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IBDZ vs BSJR

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

IBDZ vs BSJR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

IBDZ vs BSJR - Historical Returns

Returns include dividend reinvestment.

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

IBDZ vs BSJR - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

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

IBDZ vs BSJR Drawdown Comparison

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

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

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

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

Correlation

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

0.96
-101

Dividend Comparison (2019 - 2026)

IBDZ vs BSJR dividend yield comparison.

YearIBDZBSJR
20262.88%3.10%
20254.85%6.19%
20242.50%6.75%
20230.00%6.48%
20220.00%5.37%
20210.00%4.49%
20200.00%4.53%
20190.00%1.20%

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