BSJP vs. VOO
Compare and contrast key facts about Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) and Vanguard S&P 500 ETF (VOO).
BSJP and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSJP is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD High Yield Corporate Bond 2025 TR Index. It was launched on Sep 27, 2017. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both BSJP and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSJP or VOO.
Correlation
The correlation between BSJP and VOO is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BSJP vs. VOO - Performance Comparison
Key characteristics
BSJP:
3.69
VOO:
2.22
BSJP:
5.96
VOO:
2.95
BSJP:
1.85
VOO:
1.42
BSJP:
11.36
VOO:
3.27
BSJP:
61.46
VOO:
14.57
BSJP:
0.12%
VOO:
1.90%
BSJP:
1.99%
VOO:
12.47%
BSJP:
-23.58%
VOO:
-33.99%
BSJP:
-0.65%
VOO:
-1.77%
Returns By Period
In the year-to-date period, BSJP achieves a 7.40% return, which is significantly lower than VOO's 26.92% return.
BSJP
7.40%
-0.17%
3.14%
7.40%
4.18%
N/A
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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BSJP vs. VOO - Expense Ratio Comparison
BSJP has a 0.42% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BSJP vs. VOO - Risk-Adjusted Performance 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.
Dividends
BSJP vs. VOO - Dividend Comparison
BSJP's dividend yield for the trailing twelve months is around 5.81%, more than VOO's 1.23% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Invesco BulletShares 2025 High Yield Corporate Bond ETF | 5.81% | 7.07% | 5.37% | 4.26% | 4.95% | 5.50% | 5.84% | 1.32% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BSJP vs. VOO - Drawdown Comparison
The maximum BSJP drawdown since its inception was -23.58%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BSJP and VOO. For additional features, visit the drawdowns tool.
Volatility
BSJP vs. VOO - Volatility Comparison
The current volatility for Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) is 0.89%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.78%. This indicates that BSJP experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.