BSJR vs. SEIX
BSJR (Invesco BulletShares 2027 High Yield Corporate Bond ETF) and SEIX (Virtus Seix Senior Loan ETF) are both exchange-traded funds - BSJR is a High Yield Bonds fund tracking the NASDAQ BulletShares USD High Yield Corporate Bond 2027 Index, while SEIX is a Bank Loan fund actively managed by Virtus. BSJR is passively managed, while SEIX is actively managed. Over the past 5 years, BSJR returned 3.34%/yr vs 5.78%/yr for SEIX. Their 0.17 correlation means their historical movements had little consistent relationship. BSJR charges 0.42%/yr vs 0.57%/yr for SEIX.
Performance
BSJR vs. SEIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BSJR achieves a 1.84% return, which is significantly lower than SEIX's 2.94% return.
BSJR
- 1D
- 0.02%
- 1M
- 0.29%
- 6M
- 1.39%
- YTD
- 1.84%
- 1Y
- 4.08%
- 3Y*
- 7.56%
- 5Y*
- 3.34%
- 10Y*
- —
- ALL TIME*
- 4.02%
SEIX
- 1D
- -0.02%
- 1M
- 0.68%
- 6M
- 3.10%
- YTD
- 2.94%
- 1Y
- 5.43%
- 3Y*
- 7.15%
- 5Y*
- 5.78%
- 10Y*
- —
- ALL TIME*
- 5.34%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.53M | $4.04M | $3.78M | |
| $1.82M | $1.54M | $1.82M |
BSJR vs. SEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | 1.84% | 7.41% | 7.15% | 11.91% | -11.35% | 3.60% | 5.69% | 3.00% |
SEIX Virtus Seix Senior Loan ETF | 2.94% | 5.10% | 8.42% | 12.51% | -1.77% | 5.49% | 3.17% | 2.34% |
Correlation
The correlation between BSJR and SEIX is 0.32, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.32 |
Correlation (3Y) Balances recent behavior with more history. | 0.23 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.22 |
Correlation (All Time) Calculated using the full available price history since Sep 12, 2019 | 0.17 |
The correlation between BSJR and SEIX shifts across timeframes, from 0.17 (all time) to 0.32 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BSJR vs. SEIX — Risk / Return Rank
BSJR
SEIX
BSJR vs. SEIX - 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 Virtus Seix Senior Loan ETF (SEIX). 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.
| BSJR | SEIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.12 | ||
| Sortino ratioReturn per unit of downside risk | -1.79 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.71 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 3.60 | 4.70 | -1.11 |
| Martin ratioReturn relative to average drawdown | 17.43 | 18.68 | -1.26 |
Loading charts...
Drawdowns
BSJR vs. SEIX - Drawdown Comparison
The maximum BSJR drawdown since its inception was -22.58%, which is greater than SEIX's maximum drawdown of -17.51%. Use the drawdown chart below to compare losses from any high point for BSJR and SEIX.
Loading charts...
Drawdown Indicators
| BSJR | SEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.58% | -17.51% | -5.07% |
Max Drawdown (1Y)Largest decline over 1 year | -1.16% | -1.13% | -0.03% |
Max Drawdown (3Y)Largest decline over 3 years | -3.15% | -3.01% | -0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -16.37% | -6.69% | -9.68% |
Current DrawdownCurrent decline from peak | 0.00% | -0.20% | +0.20% |
Average DrawdownAverage peak-to-trough decline | -3.18% | -0.86% | -2.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.24% | 0.28% | -0.04% |
Volatility
BSJR vs. SEIX - Volatility Comparison
The current volatility for Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) is 0.40%, while Virtus Seix Senior Loan ETF (SEIX) has a volatility of 0.43%. This indicates that BSJR experiences smaller price fluctuations and is considered to be less risky than SEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BSJR | SEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.40% | 0.43% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 1.52% | 1.33% | +0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.95% | 1.63% | +0.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.71% | 2.92% | +3.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.26% | 4.29% | +4.97% |
BSJR vs. SEIX - Expense Ratio Comparison
BSJR has a 0.42% expense ratio, which is lower than SEIX's 0.57% expense ratio.
Dividends
BSJR vs. SEIX - Dividend Comparison
BSJR's dividend yield for the trailing twelve months is around 5.58%, less than SEIX's 7.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | 5.58% | 6.19% | 6.75% | 6.48% | 5.37% | 4.49% | 4.53% | 1.20% |
SEIX Virtus Seix Senior Loan ETF | 7.16% | 7.52% | 8.09% | 8.74% | 5.76% | 4.16% | 3.75% | 3.82% |
Frequently Asked Questions
BSJR and SEIX have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SEIX has higher volatility (0.43%) compared to BSJR (0.40%). In terms of maximum drawdown, BSJR dropped -22.58% vs SEIX's -17.51%.
On 5-year performance, SEIX leads with 5.78% vs 3.34% for BSJR. On fees, BSJR is cheaper at 0.42% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, SEIX has performed better with a 5.78% return vs 3.34%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BSJR is cheaper with a 0.42% expense ratio, compared with 0.57% for SEIX.
SEIX has the higher dividend yield at 7.16%, compared with 5.58% for BSJR.
BSJR is categorized as High Yield Bonds, while SEIX is Bank Loan. They also come from different issuers: Invesco and Virtus. Their fees differ too: 0.42% for BSJR and 0.57% for SEIX.
SEIX currently has the higher Sharpe Ratio (3.27 vs 2.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BSJR and SEIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer