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BSJQ vs. IBHD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BSJQ and IBHD is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.7

Performance

BSJQ vs. IBHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2026 High Yield Corp Bond ETF (BSJQ) and iShares iBonds 2024 Term High Yield & Income ETF (IBHD). The values are adjusted to include any dividend payments, if applicable.

22.00%23.00%24.00%25.00%26.00%27.00%AugustSeptemberOctoberNovemberDecember2025
27.14%
27.04%
BSJQ
IBHD

Key characteristics

Returns By Period


BSJQ

YTD

0.77%

1M

1.18%

6M

4.16%

1Y

8.27%

5Y*

3.37%

10Y*

N/A

IBHD

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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


BSJQ vs. IBHD - Expense Ratio Comparison

BSJQ has a 0.42% expense ratio, which is higher than IBHD's 0.35% expense ratio.


BSJQ
Invesco BulletShares 2026 High Yield Corp Bond ETF
Expense ratio chart for BSJQ: current value at 0.42% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.42%
Expense ratio chart for IBHD: current value at 0.35% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.35%

Risk-Adjusted Performance

BSJQ vs. IBHD — Risk-Adjusted Performance Rank

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

BSJQ
The Risk-Adjusted Performance Rank of BSJQ is 9797
Overall Rank
The Sharpe Ratio Rank of BSJQ is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of BSJQ is 9797
Sortino Ratio Rank
The Omega Ratio Rank of BSJQ is 9696
Omega Ratio Rank
The Calmar Ratio Rank of BSJQ is 9898
Calmar Ratio Rank
The Martin Ratio Rank of BSJQ is 9898
Martin Ratio Rank

IBHD
The Risk-Adjusted Performance Rank of IBHD is 9898
Overall Rank
The Sharpe Ratio Rank of IBHD is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of IBHD is 9898
Sortino Ratio Rank
The Omega Ratio Rank of IBHD is 9898
Omega Ratio Rank
The Calmar Ratio Rank of IBHD is 9999
Calmar Ratio Rank
The Martin Ratio Rank of IBHD is 9999
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BSJQ vs. IBHD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2026 High Yield Corp Bond ETF (BSJQ) and iShares iBonds 2024 Term High Yield & Income ETF (IBHD). 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.


Sharpe ratio
The chart of Sharpe ratio for BSJQ, currently valued at 3.15, compared to the broader market0.002.004.003.154.00
The chart of Sortino ratio for BSJQ, currently valued at 4.73, compared to the broader market0.005.0010.004.735.99
The chart of Omega ratio for BSJQ, currently valued at 1.64, compared to the broader market1.002.003.001.642.16
The chart of Calmar ratio for BSJQ, currently valued at 7.91, compared to the broader market0.005.0010.0015.0020.007.9110.88
The chart of Martin ratio for BSJQ, currently valued at 33.62, compared to the broader market0.0020.0040.0060.0080.00100.0033.6274.04
BSJQ
IBHD


Rolling 12-month Sharpe Ratio2.002.503.003.504.00AugustSeptemberOctoberNovemberDecember2025
3.15
4.00
BSJQ
IBHD

Dividends

BSJQ vs. IBHD - Dividend Comparison

BSJQ's dividend yield for the trailing twelve months is around 6.53%, while IBHD has not paid dividends to shareholders.


TTM2024202320222021202020192018
BSJQ
Invesco BulletShares 2026 High Yield Corp Bond ETF
6.53%6.58%6.58%5.58%4.28%4.64%5.53%2.39%
IBHD
iShares iBonds 2024 Term High Yield & Income ETF
5.53%5.53%6.90%4.90%4.43%5.49%3.59%0.00%

Drawdowns

BSJQ vs. IBHD - Drawdown Comparison


-0.80%-0.60%-0.40%-0.20%0.00%AugustSeptemberOctoberNovemberDecember202500
BSJQ
IBHD

Volatility

BSJQ vs. IBHD - Volatility Comparison

Invesco BulletShares 2026 High Yield Corp Bond ETF (BSJQ) has a higher volatility of 1.09% compared to iShares iBonds 2024 Term High Yield & Income ETF (IBHD) at 0.00%. This indicates that BSJQ's price experiences larger fluctuations and is considered to be riskier than IBHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%0.20%0.40%0.60%0.80%1.00%1.20%AugustSeptemberOctoberNovemberDecember2025
1.09%
0
BSJQ
IBHD
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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