USHY vs. BSJR
Compare and contrast key facts about iShares Broad USD High Yield Corporate Bond ETF (USHY) and Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR).
USHY and BSJR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USHY is a passively managed fund by iShares that tracks the performance of the ICE BofA US High Yield Constrained. It was launched on Oct 25, 2017. BSJR is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD High Yield Corporate Bond 2027 Index. It was launched on Sep 12, 2019. Both USHY and BSJR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
USHY vs. BSJR - Performance Comparison
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USHY vs. BSJR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
USHY iShares Broad USD High Yield Corporate Bond ETF | -0.05% | 8.81% | 8.45% | 12.73% | -11.18% | 5.02% | 6.17% | 2.23% |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | 0.35% | 7.41% | 7.15% | 11.91% | -11.35% | 3.60% | 5.69% | 3.00% |
Returns By Period
In the year-to-date period, USHY achieves a -0.05% return, which is significantly lower than BSJR's 0.35% return.
USHY
- 1D
- 0.33%
- 1M
- -0.67%
- YTD
- -0.05%
- 6M
- 0.98%
- 1Y
- 7.26%
- 3Y*
- 8.45%
- 5Y*
- 4.21%
- 10Y*
- —
BSJR
- 1D
- 0.14%
- 1M
- -0.15%
- YTD
- 0.35%
- 6M
- 1.21%
- 1Y
- 5.96%
- 3Y*
- 7.58%
- 5Y*
- 3.45%
- 10Y*
- —
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USHY vs. BSJR - Expense Ratio Comparison
USHY has a 0.15% expense ratio, which is lower than BSJR's 0.42% expense ratio.
Return for Risk
USHY vs. BSJR — Risk / Return Rank
USHY
BSJR
USHY vs. BSJR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Broad USD High Yield Corporate Bond ETF (USHY) 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.
| USHY | BSJR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.60 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.94 | 2.50 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.41 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 2.08 | -0.17 |
Martin ratioReturn relative to average drawdown | 9.64 | 14.18 | -4.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| USHY | BSJR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.60 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.51 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.42 | +0.14 |
Correlation
The correlation between USHY and BSJR is 0.90, 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.
Dividends
USHY vs. BSJR - Dividend Comparison
USHY's dividend yield for the trailing twelve months is around 6.95%, more than BSJR's 5.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USHY iShares Broad USD High Yield Corporate Bond ETF | 6.95% | 6.79% | 6.89% | 6.63% | 6.08% | 5.07% | 5.30% | 5.92% | 6.30% | 0.73% |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | 5.97% | 6.19% | 6.75% | 6.48% | 5.37% | 4.49% | 4.53% | 1.20% | 0.00% | 0.00% |
Drawdowns
USHY vs. BSJR - Drawdown Comparison
The maximum USHY drawdown since its inception was -22.44%, roughly equal to the maximum BSJR drawdown of -22.58%. Use the drawdown chart below to compare losses from any high point for USHY and BSJR.
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Drawdown Indicators
| USHY | BSJR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.44% | -22.58% | +0.14% |
Max Drawdown (1Y)Largest decline over 1 year | -3.92% | -2.92% | -1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -15.56% | -16.37% | +0.81% |
Current DrawdownCurrent decline from peak | -1.03% | -0.29% | -0.74% |
Average DrawdownAverage peak-to-trough decline | -2.71% | -3.33% | +0.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 0.43% | +0.34% |
Volatility
USHY vs. BSJR - Volatility Comparison
iShares Broad USD High Yield Corporate Bond ETF (USHY) has a higher volatility of 2.21% compared to Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) at 1.05%. This indicates that USHY's price experiences larger fluctuations and is considered to be riskier than BSJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USHY | BSJR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.21% | 1.05% | +1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 2.84% | 1.48% | +1.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.52% | 3.75% | +1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.33% | 6.74% | +0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.32% | 9.48% | -1.16% |