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BSJP vs. VOO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJP vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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*

VOO

1D
-0.70%
1M
5.04%
YTD
10.91%
6M
10.93%
1Y
28.04%
3Y*
22.44%
5Y*
13.90%
10Y*
15.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSJP vs. VOO - 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%
VOO
Vanguard S&P 500 ETF
10.91%17.82%24.98%26.32%-18.17%28.79%18.32%31.37%-4.50%7.32%

Correlation

The correlation between BSJP and VOO is -0.07, 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

-0.07

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

0.40

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

0.60

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

0.63

The correlation between BSJP and VOO shifts across timeframes, from -0.07 (1 year) to 0.63 (all time), reflecting how their relationship changes across market environments.

BSJP vs. VOO - Sectors Allocation Comparison


Sectors
BSJP
VOO

Financial Services

95.2%
11.6%

Industrials

4.7%
8.3%

Energy

0.1%
3.5%

Basic Materials

-

1.8%

Communication Services

-

11.3%

Consumer Cyclical

-

10.2%

Consumer Defensive

-

4.9%

Healthcare

-

8.5%

Real Estate

-

1.9%

Technology

-

35.7%

Utilities

-

2.4%

Financial Services

BSJP
95.2%
VOO
11.6%

Industrials

BSJP
4.7%
VOO
8.3%

Energy

BSJP
0.1%
VOO
3.5%

Basic Materials

BSJP

-

VOO
1.8%

Communication Services

BSJP

-

VOO
11.3%

Consumer Cyclical

BSJP

-

VOO
10.2%

Consumer Defensive

BSJP

-

VOO
4.9%

Healthcare

BSJP

-

VOO
8.5%

Real Estate

BSJP

-

VOO
1.9%

Technology

BSJP

-

VOO
35.7%

Utilities

BSJP

-

VOO
2.4%

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Return for Risk

BSJP vs. VOO — Risk / Return Rank

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

BSJP

VOO
VOO Risk / Return Rank: 7070
Overall Rank
VOO Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
VOO Sortino Ratio Rank: 7070
Sortino Ratio Rank
VOO Omega Ratio Rank: 7070
Omega Ratio Rank
VOO Calmar Ratio Rank: 6262
Calmar Ratio Rank
VOO Martin Ratio Rank: 7575
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. VOO - 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 Vanguard S&P 500 ETF (VOO). 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. VOO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSJPVOODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.83

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.87

Sharpe Ratio (All Time)

Calculated using the full available price history

0.89

Drawdowns

BSJP vs. VOO - Drawdown Comparison


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Drawdown Indicators


BSJPVOODifference

Max Drawdown

Largest peak-to-trough decline

-33.99%

Max Drawdown (1Y)

Largest decline over 1 year

-8.90%

Max Drawdown (3Y)

Largest decline over 3 years

-18.69%

Max Drawdown (5Y)

Largest decline over 5 years

-24.52%

Max Drawdown (10Y)

Largest decline over 10 years

-33.99%

Current Drawdown

Current decline from peak

-0.70%

Average Drawdown

Average peak-to-trough decline

-3.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.91%

Volatility

BSJP vs. VOO - Volatility Comparison


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Volatility by Period


BSJPVOODifference

Volatility (1M)

Calculated over the trailing 1-month period

2.84%

Volatility (6M)

Calculated over the trailing 6-month period

8.90%

Volatility (1Y)

Calculated over the trailing 1-year period

11.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.01%

BSJP vs. VOO - Expense Ratio Comparison

BSJP has a 0.42% expense ratio, which is higher than VOO's 0.03% expense ratio.


Dividends

BSJP vs. VOO - Dividend Comparison

BSJP's dividend yield for the trailing twelve months is around 2.26%, more than VOO's 1.03% 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%
VOO
Vanguard S&P 500 ETF
1.03%1.13%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%

Frequently Asked Questions


BSJP and VOO have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VOO is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VOO is cheaper with a 0.03% expense ratio, compared with 0.42% for BSJP.

BSJP has the higher dividend yield at 2.26%, compared with 1.03% for VOO.

BSJP is categorized as High Yield Bonds, while VOO is S&P 500. BSJP tracks NASDAQ BulletShares USD High Yield Corporate Bond 2025 TR Index, while VOO tracks S&P 500 Index. They also come from different issuers: Invesco and Vanguard. Their fees differ too: 0.42% for BSJP and 0.03% for VOO.

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