BSJQ vs. LDRH
BSJQ (Invesco BulletShares 2026 High Yield Corp Bond ETF) and LDRH (iShares iBonds 1-5 Year High Yield and Income Ladder ETF) are both High Yield Bonds funds - BSJQ tracks the NASDAQ BulletShares USD High Yield Corporate Bond 2026 TR Index while LDRH tracks the BlackRock iBonds 1-5 Year High Yield and Income Ladder Index. Both are passively managed. Over the past year, BSJQ returned 4.03% vs 5.87% for LDRH. A 0.73 correlation means they provide meaningful diversification when combined. BSJQ charges 0.42%/yr vs 0.35%/yr for LDRH.
Performance
BSJQ vs. LDRH - Performance Comparison
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Returns By Period
In the year-to-date period, BSJQ achieves a 1.02% return, which is significantly lower than LDRH's 2.02% return.
BSJQ
- 1D
- -0.04%
- 1M
- -0.18%
- YTD
- 1.02%
- 6M
- 1.08%
- 1Y
- 4.03%
- 3Y*
- 7.01%
- 5Y*
- 3.65%
- 10Y*
- —
LDRH
- 1D
- 0.06%
- 1M
- 0.18%
- YTD
- 2.02%
- 6M
- 1.94%
- 1Y
- 5.87%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BSJQ vs. LDRH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BSJQ Invesco BulletShares 2026 High Yield Corp Bond ETF | 1.02% | 6.59% | 0.11% |
LDRH iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 2.02% | 7.18% | 0.21% |
Correlation
The correlation between BSJQ and LDRH is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2024 | 0.73 |
The correlation between BSJQ and LDRH shifts across timeframes, from 0.62 (1 year) to 0.73 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BSJQ vs. LDRH — Risk / Return Rank
BSJQ
LDRH
BSJQ vs. LDRH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2026 High Yield Corp Bond ETF (BSJQ) and iShares iBonds 1-5 Year High Yield and Income Ladder ETF (LDRH). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BSJQ | LDRH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.73 | ||
| Sortino ratioReturn per unit of downside risk | +0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.66 | 1.44 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 7.48 | 4.79 | +2.69 |
| Martin ratioReturn relative to average drawdown | 30.02 | 19.76 | +10.26 |
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Drawdowns
BSJQ vs. LDRH - Drawdown Comparison
The maximum BSJQ drawdown since its inception was -24.13%, which is greater than LDRH's maximum drawdown of -3.17%. Use the drawdown chart below to compare losses from any high point for BSJQ and LDRH.
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Drawdown Indicators
| BSJQ | LDRH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.13% | -3.17% | -20.96% |
Max Drawdown (1Y)Largest decline over 1 year | -0.54% | -1.23% | +0.69% |
Max Drawdown (3Y)Largest decline over 3 years | -2.66% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -11.95% | — | — |
Current DrawdownCurrent decline from peak | -0.27% | -0.22% | -0.05% |
Average DrawdownAverage peak-to-trough decline | -2.15% | -0.24% | -1.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.13% | 0.30% | -0.17% |
Volatility
BSJQ vs. LDRH - Volatility Comparison
Invesco BulletShares 2026 High Yield Corp Bond ETF (BSJQ) has a higher volatility of 0.61% compared to iShares iBonds 1-5 Year High Yield and Income Ladder ETF (LDRH) at 0.58%. This indicates that BSJQ's price experiences larger fluctuations and is considered to be riskier than LDRH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSJQ | LDRH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.61% | 0.58% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 1.01% | 1.97% | -0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.35% | 2.60% | -1.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.73% | 3.47% | +2.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.41% | 3.47% | +4.94% |
BSJQ vs. LDRH - Expense Ratio Comparison
BSJQ has a 0.42% expense ratio, which is higher than LDRH's 0.35% expense ratio.
Dividends
BSJQ vs. LDRH - Dividend Comparison
BSJQ's dividend yield for the trailing twelve months is around 5.79%, less than LDRH's 6.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BSJQ Invesco BulletShares 2026 High Yield Corp Bond ETF | 5.79% | 6.10% | 6.58% | 6.58% | 5.58% | 4.27% | 4.64% | 4.59% | 2.39% |
LDRH iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 6.98% | 6.41% | 1.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BSJQ and LDRH have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BSJQ has higher volatility (0.61%) compared to LDRH (0.58%). In terms of maximum drawdown, BSJQ dropped -24.13% vs LDRH's -3.17%.
On 1-year performance, LDRH leads with 5.87% vs 4.03% for BSJQ. On fees, LDRH is cheaper at 0.35% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, LDRH has performed better with a 5.87% return vs 4.03%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
LDRH is cheaper with a 0.35% expense ratio, compared with 0.42% for BSJQ.
LDRH has the higher dividend yield at 6.98%, compared with 5.79% for BSJQ.
BSJQ tracks NASDAQ BulletShares USD High Yield Corporate Bond 2026 TR Index, while LDRH tracks BlackRock iBonds 1-5 Year High Yield and Income Ladder Index. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.42% for BSJQ and 0.35% for LDRH.
BSJQ currently has the higher Sharpe Ratio (3.00 vs 2.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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