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BSJS vs. HYGH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJS vs. HYGH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) and iShares Interest Rate Hedged High Yield Bond ETF (HYGH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BSJS achieves a 1.89% return, which is significantly lower than HYGH's 3.61% return.


BSJS

1D
-0.24%
1M
0.05%
6M
1.57%
YTD
1.89%
1Y
5.24%
3Y*
8.03%
5Y*
3.08%
10Y*

HYGH

1D
0.03%
1M
0.36%
6M
3.14%
YTD
3.61%
1Y
7.17%
3Y*
9.30%
5Y*
6.95%
10Y*
6.18%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSJS vs. HYGH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
BSJS
Invesco BulletShares 2028 High Yield Corporate Bond ETF
1.89%8.31%7.38%12.28%-13.69%3.40%3.92%
HYGH
iShares Interest Rate Hedged High Yield Bond ETF
3.61%6.94%11.22%12.17%-0.92%5.82%5.02%

Correlation

The correlation between BSJS and HYGH is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.59

Correlation (3Y)
Calculated over the trailing 3-year period

0.58

Correlation (5Y)
Calculated over the trailing 5-year period

0.71

Correlation (All Time)
Calculated using the full available price history since Sep 16, 2020

0.70

The correlation between BSJS and HYGH shifts across timeframes, from 0.58 (3 years) to 0.71 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

BSJS vs. HYGH — Risk / Return Rank

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

BSJS
BSJS Risk / Return Rank: 8282
Overall Rank
BSJS Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
BSJS Sortino Ratio Rank: 8484
Sortino Ratio Rank
BSJS Omega Ratio Rank: 8282
Omega Ratio Rank
BSJS Calmar Ratio Rank: 7878
Calmar Ratio Rank
BSJS Martin Ratio Rank: 9090
Martin Ratio Rank

HYGH
HYGH Risk / Return Rank: 8585
Overall Rank
HYGH Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
HYGH Sortino Ratio Rank: 8585
Sortino Ratio Rank
HYGH Omega Ratio Rank: 8080
Omega Ratio Rank
HYGH Calmar Ratio Rank: 9191
Calmar Ratio Rank
HYGH Martin Ratio Rank: 9292
Martin Ratio Rank
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.

BSJS vs. HYGH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) and iShares Interest Rate Hedged High Yield Bond ETF (HYGH). 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.


BSJSHYGHDifference
Sharpe ratioReturn per unit of total volatility

-0.06

Sortino ratioReturn per unit of downside risk

-0.04

Omega ratioGain probability vs. loss probability

1.38

1.37

+0.01

Calmar ratioReturn relative to maximum drawdown

3.21

4.44

-1.23

Martin ratioReturn relative to average drawdown

15.85

17.40

-1.55

BSJS vs. HYGH - Sharpe Ratio Comparison

The current BSJS Sharpe Ratio is 1.93, which is comparable to the HYGH Sharpe Ratio of 1.99. The chart below compares the historical Sharpe Ratios of BSJS and HYGH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BSJS vs. HYGH - Drawdown Comparison

The maximum BSJS drawdown since its inception was -17.73%, smaller than the maximum HYGH drawdown of -23.88%. Use the drawdown chart below to compare losses from any high point for BSJS and HYGH.


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Drawdown Indicators


BSJSHYGHDifference

Max Drawdown

Largest peak-to-trough decline

-17.73%

-23.88%

+6.15%

Max Drawdown (1Y)

Largest decline over 1 year

-1.64%

-1.62%

-0.02%

Max Drawdown (3Y)

Largest decline over 3 years

-4.44%

-8.06%

+3.62%

Max Drawdown (5Y)

Largest decline over 5 years

-17.73%

-8.24%

-9.49%

Max Drawdown (10Y)

Largest decline over 10 years

-23.88%

Current Drawdown

Current decline from peak

-0.26%

-0.01%

-0.25%

Average Drawdown

Average peak-to-trough decline

-3.92%

-2.21%

-1.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.33%

0.41%

-0.08%

Volatility

BSJS vs. HYGH - Volatility Comparison

Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) has a higher volatility of 0.65% compared to iShares Interest Rate Hedged High Yield Bond ETF (HYGH) at 0.60%. This indicates that BSJS's price experiences larger fluctuations and is considered to be riskier than HYGH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BSJSHYGHDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.65%

0.60%

+0.05%

Volatility (6M)

Calculated over the trailing 6-month period

2.08%

2.74%

-0.66%

Volatility (1Y)

Calculated over the trailing 1-year period

2.74%

3.63%

-0.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.39%

7.07%

+0.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.08%

8.22%

-1.14%

BSJS vs. HYGH - Expense Ratio Comparison

BSJS has a 0.42% expense ratio, which is lower than HYGH's 0.52% expense ratio.


Dividends

BSJS vs. HYGH - Dividend Comparison

BSJS's dividend yield for the trailing twelve months is around 6.22%, less than HYGH's 6.57% yield.


PositionTTM20252024202320222021202020192018201720162015
BSJS
Invesco BulletShares 2028 High Yield Corporate Bond ETF
6.22%6.49%7.04%6.75%5.82%4.86%0.75%0.00%0.00%0.00%0.00%0.00%
HYGH
iShares Interest Rate Hedged High Yield Bond ETF
6.57%6.86%7.85%8.95%6.21%3.74%4.06%4.89%6.45%4.79%4.60%5.75%

Frequently Asked Questions


BSJS and HYGH have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BSJS has higher volatility (0.65%) compared to HYGH (0.60%). In terms of maximum drawdown, BSJS dropped -17.73% vs HYGH's -23.88%.

On 5-year performance, HYGH leads with 6.95% vs 3.08% for BSJS. On fees, BSJS 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, HYGH has performed better with a 6.95% return vs 3.08%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BSJS is cheaper with a 0.42% expense ratio, compared with 0.52% for HYGH.

HYGH has the higher dividend yield at 6.57%, compared with 6.22% for BSJS.

BSJS tracks Nasdaq BulletSharesUSD High Yield Corporate Bond 2028 Index, while HYGH tracks Markit iBoxx USD Liquid High Yield Interest Hedged Index. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.42% for BSJS and 0.52% for HYGH.

HYGH currently has the higher Sharpe Ratio (1.99 vs 1.93), 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.

Portfolio Optimizer

Find the right allocation for BSJS and HYGH

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