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BSJR vs. MYHA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJR vs. MYHA - 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 State Street My2027 High Yield Corporate Bond ETF (MYHA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BSJR

1D
-0.03%
1M
0.27%
6M
1.41%
YTD
1.63%
1Y
4.43%
3Y*
7.53%
5Y*
3.28%
10Y*

MYHA

1D
-0.07%
1M
0.21%
6M
YTD
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSJR vs. MYHA - Yearly Performance Comparison


Correlation

The correlation between BSJR and MYHA is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Feb 26, 2026

0.78

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Return for Risk

BSJR vs. MYHA — Risk / Return Rank

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

BSJR
BSJR Risk / Return Rank: 9090
Overall Rank
BSJR Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
BSJR Sortino Ratio Rank: 9292
Sortino Ratio Rank
BSJR Omega Ratio Rank: 9090
Omega Ratio Rank
BSJR Calmar Ratio Rank: 8686
Calmar Ratio Rank
BSJR Martin Ratio Rank: 9393
Martin Ratio Rank

MYHA

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. MYHA - 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 State Street My2027 High Yield Corporate Bond ETF (MYHA). 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.


BSJRMYHADifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.45

Calmar ratioReturn relative to maximum drawdown

3.82

Martin ratioReturn relative to average drawdown

18.56

BSJR vs. MYHA - Sharpe Ratio Comparison


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Drawdowns

BSJR vs. MYHA - Drawdown Comparison

The maximum BSJR drawdown since its inception was -22.58%, which is greater than MYHA's maximum drawdown of -0.69%. Use the drawdown chart below to compare losses from any high point for BSJR and MYHA.


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Drawdown Indicators


BSJRMYHADifference

Max Drawdown

Largest peak-to-trough decline

-22.58%

-0.69%

-21.89%

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

-0.08%

-0.07%

-0.01%

Average Drawdown

Average peak-to-trough decline

-3.20%

-0.11%

-3.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.24%

Volatility

BSJR vs. MYHA - Volatility Comparison


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Volatility by Period


BSJRMYHADifference

Volatility (1M)

Calculated over the trailing 1-month period

0.52%

Volatility (6M)

Calculated over the trailing 6-month period

1.52%

Volatility (1Y)

Calculated over the trailing 1-year period

1.96%

1.84%

+0.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.73%

1.84%

+4.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.30%

1.84%

+7.46%

BSJR vs. MYHA - Expense Ratio Comparison

BSJR has a 0.42% expense ratio, which is higher than MYHA's 0.39% expense ratio.


Dividends

BSJR vs. MYHA - Dividend Comparison

BSJR's dividend yield for the trailing twelve months is around 5.66%, more than MYHA's 2.06% yield.


PositionTTM2025202420232022202120202019
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%
MYHA
State Street My2027 High Yield Corporate Bond ETF
2.06%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


BSJR and MYHA have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, MYHA is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.

MYHA is cheaper with a 0.39% expense ratio, compared with 0.42% for BSJR.

BSJR has the higher dividend yield at 5.66%, compared with 2.06% for MYHA.

They also come from different issuers: Invesco and State Street. Their fees differ too: 0.42% for BSJR and 0.39% for MYHA.

Portfolio Optimizer

Find the right allocation for BSJR and MYHA

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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