Correlation
The correlation between BSJT and HYUP is 0.63, 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.
BSJT vs. HYUP
Compare and contrast key facts about Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) and Xtrackers High Beta High Yield Bond ETF (HYUP).
BSJT and HYUP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSJT is a passively managed fund by Invesco that tracks the performance of the Invesco BulletShares High Yield Corporate Bond 2029 Index. It was launched on Sep 15, 2021. HYUP is a passively managed fund by Deutsche Bank that tracks the performance of the Solactive USD High Yield Corporates Total Market High Beta Index. It was launched on Jan 11, 2018. Both BSJT and HYUP are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSJT or HYUP.
Performance
BSJT vs. HYUP - Performance Comparison
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Key characteristics
BSJT:
1.38
HYUP:
1.78
BSJT:
1.89
HYUP:
2.55
BSJT:
1.27
HYUP:
1.40
BSJT:
1.51
HYUP:
1.94
BSJT:
7.01
HYUP:
9.62
BSJT:
1.20%
HYUP:
1.21%
BSJT:
6.22%
HYUP:
6.58%
BSJT:
-19.52%
HYUP:
-24.79%
BSJT:
-0.21%
HYUP:
0.00%
Returns By Period
In the year-to-date period, BSJT achieves a 1.89% return, which is significantly lower than HYUP's 2.72% return.
BSJT
1.89%
1.95%
0.96%
7.93%
5.77%
N/A
N/A
HYUP
2.72%
2.11%
1.95%
11.17%
7.24%
6.26%
N/A
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BSJT vs. HYUP - Expense Ratio Comparison
BSJT has a 0.42% expense ratio, which is higher than HYUP's 0.20% expense ratio.
Risk-Adjusted Performance
BSJT vs. HYUP — Risk-Adjusted Performance Rank
BSJT
HYUP
BSJT vs. HYUP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) and Xtrackers High Beta High Yield Bond ETF (HYUP). 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.
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Dividends
BSJT vs. HYUP - Dividend Comparison
BSJT's dividend yield for the trailing twelve months is around 6.90%, less than HYUP's 7.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | 6.90% | 6.66% | 6.42% | 5.45% | 1.33% | 0.00% | 0.00% | 0.00% |
HYUP Xtrackers High Beta High Yield Bond ETF | 7.78% | 7.78% | 7.48% | 7.15% | 6.19% | 6.89% | 6.78% | 6.98% |
Drawdowns
BSJT vs. HYUP - Drawdown Comparison
The maximum BSJT drawdown since its inception was -19.52%, smaller than the maximum HYUP drawdown of -24.79%. Use the drawdown chart below to compare losses from any high point for BSJT and HYUP.
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Volatility
BSJT vs. HYUP - Volatility Comparison
Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) has a higher volatility of 2.14% compared to Xtrackers High Beta High Yield Bond ETF (HYUP) at 1.78%. This indicates that BSJT's price experiences larger fluctuations and is considered to be riskier than HYUP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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