BSJU vs. IBHJ
BSJU (Invesco Bulletshares 2030 High Yield Corporate Bond ETF) and IBHJ (iShares iBonds 2030 Term High Yield and Income ETF) are both High Yield Bonds funds - BSJU tracks the Invesco BulletShares High Yield Corporate Bond 2030 Index while IBHJ tracks the Bloomberg 2030 Term High Yield and Income Index - Benchmark TR Gross. Both are passively managed. Over the past year, BSJU returned 6.80% vs 7.00% for IBHJ. Their correlation of 0.90 suggests significant overlap in exposure. BSJU charges 0.42%/yr vs 0.35%/yr for IBHJ.
Performance
BSJU vs. IBHJ - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with BSJU having a 1.21% return and IBHJ slightly lower at 1.19%.
BSJU
- 1D
- -0.43%
- 1M
- -0.34%
- YTD
- 1.21%
- 6M
- 1.59%
- 1Y
- 6.80%
- 3Y*
- 8.46%
- 5Y*
- —
- 10Y*
- —
IBHJ
- 1D
- -0.57%
- 1M
- -0.32%
- YTD
- 1.19%
- 6M
- 1.71%
- 1Y
- 7.00%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BSJU vs. IBHJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BSJU Invesco Bulletshares 2030 High Yield Corporate Bond ETF | 1.21% | 8.58% | 8.20% | 8.34% |
IBHJ iShares iBonds 2030 Term High Yield and Income ETF | 1.19% | 9.28% | 7.32% | 8.37% |
Correlation
The correlation between BSJU and IBHJ is 0.88, 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 | 0.88 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2023 | 0.90 |
The correlation between BSJU and IBHJ has been stable across timeframes, ranging from 0.88 to 0.90 - a consistent structural relationship.
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Return for Risk
BSJU vs. IBHJ — Risk / Return Rank
BSJU
IBHJ
BSJU vs. IBHJ - 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 2030 Term High Yield and Income ETF (IBHJ). 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.
| BSJU | IBHJ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.32 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.70 | 2.86 | -0.16 |
| Martin ratioReturn relative to average drawdown | 12.57 | 12.84 | -0.26 |
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
| BSJU | IBHJ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 1.71 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 1.50 | -0.54 |
Drawdowns
BSJU vs. IBHJ - Drawdown Comparison
The maximum BSJU drawdown since its inception was -7.51%, which is greater than IBHJ's maximum drawdown of -4.93%. Use the drawdown chart below to compare losses from any high point for BSJU and IBHJ.
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Drawdown Indicators
| BSJU | IBHJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.51% | -4.93% | -2.58% |
Max Drawdown (1Y)Largest decline over 1 year | -2.53% | -2.46% | -0.07% |
Max Drawdown (3Y)Largest decline over 3 years | -5.12% | — | — |
Current DrawdownCurrent decline from peak | -0.68% | -0.69% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -1.08% | -0.62% | -0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.54% | 0.55% | -0.01% |
Volatility
BSJU vs. IBHJ - Volatility Comparison
Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU) has a higher volatility of 1.28% compared to iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) at 1.21%. This indicates that BSJU's price experiences larger fluctuations and is considered to be riskier than IBHJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSJU | IBHJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.28% | 1.21% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 3.09% | 3.26% | -0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.92% | 4.12% | -0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.90% | 5.95% | +1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.90% | 5.95% | +1.95% |
BSJU vs. IBHJ - Expense Ratio Comparison
BSJU has a 0.42% expense ratio, which is higher than IBHJ's 0.35% expense ratio.
Dividends
BSJU vs. IBHJ - Dividend Comparison
BSJU's dividend yield for the trailing twelve months is around 6.66%, which matches IBHJ's 6.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BSJU Invesco Bulletshares 2030 High Yield Corporate Bond ETF | 6.66% | 6.52% | 7.08% | 6.74% | 2.38% |
IBHJ iShares iBonds 2030 Term High Yield and Income ETF | 6.70% | 6.64% | 6.87% | 3.66% | 0.00% |
Frequently Asked Questions
BSJU and IBHJ have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BSJU has higher volatility (1.28%) compared to IBHJ (1.21%). In terms of maximum drawdown, BSJU dropped -7.51% vs IBHJ's -4.93%.
On 1-year performance, IBHJ leads with 7.00% vs 6.80% for BSJU. On fees, IBHJ is cheaper at 0.35% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IBHJ has performed better with a 7.00% return vs 6.80%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBHJ is cheaper with a 0.35% expense ratio, compared with 0.42% for BSJU.
IBHJ has the higher dividend yield at 6.70%, compared with 6.66% for BSJU.
BSJU tracks Invesco BulletShares High Yield Corporate Bond 2030 Index, while IBHJ tracks Bloomberg 2030 Term High Yield and Income Index - Benchmark TR Gross. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.42% for BSJU and 0.35% for IBHJ.
BSJU currently has the higher Sharpe Ratio (1.74 vs 1.71), 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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