BSJR vs. YLD
Compare and contrast key facts about Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) and Principal Active High Yield ETF (YLD).
BSJR and YLD 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. YLD is an actively managed fund by Principal. It was launched on Jul 9, 2015.
Performance
BSJR vs. YLD - Performance Comparison
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BSJR vs. YLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | 0.21% | 7.41% | 7.15% | 11.91% | -11.35% | 3.60% | 5.69% | 3.00% |
YLD Principal Active High Yield ETF | 0.96% | 6.55% | 9.19% | 12.93% | -8.78% | 9.17% | 1.50% | 3.65% |
Returns By Period
In the year-to-date period, BSJR achieves a 0.21% return, which is significantly lower than YLD's 0.96% return.
BSJR
- 1D
- 0.54%
- 1M
- -0.29%
- YTD
- 0.21%
- 6M
- 1.13%
- 1Y
- 5.91%
- 3Y*
- 7.53%
- 5Y*
- 3.42%
- 10Y*
- —
YLD
- 1D
- 1.17%
- 1M
- -0.31%
- YTD
- 0.96%
- 6M
- 1.18%
- 1Y
- 6.99%
- 3Y*
- 8.54%
- 5Y*
- 4.95%
- 10Y*
- 5.97%
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BSJR vs. YLD - Expense Ratio Comparison
BSJR has a 0.42% expense ratio, which is higher than YLD's 0.39% expense ratio.
Return for Risk
BSJR vs. YLD — Risk / Return Rank
BSJR
YLD
BSJR vs. YLD - 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 Principal Active High Yield ETF (YLD). 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 | YLD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.08 | +0.50 |
Sortino ratioReturn per unit of downside risk | 2.48 | 1.60 | +0.89 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.25 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 2.04 | 1.56 | +0.49 |
Martin ratioReturn relative to average drawdown | 13.96 | 8.21 | +5.74 |
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 | YLD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.08 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.78 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.63 | -0.21 |
Correlation
The correlation between BSJR and YLD is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BSJR vs. YLD - Dividend Comparison
BSJR's dividend yield for the trailing twelve months is around 5.98%, less than YLD's 7.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | 5.98% | 6.19% | 6.75% | 6.48% | 5.37% | 4.49% | 4.53% | 1.20% | 0.00% | 0.00% | 0.00% | 0.00% |
YLD Principal Active High Yield ETF | 7.30% | 7.33% | 7.12% | 6.46% | 6.51% | 3.92% | 4.40% | 4.81% | 5.42% | 6.28% | 4.47% | 2.56% |
Drawdowns
BSJR vs. YLD - Drawdown Comparison
The maximum BSJR drawdown since its inception was -22.58%, smaller than the maximum YLD drawdown of -28.34%. Use the drawdown chart below to compare losses from any high point for BSJR and YLD.
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Drawdown Indicators
| BSJR | YLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.58% | -28.34% | +5.76% |
Max Drawdown (1Y)Largest decline over 1 year | -2.92% | -4.42% | +1.50% |
Max Drawdown (5Y)Largest decline over 5 years | -16.37% | -13.89% | -2.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.34% | — |
Current DrawdownCurrent decline from peak | -0.43% | -0.77% | +0.34% |
Average DrawdownAverage peak-to-trough decline | -3.33% | -2.74% | -0.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.43% | 0.84% | -0.41% |
Volatility
BSJR vs. YLD - Volatility Comparison
The current volatility for Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) is 1.04%, while Principal Active High Yield ETF (YLD) has a volatility of 2.39%. This indicates that BSJR experiences smaller price fluctuations and is considered to be less risky than YLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSJR | YLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.04% | 2.39% | -1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 1.47% | 3.40% | -1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.74% | 6.50% | -2.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.74% | 6.38% | +0.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.49% | 8.26% | +1.23% |