HLAL vs BSJR
Comparison between WAHED FTSE USA SHARIAH ETF (HLAL, ETF) and INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF (BSJR, ETF).
5-Year PerformanceHLAL has outperformed BSJR, delivering a return of +14.9% compared to +3.4%
HLAL vs BSJR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HLAL
$822M
Winner
BSJR
$824M
Expense Ratio
HLAL
0.50%
Winner
BSJR
0.42%
Max Drawdown
HLAL
33.57%
Winner
BSJR
23.27%
Sharpe Ratio
Winner
HLAL
2.13
BSJR
0.41
5Y Beta
HLAL
1.01
Winner
BSJR
0.15
P/E Ratio
HLAL
34.03
BSJR
N/A
Forward P/E
HLAL
23.99
BSJR
N/A
PEG Ratio
HLAL
0.56
BSJR
N/A
5Y Dividends CAGR
Winner
HLAL
4.47%
BSJR
4.45%
5Y EPS CAGR
HLAL
21.89%
BSJR
N/A
Debt to Equity
HLAL
40.75%
BSJR
N/A
P/S Ratio
HLAL
5.00
BSJR
N/A
P/B Ratio
HLAL
7.30
BSJR
N/A
HLAL vs BSJR - Holdings Comparison
HLAL and BSJR have 1 common holdings. Overlap is 0.00%
HLAL's top 25 holdings weight is 70.95%. BSJR's top 25 holdings weight is 48.02%.
| Rank | HLAL | BSJR |
|---|---|---|
| #1 | APPLE INC (AAPL) - 13.26% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 7.08% |
| #2 | MICROSOFT CORP (MSFT) - 8.92% | DISH NETWORK CORPORATION 11.75% (n/a) - 4.33% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.55% | TRANSDIGM, INC. 6.75% (n/a) - 2.88% |
| #4 | BROADCOM INC (AVGO) - 5.60% | n/a (n/a) - 2.81% |
| #5 | ALPHABET INC CLASS C (GOOG) - 5.28% | RAKUTEN GROUP INC. 11.25% (n/a) - 2.53% |
| #6 | META PLATFORMS INC CLASS A (META) - 3.90% | TENET HEALTHCARE CORPORATION 5.125% (n/a) - 2.03% |
| #7 | TESLA INC (TSLA) - 3.61% | n/a (n/a) - 1.85% |
| #8 | MICRON TECHNOLOGY INC (MU) - 3.03% | n/a (n/a) - 1.84% |
| #9 | ELI LILLY AND CO (LLY) - 2.38% | WAND NEWCO 3 INC 7.625% (n/a) - 1.73% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 2.32% | LIVE NATION ENTERTAINMENT, INC. 6.5% (n/a) - 1.63% |
| #11 | EXXON MOBIL CORP (XOM) - 1.80% | DISCOVERY GLOBAL HOLDINGS INC. 3.755% (n/a) - 1.61% |
| #12 | JOHNSON & JOHNSON (JNJ) - 1.59% | n/a (n/a) - 1.48% |
| #13 | INTEL CORP (INTC) - 1.55% | SIRIUS XM RADIO LLC 5% (n/a) - 1.46% |
| #14 | CISCO SYSTEMS INC (CSCO) - 1.34% | IRON MOUNTAIN INC. 4.875% (n/a) - 1.35% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.15% | BOYD GAMING CORPORATION 4.75% (n/a) - 1.35% |
| #16 | APPLIED MATERIALS INC (AMAT) - 1.02% | MAYA S.A.S. 8.5% (n/a) - 1.35% |
| #17 | CHEVRON CORP (CVX) - 0.98% | n/a (n/a) - 1.32% |
| #18 | PROCTER & GAMBLE CO (PG) - 0.98% | CSC HOLDINGS, LLC 5.5% (n/a) - 1.31% |
| #19 | COCA-COLA CO (KO) - 0.91% | LIVE NATION ENTERTAINMENT, INC. 4.75% (n/a) - 1.28% |
| #20 | TEXAS INSTRUMENTS INC (TXN) - 0.87% | n/a (n/a) - 1.22% |
| #21 | MERCK & CO INC (MRK) - 0.86% | GEN DIGITAL INC 6.75% (n/a) - 1.22% |
| #22 | GE VERNOVA INC (GEV) - 0.83% | n/a (n/a) - 1.13% |
| #23 | QUALCOMM INC (QCOM) - 0.76% | BELLRING INTERMEDIATE HOLDINGS INC. 7% (n/a) - 1.11% |
