PortfoliosLab logoPortfoliosLab logo
MYHD vs. BSJR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MYHD vs. BSJR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street My2030 High Yield Corporate Bond ETF (MYHD) and Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


MYHD

1D
0.08%
1M
0.76%
YTD
6M
1Y
3Y*
5Y*
10Y*

BSJR

1D
-0.07%
1M
0.06%
YTD
1.42%
6M
1.44%
1Y
4.25%
3Y*
8.08%
5Y*
3.27%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MYHD vs. BSJR - Yearly Performance Comparison


Correlation

The correlation between MYHD and BSJR is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Feb 26, 2026

0.79

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

MYHD vs. BSJR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MYHD

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


BSJR
BSJR Risk / Return Rank: 8080
Overall Rank
BSJR Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
BSJR Sortino Ratio Rank: 8080
Sortino Ratio Rank
BSJR Omega Ratio Rank: 7878
Omega Ratio Rank
BSJR Calmar Ratio Rank: 7979
Calmar Ratio Rank
BSJR Martin Ratio Rank: 8787
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MYHD vs. BSJR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street My2030 High Yield Corporate Bond ETF (MYHD) and Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MYHDBSJRDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.41

Calmar ratioReturn relative to maximum drawdown

3.67

Martin ratioReturn relative to average drawdown

16.76

MYHD vs. BSJR - Sharpe Ratio Comparison


Loading charts...

Drawdowns

MYHD vs. BSJR - Drawdown Comparison

The maximum MYHD drawdown since its inception was -2.14%, smaller than the maximum BSJR drawdown of -22.58%. Use the drawdown chart below to compare losses from any high point for MYHD and BSJR.


Loading charts...

Drawdown Indicators


MYHDBSJRDifference

Max Drawdown

Largest peak-to-trough decline

-2.14%

-22.58%

+20.44%

Max Drawdown (1Y)

Largest decline over 1 year

-1.16%

Max Drawdown (3Y)

Largest decline over 3 years

-3.15%

Max Drawdown (5Y)

Largest decline over 5 years

-16.37%

Current Drawdown

Current decline from peak

-0.14%

-0.07%

-0.07%

Average Drawdown

Average peak-to-trough decline

-0.41%

-3.22%

+2.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.25%

Volatility

MYHD vs. BSJR - Volatility Comparison


Loading charts...

Volatility by Period


MYHDBSJRDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.59%

Volatility (6M)

Calculated over the trailing 6-month period

1.51%

Volatility (1Y)

Calculated over the trailing 1-year period

4.80%

2.08%

+2.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.80%

6.74%

-1.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.80%

9.33%

-4.53%

MYHD vs. BSJR - Expense Ratio Comparison

MYHD has a 0.39% expense ratio, which is lower than BSJR's 0.42% expense ratio.


Dividends

MYHD vs. BSJR - Dividend Comparison

MYHD's dividend yield for the trailing twelve months is around 1.84%, less than BSJR's 5.67% yield.


PositionTTM2025202420232022202120202019
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
5.67%6.19%6.75%6.48%5.37%4.49%4.53%1.20%
MYHD
State Street My2030 High Yield Corporate Bond ETF
1.84%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


MYHD and BSJR have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, MYHD is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.

MYHD is cheaper with a 0.39% expense ratio, compared with 0.42% for BSJR.

BSJR has the higher dividend yield at 5.67%, compared with 1.84% for MYHD.

MYHD tracks ICE 2030 Maturity US High Yield Index, while BSJR tracks NASDAQ BulletShares USD High Yield Corporate Bond 2027 Index. They also come from different issuers: State Street and Invesco. Their fees differ too: 0.39% for MYHD and 0.42% for BSJR.

Portfolio Optimizer

Find the right allocation for MYHD and BSJR

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer