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BSJS vs. HYXU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJS vs. HYXU - 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 Euro High Yield Corporate Bond USD Hedged ETF (HYXU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BSJS

1D
-0.05%
1M
0.61%
YTD
1.67%
6M
2.13%
1Y
6.48%
3Y*
8.32%
5Y*
3.29%
10Y*

HYXU

1D
0.00%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSJS vs. HYXU - Yearly Performance Comparison


BSJS vs. HYXU - Sectors Allocation Comparison


Sectors
BSJS
HYXU

Healthcare

10.5%

-

Industrials

9.1%

-

Consumer Cyclical

7.5%

-

Communication Services

5.5%
100.0%

Energy

5.4%

-

Financial Services

4.6%

-

Technology

4.5%

-

Consumer Defensive

3.9%

-

Real Estate

2.9%

-

Basic Materials

2.6%

-

Utilities

1.2%

-

Healthcare

BSJS
10.5%
HYXU

-

Industrials

BSJS
9.1%
HYXU

-

Consumer Cyclical

BSJS
7.5%
HYXU

-

Communication Services

BSJS
5.5%
HYXU
100.0%

Energy

BSJS
5.4%
HYXU

-

Financial Services

BSJS
4.6%
HYXU

-

Technology

BSJS
4.5%
HYXU

-

Consumer Defensive

BSJS
3.9%
HYXU

-

Real Estate

BSJS
2.9%
HYXU

-

Basic Materials

BSJS
2.6%
HYXU

-

Utilities

BSJS
1.2%
HYXU

-

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Return for Risk

BSJS vs. HYXU — Risk / Return Rank

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

BSJS
BSJS Risk / Return Rank: 7878
Overall Rank
BSJS Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
BSJS Sortino Ratio Rank: 7979
Sortino Ratio Rank
BSJS Omega Ratio Rank: 7676
Omega Ratio Rank
BSJS Calmar Ratio Rank: 7878
Calmar Ratio Rank
BSJS Martin Ratio Rank: 8888
Martin Ratio Rank

HYXU
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. HYXU - 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 Euro High Yield Corporate Bond USD Hedged ETF (HYXU). 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.


BSJSHYXUDifference
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

3.97

Martin ratioReturn relative to average drawdown

19.33

BSJS vs. HYXU - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSJSHYXUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

Drawdowns

BSJS vs. HYXU - Drawdown Comparison

The maximum BSJS drawdown since its inception was -17.73%, which is greater than HYXU's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for BSJS and HYXU.


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Drawdown Indicators


BSJSHYXUDifference

Max Drawdown

Largest peak-to-trough decline

-17.73%

0.00%

-17.73%

Max Drawdown (1Y)

Largest decline over 1 year

-1.64%

Max Drawdown (3Y)

Largest decline over 3 years

-4.44%

Max Drawdown (5Y)

Largest decline over 5 years

-17.73%

Current Drawdown

Current decline from peak

-0.05%

0.00%

-0.05%

Average Drawdown

Average peak-to-trough decline

-3.99%

0.00%

-3.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.34%

Volatility

BSJS vs. HYXU - Volatility Comparison


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Volatility by Period


BSJSHYXUDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.72%

Volatility (6M)

Calculated over the trailing 6-month period

2.03%

Volatility (1Y)

Calculated over the trailing 1-year period

2.84%

0.00%

+2.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.39%

0.00%

+7.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.14%

0.00%

+7.14%

BSJS vs. HYXU - Expense Ratio Comparison

BSJS has a 0.42% expense ratio, which is higher than HYXU's 0.35% expense ratio.


Dividends

BSJS vs. HYXU - Dividend Comparison

BSJS's dividend yield for the trailing twelve months is around 6.27%, while HYXU has not paid dividends to shareholders.


PositionTTM202520242023202220212020
BSJS
Invesco BulletShares 2028 High Yield Corporate Bond ETF
6.27%6.49%7.04%6.75%5.82%4.86%0.75%
HYXU
iShares Euro High Yield Corporate Bond USD Hedged ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, HYXU is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

HYXU is cheaper with a 0.35% expense ratio, compared with 0.42% for BSJS.

BSJS has the higher dividend yield at 6.27%, compared with 0.00% for HYXU.

BSJS tracks Nasdaq BulletSharesUSD High Yield Corporate Bond 2028 Index, while HYXU tracks BBG Pan-European High Yield (Euro) Total Return 100% USD Hedged Index. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.42% for BSJS and 0.35% for HYXU.

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