BSJU vs. JPHY
BSJU (Invesco Bulletshares 2030 High Yield Corporate Bond ETF) and JPHY (JPMorgan High Yield Research Enhanced ETF) are both High Yield Bonds funds. BSJU is passively managed, while JPHY is actively managed. Their correlation of 0.87 suggests significant overlap in exposure. BSJU charges 0.42%/yr vs 0.24%/yr for JPHY.
Performance
BSJU vs. JPHY - Performance Comparison
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Returns By Period
In the year-to-date period, BSJU achieves a 1.91% return, which is significantly lower than JPHY's 2.25% return.
BSJU
- 1D
- 0.00%
- 1M
- 0.69%
- YTD
- 1.91%
- 6M
- 2.02%
- 1Y
- 6.57%
- 3Y*
- 9.06%
- 5Y*
- —
- 10Y*
- —
JPHY
- 1D
- -0.02%
- 1M
- 0.48%
- YTD
- 2.25%
- 6M
- 2.36%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BSJU vs. JPHY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BSJU Invesco Bulletshares 2030 High Yield Corporate Bond ETF | 1.91% | 4.27% |
JPHY JPMorgan High Yield Research Enhanced ETF | 2.25% | 4.06% |
Correlation
The correlation between BSJU and JPHY is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 25, 2025 | 0.87 |
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Return for Risk
BSJU vs. JPHY — Risk / Return Rank
BSJU
JPHY
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BSJU vs. JPHY - 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 High Yield Research Enhanced ETF (JPHY). 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 | JPHY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.32 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | — | — |
| Martin ratioReturn relative to average drawdown | 12.07 | — | — |
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Drawdowns
BSJU vs. JPHY - Drawdown Comparison
The maximum BSJU drawdown since its inception was -7.51%, which is greater than JPHY's maximum drawdown of -1.65%. Use the drawdown chart below to compare losses from any high point for BSJU and JPHY.
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Drawdown Indicators
| BSJU | JPHY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.51% | -1.65% | -5.86% |
Max Drawdown (1Y)Largest decline over 1 year | -2.53% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -5.12% | — | — |
Current DrawdownCurrent decline from peak | -0.14% | -0.12% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -1.07% | -0.21% | -0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | — | — |
Volatility
BSJU vs. JPHY - Volatility Comparison
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Volatility by Period
| BSJU | JPHY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.04% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.12% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.95% | 3.01% | +0.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.86% | 3.01% | +4.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.86% | 3.01% | +4.85% |
BSJU vs. JPHY - Expense Ratio Comparison
BSJU has a 0.42% expense ratio, which is higher than JPHY's 0.24% expense ratio.
Dividends
BSJU vs. JPHY - Dividend Comparison
BSJU's dividend yield for the trailing twelve months is around 6.65%, more than JPHY's 5.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BSJU Invesco Bulletshares 2030 High Yield Corporate Bond ETF | 6.65% | 6.52% | 7.08% | 6.74% | 2.38% |
JPHY JPMorgan High Yield Research Enhanced ETF | 5.91% | 3.32% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BSJU and JPHY have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JPHY is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JPHY is cheaper with a 0.24% expense ratio, compared with 0.42% for BSJU.
BSJU has the higher dividend yield at 6.65%, compared with 5.91% for JPHY.
They also come from different issuers: Invesco and JPMorgan. Their fees differ too: 0.42% for BSJU and 0.24% for JPHY.
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