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BSJS vs SPY

Comparison between INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF (BSJS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BSJS, delivering a return of +12.4% compared to +3.0%

BSJS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BSJS
$703M
Winner
SPY
$781B
Expense Ratio
BSJS
0.42%
Winner
SPY
0.09%
Max Drawdown
Winner
BSJS
22.50%
SPY
56.47%
Sharpe Ratio
BSJS
0.35
Winner
SPY
1.12
5Y Beta
Winner
BSJS
0.19
SPY
1.00
P/E Ratio
BSJS
N/A
SPY
28.53
Forward P/E
BSJS
N/A
SPY
21.47
5Y Dividends CAGR
Winner
BSJS
11.05%
SPY
6.00%
5Y EPS CAGR
BSJS
N/A
SPY
25.58%
Debt to Equity
BSJS
N/A
SPY
32.09%
P/S Ratio
BSJS
N/A
SPY
3.75
P/B Ratio
BSJS
N/A
SPY
5.64

BSJS vs SPY - Holdings Comparison

BSJS and SPY have 1 common holdings. Overlap is 0.00%

BSJS's top 25 holdings weight is 32.31%. SPY's top 25 holdings weight is 51.74%.

RankBSJSSPY
#1
INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 2.44%
NVIDIA CORP (NVDA) - 7.89%
#2
n/a (n/a) - 2.21%
APPLE INC (AAPL) - 7.37%
#3
DISH DBS CORPORATION 5.75% (n/a) - 2.13%
MICROSOFT CORP (MSFT) - 4.50%
#4
ORGANON & CO 4.125% (n/a) - 1.85%
AMAZON.COM INC (AMZN) - 3.82%
#5
SIRIUS XM RADIO LLC 4% (n/a) - 1.74%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
TENNECO LLC 8% (n/a) - 1.70%
BROADCOM INC (AVGO) - 2.86%
#7
n/a (n/a) - 1.49%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
AVANTOR FUNDING INC 4.625% (n/a) - 1.37%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
TENET HEALTHCARE CORPORATION 6.125% (n/a) - 1.34%
TESLA INC (TSLA) - 1.70%
#10
WINDSTREAM SERVICES PE LLC 7.5% (n/a) - 1.31%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
BAUSCH PLUS LOMB CORP. 8.375% (n/a) - 1.29%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
NEWELL BRANDS INC. 8.5% (n/a) - 1.16%
ELI LILLY AND CO (LLY) - 1.40%
#13
n/a (n/a) - 1.12%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
n/a (n/a) - 1.08%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
ARAMARK SERVICES, INC. 5% (n/a) - 1.03%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
SCIH SALT HOLDINGS INC. 4.875% (n/a) - 0.97%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
DISCOVERY COMMUNICATIONS, LLC 3.95% (n/a) - 0.97%
VISA INC CLASS A (V) - 0.90%
#18
ION PLATFORM FINANCE S.A R.L. / ION PLATFORM FINANCE US INC. 4.625% (n/a) - 0.96%
WALMART INC (WMT) - 0.76%
#19
KINETIK HOLDINGS LP 6.625% (n/a) - 0.95%
INTEL CORP (INTC) - 0.75%
#20
n/a (n/a) - 0.89%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
n/a (n/a) - 0.89%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
NEXSTAR MEDIA INC. 4.75% (n/a) - 0.88%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
CLEAR CHANNEL OUTDOOR HOLDINGS INC. 7.5% (n/a) - 0.85%
ABBVIE INC (ABBV) - 0.66%
#24
COINBASE GLOBAL INC 3.375% (n/a) - 0.85%
CATERPILLAR INC (CAT) - 0.65%
#25
ARCHES BUYER INC 4.25% (n/a) - 0.84%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings176505

BSJS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
BSJS
+0.07%
Winner
SPY
+0.63%
3M
BSJS
+0.84%
Winner
SPY
+4.46%
6M
BSJS
+1.46%
Winner
SPY
+7.67%
1Y
BSJS
+4.77%
Winner
SPY
+17.68%
5Y(CAGR)
BSJS
+3.04%
Winner
SPY
+12.42%
10Y(CAGR)
BSJS
N/A
SPY
+14.84%
Max(CAGR)
BSJS
+3.68%
Winner
SPY
+8.44%

BSJS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBSJSSPY
2026+1.88%+8.63%
2025+7.51%+18.00%
2024+7.66%+25.59%
2023+11.99%+26.72%
2022-13.41%-18.64%
2021+3.40%+30.52%
2020+4.05%+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

BSJS vs SPY Drawdown Comparison

The maximum drawdown for BSJS was -17.72%, occurring on Sep 27, 2022. Recovery took 633 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current BSJS drawdown is -0.34%. The current SPY drawdown is -2.57%.

RankBSJSSPY
#1-17.72%
Dec 27, 2021 - Jul 5, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-4.44%
Mar 4, 2025 - May 12, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-3.01%
Feb 12, 2021 - Jun 9, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.54%
Sep 16, 2021 - Dec 23, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.22%
Sep 16, 2020 - Oct 7, 2020		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.15%
Oct 13, 2020 - Nov 5, 2020		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.64%
Feb 23, 2026 - Apr 9, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.63%
Dec 4, 2024 - Jan 17, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.25%
Sep 30, 2024 - Nov 7, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.17%
Jul 7, 2021 - Aug 25, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.84%
Oct 2, 2025 - Oct 20, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.73%
Jul 31, 2024 - Aug 13, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.69%
Aug 13, 2025 - Aug 26, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.69%
May 19, 2025 - May 27, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.68%
Jan 21, 2025 - Jan 24, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BSJS and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

BSJS vs SPY dividend yield comparison.

YearBSJSSPY
20263.51%0.50%
20256.49%1.07%
20247.04%1.21%
20236.75%1.40%
20225.82%1.65%
20214.86%1.20%
20200.75%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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