BSJT vs. USHY
Compare and contrast key facts about Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) and iShares Broad USD High Yield Corporate Bond ETF (USHY).
BSJT and USHY 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. USHY is a passively managed fund by iShares that tracks the performance of the ICE BofA US High Yield Constrained. It was launched on Oct 25, 2017. Both BSJT and USHY 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. USHY - Performance Comparison
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BSJT vs. USHY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | -0.40% | 7.63% | 8.01% | 13.59% | -14.85% | -0.52% |
USHY iShares Broad USD High Yield Corporate Bond ETF | -0.05% | 8.81% | 8.45% | 12.73% | -11.18% | 0.21% |
Returns By Period
In the year-to-date period, BSJT achieves a -0.40% return, which is significantly lower than USHY's -0.05% return.
BSJT
- 1D
- 0.24%
- 1M
- -0.22%
- YTD
- -0.40%
- 6M
- 0.80%
- 1Y
- 6.73%
- 3Y*
- 7.91%
- 5Y*
- —
- 10Y*
- —
USHY
- 1D
- 0.33%
- 1M
- -0.67%
- YTD
- -0.05%
- 6M
- 0.98%
- 1Y
- 7.26%
- 3Y*
- 8.45%
- 5Y*
- 4.21%
- 10Y*
- —
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BSJT vs. USHY - Expense Ratio Comparison
BSJT has a 0.42% expense ratio, which is higher than USHY's 0.15% expense ratio.
Return for Risk
BSJT vs. USHY — Risk / Return Rank
BSJT
USHY
BSJT vs. USHY - 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 Broad USD High Yield Corporate Bond ETF (USHY). 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 | USHY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.32 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.94 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.31 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.91 | -0.21 |
Martin ratioReturn relative to average drawdown | 8.61 | 9.64 | -1.03 |
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 | USHY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.32 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.58 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.56 | -0.27 |
Correlation
The correlation between BSJT and USHY is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BSJT vs. USHY - Dividend Comparison
BSJT's dividend yield for the trailing twelve months is around 6.85%, less than USHY's 6.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | 6.85% | 6.77% | 6.65% | 6.42% | 5.45% | 1.20% | 0.00% | 0.00% | 0.00% | 0.00% |
USHY iShares Broad USD High Yield Corporate Bond ETF | 6.95% | 6.79% | 6.89% | 6.63% | 6.08% | 5.07% | 5.30% | 5.92% | 6.30% | 0.73% |
Drawdowns
BSJT vs. USHY - Drawdown Comparison
The maximum BSJT drawdown since its inception was -19.62%, smaller than the maximum USHY drawdown of -22.44%. Use the drawdown chart below to compare losses from any high point for BSJT and USHY.
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Drawdown Indicators
| BSJT | USHY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.62% | -22.44% | +2.82% |
Max Drawdown (1Y)Largest decline over 1 year | -4.15% | -3.92% | -0.23% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.56% | — |
Current DrawdownCurrent decline from peak | -1.12% | -1.03% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -5.64% | -2.71% | -2.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 0.77% | +0.05% |
Volatility
BSJT vs. USHY - Volatility Comparison
The current volatility for Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) is 1.82%, while iShares Broad USD High Yield Corporate Bond ETF (USHY) has a volatility of 2.21%. This indicates that BSJT experiences smaller price fluctuations and is considered to be less risky than USHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSJT | USHY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.82% | 2.21% | -0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 2.70% | 2.84% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.45% | 5.52% | -0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.33% | 7.33% | +1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.33% | 8.32% | +0.01% |