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BSJX vs. HYXU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJX vs. HYXU - 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 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


BSJX

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

HYXU

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

BSJX vs. HYXU - Yearly Performance Comparison


BSJX vs. HYXU - Sectors Allocation Comparison


Sectors
BSJX
HYXU

Energy

9.6%

-

Consumer Cyclical

8.2%

-

Technology

6.3%

-

Industrials

6.1%

-

Communication Services

3.7%
100.0%

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%
HYXU

-

Consumer Cyclical

BSJX
8.2%
HYXU

-

Technology

BSJX
6.3%
HYXU

-

Industrials

BSJX
6.1%
HYXU

-

Communication Services

BSJX
3.7%
HYXU
100.0%

Basic Materials

BSJX
3.4%
HYXU

-

Healthcare

BSJX
3.1%
HYXU

-

Financial Services

BSJX
2.8%
HYXU

-

Utilities

BSJX
2.7%
HYXU

-

Consumer Defensive

BSJX
1.9%
HYXU

-

Real Estate

BSJX
1.3%
HYXU

-

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Return for Risk

BSJX vs. HYXU - 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 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.


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

BSJX vs. HYXU - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSJXHYXUDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

1.61

Drawdowns

BSJX vs. HYXU - Drawdown Comparison

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


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Drawdown Indicators


BSJXHYXUDifference

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. HYXU - Volatility Comparison


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Volatility by Period


BSJXHYXUDifference

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. HYXU - Expense Ratio Comparison

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


Dividends

BSJX vs. HYXU - Dividend Comparison

BSJX's dividend yield for the trailing twelve months is around 6.43%, 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 BSJX.

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

BSJX tracks IVZ BulletShares USD High Yield Corporate Bond 2033 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 BSJX and 0.35% for HYXU.

Portfolio Optimizer

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