BSJX vs MBSX
Comparison between Invesco BulletShares 2033 High Yield Corporate Bond ETF (BSJX, ETF) and REGAN FIXED RATE MBS ETF (MBSX, ETF).
BSJX vs MBSX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSJX
$20M
MBSX
$20M
Expense Ratio
BSJX
0.42%
Winner
MBSX
0.40%
Max Drawdown
Winner
BSJX
4.80%
MBSX
27.57%
Sharpe Ratio
BSJX
0.22
Winner
MBSX
0.36
5Y Beta
BSJX
0.25
Winner
MBSX
0.03
BSJX vs MBSX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BSJX
+0.77%
MBSX
-1.41%
3M
Winner
BSJX
+0.90%
MBSX
-2.75%
6M
BSJX
+1.06%
Winner
MBSX
+2.34%
1Y
BSJX
+4.80%
Winner
MBSX
+7.98%
Max(CAGR)
BSJX
+6.34%
Winner
MBSX
+9.35%
BSJX vs MBSX - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | BSJX | MBSX |
|---|---|---|
| 2026 | +2.12% | +3.34% |
| 2025 | +5.45% | +8.21% |
BSJX vs MBSX Drawdown Comparison
The maximum drawdown for BSJX was -3.41%, occurring on Mar 27, 2026. Recovery took 39 trading sessions.
The maximum drawdown for MBSX was -27.57%, occurring on Jun 2, 2026. This drawdown has not yet recovered.
The current BSJX drawdown is -0.38%. The current MBSX drawdown is -22.20%.
| Rank | BSJX | MBSX |
|---|---|---|
| #1 | -3.41% Feb 20, 2026 - Apr 17, 2026 | -27.57% May 29, 2026 - Jun 2, 2026 |
| #2 | -1.70% Apr 17, 2026 - Jun 15, 2026 | -15.54% Feb 2, 2026 - May 29, 2026 |
| #3 | -1.41% Oct 2, 2025 - Oct 24, 2025 | -12.05% May 7, 2025 - May 13, 2025 |
| #4 | -1.16% Oct 27, 2025 - Nov 25, 2025 | -10.36% Nov 14, 2025 - Feb 2, 2026 |
| #5 | -1.03% Jul 6, 2026 - Aug 4, 2026 | -6.95% May 14, 2025 - Jul 22, 2025 |
| #6 | -0.88% Jul 3, 2025 - Jul 29, 2025 | -6.47% Jul 22, 2025 - Sep 26, 2025 |
| #7 | -0.53% Sep 22, 2025 - Oct 2, 2025 | -4.54% Sep 26, 2025 - Nov 14, 2025 |
| #8 | -0.45% Dec 3, 2025 - Dec 23, 2025 | -2.53% May 5, 2025 - May 7, 2025 |
| #9 | -0.44% Aug 13, 2025 - Aug 22, 2025 | -0.22% May 1, 2025 - May 5, 2025 |
| #10 | -0.43% Aug 4, 2026 - Aug 13, 2026 | N/A |
| #11 | -0.40% Jun 15, 2026 - Jun 29, 2026 | N/A |
| #12 | -0.38% Aug 25, 2026 - Aug 28, 2026 | N/A |
| #13 | -0.35% Aug 27, 2025 - Sep 4, 2025 | N/A |
| #14 | -0.32% Aug 13, 2026 - Aug 19, 2026 | N/A |
| #15 | -0.32% Aug 19, 2026 - Aug 25, 2026 | N/A |
Correlation
Correlation between BSJX and MBSX is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.52
-101
Dividend Comparison (2025 - 2026)
BSJX vs MBSX dividend yield comparison.
| Year | BSJX | MBSX |
|---|---|---|
| 2026 | 3.83% | 1.33% |
| 2025 | 4.02% | 2.77% |
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