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BSJR vs IBDZ

Comparison between INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF (BSJR, ETF) and ISHARES IBONDS DEC 2034 TERM CORPORATE ETF (IBDZ, ETF).

BSJR vs IBDZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BSJR
$866M
IBDZ
$865M
Expense Ratio
BSJR
0.42%
Winner
IBDZ
0.10%
Max Drawdown
BSJR
23.27%
Winner
IBDZ
7.08%
Sharpe Ratio
Winner
BSJR
0.13
IBDZ
-0.23
5Y Beta
BSJR
0.14
Winner
IBDZ
0.11
5Y Dividends CAGR
BSJR
2.65%
IBDZ
N/A

BSJR vs IBDZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BSJR
+0.56%
IBDZ
-0.24%
3M
Winner
BSJR
+1.15%
IBDZ
-0.12%
6M
Winner
BSJR
+1.73%
IBDZ
-1.79%
1Y
Winner
BSJR
+4.24%
IBDZ
+2.76%
5Y(CAGR)
BSJR
+3.51%
IBDZ
N/A
Max(CAGR)
BSJR
+4.06%
Winner
IBDZ
+5.57%

BSJR vs IBDZ - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearBSJRIBDZ
2026+2.32%-0.42%
2025+7.14%+8.70%
2024+7.50%+4.24%
2023+11.70%N/A
2022-11.40%N/A
2021+3.85%N/A
2020+5.48%N/A
2019+3.00%N/A

BSJR vs IBDZ Drawdown Comparison

The maximum drawdown for BSJR was -22.57%, occurring on Mar 23, 2020. Recovery took 135 trading sessions.

The maximum drawdown for IBDZ was -5.56%, occurring on Jan 13, 2025. Recovery took 191 trading sessions.

The current BSJR drawdown is -0.01%. The current IBDZ drawdown is -2.04%.

RankBSJRIBDZ
#1-22.57%
Feb 20, 2020 - Sep 1, 2020
-5.56%
Sep 16, 2024 - Jun 23, 2025
#2-16.36%
Dec 27, 2021 - Mar 8, 2024
-3.04%
Feb 27, 2026 - Mar 27, 2026
#3-3.49%
Sep 1, 2020 - Oct 12, 2020
-1.41%
Jun 24, 2024 - Jul 5, 2024
#4-3.15%
Feb 28, 2025 - Apr 25, 2025
-1.40%
Oct 27, 2025 - Nov 25, 2025
#5-2.22%
Oct 12, 2020 - Nov 5, 2020
-1.36%
Jul 1, 2025 - Jul 29, 2025
#6-2.13%
Nov 9, 2021 - Dec 23, 2021
-1.36%
Aug 5, 2024 - Aug 14, 2024
#7-2.12%
Feb 12, 2021 - Apr 15, 2021
-1.27%
Jul 16, 2024 - Jul 31, 2024
#8-1.93%
Mar 20, 2024 - May 3, 2024
-1.06%
Jun 6, 2024 - Jun 13, 2024
#9-1.44%
Jan 16, 2020 - Feb 10, 2020
-1.04%
Nov 26, 2025 - Jan 14, 2026
#10-1.41%
Jul 7, 2021 - Sep 1, 2021
-0.98%
Jan 14, 2026 - Feb 6, 2026
#11-1.23%
Sep 15, 2021 - Nov 5, 2021
-0.94%
Sep 15, 2025 - Oct 15, 2025
#12-1.17%
Dec 6, 2024 - Jan 15, 2025
-0.90%
May 24, 2024 - Jun 3, 2024
#13-1.16%
Feb 13, 2026 - Apr 8, 2026
-0.77%
Aug 23, 2024 - Sep 4, 2024
#14-0.97%
Nov 10, 2020 - Nov 17, 2020
-0.65%
Aug 13, 2025 - Aug 27, 2025
#15-0.89%
Jul 31, 2024 - Aug 13, 2024
-0.58%
Aug 21, 2024 - Aug 23, 2024

Correlation

Correlation between BSJR and IBDZ is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2019 - 2026)

BSJR vs IBDZ dividend yield comparison.

YearBSJRIBDZ
20263.10%2.88%
20256.19%4.85%
20246.75%2.50%
20236.48%0.00%
20225.37%0.00%
20214.49%0.00%
20204.53%0.00%
20191.20%0.00%

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