IBHF vs. BSJR
Compare and contrast key facts about iShares iBonds 2026 Term High Yield and Income ETF (IBHF) and Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR).
IBHF and BSJR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBHF is an actively managed fund by iShares. It was launched on Nov 10, 2020. BSJR is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD High Yield Corporate Bond 2027 Index. It was launched on Sep 12, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBHF or BSJR.
Correlation
The correlation between IBHF and BSJR is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IBHF vs. BSJR - Performance Comparison
Key characteristics
IBHF:
3.54
BSJR:
2.50
IBHF:
5.50
BSJR:
3.73
IBHF:
1.75
BSJR:
1.48
IBHF:
8.69
BSJR:
4.37
IBHF:
39.78
BSJR:
19.67
IBHF:
0.25%
BSJR:
0.43%
IBHF:
2.77%
BSJR:
3.37%
IBHF:
-11.19%
BSJR:
-22.58%
IBHF:
-0.04%
BSJR:
-0.09%
Returns By Period
In the year-to-date period, IBHF achieves a 0.73% return, which is significantly lower than BSJR's 0.98% return.
IBHF
0.73%
0.87%
4.72%
9.27%
N/A
N/A
BSJR
0.98%
0.96%
4.41%
8.19%
3.15%
N/A
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IBHF vs. BSJR - Expense Ratio Comparison
IBHF has a 0.35% expense ratio, which is lower than BSJR's 0.42% expense ratio.
Risk-Adjusted Performance
IBHF vs. BSJR — Risk-Adjusted Performance Rank
IBHF
BSJR
IBHF vs. BSJR - 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 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.
Dividends
IBHF vs. BSJR - Dividend Comparison
IBHF's dividend yield for the trailing twelve months is around 7.12%, more than BSJR's 6.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
IBHF iShares iBonds 2026 Term High Yield and Income ETF | 7.12% | 7.17% | 7.33% | 6.01% | 4.55% | 0.61% | 0.00% |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | 6.68% | 6.75% | 6.49% | 5.38% | 4.50% | 4.53% | 1.20% |
Drawdowns
IBHF vs. BSJR - Drawdown Comparison
The maximum IBHF drawdown since its inception was -11.19%, smaller than the maximum BSJR drawdown of -22.58%. Use the drawdown chart below to compare losses from any high point for IBHF and BSJR. For additional features, visit the drawdowns tool.
Volatility
IBHF vs. BSJR - Volatility Comparison
The current volatility for iShares iBonds 2026 Term High Yield and Income ETF (IBHF) is 0.97%, while Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) has a volatility of 1.36%. This indicates that IBHF experiences smaller price fluctuations and is considered to be less risky than BSJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.