IBHJ vs. BSJU
Compare and contrast key facts about iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) and Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU).
IBHJ and BSJU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBHJ is a passively managed fund by iShares that tracks the performance of the Bloomberg 2030 Term High Yield and Income Index - Benchmark TR Gross. It was launched on Jun 21, 2023. BSJU is a passively managed fund by Invesco that tracks the performance of the Invesco BulletShares High Yield Corporate Bond 2030 Index. It was launched on Sep 6, 2022. Both IBHJ and BSJU 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: IBHJ or BSJU.
Correlation
The correlation between IBHJ and BSJU is 0.91, 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
IBHJ vs. BSJU - Performance Comparison
Key characteristics
IBHJ:
1.96
BSJU:
1.95
IBHJ:
2.91
BSJU:
2.85
IBHJ:
1.35
BSJU:
1.36
IBHJ:
3.29
BSJU:
3.71
IBHJ:
12.11
BSJU:
12.92
IBHJ:
0.75%
BSJU:
0.71%
IBHJ:
4.64%
BSJU:
4.70%
IBHJ:
-4.72%
BSJU:
-7.51%
IBHJ:
-0.45%
BSJU:
-0.23%
Returns By Period
The year-to-date returns for both stocks are quite close, with IBHJ having a 1.83% return and BSJU slightly lower at 1.76%.
IBHJ
1.83%
0.41%
2.18%
8.84%
N/A
N/A
BSJU
1.76%
0.62%
2.36%
8.96%
N/A
N/A
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IBHJ vs. BSJU - Expense Ratio Comparison
IBHJ has a 0.35% expense ratio, which is lower than BSJU's 0.42% expense ratio.
Risk-Adjusted Performance
IBHJ vs. BSJU — Risk-Adjusted Performance Rank
IBHJ
BSJU
IBHJ vs. BSJU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) and Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU). 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
IBHJ vs. BSJU - Dividend Comparison
IBHJ's dividend yield for the trailing twelve months is around 6.77%, more than BSJU's 6.48% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
IBHJ iShares iBonds 2030 Term High Yield and Income ETF | 6.77% | 6.87% | 3.66% | 0.00% |
BSJU Invesco Bulletshares 2030 High Yield Corporate Bond ETF | 6.48% | 7.08% | 6.74% | 2.38% |
Drawdowns
IBHJ vs. BSJU - Drawdown Comparison
The maximum IBHJ drawdown since its inception was -4.72%, smaller than the maximum BSJU drawdown of -7.51%. Use the drawdown chart below to compare losses from any high point for IBHJ and BSJU. For additional features, visit the drawdowns tool.
Volatility
IBHJ vs. BSJU - Volatility Comparison
iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) has a higher volatility of 1.17% compared to Invesco Bulletshares 2030 High Yield Corporate Bond ETF (BSJU) at 1.02%. This indicates that IBHJ's price experiences larger fluctuations and is considered to be riskier than BSJU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.