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BSJX vs. IBHD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJX vs. IBHD - 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 iBonds 2024 Term High Yield & Income ETF (IBHD). 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*

IBHD

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

BSJX vs. IBHD - Yearly Performance Comparison


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Return for Risk

BSJX vs. IBHD - 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 iBonds 2024 Term High Yield & Income ETF (IBHD). 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. IBHD - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSJXIBHDDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

1.61

Drawdowns

BSJX vs. IBHD - Drawdown Comparison

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


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Drawdown Indicators


BSJXIBHDDifference

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. IBHD - Volatility Comparison


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Volatility by Period


BSJXIBHDDifference

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. IBHD - Expense Ratio Comparison

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


Dividends

BSJX vs. IBHD - Dividend Comparison

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


Frequently Asked Questions


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

IBHD 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 IBHD.

BSJX tracks IVZ BulletShares USD High Yield Corporate Bond 2033 Index, while IBHD tracks Bloomberg 2024 Term High Yield and Income Index. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.42% for BSJX and 0.35% for IBHD.

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