BSJR vs. BSJS
Compare and contrast key facts about Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) and Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS).
BSJR and BSJS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSJR is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD High Yield Corporate Bond 2027 Index. It was launched on Sep 12, 2019. BSJS is a passively managed fund by Invesco that tracks the performance of the Nasdaq BulletSharesUSD High Yield Corporate Bond 2028 Index. It was launched on Sep 16, 2020. Both BSJR and BSJS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSJR or BSJS.
Correlation
The correlation between BSJR and BSJS is 0.86, 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.
Performance
BSJR vs. BSJS - Performance Comparison
Key characteristics
BSJR:
2.14
BSJS:
1.69
BSJR:
3.17
BSJS:
2.56
BSJR:
1.40
BSJS:
1.30
BSJR:
3.84
BSJS:
1.85
BSJR:
16.13
BSJS:
12.90
BSJR:
0.46%
BSJS:
0.62%
BSJR:
3.46%
BSJS:
4.71%
BSJR:
-22.58%
BSJS:
-17.73%
BSJR:
-0.66%
BSJS:
-1.22%
Returns By Period
In the year-to-date period, BSJR achieves a 7.17% return, which is significantly lower than BSJS's 7.63% return.
BSJR
7.17%
-0.04%
4.80%
6.95%
3.11%
N/A
BSJS
7.63%
-0.55%
4.90%
7.38%
N/A
N/A
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BSJR vs. BSJS - Expense Ratio Comparison
Both BSJR and BSJS have an expense ratio of 0.42%.
Risk-Adjusted Performance
BSJR vs. BSJS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) and Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS). 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.
Dividends
BSJR vs. BSJS - Dividend Comparison
BSJR's dividend yield for the trailing twelve months is around 6.15%, less than BSJS's 6.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | 6.15% | 6.49% | 5.38% | 4.50% | 4.53% | 1.20% |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | 6.39% | 6.75% | 5.83% | 4.86% | 0.75% | 0.00% |
Drawdowns
BSJR vs. BSJS - Drawdown Comparison
The maximum BSJR drawdown since its inception was -22.58%, which is greater than BSJS's maximum drawdown of -17.73%. Use the drawdown chart below to compare losses from any high point for BSJR and BSJS. For additional features, visit the drawdowns tool.
Volatility
BSJR vs. BSJS - Volatility Comparison
The current volatility for Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) is 1.24%, while Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) has a volatility of 1.40%. This indicates that BSJR experiences smaller price fluctuations and is considered to be less risky than BSJS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.