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BSJU vs. ESHY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJU vs. ESHY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU) and Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BSJU

1D
-0.43%
1M
-0.34%
YTD
1.21%
6M
1.59%
1Y
6.80%
3Y*
8.46%
5Y*
10Y*

ESHY

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

BSJU vs. ESHY - Yearly Performance Comparison


BSJU vs. ESHY - Sectors Allocation Comparison


Sectors
BSJU
ESHY

Consumer Cyclical

9.1%

-

Energy

7.8%
100.0%

Healthcare

5.2%

-

Financial Services

4.1%

-

Industrials

3.2%

-

Real Estate

3.2%

-

Technology

3.0%

-

Communication Services

2.4%

-

Consumer Defensive

2.0%

-

Basic Materials

1.9%

-

Utilities

1.0%

-

Consumer Cyclical

BSJU
9.1%
ESHY

-

Energy

BSJU
7.8%
ESHY
100.0%

Healthcare

BSJU
5.2%
ESHY

-

Financial Services

BSJU
4.1%
ESHY

-

Industrials

BSJU
3.2%
ESHY

-

Real Estate

BSJU
3.2%
ESHY

-

Technology

BSJU
3.0%
ESHY

-

Communication Services

BSJU
2.4%
ESHY

-

Consumer Defensive

BSJU
2.0%
ESHY

-

Basic Materials

BSJU
1.9%
ESHY

-

Utilities

BSJU
1.0%
ESHY

-

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Return for Risk

BSJU vs. ESHY — Risk / Return Rank

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

BSJU
BSJU Risk / Return Rank: 6060
Overall Rank
BSJU Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
BSJU Sortino Ratio Rank: 5959
Sortino Ratio Rank
BSJU Omega Ratio Rank: 5858
Omega Ratio Rank
BSJU Calmar Ratio Rank: 5757
Calmar Ratio Rank
BSJU Martin Ratio Rank: 7171
Martin Ratio Rank

ESHY
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.

BSJU vs. ESHY - 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 Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY). 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.


BSJUESHYDifference
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

12.57

BSJU vs. ESHY - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSJUESHYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.74

Sharpe Ratio (All Time)

Calculated using the full available price history

0.96

Drawdowns

BSJU vs. ESHY - Drawdown Comparison

The maximum BSJU drawdown since its inception was -7.51%, which is greater than ESHY's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for BSJU and ESHY.


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Drawdown Indicators


BSJUESHYDifference

Max Drawdown

Largest peak-to-trough decline

-7.51%

0.00%

-7.51%

Max Drawdown (1Y)

Largest decline over 1 year

-2.53%

Max Drawdown (3Y)

Largest decline over 3 years

-5.12%

Current Drawdown

Current decline from peak

-0.68%

0.00%

-0.68%

Average Drawdown

Average peak-to-trough decline

-1.08%

0.00%

-1.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.54%

Volatility

BSJU vs. ESHY - Volatility Comparison


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Volatility by Period


BSJUESHYDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.28%

Volatility (6M)

Calculated over the trailing 6-month period

3.09%

Volatility (1Y)

Calculated over the trailing 1-year period

3.92%

0.00%

+3.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.90%

0.00%

+7.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.90%

0.00%

+7.90%

BSJU vs. ESHY - Expense Ratio Comparison

BSJU has a 0.42% expense ratio, which is higher than ESHY's 0.20% expense ratio.


Dividends

BSJU vs. ESHY - Dividend Comparison

BSJU's dividend yield for the trailing twelve months is around 6.66%, while ESHY has not paid dividends to shareholders.


PositionTTM2025202420232022
BSJU
Invesco Bulletshares 2030 High Yield Corporate Bond ETF
6.66%6.52%7.08%6.74%2.38%
ESHY
Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF
0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, ESHY is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ESHY is cheaper with a 0.20% expense ratio, compared with 0.42% for BSJU.

BSJU has the higher dividend yield at 6.66%, compared with 0.00% for ESHY.

BSJU tracks Invesco BulletShares High Yield Corporate Bond 2030 Index, while ESHY tracks JPMorgan ESG DM Corporate High Yield USD Index. They also come from different issuers: Invesco and Deutsche Bank. Their fees differ too: 0.42% for BSJU and 0.20% for ESHY.

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