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BSJX vs. QQQM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJX vs. QQQM - 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 Invesco NASDAQ 100 ETF (QQQM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BSJX achieves a 1.24% return, which is significantly lower than QQQM's 20.73% return.


BSJX

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

QQQM

1D
-0.54%
1M
8.67%
YTD
20.73%
6M
19.22%
1Y
40.83%
3Y*
28.64%
5Y*
17.94%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSJX vs. QQQM - Yearly Performance Comparison


Correlation

The correlation between BSJX and QQQM is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 12, 2025

0.63

BSJX vs. QQQM - Sectors Allocation Comparison


Sectors
BSJX
QQQM

Energy

9.6%
0.6%

Consumer Cyclical

8.2%
12.3%

Technology

6.3%
53.8%

Industrials

6.1%
2.8%

Communication Services

3.7%
15.8%

Basic Materials

3.4%
1.1%

Healthcare

3.1%
4.2%

Financial Services

2.8%
0.2%

Utilities

2.7%
1.4%

Consumer Defensive

1.9%
7.7%

Real Estate

1.3%
0.1%

Energy

BSJX
9.6%
QQQM
0.6%

Consumer Cyclical

BSJX
8.2%
QQQM
12.3%

Technology

BSJX
6.3%
QQQM
53.8%

Industrials

BSJX
6.1%
QQQM
2.8%

Communication Services

BSJX
3.7%
QQQM
15.8%

Basic Materials

BSJX
3.4%
QQQM
1.1%

Healthcare

BSJX
3.1%
QQQM
4.2%

Financial Services

BSJX
2.8%
QQQM
0.2%

Utilities

BSJX
2.7%
QQQM
1.4%

Consumer Defensive

BSJX
1.9%
QQQM
7.7%

Real Estate

BSJX
1.3%
QQQM
0.1%

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Return for Risk

BSJX vs. QQQM — Risk / Return Rank

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

BSJX

QQQM
QQQM Risk / Return Rank: 7575
Overall Rank
QQQM Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
QQQM Sortino Ratio Rank: 7676
Sortino Ratio Rank
QQQM Omega Ratio Rank: 7575
Omega Ratio Rank
QQQM Calmar Ratio Rank: 7070
Calmar Ratio Rank
QQQM Martin Ratio Rank: 7171
Martin Ratio Rank
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.

BSJX vs. QQQM - 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 NASDAQ 100 ETF (QQQM). 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. QQQM - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSJXQQQMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.81

Sharpe Ratio (All Time)

Calculated using the full available price history

1.61

0.84

+0.77

Drawdowns

BSJX vs. QQQM - Drawdown Comparison

The maximum BSJX drawdown since its inception was -3.40%, smaller than the maximum QQQM drawdown of -35.04%. Use the drawdown chart below to compare losses from any high point for BSJX and QQQM.


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Drawdown Indicators


BSJXQQQMDifference

Max Drawdown

Largest peak-to-trough decline

-3.40%

-35.04%

+31.64%

Max Drawdown (1Y)

Largest decline over 1 year

-11.96%

Max Drawdown (3Y)

Largest decline over 3 years

-22.70%

Max Drawdown (5Y)

Largest decline over 5 years

-35.04%

Current Drawdown

Current decline from peak

-0.42%

-0.75%

+0.33%

Average Drawdown

Average peak-to-trough decline

-0.44%

-8.24%

+7.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.11%

Volatility

BSJX vs. QQQM - Volatility Comparison


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Volatility by Period


BSJXQQQMDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.51%

Volatility (6M)

Calculated over the trailing 6-month period

12.06%

Volatility (1Y)

Calculated over the trailing 1-year period

4.31%

15.91%

-11.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.31%

22.23%

-17.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.31%

22.11%

-17.80%

BSJX vs. QQQM - Expense Ratio Comparison

BSJX has a 0.42% expense ratio, which is higher than QQQM's 0.15% expense ratio.


Dividends

BSJX vs. QQQM - Dividend Comparison

BSJX's dividend yield for the trailing twelve months is around 6.43%, more than QQQM's 0.42% yield.


PositionTTM202520242023202220212020
BSJX
Invesco BulletShares 2033 High Yield Corporate Bond ETF
6.43%4.02%0.00%0.00%0.00%0.00%0.00%
QQQM
Invesco NASDAQ 100 ETF
0.42%0.50%0.61%0.65%0.83%0.40%0.16%

Frequently Asked Questions


BSJX and QQQM have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, QQQM is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

QQQM is cheaper with a 0.15% expense ratio, compared with 0.42% for BSJX.

BSJX has the higher dividend yield at 6.43%, compared with 0.42% for QQQM.

BSJX is categorized as High Yield Bonds, while QQQM is Nasdaq-100. BSJX tracks IVZ BulletShares USD High Yield Corporate Bond 2033 Index, while QQQM tracks NASDAQ-100 Index. Their fees differ too: 0.42% for BSJX and 0.15% for QQQM.

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