Correlation
The correlation between IBHH and BSJS is 0.65, 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. BSJS
Compare and contrast key facts about iShares iBonds 2028 Term High Yield and Income ETF (IBHH) and Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS).
IBHH and BSJS 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. BSJS is a passively managed fund by Invesco that tracks the performance of the Nasdaq BulletSharesUSD High Yield Corporate Bond 2028 Index. It was launched on Sep 16, 2020. Both IBHH and BSJS 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 BSJS.
Performance
IBHH vs. BSJS - Performance Comparison
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Key characteristics
IBHH:
1.71
BSJS:
1.59
IBHH:
2.09
BSJS:
2.23
IBHH:
1.36
BSJS:
1.31
IBHH:
1.90
BSJS:
2.01
IBHH:
10.21
BSJS:
11.20
IBHH:
0.87%
BSJS:
0.80%
IBHH:
5.67%
BSJS:
6.18%
IBHH:
-12.05%
BSJS:
-17.73%
IBHH:
0.00%
BSJS:
0.00%
Returns By Period
In the year-to-date period, IBHH achieves a 2.97% return, which is significantly lower than BSJS's 3.41% return.
IBHH
2.97%
1.09%
2.71%
9.63%
6.05%
N/A
N/A
BSJS
3.41%
1.20%
2.29%
9.76%
5.49%
N/A
N/A
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IBHH vs. BSJS - Expense Ratio Comparison
IBHH has a 0.35% expense ratio, which is lower than BSJS's 0.42% expense ratio.
Risk-Adjusted Performance
IBHH vs. BSJS — Risk-Adjusted Performance Rank
IBHH
BSJS
IBHH vs. BSJS - 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 2028 High Yield Corporate Bond ETF (BSJS). 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.
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Dividends
IBHH vs. BSJS - Dividend Comparison
IBHH's dividend yield for the trailing twelve months is around 6.79%, less than BSJS's 6.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
IBHH iShares iBonds 2028 Term High Yield and Income ETF | 6.79% | 6.93% | 6.65% | 5.36% | 0.00% | 0.00% |
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | 6.96% | 7.04% | 6.75% | 5.82% | 4.86% | 0.75% |
Drawdowns
IBHH vs. BSJS - Drawdown Comparison
The maximum IBHH drawdown since its inception was -12.05%, smaller than the maximum BSJS drawdown of -17.73%. Use the drawdown chart below to compare losses from any high point for IBHH and BSJS.
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Volatility
IBHH vs. BSJS - Volatility Comparison
iShares iBonds 2028 Term High Yield and Income ETF (IBHH) and Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) have volatilities of 1.43% and 1.46%, 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.
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