| #24 | KLA CORP (KLAC) - 0.76% | BOMBARDIER INC. 7.25% (n/a) - 1.06% |
| #25 | LINDE PLC (LIN) - 0.70% | SUNOCO LP 7.25% (n/a) - 1.06% |
| Total Holdings | 209 | 107 |
HLAL vs BSJR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HLAL
+3.22%
BSJR
+0.05%
3M
Winner
HLAL
+14.02%
BSJR
+0.63%
6M
Winner
HLAL
+12.56%
BSJR
+1.52%
1Y
Winner
HLAL
+38.41%
BSJR
+4.85%
5Y(CAGR)
Winner
HLAL
+14.88%
BSJR
+3.36%
Max(CAGR)
Winner
HLAL
+17.29%
BSJR
+4.00%
HLAL vs BSJR - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | HLAL | BSJR |
|---|---|---|
| 2026 | +13.72% | +1.06% |
| 2025 | +19.23% | +7.14% |
| 2024 | +17.97% | +7.50% |
| 2023 | +31.61% | +11.70% |
| 2022 | -18.38% | -11.40% |
| 2021 | +30.00% | +3.85% |
| 2020 | +23.54% | +5.48% |
| 2019 | +10.97% | +3.00% |
HLAL vs BSJR Drawdown Comparison
The maximum drawdown for HLAL was -33.57%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The maximum drawdown for BSJR was -22.57%, occurring on Mar 23, 2020. Recovery took 135 trading sessions.
The current HLAL drawdown is -4.17%. The current BSJR drawdown is -0.31%.
| Rank | HLAL | BSJR |
|---|---|---|
| #1 | -33.57% Feb 19, 2020 - Jul 22, 2020 | -22.57% Feb 20, 2020 - Sep 1, 2020 |
| #2 | -23.18% Jan 3, 2022 - Jul 13, 2023 | -16.36% Dec 27, 2021 - Mar 8, 2024 |
| #3 | -21.67% Dec 16, 2024 - Jul 23, 2025 | -3.49% Sep 1, 2020 - Oct 12, 2020 |
| #4 | -10.20% Jan 28, 2026 - Apr 15, 2026 | -3.15% Feb 28, 2025 - Apr 25, 2025 |
| #5 | -10.00% Sep 2, 2020 - Nov 16, 2020 | -2.22% Oct 12, 2020 - Nov 5, 2020 |
| #6 | -9.86% Jul 31, 2023 - Dec 1, 2023 | -2.13% Nov 9, 2021 - Dec 23, 2021 |
| #7 | -9.28% Jul 10, 2024 - Nov 7, 2024 | -2.12% Feb 12, 2021 - Apr 15, 2021 |
| #8 | -7.12% Jul 24, 2019 - Sep 12, 2019 | -1.93% Mar 20, 2024 - May 3, 2024 |
| #9 | -7.05% Feb 12, 2021 - Apr 5, 2021 | -1.44% Jan 16, 2020 - Feb 10, 2020 |
| #10 | -5.63% Sep 2, 2021 - Oct 25, 2021 | -1.41% Jul 7, 2021 - Sep 1, 2021 |
| #11 | -5.26% Apr 9, 2024 - May 14, 2024 | -1.23% Sep 15, 2021 - Nov 5, 2021 |
| #12 | -5.19% Oct 29, 2025 - Nov 28, 2025 | -1.17% Dec 6, 2024 - Jan 15, 2025 |
| #13 | -4.43% Jan 25, 2021 - Feb 12, 2021 | -1.16% Feb 13, 2026 - Apr 8, 2026 |
| #14 | -4.29% May 7, 2021 - Jun 24, 2021 | -0.97% Nov 10, 2020 - Nov 17, 2020 |
| #15 | -4.17% Jun 2, 2026 - Jun 5, 2026 | -0.89% Jul 31, 2024 - Aug 13, 2024 |
Correlation
Correlation between HLAL and BSJR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2019 - 2026)
HLAL vs BSJR dividend yield comparison.
| Year | HLAL | BSJR |
|---|---|---|
| 2026 | 0.11% | 2.23% |
| 2025 | 0.53% | 6.19% |
| 2024 | 0.58% | 6.75% |
| 2023 | 0.72% | 6.48% |
| 2022 | 1.15% | 5.37% |
| 2021 | 0.78% | 4.49% |
| 2020 | 0.97% | 4.53% |
| 2019 | 0.72% | 1.20% |
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