BSJT vs. LQDW
Compare and contrast key facts about Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) and iShares Investment Grade Corporate Bond Buywrite Strategy ETF (LQDW).
BSJT and LQDW 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. LQDW is a passively managed fund by iShares that tracks the performance of the CBOE LQD BuyWrite Index. It was launched on Aug 18, 2022. Both BSJT and LQDW 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
BSJT vs. LQDW - Performance Comparison
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BSJT vs. LQDW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | -0.40% | 7.63% | 8.01% | 13.59% | -2.59% |
LQDW iShares Investment Grade Corporate Bond Buywrite Strategy ETF | 0.09% | 9.05% | 2.60% | 3.99% | -6.78% |
Returns By Period
In the year-to-date period, BSJT achieves a -0.40% return, which is significantly lower than LQDW's 0.09% return.
BSJT
- 1D
- 0.24%
- 1M
- -0.22%
- YTD
- -0.40%
- 6M
- 0.80%
- 1Y
- 6.73%
- 3Y*
- 7.91%
- 5Y*
- —
- 10Y*
- —
LQDW
- 1D
- 0.08%
- 1M
- -1.23%
- YTD
- 0.09%
- 6M
- 1.24%
- 1Y
- 6.04%
- 3Y*
- 3.62%
- 5Y*
- —
- 10Y*
- —
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BSJT vs. LQDW - Expense Ratio Comparison
BSJT has a 0.42% expense ratio, which is higher than LQDW's 0.34% expense ratio.
Return for Risk
BSJT vs. LQDW — Risk / Return Rank
BSJT
LQDW
BSJT vs. LQDW - 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 Investment Grade Corporate Bond Buywrite Strategy ETF (LQDW). 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.
| BSJT | LQDW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.37 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.86 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.31 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.99 | -0.29 |
Martin ratioReturn relative to average drawdown | 8.61 | 8.21 | +0.40 |
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
| BSJT | LQDW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.37 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.42 | -0.13 |
Correlation
The correlation between BSJT and LQDW is 0.54, 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
BSJT vs. LQDW - Dividend Comparison
BSJT's dividend yield for the trailing twelve months is around 6.85%, less than LQDW's 14.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | 6.85% | 6.77% | 6.65% | 6.42% | 5.45% | 1.20% |
LQDW iShares Investment Grade Corporate Bond Buywrite Strategy ETF | 14.96% | 16.02% | 15.74% | 19.28% | 8.85% | 0.00% |
Drawdowns
BSJT vs. LQDW - Drawdown Comparison
The maximum BSJT drawdown since its inception was -19.62%, which is greater than LQDW's maximum drawdown of -9.20%. Use the drawdown chart below to compare losses from any high point for BSJT and LQDW.
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Drawdown Indicators
| BSJT | LQDW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.62% | -9.20% | -10.42% |
Max Drawdown (1Y)Largest decline over 1 year | -4.15% | -3.14% | -1.01% |
Current DrawdownCurrent decline from peak | -1.12% | -1.49% | +0.37% |
Average DrawdownAverage peak-to-trough decline | -5.64% | -2.42% | -3.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 0.76% | +0.06% |
Volatility
BSJT vs. LQDW - Volatility Comparison
The current volatility for Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) is 1.82%, while iShares Investment Grade Corporate Bond Buywrite Strategy ETF (LQDW) has a volatility of 2.27%. This indicates that BSJT experiences smaller price fluctuations and is considered to be less risky than LQDW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSJT | LQDW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.82% | 2.27% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 2.70% | 2.79% | -0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.45% | 4.44% | +1.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.33% | 5.55% | +2.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.33% | 5.55% | +2.78% |