Correlation
The correlation between IBHH and BSJP 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.
IBHH vs. BSJP
Compare and contrast key facts about iShares iBonds 2028 Term High Yield and Income ETF (IBHH) and Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP).
IBHH and BSJP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBHH is a passively managed fund by iShares that tracks the performance of the Bloomberg 2028 Term High Yield and Income Index - Benchmark TR Gross. It was launched on Mar 8, 2022. 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 IBHH 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: IBHH or BSJP.
Performance
IBHH vs. BSJP - Performance Comparison
Loading data...
Key characteristics
IBHH:
1.66
BSJP:
3.81
IBHH:
2.25
BSJP:
6.69
IBHH:
1.39
BSJP:
2.00
IBHH:
2.04
BSJP:
7.35
IBHH:
10.97
BSJP:
55.85
IBHH:
0.87%
BSJP:
0.12%
IBHH:
5.66%
BSJP:
1.75%
IBHH:
-12.05%
BSJP:
-23.58%
IBHH:
0.00%
BSJP:
0.00%
Returns By Period
In the year-to-date period, IBHH achieves a 3.10% return, which is significantly higher than BSJP's 2.26% return.
IBHH
3.10%
1.74%
2.64%
9.34%
6.24%
N/A
N/A
BSJP
2.26%
0.50%
2.54%
6.64%
6.18%
5.98%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IBHH vs. BSJP - Expense Ratio Comparison
IBHH has a 0.35% expense ratio, which is lower than BSJP's 0.42% expense ratio.
Risk-Adjusted Performance
IBHH vs. BSJP — Risk-Adjusted Performance Rank
IBHH
BSJP
IBHH vs. BSJP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 2028 Term High Yield and Income ETF (IBHH) 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.
Loading data...
Dividends
IBHH vs. BSJP - Dividend Comparison
IBHH's dividend yield for the trailing twelve months is around 6.78%, more than BSJP's 5.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
IBHH iShares iBonds 2028 Term High Yield and Income ETF | 6.78% | 6.93% | 6.65% | 5.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | 5.82% | 6.25% | 7.07% | 5.37% | 4.27% | 4.96% | 5.49% | 5.84% | 1.32% |
Drawdowns
IBHH vs. BSJP - Drawdown Comparison
The maximum IBHH drawdown since its inception was -12.05%, smaller than the maximum BSJP drawdown of -23.58%. Use the drawdown chart below to compare losses from any high point for IBHH and BSJP.
Loading data...
Volatility
IBHH vs. BSJP - Volatility Comparison
iShares iBonds 2028 Term High Yield and Income ETF (IBHH) has a higher volatility of 1.30% compared to Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) at 0.25%. This indicates that IBHH'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.
Loading data...