BSJV vs. BSJR
Compare and contrast key facts about Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) and Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR).
BSJV and BSJR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSJV is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD Corporate Bond 2031. It was launched on Sep 11, 2023. BSJR is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD High Yield Corporate Bond 2027 Index. It was launched on Sep 12, 2019. Both BSJV and BSJR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BSJV vs. BSJR - Performance Comparison
Loading graphics...
BSJV vs. BSJR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BSJV Invesco BulletShares 2031 High Yield Corporate Bond ETF | -0.84% | 9.50% | 5.66% | 7.24% |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | 0.35% | 7.41% | 7.15% | 5.73% |
Returns By Period
In the year-to-date period, BSJV achieves a -0.84% return, which is significantly lower than BSJR's 0.35% return.
BSJV
- 1D
- 0.30%
- 1M
- -1.05%
- YTD
- -0.84%
- 6M
- 0.34%
- 1Y
- 6.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BSJR
- 1D
- 0.14%
- 1M
- -0.15%
- YTD
- 0.35%
- 6M
- 1.21%
- 1Y
- 5.96%
- 3Y*
- 7.58%
- 5Y*
- 3.45%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BSJV vs. BSJR - Expense Ratio Comparison
Both BSJV and BSJR have an expense ratio of 0.42%.
Return for Risk
BSJV vs. BSJR — Risk / Return Rank
BSJV
BSJR
BSJV vs. BSJR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) 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.
| BSJV | BSJR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.60 | -0.56 |
Sortino ratioReturn per unit of downside risk | 1.51 | 2.50 | -1.00 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.41 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 2.08 | -0.53 |
Martin ratioReturn relative to average drawdown | 7.18 | 14.18 | -7.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BSJV | BSJR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.60 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.37 | 0.42 | +0.95 |
Correlation
The correlation between BSJV and BSJR is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BSJV vs. BSJR - Dividend Comparison
BSJV's dividend yield for the trailing twelve months is around 6.61%, more than BSJR's 5.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BSJV Invesco BulletShares 2031 High Yield Corporate Bond ETF | 6.61% | 6.52% | 6.67% | 1.62% | 0.00% | 0.00% | 0.00% | 0.00% |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | 5.97% | 6.19% | 6.75% | 6.48% | 5.37% | 4.49% | 4.53% | 1.20% |
Drawdowns
BSJV vs. BSJR - Drawdown Comparison
The maximum BSJV drawdown since its inception was -5.22%, smaller than the maximum BSJR drawdown of -22.58%. Use the drawdown chart below to compare losses from any high point for BSJV and BSJR.
Loading graphics...
Drawdown Indicators
| BSJV | BSJR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.22% | -22.58% | +17.36% |
Max Drawdown (1Y)Largest decline over 1 year | -4.47% | -2.92% | -1.55% |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.37% | — |
Current DrawdownCurrent decline from peak | -1.73% | -0.29% | -1.44% |
Average DrawdownAverage peak-to-trough decline | -0.81% | -3.33% | +2.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 0.43% | +0.53% |
Volatility
BSJV vs. BSJR - Volatility Comparison
Invesco BulletShares 2031 High Yield Corporate Bond ETF (BSJV) has a higher volatility of 2.59% compared to Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) at 1.05%. This indicates that BSJV'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.
Loading graphics...
Volatility by Period
| BSJV | BSJR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.59% | 1.05% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 3.39% | 1.48% | +1.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.33% | 3.75% | +2.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.28% | 6.74% | -0.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.28% | 9.48% | -3.20% |