XHYH vs. BSJR

Last updated Jun 5, 2026

XHYH (BondBloxx US High Yield Healthcare Sector ETF) and BSJR (Invesco BulletShares 2027 High Yield Corporate Bond ETF) are both High Yield Bonds funds - XHYH tracks the ICE Diversified US Cash Pay High Yield Healthcare Index while BSJR tracks the NASDAQ BulletShares USD High Yield Corporate Bond 2027 Index. Both are passively managed. Over the past 3 years, XHYH returned 9.88%/yr vs 7.93%/yr for BSJR. Their correlation of 0.84 suggests significant overlap in exposure. XHYH charges 0.35%/yr vs 0.42%/yr for BSJR.

Performance

XHYH vs. BSJR - Performance Comparison

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

Returns By Period

The year-to-date returns for both investments are quite close, with XHYH having a 1.24% return and BSJR slightly higher at 1.27%.

XHYH

• 1D: 0.00%
• 1M: -0.35%
• YTD: 1.24%
• 6M: 1.15%
• 1Y: 7.28%
• 3Y*: 9.88%
• 5Y*: —
• 10Y*: —

BSJR

• 1D: 0.15%
• 1M: 0.25%
• YTD: 1.27%
• 6M: 1.81%
• 1Y: 4.78%
• 3Y*: 7.93%
• 5Y*: 3.40%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

XHYH vs. BSJR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
XHYH BondBloxx US High Yield Healthcare Sector ETF	1.24%	10.30%	9.65%	12.93%	-12.71%
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF	1.27%	7.41%	7.15%	11.91%	-7.62%

Correlation

The correlation between XHYH and BSJR is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.34
Correlation (3Y) Calculated over the trailing 3-year period	0.73
Correlation (All Time) Calculated using the full available price history since Feb 18, 2022	0.84

Over the past year, the correlation between XHYH and BSJR has dropped to 0.34 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.

XHYH vs. BSJR - Sectors Allocation Comparison

Sectors	XHYH	BSJR
Healthcare	64.7%	2.7%
Consumer Cyclical	3.8%	11.2%
Technology	0.3%	1.6%
Basic Materials	-	1.6%
Communication Services	-	6.0%
Consumer Defensive	-	1.8%
Energy	-	4.3%
Financial Services	-	13.8%
Industrials	-	10.3%
Real Estate	-	4.2%
Utilities	-	0.8%

Return for Risk

XHYH vs. BSJR — Risk / Return Rank

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

XHYH

XHYH Risk / Return Rank: 63
XHYH Sharpe Ratio Rank: 56
XHYH Sortino Ratio Rank: 68
XHYH Omega Ratio Rank: 62
XHYH Calmar Ratio Rank: 63
XHYH Martin Ratio Rank: 68

BSJR

BSJR Risk / Return Rank: 79
BSJR Sharpe Ratio Rank: 71
BSJR Sortino Ratio Rank: 79
BSJR Omega Ratio Rank: 77
BSJR Calmar Ratio Rank: 80
BSJR Martin Ratio Rank: 88

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.

XHYH vs. BSJR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BondBloxx US High Yield Healthcare Sector ETF (XHYH) 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.

	XHYH	BSJR	Difference
Sharpe ratio: Return per unit of total volatility	1.88	2.27	-0.39
Sortino ratio: Return per unit of downside risk	3.06	3.51	-0.45
Omega ratio: Gain probability vs. loss probability	1.37	1.45	-0.08
Calmar ratio: Return relative to maximum drawdown	3.09	4.13	-1.04
Martin ratio: Return relative to average drawdown	12.30	19.06	-6.76
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XHYH vs. BSJR - Sharpe Ratio Comparison

The current XHYH Sharpe Ratio is 1.88, which is comparable to the BSJR Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of XHYH and BSJR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	XHYH	BSJR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.88	2.27	-0.39
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.51	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.53	0.43	+0.10

Drawdowns

XHYH vs. BSJR - Drawdown Comparison

The maximum XHYH drawdown since its inception was -17.84%, smaller than the maximum BSJR drawdown of -22.58%. Use the drawdown chart below to compare losses from any high point for XHYH and BSJR.

Drawdown Indicators

	XHYH	BSJR	Difference
Max Drawdown Largest peak-to-trough decline	-17.84%	-22.58%	+4.74%
Max Drawdown (1Y) Largest decline over 1 year	-2.62%	-1.16%	-1.46%
Max Drawdown (3Y) Largest decline over 3 years	-5.09%	-3.15%	-1.94%
Max Drawdown (5Y) Largest decline over 5 years	—	-16.37%	—
Current Drawdown Current decline from peak	-0.51%	-0.11%	-0.40%
Average Drawdown Average peak-to-trough decline	-4.62%	-3.25%	-1.37%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.66%	0.25%	+0.41%

Volatility

XHYH vs. BSJR - Volatility Comparison

BondBloxx US High Yield Healthcare Sector ETF (XHYH) has a higher volatility of 0.87% compared to Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) at 0.59%. This indicates that XHYH'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.

Volatility by Period

	XHYH	BSJR	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.87%	0.59%	+0.28%
Volatility (6M) Calculated over the trailing 6-month period	3.15%	1.45%	+1.70%
Volatility (1Y) Calculated over the trailing 1-year period	4.32%	2.12%	+2.20%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	8.55%	6.73%	+1.82%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	8.55%	9.36%	-0.81%

XHYH vs. BSJR - Expense Ratio Comparison

XHYH has a 0.35% expense ratio, which is lower than BSJR's 0.42% expense ratio.

Dividends

XHYH vs. BSJR - Dividend Comparison

XHYH's dividend yield for the trailing twelve months is around 6.58%, more than BSJR's 5.74% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF	5.74%	6.19%	6.75%	6.48%	5.37%	4.49%	4.53%	1.20%
XHYH BondBloxx US High Yield Healthcare Sector ETF	6.58%	6.95%	6.95%	7.73%	6.99%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both XHYH and BSJR in my portfolio?

XHYH and BSJR have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, XHYH or BSJR?

XHYH has higher volatility (0.87%) compared to BSJR (0.59%). In terms of maximum drawdown, XHYH dropped -17.84% vs BSJR's -22.58%.

Which ETF is better, XHYH or BSJR?

On 3-year performance, XHYH leads with 9.88% vs 7.93% for BSJR. On fees, XHYH is cheaper at 0.35% per year. On volatility, BSJR has been the lower-risk option at 0.59%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, XHYH or BSJR?

Over the 3-year period, XHYH has performed better with a 9.88% return vs 7.93%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, XHYH or BSJR?

XHYH is cheaper with a 0.35% expense ratio, compared with 0.42% for BSJR.

Which ETF pays a higher dividend yield, XHYH or BSJR?

XHYH has the higher dividend yield at 6.58%, compared with 5.74% for BSJR.

What is the main difference between XHYH and BSJR?

XHYH tracks ICE Diversified US Cash Pay High Yield Healthcare Index, while BSJR tracks NASDAQ BulletShares USD High Yield Corporate Bond 2027 Index. They also come from different issuers: BondBloxx and Invesco. Their fees differ too: 0.35% for XHYH and 0.42% for BSJR.

Which has better risk-adjusted returns?

BSJR currently has the higher Sharpe Ratio (2.27 vs 1.88), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.