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BSJX vs. ESHY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJX vs. ESHY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco BulletShares 2033 High Yield Corporate Bond ETF (BSJX) and Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BSJX

1D
0.06%
1M
0.23%
YTD
1.24%
6M
1.61%
1Y
3Y*
5Y*
10Y*

ESHY

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

BSJX vs. ESHY - Yearly Performance Comparison


BSJX vs. ESHY - Sectors Allocation Comparison


Sectors
BSJX
ESHY

Energy

9.6%
100.0%

Consumer Cyclical

8.2%

-

Technology

6.3%

-

Industrials

6.1%

-

Communication Services

3.7%

-

Basic Materials

3.4%

-

Healthcare

3.1%

-

Financial Services

2.8%

-

Utilities

2.7%

-

Consumer Defensive

1.9%

-

Real Estate

1.3%

-

Energy

BSJX
9.6%
ESHY
100.0%

Consumer Cyclical

BSJX
8.2%
ESHY

-

Technology

BSJX
6.3%
ESHY

-

Industrials

BSJX
6.1%
ESHY

-

Communication Services

BSJX
3.7%
ESHY

-

Basic Materials

BSJX
3.4%
ESHY

-

Healthcare

BSJX
3.1%
ESHY

-

Financial Services

BSJX
2.8%
ESHY

-

Utilities

BSJX
2.7%
ESHY

-

Consumer Defensive

BSJX
1.9%
ESHY

-

Real Estate

BSJX
1.3%
ESHY

-

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Return for Risk

BSJX vs. ESHY - 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 Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BSJX vs. ESHY - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSJXESHYDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

1.61

Drawdowns

BSJX vs. ESHY - Drawdown Comparison

The maximum BSJX drawdown since its inception was -3.40%, which is greater than ESHY's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for BSJX and ESHY.


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Drawdown Indicators


BSJXESHYDifference

Max Drawdown

Largest peak-to-trough decline

-3.40%

0.00%

-3.40%

Current Drawdown

Current decline from peak

-0.42%

0.00%

-0.42%

Average Drawdown

Average peak-to-trough decline

-0.44%

0.00%

-0.44%

Volatility

BSJX vs. ESHY - Volatility Comparison


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Volatility by Period


BSJXESHYDifference

Volatility (1Y)

Calculated over the trailing 1-year period

4.31%

0.00%

+4.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.31%

0.00%

+4.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.31%

0.00%

+4.31%

BSJX vs. ESHY - Expense Ratio Comparison

BSJX has a 0.42% expense ratio, which is higher than ESHY's 0.20% expense ratio.


Dividends

BSJX vs. ESHY - Dividend Comparison

BSJX's dividend yield for the trailing twelve months is around 6.43%, while ESHY has not paid dividends to shareholders.


Frequently Asked Questions


On fees, ESHY is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ESHY is cheaper with a 0.20% expense ratio, compared with 0.42% for BSJX.

BSJX has the higher dividend yield at 6.43%, compared with 0.00% for ESHY.

BSJX tracks IVZ BulletShares USD High Yield Corporate Bond 2033 Index, while ESHY tracks JPMorgan ESG DM Corporate High Yield USD Index. They also come from different issuers: Invesco and Deutsche Bank. Their fees differ too: 0.42% for BSJX and 0.20% for ESHY.

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