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IBHM vs. BSJO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBHM vs. BSJO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds 2033 Term High Yield and Income ETF (IBHM) and Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IBHM

1D
0.18%
1M
0.27%
YTD
6M
1Y
3Y*
5Y*
10Y*

BSJO

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBHM vs. BSJO - Yearly Performance Comparison


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Return for Risk

IBHM vs. BSJO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 2033 Term High Yield and Income ETF (IBHM) and Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

IBHM vs. BSJO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IBHMBSJODifference

Sharpe Ratio (All Time)

Calculated using the full available price history

2.97

Drawdowns

IBHM vs. BSJO - Drawdown Comparison

The maximum IBHM drawdown since its inception was -1.67%, which is greater than BSJO's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for IBHM and BSJO.


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Drawdown Indicators


IBHMBSJODifference

Max Drawdown

Largest peak-to-trough decline

-1.67%

0.00%

-1.67%

Current Drawdown

Current decline from peak

-0.30%

0.00%

-0.30%

Average Drawdown

Average peak-to-trough decline

-0.43%

0.00%

-0.43%

Volatility

IBHM vs. BSJO - Volatility Comparison


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Volatility by Period


IBHMBSJODifference

Volatility (1Y)

Calculated over the trailing 1-year period

5.37%

0.00%

+5.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.37%

0.00%

+5.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.37%

0.00%

+5.37%

IBHM vs. BSJO - Expense Ratio Comparison

IBHM has a 0.35% expense ratio, which is lower than BSJO's 0.42% expense ratio.


Dividends

IBHM vs. BSJO - Dividend Comparison

IBHM's dividend yield for the trailing twelve months is around 1.08%, while BSJO has not paid dividends to shareholders.


Frequently Asked Questions


On fees, IBHM is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IBHM is cheaper with a 0.35% expense ratio, compared with 0.42% for BSJO.

IBHM has the higher dividend yield at 1.08%, compared with 0.00% for BSJO.

IBHM tracks Bloomberg 2033 Term High Yield and Income Index, while BSJO tracks NASDAQ BulletShares USD High Yield Corporate Bond 2024 TR Index. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.35% for IBHM and 0.42% for BSJO.

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