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BSJP vs. XLG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJP vs. XLG - 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 S&P 500 Top 50 ETF (XLG). 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*

XLG

1D
-1.15%
1M
4.22%
YTD
7.57%
6M
7.32%
1Y
28.54%
3Y*
24.46%
5Y*
16.24%
10Y*
17.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSJP vs. XLG - 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%
XLG
Invesco S&P 500 Top 50 ETF
7.57%19.51%33.49%38.16%-24.29%30.77%24.15%32.04%-3.59%7.82%

Correlation

The correlation between BSJP and XLG is -0.11, 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

-0.11

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

0.34

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

0.55

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

0.59

The correlation between BSJP and XLG shifts across timeframes, from -0.11 (1 year) to 0.59 (all time), reflecting how their relationship changes across market environments.

BSJP vs. XLG - Sectors Allocation Comparison


Sectors
BSJP
XLG

Financial Services

95.2%
9.6%

Industrials

4.7%
1.9%

Energy

0.1%
2.7%

Basic Materials

-

0.6%

Communication Services

-

17.1%

Consumer Cyclical

-

11.3%

Consumer Defensive

-

5.8%

Healthcare

-

7.0%

Real Estate

-

-

Technology

-

43.9%

Utilities

-

-

Financial Services

BSJP
95.2%
XLG
9.6%

Industrials

BSJP
4.7%
XLG
1.9%

Energy

BSJP
0.1%
XLG
2.7%

Basic Materials

BSJP

-

XLG
0.6%

Communication Services

BSJP

-

XLG
17.1%

Consumer Cyclical

BSJP

-

XLG
11.3%

Consumer Defensive

BSJP

-

XLG
5.8%

Healthcare

BSJP

-

XLG
7.0%

Real Estate

BSJP

-

XLG

-

Technology

BSJP

-

XLG
43.9%

Utilities

BSJP

-

XLG

-

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Return for Risk

BSJP vs. XLG — Risk / Return Rank

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

BSJP

XLG
XLG Risk / Return Rank: 5656
Overall Rank
XLG Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
XLG Sortino Ratio Rank: 6161
Sortino Ratio Rank
XLG Omega Ratio Rank: 6161
Omega Ratio Rank
XLG Calmar Ratio Rank: 4646
Calmar Ratio Rank
XLG Martin Ratio Rank: 5151
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. XLG - 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 S&P 500 Top 50 ETF (XLG). 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. XLG - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSJPXLGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.87

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.92

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

Drawdowns

BSJP vs. XLG - Drawdown Comparison


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Drawdown Indicators


BSJPXLGDifference

Max Drawdown

Largest peak-to-trough decline

-52.39%

Max Drawdown (1Y)

Largest decline over 1 year

-12.41%

Max Drawdown (3Y)

Largest decline over 3 years

-20.70%

Max Drawdown (5Y)

Largest decline over 5 years

-28.02%

Max Drawdown (10Y)

Largest decline over 10 years

-30.46%

Current Drawdown

Current decline from peak

-1.44%

Average Drawdown

Average peak-to-trough decline

-7.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.30%

Volatility

BSJP vs. XLG - Volatility Comparison


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Volatility by Period


BSJPXLGDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.19%

Volatility (6M)

Calculated over the trailing 6-month period

9.80%

Volatility (1Y)

Calculated over the trailing 1-year period

13.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.84%

BSJP vs. XLG - Expense Ratio Comparison

BSJP has a 0.42% expense ratio, which is higher than XLG's 0.20% expense ratio.


Dividends

BSJP vs. XLG - Dividend Comparison

BSJP's dividend yield for the trailing twelve months is around 2.26%, more than XLG's 0.60% 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%
XLG
Invesco S&P 500 Top 50 ETF
0.60%0.64%0.72%0.97%1.34%0.94%1.25%1.58%2.00%1.85%2.00%2.09%

Frequently Asked Questions


BSJP and XLG have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XLG is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XLG is cheaper with a 0.20% expense ratio, compared with 0.42% for BSJP.

BSJP has the higher dividend yield at 2.26%, compared with 0.60% for XLG.

BSJP is categorized as High Yield Bonds, while XLG is S&P 500. BSJP tracks NASDAQ BulletShares USD High Yield Corporate Bond 2025 TR Index, while XLG tracks S&P 500 Top 50 Index. Their fees differ too: 0.42% for BSJP and 0.20% for XLG.

Portfolio Optimizer

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