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XHYH vs. BSJR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

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.

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XHYH vs. BSJR - Yearly Performance Comparison


2026 (YTD)2025202420232022
XHYH
BondBloxx US High Yield Healthcare Sector ETF
0.14%10.30%9.65%12.93%-12.71%
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
0.35%7.41%7.15%11.91%-7.62%

Returns By Period

In the year-to-date period, XHYH achieves a 0.14% return, which is significantly lower than BSJR's 0.35% return.


XHYH

1D
0.47%
1M
-0.80%
YTD
0.14%
6M
1.93%
1Y
9.21%
3Y*
9.08%
5Y*
10Y*

BSJR

1D
0.14%
1M
-0.15%
YTD
0.35%
6M
1.21%
1Y
5.96%
3Y*
7.58%
5Y*
3.45%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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XHYH vs. BSJR - Expense Ratio Comparison

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


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: 7676
Overall Rank
XHYH Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
XHYH Sortino Ratio Rank: 7171
Sortino Ratio Rank
XHYH Omega Ratio Rank: 8484
Omega Ratio Rank
XHYH Calmar Ratio Rank: 7878
Calmar Ratio Rank
XHYH Martin Ratio Rank: 8383
Martin Ratio Rank

BSJR
BSJR Risk / Return Rank: 8585
Overall Rank
BSJR Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
BSJR Sortino Ratio Rank: 8888
Sortino Ratio Rank
BSJR Omega Ratio Rank: 9191
Omega Ratio Rank
BSJR Calmar Ratio Rank: 7474
Calmar Ratio Rank
BSJR Martin Ratio Rank: 9393
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.

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.


XHYHBSJRDifference

Sharpe ratio

Return per unit of total volatility

1.20

1.60

-0.40

Sortino ratio

Return per unit of downside risk

1.88

2.50

-0.62

Omega ratio

Gain probability vs. loss probability

1.35

1.41

-0.07

Calmar ratio

Return relative to maximum drawdown

2.35

2.08

+0.27

Martin ratio

Return relative to average drawdown

10.16

14.18

-4.02

XHYH vs. BSJR - Sharpe Ratio Comparison

The current XHYH Sharpe Ratio is 1.20, which is comparable to the BSJR Sharpe Ratio of 1.60. The chart below compares the historical Sharpe Ratios of XHYH 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


XHYHBSJRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.20

1.60

-0.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.42

+0.09

Correlation

The correlation between XHYH 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

XHYH vs. BSJR - Dividend Comparison

XHYH's dividend yield for the trailing twelve months is around 7.28%, more than BSJR's 5.97% yield.


TTM2025202420232022202120202019
XHYH
BondBloxx US High Yield Healthcare Sector ETF
7.28%6.95%6.95%7.73%6.99%0.00%0.00%0.00%
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
5.97%6.19%6.75%6.48%5.37%4.49%4.53%1.20%

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.


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Drawdown Indicators


XHYHBSJRDifference

Max Drawdown

Largest peak-to-trough decline

-17.84%

-22.58%

+4.74%

Max Drawdown (1Y)

Largest decline over 1 year

-4.11%

-2.92%

-1.19%

Max Drawdown (5Y)

Largest decline over 5 years

-16.37%

Current Drawdown

Current decline from peak

-1.18%

-0.29%

-0.89%

Average Drawdown

Average peak-to-trough decline

-4.75%

-3.33%

-1.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.95%

0.43%

+0.52%

Volatility

XHYH vs. BSJR - Volatility Comparison

BondBloxx US High Yield Healthcare Sector ETF (XHYH) has a higher volatility of 2.12% compared to Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) at 1.05%. 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.


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Volatility by Period


XHYHBSJRDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.12%

1.05%

+1.07%

Volatility (6M)

Calculated over the trailing 6-month period

3.23%

1.48%

+1.75%

Volatility (1Y)

Calculated over the trailing 1-year period

7.75%

3.75%

+4.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.66%

6.74%

+1.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.66%

9.48%

-0.82%