BSJT vs IQI

Comparison between Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT, ETF) and Invesco Quality Municipal Income Trust (IQI, ETF).

5-Year PerformanceBSJT has outperformed IQI, delivering a return of +2.7% compared to +0.3%

BSJT vs IQI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSJT(ETF)	IQI(ETF)
Net Assets	$540M	$541M
Expense Ratio	0.42%	N/A
Max Drawdown	23.60%	55.16%
Sharpe Ratio	0.40	1.53
5Y Beta	0.21	0.23
5Y Dividends CAGR	N/A	4.12%

Net Assets

BSJT

$540M

Winner

IQI

$541M

Expense Ratio

BSJT

0.42%

IQI

N/A

Max Drawdown

Winner

BSJT

23.60%

IQI

55.16%

Sharpe Ratio

BSJT

0.40

Winner

IQI

1.53

5Y Beta

Winner

BSJT

0.21

IQI

0.23

5Y Dividends CAGR

BSJT

N/A

IQI

4.12%

BSJT vs IQI - Historical Returns

Returns include dividend reinvestment.

Period	BSJT	IQI
1 month	+0.16%	+1.32%
3 months	+0.92%	+3.65%
6 months	+0.95%	+4.03%
1 year	+5.05%	+18.85%
5 years(CAGR)	+2.67%	+0.31%
10 years(CAGR)	N/A	+2.59%
Max(CAGR)	+2.67%	+5.36%

BSJT

+0.16%

Winner

IQI

+1.32%

BSJT

+0.92%

Winner

IQI

+3.65%

BSJT

+0.95%

Winner

IQI

+4.03%

BSJT

+5.05%

Winner

IQI

+18.85%

5Y(CAGR)

Winner

BSJT

+2.67%

IQI

+0.31%

10Y(CAGR)

BSJT

N/A

IQI

+2.59%

Max(CAGR)

BSJT

+2.67%

Winner

IQI

+5.36%

BSJT vs IQI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BSJT	IQI
2026	+1.45%	+5.73%
2025	+7.39%	+8.56%
2024	+8.75%	+9.98%
2023	+13.25%	+4.31%
2022	-14.68%	-27.10%
2021	-0.52%	+9.25%
2020	N/A	+8.86%
2019	N/A	+15.59%
2018	N/A	-4.47%
2017	N/A	+6.13%
2016	N/A	+2.85%
2015	N/A	+8.13%
2014	N/A	+19.39%
2013	N/A	-14.68%
2012	N/A	+7.81%
2011	N/A	+19.74%
2010	N/A	+8.35%
2009	N/A	+33.00%
2008	N/A	-20.84%
2007	N/A	-8.00%
2006	N/A	+10.77%
2005	N/A	+10.91%
2004	N/A	+1.23%
2003	N/A	+11.68%
2002	N/A	+7.07%
2001	N/A	+9.01%
2000	N/A	+16.17%
1999	N/A	-6.11%

BSJT vs IQI Drawdown Comparison

The maximum drawdown for BSJT was -19.62%, occurring on Sep 27, 2022. Recovery took 708 trading sessions.

The maximum drawdown for IQI was -50.21%, occurring on Oct 10, 2008. Recovery took 692 trading sessions.

The current BSJT drawdown is -0.12%. The current IQI drawdown is -2.14%.

Rank	BSJT	IQI
#1	-19.62% Sep 15, 2021 - Jul 11, 2024	-50.21% May 7, 2007 - Feb 3, 2010
#2	-5.59% Feb 28, 2025 - Jun 3, 2025	-35.34% Jul 29, 2021 - Jul 14, 2026
#3	-2.47% Jan 27, 2026 - Apr 14, 2026	-26.28% Mar 4, 2020 - Nov 24, 2020
#4	-1.88% Dec 6, 2024 - Jan 24, 2025	-22.85% Jul 25, 2012 - Jan 13, 2015
#5	-1.50% Sep 19, 2024 - Nov 29, 2024	-18.18% Sep 30, 2010 - Oct 28, 2011
#6	-1.20% Sep 29, 2025 - Oct 24, 2025	-13.33% Aug 18, 2016 - Apr 10, 2019
#7	-1.15% Jul 31, 2024 - Aug 14, 2024	-11.24% Mar 23, 2004 - Feb 4, 2005
#8	-1.06% Oct 27, 2025 - Nov 25, 2025	-10.07% Jun 17, 2003 - Jan 15, 2004
#9	-0.80% May 6, 2026 - May 29, 2026	-9.68% Nov 5, 1999 - Feb 3, 2000
#10	-0.66% Feb 6, 2025 - Feb 14, 2025	-9.35% Feb 2, 2015 - Dec 1, 2015
#11	-0.58% Jul 16, 2024 - Jul 30, 2024	-8.54% Sep 12, 2000 - Jan 2, 2001
#12	-0.56% Jun 12, 2025 - Jun 20, 2025	-7.40% Mar 1, 2012 - Jun 11, 2012
#13	-0.56% Jun 30, 2025 - Jul 22, 2025	-7.23% Oct 2, 2002 - Feb 27, 2003
#14	-0.49% Apr 27, 2026 - May 6, 2026	-7.19% Feb 4, 2002 - Jul 10, 2002
#15	-0.48% Aug 13, 2025 - Aug 22, 2025	-7.14% Feb 8, 2000 - Jul 18, 2000

Correlation

Correlation between BSJT and IQI is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2000 - 2026)

BSJT vs IQI dividend yield comparison.

Year	BSJT	IQI
2026	3.80%	4.39%
2025	6.77%	7.60%
2024	6.65%	6.48%
2023	6.42%	4.70%
2022	5.45%	5.82%
2021	1.20%	4.53%
2020	0.00%	4.61%
2019	0.00%	4.88%
2018	0.00%	6.04%
2017	0.00%	5.33%
2016	0.00%	6.15%
2015	0.00%	6.08%
2014	0.00%	6.24%
2013	0.00%	7.39%
2012	0.00%	6.43%
2011	0.00%	6.46%
2010	0.00%	6.96%
2009	0.00%	6.59%
2008	0.00%	7.30%
2007	0.00%	5.66%
2006	0.00%	6.73%
2005	0.00%	7.70%
2004	0.00%	6.33%
2003	0.00%	8.51%
2002	0.00%	8.43%
2001	0.00%	8.85%
2000	0.00%	2.65%