EIC vs. BSJR

Last updated Jun 3, 2026

EIC (Eagle Point Income Company Inc.) is a stock, while BSJR (Invesco BulletShares 2027 High Yield Corporate Bond ETF) is High Yield Bonds fund tracking the NASDAQ BulletShares USD High Yield Corporate Bond 2027 Index. Over the past 5 years, EIC returned 4.74%/yr vs 3.41%/yr for BSJR. At a 0.21 correlation, their price movements are largely independent.

Performance

EIC vs. BSJR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eagle Point Income Company Inc. (EIC) and Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, EIC achieves a -3.07% return, which is significantly lower than BSJR's 1.20% return.

EIC

• 1D: -1.96%
• 1M: 3.11%
• YTD: -3.07%
• 6M: -1.50%
• 1Y: -9.56%
• 3Y*: 6.15%
• 5Y*: 4.74%
• 10Y*: —

BSJR

• 1D: -0.04%
• 1M: -0.06%
• YTD: 1.20%
• 6M: 1.83%
• 1Y: 5.05%
• 3Y*: 7.81%
• 5Y*: 3.41%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EIC vs. BSJR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
EIC Eagle Point Income Company Inc.	-3.07%	-15.28%	24.02%	20.86%	-10.48%	28.01%	-14.41%	-3.79%
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF	1.20%	7.41%	7.15%	11.91%	-11.35%	3.60%	5.69%	3.00%

Correlation

The correlation between EIC and BSJR is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.23
Correlation (3Y) Calculated over the trailing 3-year period	0.22
Correlation (5Y) Calculated over the trailing 5-year period	0.21
Correlation (All Time) Calculated using the full available price history since Sep 13, 2019	0.21

Return for Risk

EIC vs. BSJR — Risk / Return Rank

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

EIC

EIC Risk / Return Rank: 23
EIC Sharpe Ratio Rank: 20
EIC Sortino Ratio Rank: 18
EIC Omega Ratio Rank: 19
EIC Calmar Ratio Rank: 28
EIC Martin Ratio Rank: 28

BSJR

BSJR Risk / Return Rank: 81
BSJR Sharpe Ratio Rank: 72
BSJR Sortino Ratio Rank: 81
BSJR Omega Ratio Rank: 79
BSJR Calmar Ratio Rank: 82
BSJR Martin Ratio Rank: 89

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.

EIC vs. BSJR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eagle Point Income Company Inc. (EIC) and Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR). 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.

	EIC	BSJR	Difference
Sharpe ratio Return per unit of total volatility	-0.48	2.39	-2.87
Sortino ratio Return per unit of downside risk	-0.54	3.71	-4.25
Omega ratio Gain probability vs. loss probability	0.93	1.48	-0.55
Calmar ratio Return relative to maximum drawdown	-0.36	4.37	-4.73
Martin ratio Return relative to average drawdown	-0.68	20.22	-20.90
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EIC vs. BSJR - Sharpe Ratio Comparison

The current EIC Sharpe Ratio is -0.48, which is lower than the BSJR Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of EIC and BSJR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	EIC	BSJR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.48	2.39	-2.87
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.24	0.51	-0.27
Sharpe Ratio (All Time) Calculated using the full available price history	0.07	0.43	-0.36

Drawdowns

EIC vs. BSJR - Drawdown Comparison

The maximum EIC drawdown since its inception was -67.08%, which is greater than BSJR's maximum drawdown of -22.58%. Use the drawdown chart below to compare losses from any high point for EIC and BSJR.

Drawdown Indicators

	EIC	BSJR	Difference
Max Drawdown Largest peak-to-trough decline	-67.08%	-22.58%	-44.50%
Max Drawdown (1Y) Largest decline over 1 year	-28.67%	-1.16%	-27.51%
Max Drawdown (3Y) Largest decline over 3 years	-34.06%	-3.15%	-30.91%
Max Drawdown (5Y) Largest decline over 5 years	-34.06%	-16.37%	-17.69%
Current Drawdown Current decline from peak	-23.31%	-0.18%	-23.13%
Average Drawdown Average peak-to-trough decline	-12.25%	-3.25%	-9.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	15.27%	0.25%	+15.02%

Volatility

EIC vs. BSJR - Volatility Comparison

Eagle Point Income Company Inc. (EIC) has a higher volatility of 5.01% compared to Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) at 0.60%. This indicates that EIC's price experiences larger fluctuations and is considered to be riskier than BSJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EIC	BSJR	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.01%	0.60%	+4.41%
Volatility (6M) Calculated over the trailing 6-month period	13.91%	1.45%	+12.46%
Volatility (1Y) Calculated over the trailing 1-year period	20.07%	2.12%	+17.95%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.19%	6.73%	+13.46%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	37.49%	9.37%	+28.12%

Dividends

EIC vs. BSJR - Dividend Comparison

EIC's dividend yield for the trailing twelve months is around 14.60%, more than BSJR's 5.75% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF	5.75%	6.19%	6.75%	6.48%	5.37%	4.49%	4.53%	1.20%
EIC Eagle Point Income Company Inc.	14.60%	17.35%	15.44%	13.59%	11.03%	7.78%	10.39%	3.65%

Frequently Asked Questions

Can I hold both EIC and BSJR in my portfolio?

EIC and BSJR have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, EIC or BSJR?

EIC has higher volatility (5.01%) compared to BSJR (0.60%). In terms of maximum drawdown, EIC dropped -67.08% vs BSJR's -22.58%.

Which has better risk-adjusted returns?

BSJR currently has the higher Sharpe Ratio (2.39 vs -0.48), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.