IBHG vs. BSJP
Compare and contrast key facts about iShares iBonds 2027 Term High Yield and Income ETF (IBHG) and Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP).
IBHG and BSJP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBHG is a passively managed fund by iShares that tracks the performance of the Bloomberg 2027 Term High Yield and Income Index - Benchmark TR Gross. It was launched on Jul 7, 2021. BSJP is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD High Yield Corporate Bond 2025 TR Index. It was launched on Sep 27, 2017. Both IBHG and BSJP are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBHG or BSJP.
Correlation
The correlation between IBHG and BSJP is 0.81, 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
IBHG vs. BSJP - Performance Comparison
Key characteristics
IBHG:
1.84
BSJP:
3.69
IBHG:
2.77
BSJP:
5.96
IBHG:
1.34
BSJP:
1.85
IBHG:
3.90
BSJP:
11.36
IBHG:
15.72
BSJP:
61.46
IBHG:
0.43%
BSJP:
0.12%
IBHG:
3.69%
BSJP:
1.99%
IBHG:
-13.85%
BSJP:
-23.58%
IBHG:
-0.77%
BSJP:
-0.65%
Returns By Period
The year-to-date returns for both investments are quite close, with IBHG having a 7.09% return and BSJP slightly higher at 7.40%.
IBHG
7.09%
0.11%
4.55%
6.94%
N/A
N/A
BSJP
7.40%
-0.17%
3.14%
7.40%
4.18%
N/A
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IBHG vs. BSJP - Expense Ratio Comparison
IBHG has a 0.35% expense ratio, which is lower than BSJP's 0.42% expense ratio.
Risk-Adjusted Performance
IBHG vs. BSJP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 2027 Term High Yield and Income ETF (IBHG) and Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP). 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
IBHG vs. BSJP - Dividend Comparison
IBHG's dividend yield for the trailing twelve months is around 7.03%, more than BSJP's 5.81% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
IBHG iShares iBonds 2027 Term High Yield and Income ETF | 7.03% | 6.67% | 5.62% | 2.13% | 0.00% | 0.00% | 0.00% | 0.00% |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | 5.81% | 7.07% | 5.37% | 4.26% | 4.95% | 5.50% | 5.84% | 1.32% |
Drawdowns
IBHG vs. BSJP - Drawdown Comparison
The maximum IBHG drawdown since its inception was -13.85%, smaller than the maximum BSJP drawdown of -23.58%. Use the drawdown chart below to compare losses from any high point for IBHG and BSJP. For additional features, visit the drawdowns tool.
Volatility
IBHG vs. BSJP - Volatility Comparison
iShares iBonds 2027 Term High Yield and Income ETF (IBHG) has a higher volatility of 1.30% compared to Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) at 0.89%. This indicates that IBHG's price experiences larger fluctuations and is considered to be riskier than BSJP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.