IBHI vs. BSJP
Compare and contrast key facts about iShares iBonds 2029 Term High Yield and Income ETF (IBHI) and Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP).
IBHI and BSJP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBHI is a passively managed fund by iShares that tracks the performance of the Bloomberg 2029 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 IBHI 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: IBHI or BSJP.
Correlation
The correlation between IBHI 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.
Performance
IBHI vs. BSJP - Performance Comparison
Key characteristics
IBHI:
1.28
BSJP:
3.72
IBHI:
1.79
BSJP:
6.53
IBHI:
1.26
BSJP:
1.93
IBHI:
1.39
BSJP:
7.43
IBHI:
7.14
BSJP:
55.16
IBHI:
1.12%
BSJP:
0.12%
IBHI:
6.24%
BSJP:
1.82%
IBHI:
-13.65%
BSJP:
-23.58%
IBHI:
-1.48%
BSJP:
0.00%
Returns By Period
In the year-to-date period, IBHI achieves a 0.43% return, which is significantly lower than BSJP's 1.75% return.
IBHI
0.43%
-0.29%
1.35%
8.48%
N/A
N/A
BSJP
1.75%
0.47%
2.69%
6.90%
7.16%
N/A
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IBHI vs. BSJP - Expense Ratio Comparison
IBHI has a 0.35% expense ratio, which is lower than BSJP's 0.42% expense ratio.
Risk-Adjusted Performance
IBHI vs. BSJP — Risk-Adjusted Performance Rank
IBHI
BSJP
IBHI vs. BSJP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 2029 Term High Yield and Income ETF (IBHI) 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
IBHI vs. BSJP - Dividend Comparison
IBHI's dividend yield for the trailing twelve months is around 6.86%, more than BSJP's 5.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
IBHI iShares iBonds 2029 Term High Yield and Income ETF | 6.86% | 6.66% | 6.48% | 5.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | 5.89% | 6.25% | 7.07% | 5.37% | 4.27% | 4.96% | 5.49% | 5.84% | 1.32% |
Drawdowns
IBHI vs. BSJP - Drawdown Comparison
The maximum IBHI drawdown since its inception was -13.65%, smaller than the maximum BSJP drawdown of -23.58%. Use the drawdown chart below to compare losses from any high point for IBHI and BSJP. For additional features, visit the drawdowns tool.
Volatility
IBHI vs. BSJP - Volatility Comparison
iShares iBonds 2029 Term High Yield and Income ETF (IBHI) has a higher volatility of 4.41% compared to Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) at 1.07%. This indicates that IBHI'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.