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BSJR vs. BSJP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJR vs. BSJP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) and Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BSJR

1D
0.07%
1M
0.13%
YTD
1.49%
6M
1.55%
1Y
4.51%
3Y*
8.11%
5Y*
3.30%
10Y*

BSJP

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSJR vs. BSJP - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
1.49%7.41%7.15%11.91%-11.35%3.60%5.69%3.00%
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
0.00%4.46%8.07%10.41%-5.16%4.57%4.16%2.55%

Correlation

The correlation between BSJR and BSJP is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.02

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

0.64

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

0.82

Correlation (All Time)
Calculated using the full available price history since Sep 12, 2019

0.82

Over the past year, the correlation between BSJR and BSJP has dropped to 0.02 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.

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Return for Risk

BSJR vs. BSJP — Risk / Return Rank

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

BSJR
BSJR Risk / Return Rank: 8080
Overall Rank
BSJR Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
BSJR Sortino Ratio Rank: 8181
Sortino Ratio Rank
BSJR Omega Ratio Rank: 7979
Omega Ratio Rank
BSJR Calmar Ratio Rank: 8080
Calmar Ratio Rank
BSJR Martin Ratio Rank: 8787
Martin Ratio Rank

BSJP

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

BSJR vs. BSJP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) and Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP). 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.


BSJRBSJPDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.43

Calmar ratioReturn relative to maximum drawdown

3.89

Martin ratioReturn relative to average drawdown

17.76

BSJR vs. BSJP - Sharpe Ratio Comparison


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Drawdowns

BSJR vs. BSJP - Drawdown Comparison


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Drawdown Indicators


BSJRBSJPDifference

Max Drawdown

Largest peak-to-trough decline

-22.58%

Max Drawdown (1Y)

Largest decline over 1 year

-1.16%

Max Drawdown (3Y)

Largest decline over 3 years

-3.15%

Max Drawdown (5Y)

Largest decline over 5 years

-16.37%

Current Drawdown

Current decline from peak

0.00%

Average Drawdown

Average peak-to-trough decline

-3.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.25%

Volatility

BSJR vs. BSJP - Volatility Comparison


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Volatility by Period


BSJRBSJPDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.61%

Volatility (6M)

Calculated over the trailing 6-month period

1.51%

Volatility (1Y)

Calculated over the trailing 1-year period

2.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.33%

BSJR vs. BSJP - Expense Ratio Comparison

Both BSJR and BSJP have an expense ratio of 0.42%.


Dividends

BSJR vs. BSJP - Dividend Comparison

BSJR's dividend yield for the trailing twelve months is around 5.66%, more than BSJP's 1.89% yield.


PositionTTM202520242023202220212020201920182017
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
1.89%4.50%6.25%7.07%5.37%4.27%4.96%5.49%5.84%1.32%
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
5.66%6.19%6.75%6.48%5.37%4.49%4.53%1.20%0.00%0.00%

Frequently Asked Questions


BSJR and BSJP have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.42% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

BSJR and BSJP have the same expense ratio: 0.42% per year.

BSJR has the higher dividend yield at 5.66%, compared with 1.89% for BSJP.

BSJR tracks NASDAQ BulletShares USD High Yield Corporate Bond 2027 Index, while BSJP tracks NASDAQ BulletShares USD High Yield Corporate Bond 2025 TR Index.

Portfolio Optimizer

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