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BSJW vs. HYXU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJW vs. HYXU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2032 High Yield Corporate Bond ETF (BSJW) and iShares Euro High Yield Corporate Bond USD Hedged ETF (HYXU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BSJW

1D
0.10%
1M
0.36%
YTD
0.89%
6M
1.41%
1Y
6.85%
3Y*
5Y*
10Y*

HYXU

1D
0.00%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSJW vs. HYXU - Yearly Performance Comparison


BSJW vs. HYXU - Sectors Allocation Comparison


Sectors
BSJW
HYXU

Consumer Cyclical

9.3%

-

Energy

6.4%

-

Industrials

4.6%

-

Communication Services

4.0%
100.0%

Financial Services

3.5%

-

Healthcare

3.4%

-

Technology

2.5%

-

Consumer Defensive

2.4%

-

Basic Materials

1.6%

-

Real Estate

1.2%

-

Utilities

0.9%

-

Consumer Cyclical

BSJW
9.3%
HYXU

-

Energy

BSJW
6.4%
HYXU

-

Industrials

BSJW
4.6%
HYXU

-

Communication Services

BSJW
4.0%
HYXU
100.0%

Financial Services

BSJW
3.5%
HYXU

-

Healthcare

BSJW
3.4%
HYXU

-

Technology

BSJW
2.5%
HYXU

-

Consumer Defensive

BSJW
2.4%
HYXU

-

Basic Materials

BSJW
1.6%
HYXU

-

Real Estate

BSJW
1.2%
HYXU

-

Utilities

BSJW
0.9%
HYXU

-

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Return for Risk

BSJW vs. HYXU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BSJW
BSJW Risk / Return Rank: 5151
Overall Rank
BSJW Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
BSJW Sortino Ratio Rank: 5454
Sortino Ratio Rank
BSJW Omega Ratio Rank: 5454
Omega Ratio Rank
BSJW Calmar Ratio Rank: 4444
Calmar Ratio Rank
BSJW Martin Ratio Rank: 5757
Martin Ratio Rank

HYXU
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BSJW vs. HYXU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2032 High Yield Corporate Bond ETF (BSJW) and iShares Euro High Yield Corporate Bond USD Hedged ETF (HYXU). 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.


BSJWHYXUDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.33

Calmar ratioReturn relative to maximum drawdown

2.13

Martin ratioReturn relative to average drawdown

9.78

BSJW vs. HYXU - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSJWHYXUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.67

Sharpe Ratio (All Time)

Calculated using the full available price history

1.43

Drawdowns

BSJW vs. HYXU - Drawdown Comparison

The maximum BSJW drawdown since its inception was -4.52%, which is greater than HYXU's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for BSJW and HYXU.


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Drawdown Indicators


BSJWHYXUDifference

Max Drawdown

Largest peak-to-trough decline

-4.52%

0.00%

-4.52%

Max Drawdown (1Y)

Largest decline over 1 year

-3.22%

Current Drawdown

Current decline from peak

-0.16%

0.00%

-0.16%

Average Drawdown

Average peak-to-trough decline

-0.55%

0.00%

-0.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.70%

Volatility

BSJW vs. HYXU - Volatility Comparison


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Volatility by Period


BSJWHYXUDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.22%

Volatility (6M)

Calculated over the trailing 6-month period

3.26%

Volatility (1Y)

Calculated over the trailing 1-year period

4.11%

0.00%

+4.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.11%

0.00%

+5.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.11%

0.00%

+5.11%

BSJW vs. HYXU - Expense Ratio Comparison

BSJW has a 0.42% expense ratio, which is higher than HYXU's 0.35% expense ratio.


Dividends

BSJW vs. HYXU - Dividend Comparison

BSJW's dividend yield for the trailing twelve months is around 6.65%, while HYXU has not paid dividends to shareholders.


Frequently Asked Questions


On fees, HYXU is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

HYXU is cheaper with a 0.35% expense ratio, compared with 0.42% for BSJW.

BSJW has the higher dividend yield at 6.65%, compared with 0.00% for HYXU.

BSJW tracks Nasdaq BulletShares USD High Yield Corporate Bond 2032 Index, while HYXU tracks BBG Pan-European High Yield (Euro) Total Return 100% USD Hedged Index. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.42% for BSJW and 0.35% for HYXU.

Portfolio Optimizer

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