BSJU vs. BBHY
BSJU (Invesco Bulletshares 2030 High Yield Corporate Bond ETF) and BBHY (JPMorgan BetaBuilders USD High Yield Corporate Bond ETF) are both High Yield Bonds funds - BSJU tracks the Invesco BulletShares High Yield Corporate Bond 2030 Index while BBHY tracks the ICE BofA US High Yield Index. Both are passively managed. Over the past 3 years, BSJU returned 9.06%/yr vs 8.84%/yr for BBHY. With a 0.95 correlation, they move nearly in lockstep. BSJU charges 0.42%/yr vs 0.15%/yr for BBHY.
Performance
BSJU vs. BBHY - Performance Comparison
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Returns By Period
In the year-to-date period, BSJU achieves a 1.91% return, which is significantly higher than BBHY's 1.73% return.
BSJU
- 1D
- 0.00%
- 1M
- 0.69%
- YTD
- 1.91%
- 6M
- 2.02%
- 1Y
- 6.57%
- 3Y*
- 9.06%
- 5Y*
- —
- 10Y*
- —
BBHY
- 1D
- -0.15%
- 1M
- 0.49%
- YTD
- 1.73%
- 6M
- 1.91%
- 1Y
- 6.31%
- 3Y*
- 8.84%
- 5Y*
- 3.97%
- 10Y*
- —
BSJU vs. BBHY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BSJU Invesco Bulletshares 2030 High Yield Corporate Bond ETF | 1.91% | 8.58% | 8.20% | 12.91% | -2.11% |
BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF | 1.73% | 8.51% | 7.81% | 11.98% | 0.21% |
Correlation
The correlation between BSJU and BBHY is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2022 | 0.95 |
The correlation between BSJU and BBHY has been stable across timeframes, ranging from 0.94 to 0.95 - a consistent structural relationship.
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Return for Risk
BSJU vs. BBHY — Risk / Return Rank
BSJU
BBHY
BSJU vs. BBHY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU) and JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BSJU | BBHY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.33 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | 2.67 | -0.06 |
| Martin ratioReturn relative to average drawdown | 12.07 | 11.90 | +0.16 |
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Drawdowns
BSJU vs. BBHY - Drawdown Comparison
The maximum BSJU drawdown since its inception was -7.51%, smaller than the maximum BBHY drawdown of -24.98%. Use the drawdown chart below to compare losses from any high point for BSJU and BBHY.
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Drawdown Indicators
| BSJU | BBHY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.51% | -24.98% | +17.47% |
Max Drawdown (1Y)Largest decline over 1 year | -2.53% | -2.37% | -0.16% |
Max Drawdown (3Y)Largest decline over 3 years | -5.12% | -5.00% | -0.12% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.32% | — |
Current DrawdownCurrent decline from peak | -0.14% | -0.29% | +0.15% |
Average DrawdownAverage peak-to-trough decline | -1.07% | -2.36% | +1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | 0.53% | +0.02% |
Volatility
BSJU vs. BBHY - Volatility Comparison
Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU) and JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) have volatilities of 1.04% and 1.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSJU | BBHY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.04% | 1.05% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 3.12% | 2.94% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.95% | 3.68% | +0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.86% | 7.28% | +0.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.86% | 7.52% | +0.34% |
BSJU vs. BBHY - Expense Ratio Comparison
BSJU has a 0.42% expense ratio, which is higher than BBHY's 0.15% expense ratio.
Dividends
BSJU vs. BBHY - Dividend Comparison
BSJU's dividend yield for the trailing twelve months is around 6.65%, less than BBHY's 6.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF | 6.94% | 7.24% | 7.18% | 6.49% | 5.92% | 4.06% | 4.73% | 4.99% | 5.02% | 4.81% | 1.42% |
BSJU Invesco Bulletshares 2030 High Yield Corporate Bond ETF | 6.65% | 6.52% | 7.08% | 6.74% | 2.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.94, BSJU and BBHY move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
BBHY has higher volatility (1.05%) compared to BSJU (1.04%). In terms of maximum drawdown, BSJU dropped -7.51% vs BBHY's -24.98%.
On 3-year performance, BSJU leads with 9.06% vs 8.84% for BBHY. On fees, BBHY is cheaper at 0.15% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, BSJU has performed better with a 9.06% return vs 8.84%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BBHY is cheaper with a 0.15% expense ratio, compared with 0.42% for BSJU.
BBHY has the higher dividend yield at 6.94%, compared with 6.65% for BSJU.
BSJU tracks Invesco BulletShares High Yield Corporate Bond 2030 Index, while BBHY tracks ICE BofA US High Yield Index. They also come from different issuers: Invesco and JPMorgan. Their fees differ too: 0.42% for BSJU and 0.15% for BBHY.
BBHY currently has the higher Sharpe Ratio (1.73 vs 1.67), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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