BSJR vs. LDRH
Compare and contrast key facts about Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) and iShares iBonds 1-5 Year High Yield and Income Ladder ETF (LDRH).
BSJR and LDRH 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. LDRH is a passively managed fund by iShares that tracks the performance of the BlackRock iBonds 1-5 Year High Yield and Income Ladder Index. It was launched on Nov 7, 2024. Both BSJR and LDRH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BSJR vs. LDRH - Performance Comparison
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BSJR vs. LDRH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | 0.35% | 7.41% | -0.18% |
LDRH iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 0.66% | 7.18% | 0.21% |
Returns By Period
In the year-to-date period, BSJR achieves a 0.35% return, which is significantly lower than LDRH's 0.66% return.
BSJR
- 1D
- 0.14%
- 1M
- -0.15%
- YTD
- 0.35%
- 6M
- 1.21%
- 1Y
- 5.96%
- 3Y*
- 7.58%
- 5Y*
- 3.45%
- 10Y*
- —
LDRH
- 1D
- 0.15%
- 1M
- 0.25%
- YTD
- 0.66%
- 6M
- 1.72%
- 1Y
- 6.63%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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BSJR vs. LDRH - Expense Ratio Comparison
BSJR has a 0.42% expense ratio, which is higher than LDRH's 0.35% expense ratio.
Return for Risk
BSJR vs. LDRH — Risk / Return Rank
BSJR
LDRH
BSJR vs. LDRH - 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 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.
| BSJR | LDRH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.60 | 1.71 | -0.11 |
Sortino ratioReturn per unit of downside risk | 2.50 | 2.63 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.41 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.08 | 2.39 | -0.31 |
Martin ratioReturn relative to average drawdown | 14.18 | 14.61 | -0.43 |
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
| BSJR | LDRH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.60 | 1.71 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 1.61 | -1.19 |
Correlation
The correlation between BSJR and LDRH is 0.81, 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.
Dividends
BSJR vs. LDRH - Dividend Comparison
BSJR's dividend yield for the trailing twelve months is around 5.97%, less than LDRH's 6.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | 5.97% | 6.19% | 6.75% | 6.48% | 5.37% | 4.49% | 4.53% | 1.20% |
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% |
Drawdowns
BSJR vs. LDRH - Drawdown Comparison
The maximum BSJR drawdown since its inception was -22.58%, which is greater than LDRH's maximum drawdown of -3.17%. Use the drawdown chart below to compare losses from any high point for BSJR and LDRH.
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Drawdown Indicators
| BSJR | LDRH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.58% | -3.17% | -19.41% |
Max Drawdown (1Y)Largest decline over 1 year | -2.92% | -2.82% | -0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -16.37% | — | — |
Current DrawdownCurrent decline from peak | -0.29% | -0.32% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -3.33% | -0.25% | -3.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.43% | 0.46% | -0.03% |
Volatility
BSJR vs. LDRH - Volatility Comparison
The current volatility for Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) is 1.05%, while iShares iBonds 1-5 Year High Yield and Income Ladder ETF (LDRH) has a volatility of 1.34%. This indicates that BSJR experiences smaller price fluctuations and is considered to be less risky 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
| BSJR | LDRH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.05% | 1.34% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 1.48% | 2.04% | -0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.75% | 3.89% | -0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.74% | 3.62% | +3.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.48% | 3.62% | +5.86% |