BSJS vs. LTPZ
BSJS (Invesco BulletShares 2028 High Yield Corporate Bond ETF) and LTPZ (PIMCO 15+ Year US TIPS Index ETF) are both exchange-traded funds - BSJS is a High Yield Bonds fund tracking the Nasdaq BulletSharesUSD High Yield Corporate Bond 2028 Index, while LTPZ is a Inflation-Protected Bonds fund tracking the ICE BofA US Inflation-Linked Treasury (15+ Y). Both are passively managed. Over the past 5 years, BSJS returned 3.29%/yr vs -5.24%/yr for LTPZ. At a 0.35 correlation, their price movements are largely independent. BSJS charges 0.42%/yr vs 0.20%/yr for LTPZ.
Performance
BSJS vs. LTPZ - Performance Comparison
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Returns By Period
In the year-to-date period, BSJS achieves a 1.67% return, which is significantly higher than LTPZ's 0.41% return.
BSJS
- 1D
- -0.05%
- 1M
- 0.61%
- YTD
- 1.67%
- 6M
- 2.13%
- 1Y
- 6.48%
- 3Y*
- 8.32%
- 5Y*
- 3.29%
- 10Y*
- —
LTPZ
- 1D
- -0.49%
- 1M
- 1.02%
- YTD
- 0.41%
- 6M
- -1.15%
- 1Y
- 4.72%
- 3Y*
- -0.79%
- 5Y*
- -5.24%
- 10Y*
- 0.75%
BSJS vs. LTPZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | 1.67% | 8.31% | 7.38% | 12.28% | -13.69% | 3.40% | 4.05% |
LTPZ PIMCO 15+ Year US TIPS Index ETF | 0.41% | 4.00% | -4.80% | 0.96% | -31.71% | 7.02% | 2.31% |
Correlation
The correlation between BSJS and LTPZ is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Sep 17, 2020 | 0.35 |
The correlation between BSJS and LTPZ shifts across timeframes, from 0.35 (all time) to 0.45 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
BSJS vs. LTPZ — Risk / Return Rank
BSJS
LTPZ
BSJS vs. LTPZ - 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 PIMCO 15+ Year US TIPS Index ETF (LTPZ). 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.
| BSJS | LTPZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.78 | ||
| Sortino ratioReturn per unit of downside risk | +2.78 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.09 | +0.36 |
| Calmar ratioReturn relative to maximum drawdown | 3.97 | 0.68 | +3.29 |
| Martin ratioReturn relative to average drawdown | 19.33 | 1.48 | +17.85 |
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
| BSJS | LTPZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.29 | 0.51 | +1.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | -0.33 | +0.78 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.05 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.21 | +0.31 |
Drawdowns
BSJS vs. LTPZ - Drawdown Comparison
The maximum BSJS drawdown since its inception was -17.73%, smaller than the maximum LTPZ drawdown of -40.99%. Use the drawdown chart below to compare losses from any high point for BSJS and LTPZ.
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Drawdown Indicators
| BSJS | LTPZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.73% | -40.99% | +23.26% |
Max Drawdown (1Y)Largest decline over 1 year | -1.64% | -7.00% | +5.36% |
Max Drawdown (3Y)Largest decline over 3 years | -4.44% | -16.27% | +11.83% |
Max Drawdown (5Y)Largest decline over 5 years | -17.73% | -40.99% | +23.26% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.99% | — |
Current DrawdownCurrent decline from peak | -0.05% | -32.74% | +32.69% |
Average DrawdownAverage peak-to-trough decline | -3.99% | -12.41% | +8.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.34% | 3.20% | -2.86% |
Volatility
BSJS vs. LTPZ - Volatility Comparison
The current volatility for Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) is 0.72%, while PIMCO 15+ Year US TIPS Index ETF (LTPZ) has a volatility of 2.32%. This indicates that BSJS experiences smaller price fluctuations and is considered to be less risky than LTPZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSJS | LTPZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.72% | 2.32% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 2.03% | 6.41% | -4.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.84% | 9.26% | -6.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.39% | 15.89% | -8.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.14% | 15.07% | -7.93% |
BSJS vs. LTPZ - Expense Ratio Comparison
BSJS has a 0.42% expense ratio, which is higher than LTPZ's 0.20% expense ratio.
Dividends
BSJS vs. LTPZ - Dividend Comparison
BSJS's dividend yield for the trailing twelve months is around 6.27%, more than LTPZ's 5.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | 6.27% | 6.49% | 7.04% | 6.75% | 5.82% | 4.86% | 0.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LTPZ PIMCO 15+ Year US TIPS Index ETF | 5.23% | 4.64% | 3.71% | 3.71% | 8.38% | 3.56% | 1.42% | 1.74% | 3.05% | 2.25% | 2.32% | 0.71% |
Frequently Asked Questions
BSJS and LTPZ have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LTPZ has higher volatility (2.32%) compared to BSJS (0.72%). In terms of maximum drawdown, BSJS dropped -17.73% vs LTPZ's -40.99%.
On 5-year performance, BSJS leads with 3.29% vs -5.24% for LTPZ. On fees, LTPZ is cheaper at 0.20% per year. On volatility, BSJS has been the lower-risk option at 0.72%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, BSJS has performed better with a 3.29% return vs -5.24%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
LTPZ is cheaper with a 0.20% expense ratio, compared with 0.42% for BSJS.
BSJS has the higher dividend yield at 6.27%, compared with 5.23% for LTPZ.
BSJS is categorized as High Yield Bonds, while LTPZ is Inflation-Protected Bonds. BSJS tracks Nasdaq BulletSharesUSD High Yield Corporate Bond 2028 Index, while LTPZ tracks ICE BofA US Inflation-Linked Treasury (15+ Y). They also come from different issuers: Invesco and PIMCO. Their fees differ too: 0.42% for BSJS and 0.20% for LTPZ.
BSJS currently has the higher Sharpe Ratio (2.29 vs 0.51), 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.
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