BSJV vs. IBHE
BSJV (Invesco BulletShares 2031 High Yield Corporate Bond ETF) and IBHE (iShares iBonds 2025 Term High Yield & Income ETF) are both High Yield Bonds funds - BSJV tracks the NASDAQ BulletShares USD Corporate Bond 2031 while IBHE tracks the Bloomberg 2025 Term High Yield and Income Index. Both are passively managed. Their 0.37 correlation means their historical movements had little consistent relationship. BSJV charges 0.42%/yr vs 0.35%/yr for IBHE.
Performance
BSJV vs. IBHE - Performance Comparison
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Returns By Period
BSJV
- 1D
- -0.29%
- 1M
- -0.34%
- 6M
- 0.88%
- YTD
- 1.37%
- 1Y
- 4.78%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 8.30%
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) |
|---|---|---|---|
| $1.71M | $1.11M | $791.27K |
BSJV vs. IBHE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BSJV Invesco BulletShares 2031 High Yield Corporate Bond ETF | 1.37% | 9.50% | 5.66% | 7.24% |
IBHE iShares iBonds 2025 Term High Yield & Income ETF | 0.00% | 4.45% | 7.62% | 3.07% |
Correlation
The correlation between BSJV and IBHE is -0.01, 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. | -0.01 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2023 | 0.37 |
The correlation between BSJV and IBHE shifts across timeframes, from -0.01 (1 year) to 0.37 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BSJV vs. IBHE — Risk / Return Rank
BSJV
IBHE
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BSJV vs. IBHE - 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 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.
| BSJV | IBHE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.20 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.49 | — | — |
| Martin ratioReturn relative to average drawdown | 6.30 | — | — |
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Drawdowns
BSJV vs. IBHE - Drawdown Comparison
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Drawdown Indicators
| BSJV | IBHE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.22% | — | — |
Max Drawdown (1Y)Largest decline over 1 year | -3.21% | — | — |
Current DrawdownCurrent decline from peak | -0.34% | — | — |
Average DrawdownAverage peak-to-trough decline | -0.77% | — | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.76% | — | — |
Volatility
BSJV vs. IBHE - Volatility Comparison
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Volatility by Period
| BSJV | IBHE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.00% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.53% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.35% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.04% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.04% | — | — |
BSJV vs. IBHE - Expense Ratio Comparison
BSJV has a 0.42% expense ratio, which is higher than IBHE's 0.35% expense ratio.
Dividends
BSJV vs. IBHE - Dividend Comparison
BSJV's dividend yield for the trailing twelve months is around 6.61%, while IBHE has not paid dividends to shareholders.
| Position | 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% |
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
BSJV and IBHE have a correlation of -0.01, 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 BSJV.
BSJV has the higher dividend yield at 6.61%, compared with 1.47% for IBHE.
BSJV tracks NASDAQ BulletShares USD Corporate Bond 2031, 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 BSJV and 0.35% for IBHE.
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