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BSJX vs. RSP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSJX vs. RSP - 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 S&P 500 Equal Weight ETF (RSP). 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 1.18% return, which is significantly lower than RSP's 10.53% return.


BSJX

1D
-0.30%
1M
0.33%
YTD
1.18%
6M
1.39%
1Y
3Y*
5Y*
10Y*

RSP

1D
0.76%
1M
3.73%
YTD
10.53%
6M
10.98%
1Y
20.68%
3Y*
15.65%
5Y*
8.50%
10Y*
11.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSJX vs. RSP - Yearly Performance Comparison


Correlation

The correlation between BSJX and RSP is 0.68, 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

0.68

BSJX vs. RSP - Sectors Allocation Comparison


Sectors
BSJX
RSP

Energy

9.6%
4.5%

Consumer Cyclical

8.2%
9.9%

Technology

6.3%
19.6%

Industrials

6.1%
14.1%

Communication Services

3.7%
3.7%

Basic Materials

3.4%
4.1%

Healthcare

3.1%
11.0%

Financial Services

2.8%
14.5%

Utilities

2.7%
6.1%

Consumer Defensive

1.9%
6.5%

Real Estate

1.3%
6.0%

Energy

BSJX
9.6%
RSP
4.5%

Consumer Cyclical

BSJX
8.2%
RSP
9.9%

Technology

BSJX
6.3%
RSP
19.6%

Industrials

BSJX
6.1%
RSP
14.1%

Communication Services

BSJX
3.7%
RSP
3.7%

Basic Materials

BSJX
3.4%
RSP
4.1%

Healthcare

BSJX
3.1%
RSP
11.0%

Financial Services

BSJX
2.8%
RSP
14.5%

Utilities

BSJX
2.7%
RSP
6.1%

Consumer Defensive

BSJX
1.9%
RSP
6.5%

Real Estate

BSJX
1.3%
RSP
6.0%

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Return for Risk

BSJX vs. RSP — Risk / Return Rank

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

BSJX

RSP
RSP Risk / Return Rank: 5555
Overall Rank
RSP Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
RSP Sortino Ratio Rank: 5555
Sortino Ratio Rank
RSP Omega Ratio Rank: 5252
Omega Ratio Rank
RSP Calmar Ratio Rank: 5555
Calmar Ratio Rank
RSP Martin Ratio Rank: 5858
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. RSP - 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 S&P 500 Equal Weight ETF (RSP). 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. RSP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BSJXRSPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.65

Sharpe Ratio (All Time)

Calculated using the full available price history

1.60

0.57

+1.03

Drawdowns

BSJX vs. RSP - Drawdown Comparison

The maximum BSJX drawdown since its inception was -3.40%, smaller than the maximum RSP drawdown of -59.92%. Use the drawdown chart below to compare losses from any high point for BSJX and RSP.


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Drawdown Indicators


BSJXRSPDifference

Max Drawdown

Largest peak-to-trough decline

-3.40%

-59.92%

+56.52%

Max Drawdown (1Y)

Largest decline over 1 year

-7.85%

Max Drawdown (3Y)

Largest decline over 3 years

-17.81%

Max Drawdown (5Y)

Largest decline over 5 years

-21.38%

Max Drawdown (10Y)

Largest decline over 10 years

-39.04%

Current Drawdown

Current decline from peak

-0.48%

0.00%

-0.48%

Average Drawdown

Average peak-to-trough decline

-0.44%

-6.65%

+6.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.06%

Volatility

BSJX vs. RSP - Volatility Comparison


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Volatility by Period


BSJXRSPDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.55%

Volatility (6M)

Calculated over the trailing 6-month period

8.31%

Volatility (1Y)

Calculated over the trailing 1-year period

4.32%

11.56%

-7.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.32%

16.18%

-11.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.32%

18.35%

-14.03%

BSJX vs. RSP - Expense Ratio Comparison

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


Dividends

BSJX vs. RSP - Dividend Comparison

BSJX's dividend yield for the trailing twelve months is around 6.43%, more than RSP's 1.48% yield.


PositionTTM20252024202320222021202020192018201720162015
BSJX
Invesco BulletShares 2033 High Yield Corporate Bond ETF
6.43%4.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
RSP
Invesco S&P 500 Equal Weight ETF
1.48%1.64%1.52%1.64%1.82%1.28%1.64%1.69%2.02%1.52%1.20%1.70%

Frequently Asked Questions


BSJX and RSP have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

RSP 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 1.48% for RSP.

BSJX is categorized as High Yield Bonds, while RSP is S&P 500. BSJX tracks IVZ BulletShares USD High Yield Corporate Bond 2033 Index, while RSP tracks S&P 500 Equal Weight Index. Their fees differ too: 0.42% for BSJX and 0.20% for RSP.

Portfolio Optimizer

Find the right allocation for BSJX and RSP

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