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

Correlation

The correlation between BSJQ and IBHD is 0.58, 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

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.

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Key characteristics

Returns By Period


BSJQ

YTD

2.58%

1M

2.05%

6M

2.91%

1Y

7.48%

5Y*

6.34%

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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BSJQ vs. IBHD - Expense Ratio Comparison

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


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 9696
Overall Rank
The Sharpe Ratio Rank of BSJQ is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of BSJQ is 9696
Sortino Ratio Rank
The Omega Ratio Rank of BSJQ is 9696
Omega Ratio Rank
The Calmar Ratio Rank of BSJQ is 9595
Calmar Ratio Rank
The Martin Ratio Rank of BSJQ is 9797
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.



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Dividends

BSJQ vs. IBHD - Dividend Comparison

BSJQ's dividend yield for the trailing twelve months is around 6.47%, while IBHD has not paid dividends to shareholders.


TTM2024202320222021202020192018
BSJQ
Invesco BulletShares 2026 High Yield Corp Bond ETF
6.47%6.58%6.58%5.58%4.27%4.64%5.53%2.39%
IBHD
iShares iBonds 2024 Term High Yield & Income ETF
3.35%5.53%6.90%4.90%4.43%5.49%3.59%0.00%

Drawdowns

BSJQ vs. IBHD - Drawdown Comparison


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Volatility

BSJQ vs. IBHD - Volatility Comparison


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