HYZD vs. BSJS
Compare and contrast key facts about WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) and Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS).
HYZD and BSJS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HYZD is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. High Yield Corporate Bond, Zero Duration Index. It was launched on Dec 18, 2013. BSJS is a passively managed fund by Invesco that tracks the performance of the Nasdaq BulletSharesUSD High Yield Corporate Bond 2028 Index. It was launched on Sep 16, 2020. Both HYZD and BSJS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
HYZD vs. BSJS - Performance Comparison
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HYZD vs. BSJS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
HYZD WisdomTree Interest Rate Hedged High Yield Bond Fund | 0.17% | 7.67% | 9.39% | 11.17% | -2.35% | 6.27% | 5.21% |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | 0.15% | 8.31% | 7.38% | 12.28% | -13.69% | 3.40% | 4.05% |
Returns By Period
In the year-to-date period, HYZD achieves a 0.17% return, which is significantly higher than BSJS's 0.15% return.
HYZD
- 1D
- 1.09%
- 1M
- -0.00%
- YTD
- 0.17%
- 6M
- 1.71%
- 1Y
- 7.53%
- 3Y*
- 8.76%
- 5Y*
- 5.86%
- 10Y*
- 5.80%
BSJS
- 1D
- 0.12%
- 1M
- -0.50%
- YTD
- 0.15%
- 6M
- 1.30%
- 1Y
- 6.71%
- 3Y*
- 8.03%
- 5Y*
- 3.17%
- 10Y*
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HYZD vs. BSJS - Expense Ratio Comparison
HYZD has a 0.43% expense ratio, which is higher than BSJS's 0.42% expense ratio.
Return for Risk
HYZD vs. BSJS — Risk / Return Rank
HYZD
BSJS
HYZD vs. BSJS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) and Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS). 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.
| HYZD | BSJS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 1.28 | +0.09 |
Sortino ratioReturn per unit of downside risk | 2.12 | 1.98 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.34 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 1.90 | -0.10 |
Martin ratioReturn relative to average drawdown | 10.45 | 12.07 | -1.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HYZD | BSJS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 1.28 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.43 | +0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.50 | -0.01 |
Correlation
The correlation between HYZD and BSJS is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HYZD vs. BSJS - Dividend Comparison
HYZD's dividend yield for the trailing twelve months is around 6.04%, less than BSJS's 6.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HYZD WisdomTree Interest Rate Hedged High Yield Bond Fund | 6.04% | 6.05% | 6.08% | 5.94% | 5.14% | 4.02% | 5.13% | 5.50% | 5.58% | 4.94% | 5.07% | 4.38% |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | 6.41% | 6.49% | 7.04% | 6.75% | 5.82% | 4.86% | 0.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HYZD vs. BSJS - Drawdown Comparison
The maximum HYZD drawdown since its inception was -25.66%, which is greater than BSJS's maximum drawdown of -17.73%. Use the drawdown chart below to compare losses from any high point for HYZD and BSJS.
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Drawdown Indicators
| HYZD | BSJS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.66% | -17.73% | -7.93% |
Max Drawdown (1Y)Largest decline over 1 year | -4.41% | -3.64% | -0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -8.97% | -17.73% | +8.76% |
Max Drawdown (10Y)Largest decline over 10 years | -25.66% | — | — |
Current DrawdownCurrent decline from peak | -0.84% | -0.70% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -2.23% | -4.11% | +1.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.76% | 0.57% | +0.19% |
Volatility
HYZD vs. BSJS - Volatility Comparison
WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) has a higher volatility of 1.63% compared to Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) at 1.52%. This indicates that HYZD's price experiences larger fluctuations and is considered to be riskier than BSJS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HYZD | BSJS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 1.52% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 2.29% | 2.02% | +0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.53% | 5.26% | +0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.69% | 7.40% | -0.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.68% | 7.24% | +1.44% |