Risk / Return Rank: 7575
Overall Rank
QQQM Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
QQQM Sortino Ratio Rank: 7676
Sortino Ratio Rank
QQQM Omega Ratio Rank: 7575
Omega Ratio Rank
QQQM Calmar Ratio Rank: 7070
Calmar Ratio Rank
QQQM 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. QQQM - 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 NASDAQ 100 ETF (QQQM). 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. QQQM - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


BSJPQQQMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.81

Sharpe Ratio (All Time)

Calculated using the full available price history

0.84

Drawdowns

BSJP vs. QQQM - Drawdown Comparison


Loading charts...

Drawdown Indicators


BSJPQQQMDifference

Max Drawdown

Largest peak-to-trough decline

-35.04%

Max Drawdown (1Y)

Largest decline over 1 year

-11.96%

Max Drawdown (3Y)

Largest decline over 3 years

-22.70%

Max Drawdown (5Y)

Largest decline over 5 years

-35.04%

Current Drawdown

Current decline from peak

-0.75%

Average Drawdown

Average peak-to-trough decline

-8.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.11%

Volatility

BSJP vs. QQQM - Volatility Comparison


Loading charts...

Volatility by Period


BSJPQQQMDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.51%

Volatility (6M)

Calculated over the trailing 6-month period

12.06%

Volatility (1Y)

Calculated over the trailing 1-year period

15.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.11%

BSJP vs. QQQM - Expense Ratio Comparison

BSJP has a 0.42% expense ratio, which is higher than QQQM's 0.15% expense ratio.


Dividends

BSJP vs. QQQM - Dividend Comparison

BSJP's dividend yield for the trailing twelve months is around 2.26%, more than QQQM's 0.42% 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%
QQQM
Invesco NASDAQ 100 ETF
0.42%0.50%0.61%0.65%0.83%0.40%0.16%0.00%0.00%0.00%

Frequently Asked Questions


BSJP and QQQM 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, QQQM is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

QQQM is cheaper with a 0.15% expense ratio, compared with 0.42% for BSJP.

BSJP has the higher dividend yield at 2.26%, compared with 0.42% for QQQM.

BSJP is categorized as High Yield Bonds, while QQQM is Nasdaq-100. BSJP tracks NASDAQ BulletShares USD High Yield Corporate Bond 2025 TR Index, while QQQM tracks NASDAQ-100 Index. Their fees differ too: 0.42% for BSJP and 0.15% for QQQM.

Portfolio Optimizer

Find the right allocation for BSJP and QQQM

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer