BSJS vs. IBHE
BSJS (Invesco BulletShares 2028 High Yield Corporate Bond ETF) and IBHE (iShares iBonds 2025 Term High Yield & Income ETF) are both High Yield Bonds funds - BSJS tracks the Nasdaq BulletSharesUSD High Yield Corporate Bond 2028 Index while IBHE tracks the Bloomberg 2025 Term High Yield and Income Index. Both are passively managed. A 0.64 correlation means they provide meaningful diversification when combined. BSJS charges 0.42%/yr vs 0.35%/yr for IBHE.
Performance
BSJS vs. IBHE - Performance Comparison
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Returns By Period
BSJS
- 1D
- -0.24%
- 1M
- 0.05%
- 6M
- 1.57%
- YTD
- 1.89%
- 1Y
- 5.24%
- 3Y*
- 8.03%
- 5Y*
- 3.08%
- 10Y*
- —
IBHE
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BSJS vs. IBHE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | 1.89% | 8.31% | 7.38% | 12.28% | -13.69% | 3.40% | 3.92% |
IBHE iShares iBonds 2025 Term High Yield & Income ETF | 0.00% | 4.45% | 7.62% | 10.32% | -4.08% | 4.40% | 4.84% |
Correlation
The correlation between BSJS and IBHE is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since Sep 16, 2020 | 0.64 |
The correlation between BSJS and IBHE shifts across timeframes, from -0.01 (1 year) to 0.65 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
BSJS vs. IBHE — Risk / Return Rank
BSJS
IBHE
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BSJS vs. IBHE - 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 iBonds 2025 Term High Yield & Income ETF (IBHE). 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.
| BSJS | IBHE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.38 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.21 | — | — |
| Martin ratioReturn relative to average drawdown | 15.85 | — | — |
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Drawdowns
BSJS vs. IBHE - Drawdown Comparison
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Drawdown Indicators
| BSJS | IBHE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -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 DrawdownCurrent decline from peak | -0.26% | — | — |
Average DrawdownAverage peak-to-trough decline | -3.92% | — | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.33% | — | — |
Volatility
BSJS vs. IBHE - Volatility Comparison
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Volatility by Period
| BSJS | IBHE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.65% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.08% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 2.74% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.39% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.08% | — | — |
BSJS vs. IBHE - Expense Ratio Comparison
BSJS has a 0.42% expense ratio, which is higher than IBHE's 0.35% expense ratio.
Dividends
BSJS vs. IBHE - Dividend Comparison
BSJS's dividend yield for the trailing twelve months is around 6.22%, while IBHE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
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% |
IBHE iShares iBonds 2025 Term High Yield & Income ETF | 1.87% | 4.53% | 6.92% | 7.17% | 5.77% | 4.84% | 5.74% | 3.73% |
Frequently Asked Questions
BSJS and IBHE have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBHE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBHE is cheaper with a 0.35% expense ratio, compared with 0.42% for BSJS.
BSJS has the higher dividend yield at 6.22%, compared with 1.87% for IBHE.
BSJS tracks Nasdaq BulletSharesUSD High Yield Corporate Bond 2028 Index, while IBHE tracks Bloomberg 2025 Term High Yield and Income Index. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.42% for BSJS and 0.35% for IBHE.
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