BSJX vs. BSJR
BSJX (Invesco BulletShares 2033 High Yield Corporate Bond ETF) and BSJR (Invesco BulletShares 2027 High Yield Corporate Bond ETF) are both High Yield Bonds funds from Invesco - BSJX tracks the IVZ BulletShares USD High Yield Corporate Bond 2033 Index while BSJR tracks the NASDAQ BulletShares USD High Yield Corporate Bond 2027 Index. Both are passively managed. Over the past year, BSJX returned 5.48% vs 4.08% for BSJR. Their correlation of 0.81 means they have usually moved in the same direction. Both charge a 0.42% expense ratio.
Performance
BSJX vs. BSJR - Performance Comparison
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Returns By Period
In the year-to-date period, BSJX achieves a 1.43% return, which is significantly lower than BSJR's 1.84% return.
BSJX
- 1D
- -0.02%
- 1M
- -0.52%
- 6M
- 0.69%
- YTD
- 1.43%
- 1Y
- 5.48%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 6.10%
BSJR
- 1D
- 0.02%
- 1M
- 0.29%
- 6M
- 1.39%
- YTD
- 1.84%
- 1Y
- 4.08%
- 3Y*
- 7.56%
- 5Y*
- 3.34%
- 10Y*
- —
- ALL TIME*
- 4.02%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.53M | $4.04M | $3.78M | |
| $75.37K | $66.86K | $210.77K |
BSJX vs. BSJR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BSJX Invesco BulletShares 2033 High Yield Corporate Bond ETF | 1.43% | 5.46% |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | 1.84% | 3.45% |
Correlation
The correlation between BSJX and BSJR is 0.80, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.80 |
Correlation (All Time) Calculated using the full available price history since Jun 11, 2025 | 0.81 |
The correlation between BSJX and BSJR has been stable across timeframes, ranging from 0.80 to 0.81 - a consistent structural relationship.
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Return for Risk
BSJX vs. BSJR — Risk / Return Rank
BSJX
BSJR
BSJX vs. BSJR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2033 High Yield Corporate Bond ETF (BSJX) 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.
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.
| BSJX | BSJR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.86 | ||
| Sortino ratioReturn per unit of downside risk | -1.44 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.42 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.64 | 3.60 | -1.96 |
| Martin ratioReturn relative to average drawdown | 7.31 | 17.43 | -10.11 |
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Drawdowns
BSJX vs. BSJR - Drawdown Comparison
The maximum BSJX drawdown since its inception was -3.40%, smaller than the maximum BSJR drawdown of -22.58%. Use the drawdown chart below to compare losses from any high point for BSJX and BSJR.
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Drawdown Indicators
| BSJX | BSJR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.40% | -22.58% | +19.18% |
Max Drawdown (1Y)Largest decline over 1 year | -3.40% | -1.16% | -2.24% |
Max Drawdown (3Y)Largest decline over 3 years | — | -3.15% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.37% | — |
Current DrawdownCurrent decline from peak | -0.62% | 0.00% | -0.62% |
Average DrawdownAverage peak-to-trough decline | -0.43% | -3.18% | +2.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.76% | 0.24% | +0.52% |
Volatility
BSJX vs. BSJR - Volatility Comparison
Invesco BulletShares 2033 High Yield Corporate Bond ETF (BSJX) has a higher volatility of 1.02% compared to Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) at 0.40%. This indicates that BSJX'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.
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Volatility by Period
| BSJX | BSJR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.02% | 0.40% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 3.52% | 1.52% | +2.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.32% | 1.95% | +2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.21% | 6.71% | -2.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.21% | 9.26% | -5.05% |
BSJX vs. BSJR - Expense Ratio Comparison
Both BSJX and BSJR have an expense ratio of 0.42%.
Dividends
BSJX vs. BSJR - Dividend Comparison
BSJX's dividend yield for the trailing twelve months is around 6.89%, more than BSJR's 5.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | 5.58% | 6.19% | 6.75% | 6.48% | 5.37% | 4.49% | 4.53% | 1.20% |
BSJX Invesco BulletShares 2033 High Yield Corporate Bond ETF | 6.89% | 4.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BSJX and BSJR have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BSJX has higher volatility (1.02%) compared to BSJR (0.40%). In terms of maximum drawdown, BSJX dropped -3.40% vs BSJR's -22.58%.
On 1-year performance, BSJX leads with 5.48% vs 4.08% for BSJR. Both ETFs have the same 0.42% expense ratio. On volatility, BSJR has been the lower-risk option at 0.40%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, BSJX has performed better with a 5.48% return vs 4.08%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BSJX and BSJR have the same expense ratio: 0.42% per year.
BSJX has the higher dividend yield at 6.89%, compared with 5.58% for BSJR.
BSJX tracks IVZ BulletShares USD High Yield Corporate Bond 2033 Index, while BSJR tracks NASDAQ BulletShares USD High Yield Corporate Bond 2027 Index.
BSJR currently has the higher Sharpe Ratio (2.15 vs 1.29), 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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