BSJU vs. IBHE
BSJU (Invesco Bulletshares 2030 High Yield Corporate Bond ETF) and IBHE (iShares iBonds 2025 Term High Yield & Income ETF) are both High Yield Bonds funds - BSJU tracks the Invesco BulletShares High Yield Corporate Bond 2030 Index while IBHE tracks the Bloomberg 2025 Term High Yield and Income Index. Both are passively managed. Their 0.59 correlation means they have sometimes moved together and sometimes differently. BSJU charges 0.42%/yr vs 0.35%/yr for IBHE.
Performance
BSJU vs. IBHE - Performance Comparison
Loading charts...
Returns By Period
BSJU
- 1D
- 0.29%
- 1M
- 0.02%
- 6M
- 1.71%
- YTD
- 2.41%
- 1Y
- 6.17%
- 3Y*
- 8.55%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 7.58%
IBHE
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.49M | $2.06M | $1.81M |
BSJU vs. IBHE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BSJU Invesco Bulletshares 2030 High Yield Corporate Bond ETF | 2.41% | 8.58% | 8.20% | 12.91% | -2.11% |
IBHE iShares iBonds 2025 Term High Yield & Income ETF | 0.00% | 4.45% | 7.62% | 10.32% | 0.75% |
Correlation
The correlation between BSJU and IBHE is -0.00, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.00 |
Correlation (3Y) Balances recent behavior with more history. | 0.45 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2022 | 0.59 |
The correlation between BSJU and IBHE shifts across timeframes, from -0.00 (1 year) to 0.59 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BSJU vs. IBHE — Risk / Return Rank
BSJU
IBHE
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BSJU vs. IBHE - 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 iShares iBonds 2025 Term High Yield & Income ETF (IBHE). 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 | IBHE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.30 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.45 | — | — |
| Martin ratioReturn relative to average drawdown | 11.20 | — | — |
Loading charts...
Drawdowns
BSJU vs. IBHE - Drawdown Comparison
Loading charts...
Drawdown Indicators
| BSJU | IBHE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.51% | — | — |
Max Drawdown (1Y)Largest decline over 1 year | -2.53% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -5.09% | — | — |
Current DrawdownCurrent decline from peak | -0.05% | — | — |
Average DrawdownAverage peak-to-trough decline | -1.05% | — | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | — | — |
Volatility
BSJU vs. IBHE - Volatility Comparison
Loading charts...
Volatility by Period
| BSJU | IBHE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.94% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.21% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.97% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.76% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.76% | — | — |
BSJU vs. IBHE - Expense Ratio Comparison
BSJU has a 0.42% expense ratio, which is higher than IBHE's 0.35% expense ratio.
Dividends
BSJU vs. IBHE - Dividend Comparison
BSJU's dividend yield for the trailing twelve months is around 6.67%, while IBHE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BSJU Invesco Bulletshares 2030 High Yield Corporate Bond ETF | 6.67% | 6.52% | 7.08% | 6.74% | 2.38% | 0.00% | 0.00% | 0.00% |
IBHE iShares iBonds 2025 Term High Yield & Income ETF | 1.47% | 4.53% | 6.92% | 7.17% | 5.77% | 4.84% | 5.74% | 3.73% |
Frequently Asked Questions
BSJU and IBHE have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBHE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBHE is cheaper with a 0.35% expense ratio, compared with 0.42% for BSJU.
BSJU has the higher dividend yield at 6.67%, compared with 1.47% for IBHE.
BSJU tracks Invesco BulletShares High Yield Corporate Bond 2030 Index, while IBHE tracks Bloomberg 2025 Term High Yield and Income Index. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.42% for BSJU and 0.35% for IBHE.
Find the right allocation for BSJU and IBHE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer