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BSJT vs. HYXU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJT vs. HYXU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) 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


BSJT

1D
0.12%
1M
0.47%
YTD
1.33%
6M
1.89%
1Y
6.65%
3Y*
8.62%
5Y*
10Y*

HYXU

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

BSJT vs. HYXU - Yearly Performance Comparison


BSJT vs. HYXU - Sectors Allocation Comparison


Sectors
BSJT
HYXU

Consumer Cyclical

9.0%

-

Technology

7.2%

-

Energy

6.7%

-

Industrials

6.3%

-

Communication Services

3.3%
100.0%

Real Estate

3.2%

-

Financial Services

2.9%

-

Basic Materials

2.8%

-

Utilities

1.9%

-

Healthcare

1.6%

-

Consumer Defensive

1.2%

-

Consumer Cyclical

BSJT
9.0%
HYXU

-

Technology

BSJT
7.2%
HYXU

-

Energy

BSJT
6.7%
HYXU

-

Industrials

BSJT
6.3%
HYXU

-

Communication Services

BSJT
3.3%
HYXU
100.0%

Real Estate

BSJT
3.2%
HYXU

-

Financial Services

BSJT
2.9%
HYXU

-

Basic Materials

BSJT
2.8%
HYXU

-

Utilities

BSJT
1.9%
HYXU

-

Healthcare

BSJT
1.6%
HYXU

-

Consumer Defensive

BSJT
1.2%
HYXU

-

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Return for Risk

BSJT vs. HYXU — Risk / Return Rank

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

BSJT
BSJT Risk / Return Rank: 5858
Overall Rank
BSJT Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
BSJT Sortino Ratio Rank: 6262
Sortino Ratio Rank
BSJT Omega Ratio Rank: 5555
Omega Ratio Rank
BSJT Calmar Ratio Rank: 5555
Calmar Ratio Rank
BSJT Martin Ratio Rank: 6565
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.

BSJT vs. HYXU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) 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.


BSJTHYXUDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.33

Calmar ratioReturn relative to maximum drawdown

2.70

Martin ratioReturn relative to average drawdown

11.54

BSJT vs. HYXU - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSJTHYXUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.81

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

Drawdowns

BSJT vs. HYXU - Drawdown Comparison

The maximum BSJT drawdown since its inception was -19.62%, which is greater than HYXU's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for BSJT and HYXU.


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Drawdown Indicators


BSJTHYXUDifference

Max Drawdown

Largest peak-to-trough decline

-19.62%

0.00%

-19.62%

Max Drawdown (1Y)

Largest decline over 1 year

-2.47%

Max Drawdown (3Y)

Largest decline over 3 years

-5.59%

Current Drawdown

Current decline from peak

-0.02%

0.00%

-0.02%

Average Drawdown

Average peak-to-trough decline

-5.44%

0.00%

-5.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.58%

Volatility

BSJT vs. HYXU - Volatility Comparison


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Volatility by Period


BSJTHYXUDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.96%

Volatility (6M)

Calculated over the trailing 6-month period

2.62%

Volatility (1Y)

Calculated over the trailing 1-year period

3.68%

0.00%

+3.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.20%

0.00%

+8.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.20%

0.00%

+8.20%

BSJT vs. HYXU - Expense Ratio Comparison

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


Dividends

BSJT vs. HYXU - Dividend Comparison

BSJT's dividend yield for the trailing twelve months is around 6.75%, while HYXU has not paid dividends to shareholders.


PositionTTM20252024202320222021
BSJT
Invesco BulletShares 2029 High Yield Corporate Bond ETF
6.75%6.77%6.65%6.42%5.45%1.20%
HYXU
iShares Euro High Yield Corporate Bond USD Hedged ETF
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 BSJT.

BSJT has the higher dividend yield at 6.75%, compared with 0.00% for HYXU.

BSJT tracks Invesco BulletShares High Yield Corporate Bond 2029 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 BSJT and 0.35% for HYXU.

Portfolio Optimizer

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