BSJQ vs HTD

Comparison between INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF (BSJQ, ETF) and John Hancock Tax- Advantaged Dividend Income (HTD, ETF).

5-Year PerformanceHTD has outperformed BSJQ, delivering a return of +8.8% compared to +3.7%

BSJQ vs HTD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSJQ(ETF)	HTD(ETF)
Net Assets	$942M	$942M
Expense Ratio	0.43%	N/A
Max Drawdown	24.95%	75.51%
Sharpe Ratio	0.01	1.06
5Y Beta	0.12	0.39
5Y Dividends CAGR	3.20%	2.49%

Net Assets

BSJQ

$942M

Winner

HTD

$942M

Expense Ratio

BSJQ

0.43%

HTD

N/A

Max Drawdown

Winner

BSJQ

24.95%

HTD

75.51%

Sharpe Ratio

BSJQ

0.01

Winner

HTD

1.06

5Y Beta

Winner

BSJQ

0.12

HTD

0.39

5Y Dividends CAGR

Winner

BSJQ

3.20%

HTD

2.49%

BSJQ vs HTD - Historical Returns

Returns include dividend reinvestment.

Period	BSJQ	HTD
1 month	+0.09%	+3.05%
3 months	+0.11%	+6.02%
6 months	+0.92%	+10.89%
1 year	+3.91%	+15.91%
5 years(CAGR)	+3.70%	+8.78%
10 years(CAGR)	N/A	+8.59%
Max(CAGR)	+4.51%	+9.64%

BSJQ

+0.09%

Winner

HTD

+3.05%

BSJQ

+0.11%

Winner

HTD

+6.02%

BSJQ

+0.92%

Winner

HTD

+10.89%

BSJQ

+3.91%

Winner

HTD

+15.91%

5Y(CAGR)

BSJQ

+3.70%

Winner

HTD

+8.78%

10Y(CAGR)

BSJQ

N/A

HTD

+8.59%

Max(CAGR)

BSJQ

+4.51%

Winner

HTD

+9.64%

BSJQ vs HTD - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	BSJQ	HTD
2026	+1.21%	+13.03%
2025	+6.40%	+14.53%
2024	+7.53%	+24.58%
2023	+9.76%	-10.96%
2022	-7.27%	-5.72%
2021	+4.74%	+33.51%
2020	+2.56%	-16.36%
2019	+16.91%	+40.16%
2018	-4.07%	-5.89%
2017	N/A	+12.78%
2016	N/A	+21.54%
2015	N/A	+0.25%
2014	N/A	+32.13%
2013	N/A	+5.76%
2012	N/A	+10.05%
2011	N/A	+23.72%
2010	N/A	+23.14%
2009	N/A	+37.35%
2008	N/A	-35.41%
2007	N/A	-2.38%
2006	N/A	+29.67%
2005	N/A	+0.65%
2004	N/A	-5.40%

BSJQ vs HTD Drawdown Comparison

The maximum drawdown for BSJQ was -24.12%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.

The maximum drawdown for HTD was -69.69%, occurring on Mar 9, 2009. Recovery took 826 trading sessions.

The current BSJQ drawdown is -0.14%. The current HTD drawdown is -0.46%.

Rank	BSJQ	HTD
#1	-24.12% Feb 14, 2020 - Nov 19, 2020	-69.69% May 9, 2007 - Aug 18, 2010
#2	-11.95% Dec 28, 2021 - Dec 1, 2023	-56.55% Feb 18, 2020 - Jun 9, 2021
#3	-7.44% Sep 28, 2018 - Feb 4, 2019	-31.59% Aug 18, 2022 - Sep 4, 2024
#4	-2.66% Feb 26, 2025 - Apr 25, 2025	-20.83% Mar 10, 2004 - Jul 1, 2005
#5	-1.83% Nov 5, 2021 - Dec 22, 2021	-19.60% Apr 20, 2022 - Aug 15, 2022
#6	-1.82% May 6, 2019 - Jun 11, 2019	-18.37% May 21, 2013 - Apr 16, 2014
#7	-1.75% Jul 26, 2019 - Aug 26, 2019	-16.47% Dec 18, 2017 - Jan 31, 2019
#8	-1.53% Jan 16, 2020 - Feb 12, 2020	-16.45% Jul 7, 2011 - Aug 29, 2011
#9	-1.26% Feb 12, 2021 - Apr 1, 2021	-15.34% Sep 7, 2016 - Jan 10, 2017
#10	-1.08% Mar 21, 2024 - Apr 29, 2024	-13.91% Jan 22, 2015 - Feb 25, 2016
#11	-1.04% Sep 23, 2019 - Oct 18, 2019	-13.27% Apr 2, 2025 - Jul 2, 2025
#12	-0.98% Sep 16, 2021 - Nov 5, 2021	-12.48% Oct 8, 2012 - Feb 7, 2013
#13	-0.93% Jul 3, 2019 - Jul 26, 2019	-12.37% Aug 4, 2005 - Jul 19, 2006
#14	-0.92% Dec 27, 2023 - Jan 25, 2024	-10.99% Aug 11, 2021 - Dec 27, 2021
#15	-0.92% Jul 6, 2021 - Aug 27, 2021	-10.72% Jan 14, 2022 - Apr 1, 2022

Correlation

Correlation between BSJQ and HTD is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2004 - 2026)

BSJQ vs HTD dividend yield comparison.

Year	BSJQ	HTD
2026	3.24%	4.29%
2025	6.10%	7.51%
2024	6.58%	7.52%
2023	6.58%	8.73%
2022	5.58%	7.36%
2021	4.27%	5.80%
2020	4.64%	7.97%
2019	4.59%	6.06%
2018	2.39%	10.09%
2017	0.00%	8.85%
2016	0.00%	7.30%
2015	0.00%	7.06%
2014	0.00%	6.27%
2013	0.00%	7.16%
2012	0.00%	6.55%
2011	0.00%	6.56%
2010	0.00%	7.32%
2009	0.00%	10.13%
2008	0.00%	15.29%
2007	0.00%	10.49%
2006	0.00%	8.33%
2005	0.00%	8.03%
2004	0.00%	4.84%