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XCCC vs. BSJR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

XCCC vs. BSJR - Performance Comparison

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

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XCCC vs. BSJR - Yearly Performance Comparison


2026 (YTD)2025202420232022
XCCC
BondBloxx CCC Rated USD High Yield Corporate Bond ETF
-2.95%7.25%13.01%20.57%-5.33%
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
0.21%7.41%7.15%11.91%-3.63%

Returns By Period

In the year-to-date period, XCCC achieves a -2.95% return, which is significantly lower than BSJR's 0.21% return.


XCCC

1D
1.20%
1M
-1.66%
YTD
-2.95%
6M
-2.98%
1Y
6.05%
3Y*
10.34%
5Y*
10Y*

BSJR

1D
0.54%
1M
-0.29%
YTD
0.21%
6M
1.13%
1Y
5.91%
3Y*
7.53%
5Y*
3.42%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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XCCC vs. BSJR - Expense Ratio Comparison

XCCC has a 0.40% expense ratio, which is lower than BSJR's 0.42% expense ratio.


Return for Risk

XCCC vs. BSJR — Risk / Return Rank

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

XCCC
XCCC Risk / Return Rank: 3636
Overall Rank
XCCC Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
XCCC Sortino Ratio Rank: 3232
Sortino Ratio Rank
XCCC Omega Ratio Rank: 4444
Omega Ratio Rank
XCCC Calmar Ratio Rank: 3030
Calmar Ratio Rank
XCCC Martin Ratio Rank: 3636
Martin Ratio Rank

BSJR
BSJR Risk / Return Rank: 8787
Overall Rank
BSJR Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
BSJR Sortino Ratio Rank: 8989
Sortino Ratio Rank
BSJR Omega Ratio Rank: 9292
Omega Ratio Rank
BSJR Calmar Ratio Rank: 7777
Calmar Ratio Rank
BSJR Martin Ratio Rank: 9494
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.

XCCC vs. BSJR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) 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.


XCCCBSJRDifference

Sharpe ratio

Return per unit of total volatility

0.63

1.59

-0.95

Sortino ratio

Return per unit of downside risk

0.90

2.48

-1.59

Omega ratio

Gain probability vs. loss probability

1.16

1.41

-0.25

Calmar ratio

Return relative to maximum drawdown

0.70

2.04

-1.34

Martin ratio

Return relative to average drawdown

3.09

13.96

-10.87

XCCC vs. BSJR - Sharpe Ratio Comparison

The current XCCC Sharpe Ratio is 0.63, which is lower than the BSJR Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of XCCC and BSJR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


XCCCBSJRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.63

1.59

-0.95

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

0.90

0.42

+0.48

Correlation

The correlation between XCCC and BSJR is 0.84, 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

XCCC vs. BSJR - Dividend Comparison

XCCC's dividend yield for the trailing twelve months is around 10.23%, more than BSJR's 5.98% yield.


TTM2025202420232022202120202019
XCCC
BondBloxx CCC Rated USD High Yield Corporate Bond ETF
10.23%10.06%10.68%12.05%7.63%0.00%0.00%0.00%
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
5.98%6.19%6.75%6.48%5.37%4.49%4.53%1.20%

Drawdowns

XCCC vs. BSJR - Drawdown Comparison

The maximum XCCC drawdown since its inception was -10.99%, smaller than the maximum BSJR drawdown of -22.58%. Use the drawdown chart below to compare losses from any high point for XCCC and BSJR.


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Drawdown Indicators


XCCCBSJRDifference

Max Drawdown

Largest peak-to-trough decline

-10.99%

-22.58%

+11.59%

Max Drawdown (1Y)

Largest decline over 1 year

-8.25%

-2.92%

-5.33%

Max Drawdown (5Y)

Largest decline over 5 years

-16.37%

Current Drawdown

Current decline from peak

-3.93%

-0.43%

-3.50%

Average Drawdown

Average peak-to-trough decline

-1.95%

-3.33%

+1.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.87%

0.43%

+1.44%

Volatility

XCCC vs. BSJR - Volatility Comparison

BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) has a higher volatility of 2.84% compared to Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) at 1.04%. This indicates that XCCC'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


XCCCBSJRDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.84%

1.04%

+1.80%

Volatility (6M)

Calculated over the trailing 6-month period

4.10%

1.47%

+2.63%

Volatility (1Y)

Calculated over the trailing 1-year period

9.63%

3.74%

+5.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.95%

6.74%

+2.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.95%

9.49%

-0.54%