IBHG vs. BSJR
Compare and contrast key facts about iShares iBonds 2027 Term High Yield and Income ETF (IBHG) and Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR).
IBHG and BSJR 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. 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. Both IBHG and BSJR 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 BSJR.
Correlation
The correlation between IBHG and BSJR is 0.87, 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. BSJR - Performance Comparison
Key characteristics
IBHG:
2.05
BSJR:
2.14
IBHG:
3.10
BSJR:
3.17
IBHG:
1.38
BSJR:
1.40
IBHG:
4.34
BSJR:
3.84
IBHG:
17.60
BSJR:
16.13
IBHG:
0.43%
BSJR:
0.46%
IBHG:
3.69%
BSJR:
3.46%
IBHG:
-13.85%
BSJR:
-22.58%
IBHG:
-0.45%
BSJR:
-0.66%
Returns By Period
The year-to-date returns for both stocks are quite close, with IBHG having a 7.42% return and BSJR slightly lower at 7.17%.
IBHG
7.42%
0.29%
4.79%
7.14%
N/A
N/A
BSJR
7.17%
-0.04%
4.80%
6.95%
3.11%
N/A
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IBHG vs. BSJR - Expense Ratio Comparison
IBHG has a 0.35% expense ratio, which is lower than BSJR's 0.42% expense ratio.
Risk-Adjusted Performance
IBHG vs. BSJR - 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 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
IBHG vs. BSJR - Dividend Comparison
IBHG's dividend yield for the trailing twelve months is around 7.01%, more than BSJR's 6.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
IBHG iShares iBonds 2027 Term High Yield and Income ETF | 7.01% | 6.67% | 5.62% | 2.13% | 0.00% | 0.00% |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | 6.15% | 6.49% | 5.38% | 4.50% | 4.53% | 1.20% |
Drawdowns
IBHG vs. BSJR - Drawdown Comparison
The maximum IBHG drawdown since its inception was -13.85%, smaller than the maximum BSJR drawdown of -22.58%. Use the drawdown chart below to compare losses from any high point for IBHG and BSJR. For additional features, visit the drawdowns tool.
Volatility
IBHG vs. BSJR - Volatility Comparison
iShares iBonds 2027 Term High Yield and Income ETF (IBHG) and Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) have volatilities of 1.26% and 1.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.