BSJU vs. BSJR
BSJU (Invesco Bulletshares 2030 High Yield Corporate Bond ETF) and BSJR (Invesco BulletShares 2027 High Yield Corporate Bond ETF) are both High Yield Bonds funds from Invesco - BSJU tracks the Invesco BulletShares High Yield Corporate Bond 2030 Index while BSJR tracks the NASDAQ BulletShares USD High Yield Corporate Bond 2027 Index. Both are passively managed. Over the past 3 years, BSJU returned 8.40%/yr vs 7.55%/yr for BSJR. Their correlation of 0.91 suggests significant overlap in exposure. Both charge a 0.42% expense ratio.
Performance
BSJU vs. BSJR - Performance Comparison
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Returns By Period
In the year-to-date period, BSJU achieves a 2.20% return, which is significantly higher than BSJR's 1.70% return.
BSJU
- 1D
- 0.17%
- 1M
- 0.39%
- 6M
- 1.68%
- YTD
- 2.20%
- 1Y
- 6.30%
- 3Y*
- 8.40%
- 5Y*
- —
- 10Y*
- —
BSJR
- 1D
- 0.06%
- 1M
- 0.33%
- 6M
- 1.51%
- YTD
- 1.70%
- 1Y
- 4.35%
- 3Y*
- 7.55%
- 5Y*
- 3.28%
- 10Y*
- —
BSJU vs. BSJR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BSJU Invesco Bulletshares 2030 High Yield Corporate Bond ETF | 2.20% | 8.58% | 8.20% | 12.91% | -2.11% |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | 1.70% | 7.41% | 7.15% | 11.91% | 0.11% |
Correlation
The correlation between BSJU and BSJR is 0.81, 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 | 0.81 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2022 | 0.91 |
The correlation between BSJU and BSJR has been stable across timeframes, ranging from 0.81 to 0.91 - a consistent structural relationship.
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Return for Risk
BSJU vs. BSJR — Risk / Return Rank
BSJU
BSJR
BSJU vs. BSJR - 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 Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR). 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 | BSJR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.62 | ||
| Sortino ratioReturn per unit of downside risk | -1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.44 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.50 | 3.76 | -1.26 |
| Martin ratioReturn relative to average drawdown | 11.67 | 18.27 | -6.60 |
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Drawdowns
BSJU vs. BSJR - Drawdown Comparison
The maximum BSJU drawdown since its inception was -7.51%, smaller than the maximum BSJR drawdown of -22.58%. Use the drawdown chart below to compare losses from any high point for BSJU and BSJR.
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Drawdown Indicators
| BSJU | BSJR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.51% | -22.58% | +15.07% |
Max Drawdown (1Y)Largest decline over 1 year | -2.53% | -1.16% | -1.37% |
Max Drawdown (3Y)Largest decline over 3 years | -5.09% | -3.15% | -1.94% |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.37% | — |
Current DrawdownCurrent decline from peak | -0.25% | -0.02% | -0.23% |
Average DrawdownAverage peak-to-trough decline | -1.06% | -3.20% | +2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.54% | 0.24% | +0.30% |
Volatility
BSJU vs. BSJR - Volatility Comparison
Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU) has a higher volatility of 0.75% compared to Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) at 0.43%. This indicates that BSJU's price experiences larger fluctuations and is considered to be riskier than BSJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSJU | BSJR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.75% | 0.43% | +0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 3.14% | 1.52% | +1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.92% | 1.96% | +1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.81% | 6.73% | +1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.81% | 9.29% | -1.48% |
BSJU vs. BSJR - Expense Ratio Comparison
Both BSJU and BSJR have an expense ratio of 0.42%.
Dividends
BSJU vs. BSJR - Dividend Comparison
BSJU's dividend yield for the trailing twelve months is around 6.63%, more than BSJR's 5.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | 5.65% | 6.19% | 6.75% | 6.48% | 5.37% | 4.49% | 4.53% | 1.20% |
BSJU Invesco Bulletshares 2030 High Yield Corporate Bond ETF | 6.63% | 6.52% | 7.08% | 6.74% | 2.38% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BSJU and BSJR have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BSJU has higher volatility (0.75%) compared to BSJR (0.43%). In terms of maximum drawdown, BSJU dropped -7.51% vs BSJR's -22.58%.
On 3-year performance, BSJU leads with 8.40% vs 7.55% for BSJR. Both ETFs have the same 0.42% expense ratio. On volatility, BSJR has been the lower-risk option at 0.43%. 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 8.40% return vs 7.55%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BSJU and BSJR have the same expense ratio: 0.42% per year.
BSJU has the higher dividend yield at 6.63%, compared with 5.65% for BSJR.
BSJU tracks Invesco BulletShares High Yield Corporate Bond 2030 Index, while BSJR tracks NASDAQ BulletShares USD High Yield Corporate Bond 2027 Index.
BSJR currently has the higher Sharpe Ratio (2.24 vs 1.62), 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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