PortfoliosLab logo
IBHF vs. BSJQ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IBHF and BSJQ is 0.66, 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.


-0.50.00.51.0
Correlation: 0.7

Performance

IBHF vs. BSJQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) and Invesco BulletShares 2026 High Yield Corp Bond ETF (BSJQ). The values are adjusted to include any dividend payments, if applicable.

17.00%18.00%19.00%20.00%21.00%22.00%NovemberDecember2025FebruaryMarchApril
22.46%
19.94%
IBHF
BSJQ

Key characteristics

Sharpe Ratio

IBHF:

2.74

BSJQ:

2.03

Sortino Ratio

IBHF:

3.93

BSJQ:

2.88

Omega Ratio

IBHF:

1.64

BSJQ:

1.48

Calmar Ratio

IBHF:

3.48

BSJQ:

2.81

Martin Ratio

IBHF:

22.74

BSJQ:

17.85

Ulcer Index

IBHF:

0.39%

BSJQ:

0.42%

Daily Std Dev

IBHF:

3.22%

BSJQ:

3.68%

Max Drawdown

IBHF:

-11.19%

BSJQ:

-24.15%

Current Drawdown

IBHF:

0.00%

BSJQ:

0.00%

Returns By Period

In the year-to-date period, IBHF achieves a 1.79% return, which is significantly higher than BSJQ's 1.68% return.


IBHF

YTD

1.79%

1M

0.39%

6M

3.18%

1Y

8.86%

5Y*

N/A

10Y*

N/A

BSJQ

YTD

1.68%

1M

0.50%

6M

2.60%

1Y

7.53%

5Y*

6.33%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


IBHF vs. BSJQ - Expense Ratio Comparison

IBHF has a 0.35% expense ratio, which is lower than BSJQ's 0.42% expense ratio.


Expense ratio chart for BSJQ: current value is 0.42%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BSJQ: 0.42%
Expense ratio chart for IBHF: current value is 0.35%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
IBHF: 0.35%

Risk-Adjusted Performance

IBHF vs. BSJQ — Risk-Adjusted Performance Rank

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

IBHF
The Risk-Adjusted Performance Rank of IBHF is 9797
Overall Rank
The Sharpe Ratio Rank of IBHF is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of IBHF is 9797
Sortino Ratio Rank
The Omega Ratio Rank of IBHF is 9797
Omega Ratio Rank
The Calmar Ratio Rank of IBHF is 9696
Calmar Ratio Rank
The Martin Ratio Rank of IBHF is 9898
Martin Ratio Rank

BSJQ
The Risk-Adjusted Performance Rank of BSJQ is 9595
Overall Rank
The Sharpe Ratio Rank of BSJQ is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of BSJQ is 9595
Sortino Ratio Rank
The Omega Ratio Rank of BSJQ is 9696
Omega Ratio Rank
The Calmar Ratio Rank of BSJQ is 9595
Calmar Ratio Rank
The Martin Ratio Rank of BSJQ is 9797
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IBHF vs. BSJQ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 2026 Term High Yield and Income ETF (IBHF) and Invesco BulletShares 2026 High Yield Corp Bond ETF (BSJQ). 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.


The chart of Sharpe ratio for IBHF, currently valued at 2.74, compared to the broader market-1.000.001.002.003.004.00
IBHF: 2.74
BSJQ: 2.03
The chart of Sortino ratio for IBHF, currently valued at 3.93, compared to the broader market-2.000.002.004.006.008.00
IBHF: 3.93
BSJQ: 2.88
The chart of Omega ratio for IBHF, currently valued at 1.64, compared to the broader market0.501.001.502.002.50
IBHF: 1.64
BSJQ: 1.48
The chart of Calmar ratio for IBHF, currently valued at 3.48, compared to the broader market0.002.004.006.008.0010.0012.00
IBHF: 3.48
BSJQ: 2.81
The chart of Martin ratio for IBHF, currently valued at 22.74, compared to the broader market0.0020.0040.0060.00
IBHF: 22.74
BSJQ: 17.85

The current IBHF Sharpe Ratio is 2.74, which is higher than the BSJQ Sharpe Ratio of 2.03. The chart below compares the historical Sharpe Ratios of IBHF and BSJQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.502.002.503.003.504.00NovemberDecember2025FebruaryMarchApril
2.74
2.03
IBHF
BSJQ

Dividends

IBHF vs. BSJQ - Dividend Comparison

IBHF's dividend yield for the trailing twelve months is around 6.98%, more than BSJQ's 6.53% yield.


TTM2024202320222021202020192018
IBHF
iShares iBonds 2026 Term High Yield and Income ETF
6.98%7.17%7.33%6.01%4.55%0.61%0.00%0.00%
BSJQ
Invesco BulletShares 2026 High Yield Corp Bond ETF
6.53%6.58%6.58%5.58%4.27%4.64%5.53%2.39%

Drawdowns

IBHF vs. BSJQ - Drawdown Comparison

The maximum IBHF drawdown since its inception was -11.19%, smaller than the maximum BSJQ drawdown of -24.15%. Use the drawdown chart below to compare losses from any high point for IBHF and BSJQ. For additional features, visit the drawdowns tool.


-2.50%-2.00%-1.50%-1.00%-0.50%0.00%NovemberDecember2025FebruaryMarchApril00
IBHF
BSJQ

Volatility

IBHF vs. BSJQ - Volatility Comparison

The current volatility for iShares iBonds 2026 Term High Yield and Income ETF (IBHF) is 2.20%, while Invesco BulletShares 2026 High Yield Corp Bond ETF (BSJQ) has a volatility of 2.87%. This indicates that IBHF experiences smaller price fluctuations and is considered to be less risky than BSJQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.50%1.00%1.50%2.00%2.50%3.00%NovemberDecember2025FebruaryMarchApril
2.20%
2.87%
IBHF
BSJQ