XHYC vs. BSJP
Compare and contrast key facts about BondBloxx US High Yield Consumer Cyclicals Sector ETF (XHYC) and Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP).
XHYC and BSJP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XHYC is a passively managed fund by BondBloxx that tracks the performance of the ICE Diversified US Cash Pay High Yield Consumer Cyclical Index. It was launched on Feb 15, 2022. BSJP is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD High Yield Corporate Bond 2025 TR Index. It was launched on Sep 27, 2017. Both XHYC and BSJP are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XHYC or BSJP.
Key characteristics
| XHYC | BSJP | |
|---|---|---|
| YTD Return | 7.03% | 6.24% |
| 1Y Return | 13.27% | 9.64% |
| Sharpe Ratio | 2.64 | 3.99 |
| Daily Std Dev | 4.94% | 2.40% |
| Max Drawdown | -13.72% | -23.58% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between XHYC and BSJP is 0.89, 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.
Performance
XHYC vs. BSJP - Performance Comparison
In the year-to-date period, XHYC achieves a 7.03% return, which is significantly higher than BSJP's 6.24% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XHYC vs. BSJP - Expense Ratio Comparison
XHYC has a 0.35% expense ratio, which is lower than BSJP's 0.42% expense ratio.
Risk-Adjusted Performance
XHYC vs. BSJP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BondBloxx US High Yield Consumer Cyclicals Sector ETF (XHYC) and Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP). 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.
Dividends
XHYC vs. BSJP - Dividend Comparison
XHYC's dividend yield for the trailing twelve months is around 6.80%, more than BSJP's 6.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
XHYC BondBloxx US High Yield Consumer Cyclicals Sector ETF | 6.80% | 6.48% | 5.78% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | 6.35% | 7.07% | 5.37% | 4.27% | 4.96% | 5.49% | 5.84% | 1.32% |
Drawdowns
XHYC vs. BSJP - Drawdown Comparison
The maximum XHYC drawdown since its inception was -13.72%, smaller than the maximum BSJP drawdown of -23.58%. Use the drawdown chart below to compare losses from any high point for XHYC and BSJP. For additional features, visit the drawdowns tool.
Volatility
XHYC vs. BSJP - Volatility Comparison
BondBloxx US High Yield Consumer Cyclicals Sector ETF (XHYC) has a higher volatility of 0.88% compared to Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) at 0.62%. This indicates that XHYC's price experiences larger fluctuations and is considered to be riskier than BSJP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.