BSJQ vs. VSHY
Compare and contrast key facts about Invesco BulletShares 2026 High Yield Corp Bond ETF (BSJQ) and Virtus Newfleet Short Duration High Yield Bond ETF (VSHY).
BSJQ and VSHY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSJQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD High Yield Corporate Bond 2026 TR Index. It was launched on Aug 9, 2018. VSHY is an actively managed fund by Virtus. It was launched on Dec 5, 2016.
Performance
BSJQ vs. VSHY - Performance Comparison
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BSJQ vs. VSHY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BSJQ Invesco BulletShares 2026 High Yield Corp Bond ETF | 0.66% | 6.59% | 7.49% | 1.74% |
VSHY Virtus Newfleet Short Duration High Yield Bond ETF | 0.07% | 6.87% | 8.03% | 3.76% |
Returns By Period
In the year-to-date period, BSJQ achieves a 0.66% return, which is significantly higher than VSHY's 0.07% return.
BSJQ
- 1D
- 0.00%
- 1M
- 0.16%
- YTD
- 0.66%
- 6M
- 1.78%
- 1Y
- 5.91%
- 3Y*
- 7.08%
- 5Y*
- 3.93%
- 10Y*
- —
VSHY
- 1D
- 0.17%
- 1M
- -0.94%
- YTD
- 0.07%
- 6M
- 0.97%
- 1Y
- 6.02%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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BSJQ vs. VSHY - Expense Ratio Comparison
BSJQ has a 0.42% expense ratio, which is higher than VSHY's 0.40% expense ratio.
Return for Risk
BSJQ vs. VSHY — Risk / Return Rank
BSJQ
VSHY
BSJQ vs. VSHY - 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 Virtus Newfleet Short Duration High Yield Bond ETF (VSHY). 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.
| BSJQ | VSHY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.85 | 1.24 | +0.61 |
Sortino ratioReturn per unit of downside risk | 2.63 | 1.83 | +0.80 |
Omega ratioGain probability vs. loss probability | 1.59 | 1.29 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 2.39 | 1.57 | +0.82 |
Martin ratioReturn relative to average drawdown | 17.12 | 8.53 | +8.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSJQ | VSHY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.85 | 1.24 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 1.84 | -1.30 |
Correlation
The correlation between BSJQ and VSHY is 0.64, 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.
Dividends
BSJQ vs. VSHY - Dividend Comparison
BSJQ's dividend yield for the trailing twelve months is around 5.95%, less than VSHY's 6.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BSJQ Invesco BulletShares 2026 High Yield Corp Bond ETF | 5.95% | 6.10% | 6.58% | 6.58% | 5.58% | 4.27% | 4.64% | 4.59% | 2.39% |
VSHY Virtus Newfleet Short Duration High Yield Bond ETF | 6.55% | 6.14% | 6.81% | 1.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BSJQ vs. VSHY - Drawdown Comparison
The maximum BSJQ drawdown since its inception was -24.13%, which is greater than VSHY's maximum drawdown of -4.55%. Use the drawdown chart below to compare losses from any high point for BSJQ and VSHY.
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Drawdown Indicators
| BSJQ | VSHY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.13% | -4.55% | -19.58% |
Max Drawdown (1Y)Largest decline over 1 year | -2.52% | -3.94% | +1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -11.95% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.05% | +1.05% |
Average DrawdownAverage peak-to-trough decline | -2.22% | -0.42% | -1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.35% | 0.72% | -0.37% |
Volatility
BSJQ vs. VSHY - Volatility Comparison
The current volatility for Invesco BulletShares 2026 High Yield Corp Bond ETF (BSJQ) is 0.59%, while Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) has a volatility of 1.76%. This indicates that BSJQ experiences smaller price fluctuations and is considered to be less risky than VSHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSJQ | VSHY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.59% | 1.76% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 0.94% | 2.48% | -1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.21% | 4.88% | -1.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.74% | 4.41% | +1.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.54% | 4.41% | +4.13% |