BSJS vs. SPHQ
Compare and contrast key facts about Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) and Invesco S&P 500 Quality ETF (SPHQ).
BSJS and SPHQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSJS is a passively managed fund by Invesco that tracks the performance of the Nasdaq BulletSharesUSD High Yield Corporate Bond 2028 Index. It was launched on Sep 16, 2020. SPHQ is a passively managed fund by Invesco that tracks the performance of the S&P 500 Quality Index. It was launched on Dec 6, 2005. Both BSJS and SPHQ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BSJS vs. SPHQ - Performance Comparison
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BSJS vs. SPHQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | 0.03% | 8.31% | 7.38% | 12.28% | -13.69% | 3.40% | 4.05% |
SPHQ Invesco S&P 500 Quality ETF | 0.57% | 13.25% | 25.44% | 24.83% | -15.76% | 28.03% | 9.48% |
Returns By Period
In the year-to-date period, BSJS achieves a 0.03% return, which is significantly lower than SPHQ's 0.57% return.
BSJS
- 1D
- 0.67%
- 1M
- -0.61%
- YTD
- 0.03%
- 6M
- 1.24%
- 1Y
- 6.78%
- 3Y*
- 7.99%
- 5Y*
- 3.15%
- 10Y*
- —
SPHQ
- 1D
- 2.36%
- 1M
- -6.75%
- YTD
- 0.57%
- 6M
- 3.29%
- 1Y
- 14.73%
- 3Y*
- 18.19%
- 5Y*
- 12.50%
- 10Y*
- 13.53%
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BSJS vs. SPHQ - Expense Ratio Comparison
BSJS has a 0.42% expense ratio, which is higher than SPHQ's 0.15% expense ratio.
Return for Risk
BSJS vs. SPHQ — Risk / Return Rank
BSJS
SPHQ
BSJS vs. SPHQ - 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 Invesco S&P 500 Quality ETF (SPHQ). 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 | SPHQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.86 | +0.43 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.34 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.18 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 1.46 | +0.38 |
Martin ratioReturn relative to average drawdown | 11.71 | 6.45 | +5.27 |
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 | SPHQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.86 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.77 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.50 | 0.00 |
Correlation
The correlation between BSJS and SPHQ is 0.60, 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
BSJS vs. SPHQ - Dividend Comparison
BSJS's dividend yield for the trailing twelve months is around 6.41%, more than SPHQ's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | 6.41% | 6.49% | 7.04% | 6.75% | 5.82% | 4.86% | 0.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPHQ Invesco S&P 500 Quality ETF | 1.19% | 1.09% | 1.15% | 1.42% | 1.85% | 1.19% | 1.55% | 1.51% | 1.85% | 1.57% | 1.67% | 2.29% |
Drawdowns
BSJS vs. SPHQ - Drawdown Comparison
The maximum BSJS drawdown since its inception was -17.73%, smaller than the maximum SPHQ drawdown of -57.83%. Use the drawdown chart below to compare losses from any high point for BSJS and SPHQ.
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Drawdown Indicators
| BSJS | SPHQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.73% | -57.83% | +40.10% |
Max Drawdown (1Y)Largest decline over 1 year | -3.64% | -10.84% | +7.20% |
Max Drawdown (5Y)Largest decline over 5 years | -17.73% | -25.04% | +7.31% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.60% | — |
Current DrawdownCurrent decline from peak | -0.82% | -6.75% | +5.93% |
Average DrawdownAverage peak-to-trough decline | -4.12% | -10.78% | +6.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.57% | 2.45% | -1.88% |
Volatility
BSJS vs. SPHQ - Volatility Comparison
The current volatility for Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) is 1.51%, while Invesco S&P 500 Quality ETF (SPHQ) has a volatility of 5.40%. This indicates that BSJS experiences smaller price fluctuations and is considered to be less risky than SPHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSJS | SPHQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.51% | 5.40% | -3.89% |
Volatility (6M)Calculated over the trailing 6-month period | 2.02% | 9.64% | -7.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.27% | 17.13% | -11.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.40% | 16.40% | -9.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.24% | 17.81% | -10.57% |