VSHY vs. BSJO
VSHY (Virtus Newfleet Short Duration High Yield Bond ETF) and BSJO (Invesco BulletShares 2024 High Yield Corporate Bond ETF) are both High Yield Bonds funds. VSHY is actively managed, while BSJO is passively managed. VSHY charges 0.40%/yr vs 0.42%/yr for BSJO.
Performance
VSHY vs. BSJO - Performance Comparison
Loading charts...
Returns By Period
VSHY
- 1D
- -0.19%
- 1M
- 0.37%
- YTD
- 1.75%
- 6M
- 1.74%
- 1Y
- 6.40%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BSJO
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VSHY vs. BSJO - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
VSHY Virtus Newfleet Short Duration High Yield Bond ETF | 0.97% |
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF | 0.00% |
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
VSHY vs. BSJO — Risk / Return Rank
VSHY
BSJO
VSHY vs. BSJO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) 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.
| VSHY | BSJO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.36 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.70 | — | — |
| Martin ratioReturn relative to average drawdown | 13.84 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| VSHY | BSJO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.89 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.88 | — | — |
Drawdowns
VSHY vs. BSJO - Drawdown Comparison
The maximum VSHY drawdown since its inception was -4.55%, which is greater than BSJO's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for VSHY and BSJO.
Loading charts...
Drawdown Indicators
| VSHY | BSJO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.55% | 0.00% | -4.55% |
Max Drawdown (1Y)Largest decline over 1 year | -1.73% | — | — |
Current DrawdownCurrent decline from peak | -0.33% | 0.00% | -0.33% |
Average DrawdownAverage peak-to-trough decline | -0.42% | 0.00% | -0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.46% | — | — |
Volatility
VSHY vs. BSJO - Volatility Comparison
Loading charts...
Volatility by Period
| VSHY | BSJO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.32% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.65% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.40% | 0.00% | +3.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.40% | 0.00% | +4.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.40% | 0.00% | +4.40% |
VSHY vs. BSJO - Expense Ratio Comparison
VSHY has a 0.40% expense ratio, which is lower than BSJO's 0.42% expense ratio.
Dividends
VSHY vs. BSJO - Dividend Comparison
VSHY's dividend yield for the trailing twelve months is around 6.41%, while BSJO has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF | 0.00% | 0.00% | 0.00% | 0.00% |
VSHY Virtus Newfleet Short Duration High Yield Bond ETF | 6.41% | 6.14% | 6.81% | 1.36% |
Frequently Asked Questions
On fees, VSHY is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VSHY is cheaper with a 0.40% expense ratio, compared with 0.42% for BSJO.
VSHY has the higher dividend yield at 6.41%, compared with 0.00% for BSJO.
They also come from different issuers: Virtus and Invesco. Their fees differ too: 0.40% for VSHY and 0.42% for BSJO.
Find the right allocation for VSHY and BSJO
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