BSJR vs. IBHF
Compare and contrast key facts about Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) and iShares iBonds 2026 Term High Yield and Income ETF (IBHF).
BSJR and IBHF 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. IBHF is an actively managed fund by iShares. It was launched on Nov 10, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSJR or IBHF.
Correlation
The correlation between BSJR and IBHF is 0.84, 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. IBHF - Performance Comparison
Key characteristics
BSJR:
2.14
IBHF:
2.91
BSJR:
3.17
IBHF:
4.36
BSJR:
1.40
IBHF:
1.59
BSJR:
3.84
IBHF:
7.73
BSJR:
16.13
IBHF:
29.18
BSJR:
0.46%
IBHF:
0.30%
BSJR:
3.46%
IBHF:
2.99%
BSJR:
-22.58%
IBHF:
-11.19%
BSJR:
-0.66%
IBHF:
-0.09%
Returns By Period
In the year-to-date period, BSJR achieves a 7.17% return, which is significantly lower than IBHF's 8.43% return.
BSJR
7.17%
-0.04%
4.80%
6.95%
3.11%
N/A
IBHF
8.43%
0.62%
5.22%
8.19%
N/A
N/A
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BSJR vs. IBHF - Expense Ratio Comparison
BSJR has a 0.42% expense ratio, which is higher than IBHF's 0.35% expense ratio.
Risk-Adjusted Performance
BSJR vs. IBHF - 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 iShares iBonds 2026 Term High Yield and Income ETF (IBHF). 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. IBHF - Dividend Comparison
BSJR's dividend yield for the trailing twelve months is around 6.15%, less than IBHF's 7.18% 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% |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | 7.18% | 7.33% | 6.01% | 4.55% | 0.61% | 0.00% |
Drawdowns
BSJR vs. IBHF - Drawdown Comparison
The maximum BSJR drawdown since its inception was -22.58%, which is greater than IBHF's maximum drawdown of -11.19%. Use the drawdown chart below to compare losses from any high point for BSJR and IBHF. For additional features, visit the drawdowns tool.
Volatility
BSJR vs. IBHF - Volatility Comparison
Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) has a higher volatility of 1.24% compared to iShares iBonds 2026 Term High Yield and Income ETF (IBHF) at 0.86%. This indicates that BSJR's price experiences larger fluctuations and is considered to be riskier than IBHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.