XHYH vs. BSJP
Compare and contrast key facts about BondBloxx US High Yield Healthcare Sector ETF (XHYH) and Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP).
XHYH and BSJP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XHYH is a passively managed fund by BondBloxx that tracks the performance of the ICE Diversified US Cash Pay High Yield Healthcare 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 XHYH 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: XHYH or BSJP.
Key characteristics
| XHYH | BSJP | |
|---|---|---|
| YTD Return | 10.30% | 7.52% |
| 1Y Return | 17.96% | 10.22% |
| Sharpe Ratio | 3.53 | 4.95 |
| Sortino Ratio | 5.85 | 9.74 |
| Omega Ratio | 1.72 | 2.26 |
| Calmar Ratio | 1.94 | 23.24 |
| Martin Ratio | 30.21 | 92.09 |
| Ulcer Index | 0.61% | 0.11% |
| Daily Std Dev | 5.18% | 2.05% |
| Max Drawdown | -17.84% | -23.58% |
| Current Drawdown | -0.56% | 0.00% |
Correlation
The correlation between XHYH and BSJP is 0.86, 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
XHYH vs. BSJP - Performance Comparison
In the year-to-date period, XHYH achieves a 10.30% return, which is significantly higher than BSJP's 7.52% 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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XHYH vs. BSJP - Expense Ratio Comparison
XHYH has a 0.35% expense ratio, which is lower than BSJP's 0.42% expense ratio.
Risk-Adjusted Performance
XHYH vs. BSJP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BondBloxx US High Yield Healthcare Sector ETF (XHYH) 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
XHYH vs. BSJP - Dividend Comparison
XHYH's dividend yield for the trailing twelve months is around 6.93%, more than BSJP's 6.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
XHYH BondBloxx US High Yield Healthcare Sector ETF | 6.93% | 7.73% | 6.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | 6.80% | 7.07% | 5.37% | 4.26% | 4.95% | 5.50% | 5.84% | 1.32% |
Drawdowns
XHYH vs. BSJP - Drawdown Comparison
The maximum XHYH drawdown since its inception was -17.84%, smaller than the maximum BSJP drawdown of -23.58%. Use the drawdown chart below to compare losses from any high point for XHYH and BSJP. For additional features, visit the drawdowns tool.
Volatility
XHYH vs. BSJP - Volatility Comparison
BondBloxx US High Yield Healthcare Sector ETF (XHYH) has a higher volatility of 1.13% compared to Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) at 0.52%. This indicates that XHYH'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.